New York, NYCIK 14063134 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
10 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Cbiz Inc | 1.77M | $89.47M | 22.9% | +57.1K | Added |
| 2 | Jbt Marel Corporation | 450.0K | $67.79M | 17.4% | 0 | Held |
| 3 | Blackbaud Inc | 630.3K | $39.91M | 10.2% | 0 | Held |
| 4 | Tennant Co |
| 484.9K |
| $35.74M |
| 9.2% |
| 0 |
| Held |
| 5 | Zeta Global Holdings Corp | 1.70M | $34.59M | 8.9% | 0 | Held |
| 6 | Livanova PLC | 493.9K | $30.39M | 7.8% | 0 | Held |
| 7 | Msa Safety Inc | 185.7K | $29.73M | 7.6% | +49.3K | Added |
| 8 | Henry Schein Inc | 361.8K | $27.34M | 7.0% | 0 | Held |
| 9 | Avient Corporation | 624.9K | $19.52M | 5.0% | 0 | Held |
| 10 | Enovis Corporation | 595.0K | $15.85M | 4.1% | 0 | Held |