Miami Beach, FLCIK 18808171 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
8 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Netgear Inc | 1.45M | $35.47M | 26.9% | +1.45M | New Position |
| 2 | Groupon Inc | 1.94M | $34.12M | 25.8% | +1.94M | New Position |
| 3 | Turtle Beach Corp | 1.72M | $24.07M | 18.2% | +1.72M | New Position |
| 4 | Barnes & Noble Ed Inc |
| 1.70M |
| $15.62M |
| 11.8% |
| +1.70M |
| New Position |
| 5 | Geo Group Inc New | 797.4K | $12.85M | 9.7% | +797.4K | New Position |
| 6 | Jack In The Box Inc | 390.2K | $7.39M | 5.6% | +390.2K | New Position |
| 7 | Allot Ltd | 216.3K | $2.13M | 1.6% | +216.3K | New Position |
| 8 | Vivid Seats Inc | 56.8K | $409.5K | 0.3% | +56.8K | New Position |