New York, NYCIK 19953821 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
6 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Teleflex Incorporated | 257.6K | $31.43M | 29.7% | +257.6K | New Position |
| 2 | Compass Minerals Intl Inc | 1.26M | $24.84M | 23.5% | +1.26M | New Position |
| 3 | Weave Communications Inc | 2.99M | $22.70M | 21.5% | +2.99M | New Position |
| 4 |
| Site Ctrs Corp |
| 2.22M |
| $14.28M |
| 13.5% |
| +2.22M |
| New Position |
| 5 | Papa Johns Intl Inc | 260.7K | $10.03M | 9.5% | +260.7K | New Position |
| 6 | Douglas Dynamics Inc | 78.0K | $2.55M | 2.4% | +78.0K | New Position |