West Palm Beach, FLCIK 17917866 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
19 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Triple Flag Precious Metal | 133.82M | $4.45B | 30.6% | 0 | Held |
| 2 | Phillips 66 | 19.25M | $2.48B | 17.1% | 0 | Held |
| 3 | Suncor Energy Inc New | 52.67M | $2.34B | 16.1% | 0 | Held |
| 4 | Southwest Airls Co |
| 51.13M |
| $2.11B |
| 14.5% |
| 0 |
| Held |
| 5 | Pinterest Inc | 28.00M | $724.92M | 5.0% | 0 | Held |
| 6 | Hewlett Packard Enterprise C | 18.63M | $447.52M | 3.1% | 0 | Held |
| 7 | Uniti Group LLC | 59.01M | $413.68M | 2.8% | 0 | Held |
| 8 | Ishares Tr | 3.80M | $306.39M | 2.1% | 0 | Held |
| 9 | Etsy Inc | 5.00M | $277.20M | 1.9% | 0 | Held |
| 10 | Pepsico Inc | 1.27M | $182.99M | 1.3% | 0 | Held |
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