Richmond, VACIK 18430194 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
33 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dana Inc | 730.0K | $17.34M | 9.4% | −70.0K | Reduced |
| 2 | World Kinect Corporation | 740.0K | $17.34M | 9.4% | +140.0K | Added |
| 3 | Cooper Std Hldgs Inc | 375.0K | $12.31M | 6.6% | +200.0K | Added |
| 4 | Greif Inc |
| 175.0K |
| $11.85M |
| 6.4% |
| +175.0K |
| New |
| 5 | Mayville Engr Co Inc | 605.0K | $11.33M | 6.1% | +605.0K | New |
| 6 | Sonoco Prods Co | 220.0K | $9.60M | 5.2% | +170.0K | Added |
| 7 | C3 Ai Inc | 600.4K | $8.09M | 4.4% | +415.0K | Added |
| 8 | National Presto Inds Inc | 75.0K | $8.01M | 4.3% | +34.0K | Added |
| 9 | Dollar Gen Corp New | 55.0K | $7.30M | 3.9% | +55.0K | New |
| 10 | Titan Machy Inc | 465.0K | $6.99M | 3.8% | +215.0K | Added |
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