Alamo, CACIK 18691994 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
34 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Golar Lng Ltd | 2.38M | $88.41M | 10.4% | −45.8K | Reduced |
| 2 | Compass Inc | 5.78M | $61.09M | 7.2% | +2.42M | Added |
| 3 | Energy Transfer L P | 2.68M | $44.25M | 5.2% | +145.4K | Added |
| 4 | Kilroy Rlty Corp |
| 1.12M |
| $41.78M |
| 4.9% |
| +28.4K |
| Added |
| 5 | Propetro Hldg Corp | 3.90M | $37.13M | 4.3% | −143.1K | Reduced |
| 6 | Pg&E Corp | 2.14M | $34.44M | 4.0% | +15.2K | Added |
| 7 | Corpay Inc | 110.7K | $33.32M | 3.9% | +22.5K | Added |
| 8 | Gannett Co Inc | 6.45M | $33.24M | 3.9% | +165.8K | Added |
| 9 | Corecivic Inc | 1.71M | $32.73M | 3.8% | +691.4K | Added |
| 10 | Star Bulk Carriers Corp. | 1.65M | $31.71M | 3.7% | +200.0K | Added |
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