Miami, FLCIK 19799694 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
10 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Hexcel Corp New | 546.1K | $40.36M | 22.6% | +106.7K | Added |
| 2 | Ingevity Corp | 457.8K | $27.09M | 15.2% | 0 | Held |
| 3 | Tennant Co | 344.6K | $25.40M | 14.3% | +52.7K | Added |
| 4 | Chemours Co |
| 1.72M |
| $20.28M |
| 11.4% |
| 0 |
| Held |
| 5 | Powell Inds Inc | 61.4K | $19.59M | 11.0% | +37.9K | Added |
| 6 | Vestis Corporation | 1.84M | $12.29M | 6.9% | −417.4K | Reduced |
| 7 | Valvoline Inc | 393.3K | $11.43M | 6.4% | +393.3K | New |
| 8 | Caesars Entertainment Inc Ne | 363.4K | $8.50M | 4.8% | −300.0K | Reduced |
| 9 | Tegna Inc | 388.0K | $7.53M | 4.2% | −12.5K | Reduced |
| 10 | Mcgrath Rentcorp | 54.7K | $5.74M | 3.2% | +31.3K | Added |