Miami, FLCIK 14324504 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
8 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Viasat Inc | 2.09M | $72.16M | 29.2% | +58.0K | Added |
| 2 | Amentum Holdings Inc | 1.39M | $40.37M | 16.3% | +192.0K | Added |
| 3 | Constellium Se | 1.84M | $34.72M | 14.0% | +217.0K | Added |
| 4 | Dana Inc |
| 1.15M |
| $27.23M |
| 11.0% |
| +66.0K |
| Added |
| 5 | Fluor Corp New | 559.0K | $22.15M | 9.0% | +15.0K | Added |
| 6 | Ecovyst Inc | 2.05M | $19.95M | 8.1% | +2.05M | New |
| 7 | Kaiser Aluminum Corp | 168.0K | $19.30M | 7.8% | +168.0K | New |
| 8 | Solaris Energy Infras Inc | 250.0K | $11.49M | 4.6% | −753.0K | Reduced |