New York, NYCIK 15692414 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 | United States Cellular Corp | 1.70M | $91.15M | 9.6% | +350.0K | Added |
| 2 | Indivior PLC | 2.53M | $90.94M | 9.6% | −1.67M | Reduced |
| 3 | Quidelortho Corp | 3.01M | $86.10M | 9.1% | +314.6K | Added |
| 4 | Enviri Corp |
| 4.60M |
| $82.42M |
| 8.7% |
| +2.91M |
| Added |
| 5 | Theravance Biopharma Inc | 4.30M | $80.45M | 8.5% | −650.0K | Reduced |
| 6 | Cannae Hldgs Inc | 3.55M | $55.82M | 5.9% | +136.7K | Added |
| 7 | Apartment Invt & Mgmt Co | 9.20M | $54.63M | 5.8% | +1.44M | Added |
| 8 | Resolute Hldgs Mgmt Inc | 242.4K | $50.04M | 5.3% | −7.6K | Reduced |
| 9 | Integer Hldgs Corp | 550.0K | $43.14M | 4.6% | +550.0K | New |
| 10 | Commscope Hldg Co Inc | 2.22M | $40.23M | 4.3% | +1.62M | Added |
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