Nashville, TNCIK 16337034 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
32 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Clean Harbors Inc | 210.2K | $49.30M | 8.1% | −3.9K | Reduced |
| 2 | Ciena Corp | 179.6K | $42.00M | 6.9% | −5.4K | Reduced |
| 3 | Crh PLC | 325.1K | $40.57M | 6.7% | −9.4K | Reduced |
| 4 | Pinnacle Finl Partners Inc |
| 416.1K |
| $39.70M |
| 6.5% |
| +97.0K |
| Added |
| 5 | Lkq Corp | 1.30M | $39.29M | 6.5% | +212.0K | Added |
| 6 | Somnigroup International Inc | 424.6K | $37.91M | 6.2% | −11.8K | Reduced |
| 7 | Spdr Series Trust | 411.5K | $37.60M | 6.2% | −183.5K | Reduced |
| 8 | Kirby Corp | 298.1K | $32.84M | 5.4% | −143.3K | Reduced |
| 9 | Autozone Inc | 8.6K | $29.26M | 4.8% | −246 | Reduced |
| 10 | Brunswick Corp | 358.6K | $26.62M | 4.4% | −4.8K | Reduced |
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