Miami, FLCIK 19622214 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
12 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Pacira Biosciences Inc | 2.78M | $71.89M | 20.2% | +76.5K | Added |
| 2 | Inmode Ltd | 2.84M | $41.70M | 11.7% | 0 | Held |
| 3 | Merchants Bancorp Ind | 1.12M | $38.00M | 10.7% | +1.02M | Added |
| 4 | Nomad Foods Ltd |
| 2.85M |
| $35.69M |
| 10.0% |
| +2.69M |
| Added |
| 5 | Davita Inc | 302.9K | $34.41M | 9.7% | −52.7K | Reduced |
| 6 | Hingham Instn Svgs Mass | 117.4K | $33.32M | 9.4% | +29.8K | Added |
| 7 | Afya Ltd | 2.08M | $32.10M | 9.0% | +1.19M | Added |
| 8 | Napco Sec Technologies Inc | 627.9K | $26.18M | 7.4% | −537.4K | Reduced |
| 9 | Kinsale Cap Group Inc | 56.1K | $21.92M | 6.2% | +56.1K | New |
| 10 | Fidelis Insurance Holdings L | 636.9K | $12.46M | 3.5% | 0 | Held |
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