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CIK 0001771524 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACUITY INC | COM | $9.8M | 3.1%Prev: 1.6% | 27,296 SH | Increased+7,600 SH |
| AERCAP HOLDINGS NV | SHS | $16.2M | 5.1%Prev: 3.7% | 112,600 SH | Increased-17,200 SH |
| ATLANTA BRAVES HLDGS INC | COM SER C | $13.8M | 4.4%Prev: 4.3% | 350,100 SH | Decreased-81,600 SH |
| CELSIUS HLDGS INC | COM NEW | $13.4M | 4.2% | 293,040 SH | New |
| CHURCHILL DOWNS INC | COM | $23.0M | 7.3%Prev: 6.1% | 202,400 SH | Decreased-61,600 SH |
| CLEAN HARBORS INC | COM | $11.3M | 3.6% | 48,200 SH | New |
| CORE & MAIN INC | CL A | $13.4M | 4.2% | 257,000 SH | New |
| FUNKO INC | COM CL A | $272K | 0.1% | 80,000 SH | New |
| GAP INC | COM | $1.8M | 0.6% | 72,200 SH | New |
| GRIFFON CORP | COM | $4.8M | 1.5%Prev: 2.2% | 65,000 SH | Decreased-58,700 SH |
| INTERNATIONAL FLAVORS&FRAGRA | COM | $4.0M | 1.3% | 59,000 SH | New |
| JBS N.V. | CL A SHS | $14.4M | 4.6%Prev: 3.6% | 1,002,000 SH | Decreased |
| LINEAGE INC | COM | $11.0M | 3.5% | 313,700 SH | New |
| LIONSGATE STUDIOS CORP | COM | $34.3M | 10.9%Prev: 9.2% | 3,760,000 SH | Decreased-1,815,000 SH |
| PRIMO BRANDS CORPORATION | CLASS A COM SHS | $19.6M | 6.2%Prev: 5.0% | 1,200,700 SH | Decreased+257,700 SH |
| QUIDELORTHO CORP | COM | $8.8M | 2.8%Prev: 1.3% | 308,264 SH | Increased+126,100 SH |
| SENSIENT TECHNOLOGIES CORP | COM | $19.5M | 6.2%Prev: 4.3% | 207,191 SH | Increased+14,191 SH |
| SOLSTICE ADVANCED MATLS INC | COM SHS | $13.5M | 4.3% | 278,900 SH | New |
| TJX COS INC NEW | COM | $10.5M | 3.3%Prev: 2.7% | 68,200 SH | Decreased-9,400 SH |
| U HAUL HOLDING COMPANY | COM SER N | $19.4M | 6.1%Prev: 5.5% | 414,154 SH | Decreased-43,000 SH |
| UNITED AIRLS HLDGS INC | COM | $9.9M | 3.1% | 88,400 SH | New |
| VICTORIAS SECRET AND CO | COMMON STOCK | $4.2M | 1.3%Prev: 1.6% | 77,700 SH | Decreased-163,700 SH |
| WESCO INTL INC | COM | $21.6M | 6.8%Prev: 6.8% | 88,100 SH | Decreased-46,000 SH |
| WOODWARD INC | COM | $16.9M | 5.4%Prev: 3.7% | 56,000 SH | Increased-5,300 SH |
| 13F-HR |
| 0001892688-26-000120 |
| $290.2M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001892688-25-000150 | $311.3M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001892688-26-000080 | $323.2M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001892688-25-000117 | $362.6M | View |