Poole, X0CIK 20111844 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
170 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Build-A-Bear Workshop Inc | 765.9K | $46.93M | 6.0% | 0 | Held |
| 2 | Cameco Corp | 467.4K | $42.76M | 5.5% | −30.0K | Reduced |
| 3 | Everus Constr Group | 367.4K | $31.42M | 4.0% | +5.0K | Added |
| 4 | Rocket Cos Inc |
| 1.36M |
| $26.38M |
| 3.4% |
| +1.36M |
| New |
| 5 | Climb Global Solutions Inc | 247.0K | $25.43M | 3.3% | +6.4K | Added |
| 6 | Ufp Technologies Inc | 74.3K | $16.49M | 2.1% | −2.1K | Reduced |
| 7 | Fs Bancorp Inc | 385.5K | $15.85M | 2.0% | 0 | Held |
| 8 | Pennant Group Inc | 493.0K | $13.87M | 1.8% | +4.6K | Added |
| 9 | Toll Brothers Inc | 95.0K | $12.85M | 1.7% | 0 | Held |
| 10 | Masterbrand Inc | 1.12M | $12.36M | 1.6% | 0 | Held |
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