Tampa, FLCIK 21110031 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
20 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | B2gold Corp | 5.84M | $26.31M | 14.5% | +5.84M | New Position |
| 2 | Technipfmc PLC | 347.9K | $15.50M | 8.5% | +347.9K | New Position |
| 3 | Allison Transmission Hldgs I | 138.7K | $13.58M | 7.5% | +138.7K | New Position |
| 4 |
| 412.8K |
| $13.34M |
| 7.3% |
| +412.8K |
| New Position |
| 5 | Clorox Co Del | 117.8K | $11.88M | 6.5% | +117.8K | New Position |
| 6 | Sibanye Stillwater Ltd | 778.4K | $11.09M | 6.1% | +778.4K | New Position |
| 7 | Ero Copper Corp | 351.2K | $9.97M | 5.5% | +351.2K | New Position |
| 8 | Science Applications Intl Co | 90.3K | $9.09M | 5.0% | +90.3K | New Position |
| 9 | Sealed Air Corp New | 216.5K | $8.97M | 4.9% | +216.5K | New Position |
| 10 | Borgwarner Inc | 189.3K | $8.53M | 4.7% | +189.3K | New Position |
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