Tarrytown, NYCIK 14064844 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
43 positions · Q4 2025
| 2.62M |
| $45.13M |
| 4.1% |
| +1.9K |
| Added |
| 5 | Nlight Inc | 1.20M | $45.11M | 4.0% | −194.9K | Reduced |
| 6 | Bwx Technologies Inc | 251.5K | $43.46M | 3.9% | −38.0K | Reduced |
| 7 | Materion Corp | 319.5K | $39.72M | 3.6% | +1.5K | Added |
| 8 | Waste Connections Inc | 224.2K | $39.31M | 3.5% | +159 | Added |
| 9 | Azz Inc | 364.6K | $39.08M | 3.5% | −120.8K | Reduced |
| 10 | Gentherm Inc | 1.05M | $38.06M | 3.4% | +22.0K | Added |
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