Miami, FLCIK 19018654 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
88 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Super Group Sghc Limited | 11.74M | $140.31M | 8.0% | +1.91M | Added |
| 2 | Indivior PLC | 2.78M | $99.92M | 5.7% | −577.8K | Reduced |
| 3 | Amer Sports Inc | 2.49M | $93.03M | 5.3% | +2.08M | Added |
| 4 | Carvana Co |
| 218.2K |
| $92.08M |
| 5.2% |
| +9.9K |
| Added |
| 5 | Sharkninja Inc | 769.2K | $86.07M | 4.9% | −5.2K | Reduced |
| 6 | Flywire Corporation | 5.79M | $81.94M | 4.7% | +1.64M | Added |
| 7 | Build-A-Bear Workshop Inc | 1.25M | $76.66M | 4.4% | +1.22M | Added |
| 8 | Celsius Hldgs Inc | 1.62M | $74.11M | 4.2% | +839.7K | Added |
| 9 | Sezzle Inc | 1.12M | $71.30M | 4.1% | −371.4K | Reduced |
| 10 | American Pub Ed Inc | 1.67M | $63.18M | 3.6% | +1.29M | Added |
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