Wellesley, MACIK 20553831 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
26 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | 194.0K | $44.78M | 15.6% | +194.0K | New Position |
| 2 | Dollar Gen Corp New | 254.0K | $33.73M | 11.7% | +254.0K | New Position |
| 3 | Burlington Stores Inc | 104.7K | $30.24M | 10.5% | +104.7K | New Position |
| 4 |
| Home Depot Inc |
| 76.6K |
| $26.37M |
| 9.2% |
| +76.6K |
| New Position |
| 5 | Ross Stores Inc | 109.5K | $19.72M | 6.9% | +109.5K | New Position |
| 6 | Marriott Intl Inc New | 56.6K | $17.57M | 6.1% | +56.6K | New Position |
| 7 | Starbucks Corp | 170.3K | $14.34M | 5.0% | +170.3K | New Position |
| 8 | Booking Holdings Inc | 2.5K | $13.47M | 4.7% | +2.5K | New Position |
| 9 | Tapestry Inc | 100.0K | $12.78M | 4.4% | +100.0K | New Position |
| 10 | Lithia Mtrs Inc | 33.8K | $11.23M | 3.9% | +33.8K | New Position |
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