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CIK 0001061768 • 6 13F filings • May 14, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $339K | 6.6%Prev: 9.3% | 1,181,131 SH | Increased-896,857 SH |
| AMAZON COM INC | COM | $650K | 12.7% | 3,118,754 SH | New |
| AMERICOLD REALTY TRUST INC | COM | $89K | 1.7% | 7,780,800 SH | New |
| AON PLC | SHS CL A | $248K | 4.9% | 769,000 SH | New |
| DNOW INC | COM | $43K | 0.8% | 3,625,000 SH | New |
| EAGLE MATLS INC | COM | $169K | 3.3%Prev: 5.8% | 892,763 SH | Decreased-16,870 SH |
| ELEVANCE HEALTH INC FORMERLY | COM | $373K | 7.3% | 1,275,154 SH | New |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | $336K | 6.6%Prev: 5.2% | 1,442,411 SH | Increased+310,411 SH |
| GDS HLDGS LTD | SPONSORED ADS | $123K | 2.4%Prev: 3.1% | 3,044,818 SH | Increased-1,205,134 SH |
| GENUINE PARTS CO | COM | $158K | 3.1% | 1,490,348 SH | New |
| GRUPO AEROMEXICO SAB DE CV | SPONSORED ADS | $68K | 1.3% | 4,880,188 SH | New |
| HERBALIFE LTD | COM SHS | $136K | 2.7%Prev: 1.9% | 9,259,844 SH | Increased+1,659,318 SH |
| LIBERTY GLOBAL LTD | COM CL C | $157K | 3.1%Prev: 8.4% | 13,397,247 SH | Decreased-11,260,556 SH |
| MOLINA HEALTHCARE INC | COM | $84K | 1.7% | 633,609 SH | New |
| NORWEGIAN CRUISE LINE HLDGS | SHS | $68K | 1.3% | 3,630,000 SH | New |
| RESTAURANT BRANDS INTL INC | COM | $597K | 11.7%Prev: 7.4% | 8,080,112 SH | Increased+4,193,550 SH |
| TELEFLEX INCORPORATED | COM | $191K | 3.7% | 1,595,000 SH | New |
| UNION PAC CORP | COM | $374K | 7.3% | 1,540,995 SH | New |
| VAXCYTE INC | COM | $46K | 0.9% | 800,000 SH | New |
| VISA INC | COM CL A | $212K | 4.1% | 701,355 SH | New |
| WESCO INTL INC | COM | $393K | 7.7%Prev: 8.9% | 1,436,881 SH | Increased-568,720 SH |
| WILLIS TOWERS WATSON PLC LTD | SHS | $260K | 5.1%Prev: 14.7% | 893,126 SH | Decreased-632,541 SH |
| 13F-HR |
| 0001061768-26-000010 |
| $5.4M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001061768-25-000005 | $4.1M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001061768-26-000007 | $5.1M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001061768-25-000003 | $3.5M | View |