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CIK 0001794034 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALLIENT INC | COM | $46.7M | 16.1%Prev: 14.9% | 869,149 SH | Increased |
| ARTIVION INC | COM | $54.2M | 18.6%Prev: 21.6% | 1,189,136 SH | Decreased-144,556 SH |
| ASTRONOVA INC | COM | $4.6M | 1.6%Prev: 2.1% | 535,203 SH | Decreased |
| BIOVENTUS INC | COM CL A | $51.6M | 17.8%Prev: 17.8% | 6,939,357 SH | Increased |
| LINCOLN EDL SVCS CORP | COM | $57.1M | 19.6%Prev: 21.2% | 2,363,311 SH | Increased |
| LSI INDS INC OHIO | COM | $6.3M | 2.2%Prev: 1.0% | 341,504 SH | Increased+231,693 SH |
| ORTHOFIX MED INC | COM | $53.2M | 18.3%Prev: 15.9% | 3,510,333 SH | Increased+663,278 SH |
| TWIN DISC INC | COM | $17.1M | 5.9%Prev: 5.5% | 1,024,954 SH | Increased |
| 13F-HR |
| 0001214659-26-010370 |
| $377.6M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001214659-25-012219 | $243.2M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001214659-26-006457 | $313.4M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001214659-25-007824 | $222.4M | View |