New Orleans, LACIK 20530134 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
4 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Driven Brands Hldgs Inc | 3.85M | $57.00M | 70.3% | +582.3K | Added |
| 2 | Burford Cap Ltd | 1.38M | $12.34M | 15.2% | +2.3K | Added |
| 3 | Arcos Dorados Holdings Inc | 1.05M | $7.68M | 9.5% | −928.0K | Reduced |
| 4 | Vivid Seats Inc |
| 556.9K |
| $4.02M |
| 5.0% |
| +556.9K |
| New |