Darien, CTCIK 13622554 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
22 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Carvana Co | 710.1K | $299.67M | 28.0% | +58.8K | Added |
| 2 | Godaddy Inc | 741.7K | $92.04M | 8.6% | +12.7K | Added |
| 3 | Expedia Group Inc | 263.1K | $74.53M | 7.0% | −81.8K | Reduced |
| 4 | Wayfair Inc |
| 633.0K |
| $63.55M |
| 5.9% |
| −16.7K |
| Reduced |
| 5 | Maplebear Inc | 1.38M | $61.98M | 5.8% | +131.7K | Added |
| 6 | Aptiv PLC | 752.4K | $57.25M | 5.3% | −13.6K | Reduced |
| 7 | Somnigroup International Inc | 639.9K | $57.13M | 5.3% | −14.9K | Reduced |
| 8 | Shift4 Pmts Inc | 851.2K | $53.60M | 5.0% | −16.9K | Reduced |
| 9 | Credit Accep Corp Mich | 116.8K | $51.79M | 4.8% | −2.8K | Reduced |
| 10 | Core & Main Inc | 760.8K | $39.54M | 3.7% | +117.1K | Added |
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