Minnetonka, MNCIK 9001694 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
42 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | White Mtns Ins Group Ltd | 10.7K | $22.2K | 4.8% | −590 | Reduced |
| 2 | Hexcel Corp New | 284.9K | $21.1K | 4.6% | −44.6K | Reduced |
| 3 | Commerce Bancshares Inc | 357.9K | $18.7K | 4.1% | +124.7K | Added |
| 4 | Rpm Intl Inc |
| 157.7K |
| $16.4K |
| 3.5% |
| −9.2K |
| Reduced |
| 5 | Arrow Electrs Inc | 145.2K | $16.0K | 3.5% | −8.4K | Reduced |
| 6 | Toro Co | 196.6K | $15.5K | 3.4% | −12.1K | Reduced |
| 7 | Wabtec | 72.4K | $15.5K | 3.3% | −4.1K | Reduced |
| 8 | Tractor Supply Co | 307.4K | $15.4K | 3.3% | +55.5K | Added |
| 9 | Mge Energy Inc | 195.6K | $15.3K | 3.3% | +60.0K | Added |
| 10 | Gentex Corp | 650.9K | $15.1K | 3.3% | −38.7K | Reduced |
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