Singapore, U0CIK 20943451 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
9 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Victorias Secret And Co | 10.31M | $558.52M | 55.7% | +10.31M | New Position |
| 2 | Abercrombie & Fitch Co | 1.63M | $205.54M | 20.5% | +1.63M | New Position |
| 3 | Alibaba Group Hldg Ltd | 728.8K | $106.83M | 10.7% | +728.8K | New Position |
| 4 |
| Simon Ppty Group Inc New |
| 432.5K |
| $80.06M |
| 8.0% |
| +432.5K |
| New Position |
| 5 | Thor Inds Inc | 263.7K | $27.08M | 2.7% | +263.7K | New Position |
| 6 | Boeing Co | 99.0K | $21.49M | 2.1% | +99.0K | New Position |
| 7 | Playboy Inc | 1.22M | $2.30M | 0.2% | +1.22M | New Position |
| 8 | Ingles Mkts Inc | 7.6K | $521.8K | 0.1% | +7.6K | New Position |
| 9 | Sportsmans Whse Hldgs Inc | 270.7K | $395.2K | 0.0% | +270.7K | New Position |