New York, NYCIK 17940344 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
8 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Lincoln Edl Svcs Corp | 2.36M | $57.07M | 19.6% | 0 | Held |
| 2 | Artivion Inc | 1.19M | $54.24M | 18.6% | −144.6K | Reduced |
| 3 | Orthofix Med Inc | 3.51M | $53.22M | 18.3% | +663.3K | Added |
| 4 | Bioventus Inc |
| 6.94M |
| $51.63M |
| 17.8% |
| 0 |
| Held |
| 5 | Allient Inc | 869.1K | $46.72M | 16.1% | 0 | Held |
| 6 | Twin Disc Inc | 1.02M | $17.10M | 5.9% | 0 | Held |
| 7 | Lsi Inds Inc Ohio | 341.5K | $6.26M | 2.2% | +231.7K | Added |
| 8 | Astronova Inc | 535.2K | $4.63M | 1.6% | 0 | Held |