Boynton Beach, FLCIK 19713395 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 | Geo Group Inc New | 839.4K | $13.53M | 22.8% | +117.9K | Added |
| 2 | Crescent Energy Company | 1.55M | $13.03M | 21.9% | +73.6K | Added |
| 3 | Wheels Up Experience Inc | 15.10M | $9.91M | 16.7% | −1.91M | Reduced |
| 4 | Antero Resources Corp |
| 228.9K |
| $7.89M |
| 13.3% |
| +20.0K |
| Added |
| 5 | Target Hospitality Corp | 425.2K | $3.41M | 5.7% | +100.4K | Added |
| 6 | California Res Corp | 75.1K | $3.36M | 5.7% | 0 | Held |
| 7 | Wolfspeed Inc | 177.3K | $3.09M | 5.2% | −161.9K | Reduced |
| 8 | Bwx Technologies Inc | 10.0K | $1.73M | 2.9% | 0 | Held |
| 9 | Sable Offshore Corp | 151.0K | $1.36M | 2.3% | +118.7K | Added |
| 10 | Chord Energy Corporation | 14.0K | $1.30M | 2.2% | 0 | Held |
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