New York, NYCIK 15056394 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
3 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Victory Cap Hldgs Inc | 4.10M | $258.35M | 81.2% | −21.8K | Reduced |
| 2 | Select Water Solutions Inc | 3.90M | $41.02M | 12.9% | 0 | Held |
| 3 | Camping World Hldgs Inc | 1.92M | $18.69M | 5.9% | 0 | Held |