Burlingame, CACIK 19103914 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
9 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Capital One Finl Corp | 154.3K | $37.39M | 23.7% | 0 | Held |
| 2 | Hilton Grand Vacations Inc | 700.8K | $31.36M | 19.9% | +9.7K | Added |
| 3 | Apollo Global Mgmt Inc | 163.7K | $23.70M | 15.1% | 0 | Held |
| 4 | Onemain Hldgs Inc |
| 294.4K |
| $19.89M |
| 12.6% |
| −22.3K |
| Reduced |
| 5 | Bank America Corp | 322.3K | $17.73M | 11.3% | −4.7K | Reduced |
| 6 | Blackrock Inc | 14.2K | $15.22M | 9.7% | +692 | Added |
| 7 | Global Business Travel Group | 931.0K | $7.12M | 4.5% | +842 | Added |
| 8 | Nice Ltd | 30.9K | $3.49M | 2.2% | +30.9K | New |
| 9 | Progressive Corp | 6.8K | $1.54M | 1.0% | −16.4K | Reduced |