Larkspur, CACIK 17332484 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
37 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Comfort Sys USA Inc | 16.0K | $14.9K | 9.8% | −2.0K | Reduced |
| 2 | Nvidia Corporation | 60.0K | $11.2K | 7.4% | 0 | Held |
| 3 | Build-A-Bear Workshop Inc | 150.0K | $9.2K | 6.0% | 0 | Held |
| 4 | Lam Research Corp |
| 50.0K |
| $8.6K |
| 5.6% |
| 0 |
| Held |
| 5 | Grand Canyon Ed Inc | 45.0K | $7.5K | 4.9% | +10.0K | Added |
| 6 | Firstcash Holdings Inc | 40.0K | $6.4K | 4.2% | 0 | Held |
| 7 | Federal Agric Mtg Corp | 35.0K | $6.1K | 4.0% | −10.0K | Reduced |
| 8 | Sterling Infrastructure Inc | 18.0K | $5.5K | 3.6% | 0 | Held |
| 9 | Turning Pt Brands Inc | 50.0K | $5.4K | 3.6% | +10.0K | Added |
| 10 | Archrock Inc | 200.0K | $5.2K | 3.4% | 0 | Held |
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