New York, NYCIK 16336254 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
71 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Mercer Intl Inc | 17.22M | $34.10M | 10.0% | +520.0K | Added |
| 2 | Corning Inc | 368.4K | $32.25M | 9.4% | 0 | Held |
| 3 | Amgen Inc | 92.5K | $30.28M | 8.9% | 0 | Held |
| 4 | Scully Royalty Ltd |
| 3.42M |
| $29.21M |
| 8.6% |
| 0 |
| Held |
| 5 | Nam Tai Property Inc | 5.77M | $24.83M | 7.3% | 0 | Held |
| 6 | Nam Tai G63907-10-2 Private | 5.34M | $22.95M | 6.7% | 0 | Held |
| 7 | Goldman Sachs Group Inc | 21.1K | $18.50M | 5.4% | −54.1K | Reduced |
| 8 | Helios Technologies Inc | 300.0K | $16.05M | 4.7% | 0 | Held |
| 9 | Argonaut Group Statutory Tr - Call | 12.0K | $12.00M | 3.5% | 0 | Held |
| 10 | Vail Resorts Inc | 84.0K | $11.16M | 3.3% | 0 | Held |
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