Pikesville, MDCIK 20074074 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
47 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | First Horizon Corporation | 170.9K | $4.09M | 3.9% | +14.0K | Added |
| 2 | Columbia Bkg Sys Inc | 143.1K | $4.00M | 3.9% | 0 | Held |
| 3 | Mks Inc. | 24.0K | $3.84M | 3.7% | −7.5K | Reduced |
| 4 | Flowserve Corp |
| 51.9K |
| $3.60M |
| 3.5% |
| −9.3K |
| Reduced |
| 5 | Ati Inc | 28.4K | $3.26M | 3.2% | +13.1K | Added |
| 6 | Cousins Pptys Inc | 123.4K | $3.18M | 3.1% | 0 | Held |
| 7 | Caci Intl Inc | 5.9K | $3.17M | 3.1% | 0 | Held |
| 8 | Oshkosh Corp | 25.1K | $3.15M | 3.0% | 0 | Held |
| 9 | Bel Fuse Inc | 18.5K | $3.14M | 3.0% | −5.0K | Reduced |
| 10 | Vse Corp | 16.6K | $2.87M | 2.8% | −815 | Reduced |
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