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CIK 0001636441 • 5 13F filings • May 15, 2025 – May 15, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BBB FOODS INC | CL A COM | $2.5M | 2.8%Prev: 0.3% | 69,700 SH | Increased+53,200 SH |
| BLACKROCK INC | COM | $12.1M | 13.9%Prev: 19.0% | 12,633 SH | Decreased-16,648 SH |
| BP PLC | SPONSORED ADR | $3.3M | 3.8%Prev: 3.8% | 70,776 SH | Decreased-92,800 SH |
| CANADIAN NAT RES LTD MED TER | COM | $3.0M | 3.4% | 61,874 SH | New |
| CANADIAN NATL RY CO | COM | $4.0M | 4.5%Prev: 6.0% | 38,634 SH | Decreased-50,600 SH |
| ELEVANCE HEALTH INC FORMERLY | COM | $4.2M | 4.8% | 14,400 SH | New |
| HEICO CORP NEW | CL A | $10.3M | 11.7%Prev: 7.4% | 48,566 SH | Decreased-2,316 SH |
| PALANTIR TECHNOLOGIES INC | PUT | $24.6M | 28.1% | 168,000 SH | New |
| RYANAIR HOLDINGS PLC | SPONSORED ADR | $9.0M | 10.3%Prev: 18.7% | 155,942 SH | Decreased-486,310 SH |
| UNITEDHEALTH GROUP INC | COM | $3.3M | 3.8% | 12,340 SH | New |
| VISA INC | COM CL A | $11.1M | 12.7%Prev: 15.7% | 36,671 SH | Decreased-28,529 SH |
| 13F-HR |
| 0001874761-25-000010 |
| $99.4M |
| View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001636441-26-000002 | $87.4M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001636441-25-000003 | $145.8M | View |