Los Angeles, CACIK 20855691 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
30 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Fortive Corp | 381.4K | $21.06M | 7.7% | +381.4K | New Position |
| 2 | Astronics Corp | 362.4K | $19.66M | 7.2% | +362.4K | New Position |
| 3 | Crane Company | 100.9K | $18.60M | 6.8% | +100.9K | New Position |
| 4 | Idex Corp |
| 96.0K |
| $17.08M |
| 6.3% |
| +96.0K |
| New Position |
| 5 | Balchem Corp | 110.5K | $16.94M | 6.2% | +110.5K | New Position |
| 6 | Casella Waste Sys Inc | 171.2K | $16.77M | 6.2% | +171.2K | New Position |
| 7 | Valmont Inds Inc | 37.3K | $15.01M | 5.5% | +37.3K | New Position |
| 8 | Solstice Advanced Matls Inc | 279.5K | $13.58M | 5.0% | +279.5K | New Position |
| 9 | Core & Main Inc | 259.4K | $13.48M | 5.0% | +259.4K | New Position |
| 10 | Griffon Corp | 162.7K | $11.98M | 4.4% | +162.7K | New Position |
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