Telluride, COCIK 18248214 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
7 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Skywest Inc | 900.0K | $90.37M | 24.0% | 0 | Held |
| 2 | Ubiquiti Inc | 140.0K | $77.47M | 20.6% | −35.0K | Reduced |
| 3 | Amkor Technology Inc | 1.40M | $55.27M | 14.7% | −1.25M | Reduced |
| 4 | Somnigroup International Inc |
| 575.0K |
| $53.34M |
| 14.2% |
| 0 |
| Held |
| 5 | Garmin Ltd | 260.0K | $42.40M | 11.3% | +160.0K | Added |
| 6 | Palantir Technologies Inc | 163.0K | $28.97M | 7.7% | +13.0K | Added |
| 7 | Parsons Corp Del | 455.0K | $28.12M | 7.5% | −110.0K | Reduced |