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CIK 0001835549 • 3 13F filings • May 15, 2025 – Nov 14, 2025
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| FIRST SOLAR INC | COM | $10.6M | 11.9% | 48,000 SH | New |
| HERC HLDGS INC | COM | $8.6M | 9.7% | 74,000 SH | New |
| HUBBELL INC | COM | $4.3M | 4.9%Prev: 7.4% | 10,000 SH | Increased |
| POWELL INDS INC | COM | $36.3M | 40.9%Prev: 45.4% | 119,000 SH | Increased |
| SPDR GOLD TR | GOLD SHS | $4.7M | 5.3% | 13,100 SH | New |
| VERTIV HOLDINGS CO | COM CL A | $24.1M | 27.2%Prev: 28.4% | 160,000 SH | Increased+38,000 SH |
| 13F-HR |
| 0001420506-25-001179 |
| $78.3M |
| View |