Boston, MACIK 18373434 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
23 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | First Solar Inc | 2.09M | $546.07M | 20.6% | +390 | Added |
| 2 | Mastec Inc | 2.15M | $468.43M | 17.7% | 0 | Held |
| 3 | Dycom Inds Inc | 1.01M | $341.21M | 12.9% | 0 | Held |
| 4 | Crh PLC |
| 1.05M |
| $130.54M |
| 4.9% |
| 0 |
| Held |
| 5 | Granite Constr Inc | 1.11M | $128.04M | 4.8% | 0 | Held |
| 6 | Cemex Sab De Cv | 10.80M | $124.12M | 4.7% | 0 | Held |
| 7 | Array Technologies Inc | 12.89M | $118.86M | 4.5% | 0 | Held |
| 8 | Boeing Co | 518.5K | $112.57M | 4.2% | +518.5K | New |
| 9 | James Hardie Inds PLC | 5.12M | $106.24M | 4.0% | +901.7K | Added |
| 10 | Centuri Holdings Inc | 4.03M | $101.76M | 3.8% | +200.0K | Added |
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