Toronto, A6CIK 20115244 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
36 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Enviri Corp | 840.0K | $15.05M | 8.2% | −359.2K | Reduced |
| 2 | Solaris Energy Infras Inc | 309.1K | $14.21M | 7.8% | +77.7K | Added |
| 3 | Orthofix Med Inc | 742.4K | $11.25M | 6.2% | −87.5K | Reduced |
| 4 | Boyd Group Services Inc |
| 58.1K |
| $9.26M |
| 5.1% |
| +58.1K |
| New |
| 5 | Par Technology Corp | 205.0K | $7.44M | 4.1% | +85.0K | Added |
| 6 | Arcosa Inc | 67.0K | $7.12M | 3.9% | +19.3K | Added |
| 7 | Middleby Corp | 44.0K | $6.54M | 3.6% | +44.0K | New |
| 8 | Stoneridge Inc | 1.09M | $6.31M | 3.5% | +22.3K | Added |
| 9 | Bio Rad Labs Inc | 20.0K | $6.06M | 3.3% | +2.5K | Added |
| 10 | Golar Lng Ltd | 161.3K | $6.00M | 3.3% | +10.3K | Added |
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