New York, NYCIK 15189991 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
11 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Bausch Plus Lomb Corp | 2.00M | $34.14M | 22.6% | +2.00M | New Position |
| 2 | Ftai Infrastructure Inc | 5.21M | $24.02M | 15.9% | +5.21M | New Position |
| 3 | Ftai Aviation Ltd | 111.4K | $21.94M | 14.5% | +111.4K | New Position |
| 4 |
| Clear Channel Outdoor Hldgs |
| 9.28M |
| $20.50M |
| 13.6% |
| +9.28M |
| New Position |
| 5 | Pacs Group Inc | 381.2K | $14.63M | 9.7% | +381.2K | New Position |
| 6 | Astronics Corp | 227.7K | $12.35M | 8.2% | +227.7K | New Position |
| 7 | Claritev Corporation | 250.0K | $10.69M | 7.1% | +250.0K | New Position |
| 8 | Hudson Technologies Inc | 728.3K | $4.99M | 3.3% | +728.3K | New Position |
| 9 | Six Flags Entertainment Corp | 276.2K | $4.24M | 2.8% | +276.2K | New Position |
| 10 | Xponential Fitness Inc | 450.4K | $3.71M | 2.5% | +450.4K | New Position |
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