Minneapolis, MNCIK 13337094 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
67 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Casella Waste Sys Inc | 210.3K | $20.60M | 3.2% | +130 | Added |
| 2 | Addus Homecare Corp | 177.3K | $19.04M | 3.0% | −7.6K | Reduced |
| 3 | Littelfuse Inc | 70.7K | $17.88M | 2.8% | +5.7K | Added |
| 4 | Willdan Group Inc |
| 169.2K |
| $17.54M |
| 2.8% |
| −13.2K |
| Reduced |
| 5 | Pegasystems Inc | 291.0K | $17.38M | 2.7% | −12.0K | Reduced |
| 6 | Healthequity Inc | 184.8K | $16.93M | 2.7% | −7.7K | Reduced |
| 7 | Construction Partners Inc | 154.4K | $16.76M | 2.6% | −6.3K | Reduced |
| 8 | Bio-Techne Corp | 282.6K | $16.62M | 2.6% | −21.1K | Reduced |
| 9 | Five Below Inc | 87.3K | $16.44M | 2.6% | −27.8K | Reduced |
| 10 | Descartes Sys Group Inc | 179.0K | $15.69M | 2.5% | +3.6K | Added |
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