Utrecht, P7CIK 20414854 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
39 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Cabot Corp | 457.8K | $33.99M | 7.0% | +317.9K | Added |
| 2 | West Fraser Timber Co Ltd | 320.3K | $26.84M | 5.6% | +44.5K | Added |
| 3 | Wintrust Finl Corp | 181.5K | $25.38M | 5.3% | +4.0K | Added |
| 4 | Akamai Technologies Inc |
| 262.4K |
| $22.89M |
| 4.7% |
| +162.1K |
| Added |
| 5 | Globus Med Inc | 255.4K | $22.30M | 4.6% | +3.5K | Added |
| 6 | Strategic Ed Inc | 244.2K | $19.59M | 4.1% | +9.5K | Added |
| 7 | Pennymac Finl Svcs Inc New | 124.3K | $16.39M | 3.4% | −8.2K | Reduced |
| 8 | Tripadvisor Inc | 1.07M | $15.62M | 3.2% | +52.0K | Added |
| 9 | Lindsay Corp | 132.4K | $15.61M | 3.2% | +6.5K | Added |
| 10 | Jabil Inc | 66.6K | $15.20M | 3.2% | +23.1K | Added |
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