West Palm Beach, FLCIK 20522054 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
44 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Bank7 Corp | 472.0K | $19.34M | 12.2% | +20.0K | Added |
| 2 | Envela Corp | 1.30M | $17.37M | 11.0% | −56 | Reduced |
| 3 | Acme Utd Corp | 380.5K | $15.34M | 9.7% | +600 | Added |
| 4 | Dlh Hldgs Corp |
| 2.63M |
| $14.84M |
| 9.4% |
| +59.5K |
| Added |
| 5 | American Integrity Ins Group | 648.4K | $13.51M | 8.5% | +169.9K | Added |
| 6 | Ascent Industries Co | 756.8K | $12.25M | 7.7% | −40.3K | Reduced |
| 7 | Currency Exchange Internatio | 613.2K | $10.16M | 6.4% | +5.3K | Added |
| 8 | Rimini Str Inc Del | 1.30M | $5.04M | 3.2% | +550.2K | Added |
| 9 | Twin Disc Inc | 246.4K | $4.11M | 2.6% | −52.2K | Reduced |
| 10 | Crawford United Corporation | 46.4K | $3.77M | 2.4% | +74 | Added |
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