Wayzata, MNCIK 19650054 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
23 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Advance Auto Parts Inc | 940.6K | $36.97M | 6.6% | +423.5K | Added |
| 2 | Amazon Com Inc | 158.8K | $36.65M | 6.5% | +158.8K | New |
| 3 | Transdigm Group Inc | 27.5K | $36.60M | 6.5% | +27.5K | New |
| 4 | Microsoft Corp |
| 75.2K |
| $36.35M |
| 6.5% |
| +75.2K |
| New |
| 5 | Advanced Micro Devices Inc | 169.4K | $36.29M | 6.5% | +169.4K | New |
| 6 | Broadcom Inc | 104.8K | $36.26M | 6.4% | +104.8K | New |
| 7 | Nvidia Corporation | 194.3K | $36.24M | 6.4% | +194.3K | New |
| 8 | Teradyne Inc | 187.2K | $36.24M | 6.4% | +187.2K | New |
| 9 | Global Pmts Inc | 446.7K | $34.57M | 6.1% | −55.2K | Reduced |
| 10 | Icf Intl Inc | 389.6K | $33.23M | 5.9% | −121.4K | Reduced |
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