New York, NYCIK 16523274 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
14 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Enova Intl Inc | 225.5K | $35.45M | 13.1% | 0 | Held |
| 2 | Darling Ingredients Inc | 915.0K | $32.94M | 12.2% | 0 | Held |
| 3 | Cogent Communications Hldgs | 1.40M | $30.24M | 11.2% | +527.5K | Added |
| 4 | Meta Platforms Inc |
| 44.5K |
| $29.37M |
| 10.9% |
| 0 |
| Held |
| 5 | Amazon Com Inc | 124.2K | $28.67M | 10.6% | 0 | Held |
| 6 | Alphabet Inc | 67.7K | $21.23M | 7.9% | 0 | Held |
| 7 | Turning Pt Brands Inc | 181.5K | $19.67M | 7.3% | 0 | Held |
| 8 | Lendingclub Corp | 860.0K | $16.29M | 6.0% | 0 | Held |
| 9 | News Corp New | 601.5K | $15.71M | 5.8% | −20.0K | Reduced |
| 10 | Iac Inc | 315.0K | $12.32M | 4.6% | −175.0K | Reduced |
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