Chicago, ILCIK 9025844 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
143 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Trimas Corp | 1.10M | $38.85M | 4.9% | +345.4K | Added |
| 2 | Openlane Inc | 1.13M | $33.75M | 4.2% | +115.7K | Added |
| 3 | Taiwan Semiconductor Mfg Ltd | 106.7K | $32.41M | 4.1% | +1.7K | Added |
| 4 | Daily Journal Corp |
| 65.6K |
| $31.95M |
| 4.0% |
| +8.1K |
| Added |
| 5 | Tapestry Inc | 231.4K | $29.57M | 3.7% | +3.3K | Added |
| 6 | Philip Morris Intl Inc | 178.5K | $28.64M | 3.6% | +3.3K | Added |
| 7 | Broadcom Inc | 82.4K | $28.53M | 3.6% | −3.3K | Reduced |
| 8 | Alphabet Inc | 90.7K | $28.38M | 3.6% | −1.3K | Reduced |
| 9 | Myers Inds Inc | 1.30M | $24.39M | 3.1% | +596.8K | Added |
| 10 | Pursuit Attractions And Hosp | 694.8K | $23.40M | 2.9% | −32.0K | Reduced |
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