Birmingham, ALCIK 18029864 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
11 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Regional Mgmt Corp | 1.09M | $42.05M | 19.0% | 0 | Held |
| 2 | Mastercraft Boat Hldgs Inc | 1.70M | $32.13M | 14.5% | −103.9K | Reduced |
| 3 | Millerknoll Inc | 1.56M | $28.55M | 12.9% | +95.0K | Added |
| 4 | Hovnanian Enterprises Inc |
| 236.3K |
| $23.05M |
| 10.4% |
| −7.0K |
| Reduced |
| 5 | Viemed Healthcare Inc | 2.79M | $20.70M | 9.4% | +49.4K | Added |
| 6 | Quipt Home Medical Corp | 4.20M | $14.82M | 6.7% | 0 | Held |
| 7 | Repay Hldgs Corp | 3.99M | $14.57M | 6.6% | +3.99M | New |
| 8 | I3 Verticals Inc | 549.4K | $13.84M | 6.3% | −115.6K | Reduced |
| 9 | Rush Enterprises Inc | 239.8K | $12.94M | 5.9% | 0 | Held |
| 10 | Oportun Finl Corp | 2.38M | $12.59M | 5.7% | +422.4K | Added |
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