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CIK 0001559771 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BRC INC | COM CL A | $28.3M | 7.2% | 13,535,560 SH | |
| CHART INDS INC | COM | $53.3M | 13.6% | 368,996 SH | |
| EVOLENT HEALTH INC | CL A | $49.0M | 12.5% | 5,179,468 SH | |
| GXO LOGISTICS INCORPORATED | COMMON STOCK | $35.6M | 9.1% | 912,000 SH | |
| NCR ATLEOS CORPORATION | COM SHS | $20.4M | 5.2% | 774,261 SH | |
| NCR VOYIX CORPORATION | COM | $4.2M | 1.1% | 431,679 SH | |
| PORTILLOS INC | COM CL A | $65.2M | 16.6% | 5,479,771 SH | |
| V F CORP | COM | $85.1M | 21.7% | 5,484,368 SH | |
| YETI HLDGS INC | COM | $51.1M | 13.0% | 1,543,518 SH |
| 13F-HR |
| 0000921895-26-002154 |
| $327.1M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0000921895-25-002274 | $357.6M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0000921895-26-001375 | $303.4M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0000921895-25-001519 | $392.2M | View |