Denver, COCIK 16021194 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
6 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Centuri Holdings Inc | 825.0K | $20.83M | 53.3% | +825.0K | New |
| 2 | Accel Entertainment Inc | 543.5K | $6.20M | 15.9% | +510.9K | Added |
| 3 | Thermon Group Hldgs Inc | 125.0K | $4.64M | 11.9% | +125.0K | New |
| 4 | Churchill Downs Inc |
| 40.0K |
| $4.55M |
| 11.6% |
| +40.0K |
| New |
| 5 | B & G Foods Inc New | 425.0K | $1.83M | 4.7% | +425.0K | New |
| 6 | Full Hse Resorts Inc | 400.0K | $1.04M | 2.7% | +400.0K | New |