New York, NYCIK 15978574 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
59 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Star Group L P | 3.40M | $40.27M | 14.7% | 0 | Held |
| 2 | Hudson Technologies Inc | 3.80M | $26.03M | 9.5% | 0 | Held |
| 3 | Ovintiv Inc | 618.9K | $24.25M | 8.9% | +618.9K | New |
| 4 | Global Partners LP |
| 508.1K |
| $21.26M |
| 7.8% |
| 0 |
| Held |
| 5 | Barrick Mng Corp | 300.0K | $13.06M | 4.8% | +225.0K | Added |
| 6 | Expand Energy Corporation | 82.8K | $9.14M | 3.3% | −25.2K | Reduced |
| 7 | Century Alum Co | 216.7K | $8.49M | 3.1% | −1.1K | Reduced |
| 8 | Teekay Tankers Ltd | 148.4K | $7.93M | 2.9% | −254.1K | Reduced |
| 9 | Iamgold Corp | 462.8K | $7.63M | 2.8% | −200.3K | Reduced |
| 10 | Loews Corp | 63.9K | $6.73M | 2.5% | +8.1K | Added |
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