Boston, MACIK 18805624 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
128 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Haymaker Acquisition Corp IV | 350.0K | $3.98M | 9.9% | +150.0K | Added |
| 2 | Bold Eagle Acquisition Corp | 117.7K | $1.24M | 3.1% | −63.2K | Reduced |
| 3 | Regis Corporation | 32.9K | $914.0K | 2.3% | 0 | Held |
| 4 | Sturm Ruger & Co Inc |
| 26.5K |
| $864.7K |
| 2.2% |
| +26.5K |
| New |
| 5 | Legence Corp | 19.9K | $854.3K | 2.1% | +9.8K | Added |
| 6 | Medline Inc | 20.0K | $840.0K | 2.1% | +20.0K | New |
| 7 | Alliance Laundry Hldgs Inc | 39.5K | $804.3K | 2.0% | +39.5K | New |
| 8 | Waterbridge Infrastructure L | 40.0K | $800.4K | 2.0% | +15.0K | Added |
| 9 | Silicon Vy Acquisition Corp | 75.0K | $745.9K | 1.9% | +75.0K | New |
| 10 | Netskope Inc | 40.0K | $701.6K | 1.7% | +30.0K | Added |
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