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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 | $485K | 9.0%Prev: 11.3% | 1,371,931 SH | Increased-1,262,057 SH |
| AMAZON COM INC | COM | $892K | 16.5% | 3,743,854 SH | New |
| AMERICOLD REALTY TRUST INC | COM | $107K | 2.0% | 6,830,230 SH | New |
| AON PLC | SHS CL A | $228K | 4.2% | 687,000 SH | New |
| AXALTA COATING SYS LTD | COM | $44K | 0.8% | 1,274,356 SH | New |
| CME GROUP INC | COM | $137K | 2.5% | 619,000 SH | New |
| DNOW INC | COM | $36K | 0.7% | 2,788,000 SH | New |
| EAGLE MATLS INC | COM | $119K | 2.2%Prev: 3.3% | 530,763 SH | Decreased-145,494 SH |
| ELEVANCE HEALTH INC FORMERLY | COM | $493K | 9.1% | 1,275,154 SH | New |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | $344K | 6.4%Prev: 6.0% | 1,450,594 SH | Increased+318,594 SH |
| GDS HLDGS LTD | SPONSORED ADS | $113K | 2.1%Prev: 2.4% | 3,769,818 SH | Increased+519,866 SH |
| GENUINE PARTS CO | COM | $332K | 6.1% | 2,816,178 SH | New |
| GRUPO AEROMEXICO SAB DE CV | SPONSORED ADS | $88K | 1.6% | 4,880,188 SH | New |
| HERBALIFE LTD | COM SHS | $122K | 2.2%Prev: 1.6% | 9,259,844 SH | Increased+1,500,000 SH |
| LIBERTY GLOBAL LTD | COM CL C | $94K | 1.7%Prev: 6.2% | 8,543,161 SH | Decreased-16,114,642 SH |
| MOLINA HEALTHCARE INC | COM | $145K | 2.7% | 633,609 SH | New |
| NORWEGIAN CRUISE LINE HLDGS | SHS | $163K | 3.0% | 7,730,000 SH | New |
| PERSHING SQUARE INC | COMMON STOCK | $13K | 0.2% | 392,000 SH | New |
| RESTAURANT BRANDS INTL INC | COM | $490K | 9.0%Prev: 6.5% | 6,753,112 SH | Increased+2,703,550 SH |
| TELEFLEX INCORPORATED | COM | $179K | 3.3% | 1,409,000 SH | New |
| UNION PAC CORP | COM | $322K | 6.0% | 1,185,395 SH | New |
| VISA INC | COM CL A | $241K | 4.4% | 701,355 SH | New |
| WESCO INTL INC | COM | $229K | 4.2%Prev: 9.9% | 662,881 SH | Decreased-1,544,720 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 |