Columbus, INCIK 7641124 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
58 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Emcor Group Inc | 60.3K | $36.90M | 7.1% | −620 | Reduced |
| 2 | Mastec Inc | 167.6K | $36.42M | 7.0% | −2.2K | Reduced |
| 3 | Broadcom Inc | 94.8K | $32.80M | 6.3% | −50.7K | Reduced |
| 4 | Alphabet Inc |
| 90.1K |
| $28.21M |
| 5.4% |
| −984 |
| Reduced |
| 5 | Vistra Corp | 167.1K | $26.96M | 5.2% | −1.5K | Reduced |
| 6 | Autozone Inc | 7.8K | $26.37M | 5.0% | −23 | Reduced |
| 7 | Colliers Intl Group Inc | 136.3K | $20.05M | 3.8% | −5.4K | Reduced |
| 8 | Invesco Exch Trd Slf Idx Fd | 1.02M | $20.03M | 3.8% | +10.3K | Added |
| 9 | Republic Svcs Inc | 88.2K | $18.69M | 3.6% | −786 | Reduced |
| 10 | Markel Group Inc | 8.1K | $17.44M | 3.3% | −55 | Reduced |
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