New York, NYCIK 155659310 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
31 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Rithm Ppty Tr Inc | 549.7K | $9.11M | 21.2% | +549.7K | New |
| 2 | Rithm Acquisition Corp | 660.0K | $7.09M | 16.5% | 0 | Held |
| 3 | Ge Vernova Inc | 2.8K | $1.83M | 4.3% | +800 | Added |
| 4 | Quanta Svcs Inc |
| 3.9K |
| $1.65M |
| 3.8% |
| 0 |
| Held |
| 5 | Eaton Corp PLC | 4.8K | $1.53M | 3.6% | 0 | Held |
| 6 | Constellation Energy Corp | 4.3K | $1.50M | 3.5% | +250 | Added |
| 7 | Primoris Svcs Corp | 10.2K | $1.27M | 2.9% | 0 | Held |
| 8 | Dycom Inds Inc | 3.7K | $1.25M | 2.9% | 0 | Held |
| 9 | Vertiv Holdings Co | 7.0K | $1.13M | 2.6% | +1.0K | Added |
| 10 | Hubbell Inc | 2.5K | $1.11M | 2.6% | 0 | Held |
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