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CIK 0001820788 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACUITY INC | COM | $81.3M | 6.0%Prev: 1.4% | 225,860 SH | Increased+178,360 SH |
| AERCAP HOLDINGS NV | SHS | $81.7M | 6.0%Prev: 6.8% | 568,221 SH | Increased-79,522 SH |
| CAPITAL ONE FINL CORP | COM | $148.2M | 11.0%Prev: 9.8% | 611,450 SH | Increased+80,571 SH |
| CLEAR CHANNEL OUTDOOR HLDGS | COM | $8.8M | 0.7% | 3,984,413 SH | New |
| CRH PLC | ORD | $80.4M | 5.9%Prev: 6.9% | 644,044 SH | Increased-18,680 SH |
| ECHOSTAR CORP | CL A | $99.7M | 7.4% | 916,997 SH | New |
| GAMING & LEISURE PPTYS INC | COM | $81.3M | 6.0% | 1,818,562 SH | New |
| GLOBALSTAR INC | COM NEW | $56.0M | 4.1% | 917,500 SH | New |
| GRUPO AEROMEXICO SAB DE CV | SPONSORED ADS | $28.5M | 2.1% | 1,298,388 SH | New |
| HAWAIIAN ELEC INDUSTRIES | COM | $5.3M | 0.4%Prev: 0.4% | 434,100 SH | Increased |
| JBT MAREL CORPORATION | COM | $45.6M | 3.4%Prev: 4.3% | 302,394 SH | Decreased-51,150 SH |
| MASTEC INC | COM | $81.4M | 6.0%Prev: 7.1% | 374,249 SH | Decreased-8,789 SH |
| OPTIMUM COMMUNICATIONS INC | CL A | $5.1M | 0.4% | 3,095,473 SH | New |
| PENNYMAC FINL SVCS INC NEW | COM | $88.3M | 6.5%Prev: 4.8% | 669,892 SH | Increased+223,752 SH |
| PENTAIR PLC | SHS | $63.2M | 4.7%Prev: 5.3% | 607,112 SH | Increased+58,609 SH |
| SOMNIGROUP INTERNATIONAL INC | COM | $58.6M | 4.3%Prev: 5.1% | 656,046 SH | Decreased-42,960 SH |
| T-MOBILE US INC | COM | $77.3M | 5.7%Prev: 6.5% | 380,620 SH | Increased+68,146 SH |
| TELEPHONE & DATA SYS INC | COM NEW | $53.9M | 4.0%Prev: 4.3% | 1,315,306 SH | Increased+66,148 SH |
| VIKING HOLDINGS LTD | ORD SHS | $67.3M | 5.0%Prev: 4.7% | 942,526 SH | Increased+65,782 SH |
| VISTRA CORP | COM | $55.8M | 4.1%Prev: 5.0% | 345,611 SH | Decreased+52,380 SH |
| WEBSTER FINL CORP | COM | $85.6M | 6.3%Prev: 6.6% | 1,360,474 SH | Increased+90,882 SH |
| 13F-HR |
| 0000919574-26-005164 |
| $1.40B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0000919574-25-004645 | $872.8M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0000919574-26-003018 | $1.64B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0000919574-25-003067 | $769.4M | View |