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CIK 0001714498 • 6 13F filings • May 13, 2025 – Aug 11, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| RAYONIER ADVANCED MATLS INC | COM | $1.5M | 0.4% | 256,111 SH | New |
| TITAN INTL INC ILL | COM | $93.3M | 25.3%Prev: 15.5% | 11,921,766 SH | Increased |
| V2X INC | COM | $273.7M | 74.3%Prev: 84.5% | 5,017,286 SH | Decreased-3,450,000 SH |
| 13F-HR |
| 0001140361-26-032123 |
| $95.2M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001140361-25-031215 | $713.2M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001140361-26-021352 | $268.3M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001140361-25-018633 | $794.9M | View |