Phoenix, AZCIK 14270084 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
32 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Simon Ppty Group Inc New | 1.79M | $331.59M | 6.9% | −124.2K | Reduced |
| 2 | Merck & Co Inc | 2.84M | $298.76M | 6.2% | −196.4K | Reduced |
| 3 | American Express Co | 768.4K | $284.28M | 5.9% | −53.4K | Reduced |
| 4 | Cenovus Energy Inc |
| 16.76M |
| $283.63M |
| 5.9% |
| +374.2K |
| Added |
| 5 | Amgen Inc | 801.8K | $262.44M | 5.4% | −55.6K | Reduced |
| 6 | Macerich Co | 13.96M | $257.77M | 5.3% | −968.1K | Reduced |
| 7 | D R Horton Inc | 1.72M | $247.72M | 5.1% | −119.2K | Reduced |
| 8 | Apa Corporation | 9.50M | $232.44M | 4.8% | −658.5K | Reduced |
| 9 | Lennar Corp | 1.82M | $187.33M | 3.9% | −126.6K | Reduced |
| 10 | Diamondback Energy Inc | 1.23M | $184.57M | 3.8% | −84.6K | Reduced |
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