Toronto, A6CIK 21111481 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
13 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Goosehead Ins Inc | 520.0K | $41.89M | 21.6% | +520.0K | New Position |
| 2 | Kinsale Cap Group Inc | 69.2K | $29.58M | 15.2% | +69.2K | New Position |
| 3 | Yeti Hldgs Inc | 595.8K | $28.79M | 14.8% | +595.8K | New Position |
| 4 |
| 82.3K |
| $26.42M |
| 13.6% |
| +82.3K |
| New Position |
| 5 | Burford Cap Ltd | 2.02M | $19.66M | 10.1% | +2.02M | New Position |
| 6 | Skyward Specialty Ins Group | 303.5K | $16.97M | 8.7% | +303.5K | New Position |
| 7 | Esquire Finl Hldgs Inc | 130.8K | $14.61M | 7.5% | +130.8K | New Position |
| 8 | Agilysys Inc | 95.8K | $12.45M | 6.4% | +95.8K | New Position |
| 9 | Boyd Group Services Inc | 12.0K | $2.09M | 1.1% | +12.0K | New Position |
| 10 | Firstservice Corp New | 10.0K | $1.70M | 0.9% | +10.0K | New Position |
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