Darien, CTCIK 18668727 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
25 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Talen Energy Corp | 577.2K | $216.37M | 20.4% | +16.5K | Added |
| 2 | Telephone & Data Sys Inc | 4.20M | $172.35M | 16.2% | +523.1K | Added |
| 3 | Viasat Inc | 2.97M | $102.51M | 9.7% | +402.1K | Added |
| 4 | Centuri Holdings Inc |
| 3.99M |
| $100.71M |
| 9.5% |
| +935.8K |
| Added |
| 5 | Echostar Corp | 24.64M | $82.50M | 7.8% | +910.0K | Added |
| 6 | Brookdale Sr Living Inc | 7.35M | $79.31M | 7.5% | +222.1K | Added |
| 7 | Echostar Corp | 643.9K | $69.99M | 6.6% | +18.9K | Added |
| 8 | Sphere Entertainment Co | 21.15M | $58.36M | 5.5% | +950.0K | Added |
| 9 | Cannae Hldgs Inc | 3.26M | $51.32M | 4.8% | +73.6K | Added |
| 10 | Diversified Healthcare Tr | 4.76M | $23.10M | 2.2% | +201.8K | Added |
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