Houston, TXCIK 17301455 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
48 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Flywire Corporation | 11.75M | $166.38M | 8.9% | +2.13M | Added |
| 2 | Par Technology Corp | 4.34M | $157.46M | 8.4% | +1.36M | Added |
| 3 | Cellebrite Di Ltd | 8.05M | $145.14M | 7.7% | +1.27M | Added |
| 4 | Griffon Corp |
| 1.76M |
| $129.62M |
| 6.9% |
| +225.0K |
| Added |
| 5 | Genius Sports Limited | 11.10M | $122.32M | 6.5% | +2.90M | Added |
| 6 | Five9 Inc | 5.89M | $118.19M | 6.3% | +1.34M | Added |
| 7 | Powell Inds Inc | 350.0K | $111.57M | 5.9% | +55.0K | Added |
| 8 | Euronet Worldwide Inc | 1.43M | $108.84M | 5.8% | +90.0K | Added |
| 9 | Phinia Inc | 1.73M | $108.29M | 5.8% | +47.5K | Added |
| 10 | Sharkninja Inc | 959.0K | $107.31M | 5.7% | +411.5K | Added |
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