Richmond, VACIK 19658194 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
76 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Enhabit Inc | 375.1K | $3.46M | 8.0% | 0 | Held |
| 2 | Perrigo Co PLC | 243.0K | $3.38M | 7.8% | +69.7K | Added |
| 3 | Primoris Svcs Corp | 26.2K | $3.25M | 7.5% | −700 | Reduced |
| 4 | Reddit Inc |
| 8.6K |
| $1.98M |
| 4.5% |
| +1.9K |
| Added |
| 5 | Warner Bros Discovery Inc | 65.0K | $1.87M | 4.3% | −36.9K | Reduced |
| 6 | Roku Inc | 13.4K | $1.46M | 3.4% | +2.5K | Added |
| 7 | Onespaworld Holdings Limited | 61.4K | $1.27M | 2.9% | 0 | Held |
| 8 | Exlservice Holdings Inc | 27.7K | $1.18M | 2.7% | 0 | Held |
| 9 | Tyler Technologies Inc | 2.6K | $1.17M | 2.7% | +400 | Added |
| 10 | Arcos Dorados Holdings Inc | 158.7K | $1.17M | 2.7% | 0 | Held |
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