New York, NYCIK 13997704 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
14 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Brightspring Health Svcs Inc | 61.94M | $2.32B | 39.5% | −15.15M | Reduced |
| 2 | Henry Schein Inc | 15.65M | $1.18B | 20.2% | 0 | Held |
| 3 | Bridgebio Pharma Inc | 13.26M | $1.01B | 17.3% | 0 | Held |
| 4 |
| 30.02M |
| $495.08M |
| 8.4% |
| 0 |
| Held |
| 5 | Brightview Hldgs Inc | 21.53M | $276.52M | 4.7% | 0 | Held |
| 6 | Crescent Energy Company | 26.76M | $224.50M | 3.8% | 0 | Held |
| 7 | Paramount Skydance Corp | 8.54M | $114.38M | 1.9% | −7.10M | Reduced |
| 8 | Kkr Real Estate Fin Tr Inc | 10.00M | $82.83M | 1.4% | 0 | Held |
| 9 | Madison Square Grdn Sprt Cor | 305.1K | $78.91M | 1.3% | 0 | Held |
| 10 | Bausch Health Cos Inc | 5.24M | $36.38M | 0.6% | 0 | Held |
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