Palm Beach, FLCIK 13968354 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
66 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Norfolk Southn Corp | 468.2K | $135.17M | 9.1% | −34.5K | Reduced |
| 2 | Chart Inds Inc | 430.9K | $88.87M | 6.0% | −78.2K | Reduced |
| 3 | Cyberark Software Ltd | 190.4K | $84.91M | 5.7% | −13.8K | Reduced |
| 4 | Exact Sciences Corp |
| 805.5K |
| $81.81M |
| 5.5% |
| +805.5K |
| New |
| 5 | New Gold Inc Cda | 9.36M | $81.55M | 5.5% | +9.36M | New |
| 6 | Frontier Communications Pare | 1.91M | $72.77M | 4.9% | −151.6K | Reduced |
| 7 | Air Lease Corp | 1.12M | $71.85M | 4.8% | +1.07M | Added |
| 8 | Boeing Co | 294.7K | $63.99M | 4.3% | +294.7K | New |
| 9 | Avidity Biosciences Inc | 867.5K | $62.57M | 4.2% | +867.5K | New |
| 10 | Electronic Arts Inc | 271.4K | $55.46M | 3.7% | +165.4K | Added |
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