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CIK 0002032385 • 6 13F filings • May 2, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AIR LEASE CORP | CL A | $3.0M | 1.8% | 47,011 SH | New |
| AMERICAN WOODMARK CORPORATIO | COM | $2.2M | 1.3%Prev: 0.4% | 41,162 SH | Increased+30,716 SH |
| ANYWHERE REAL ESTATE INC | COM | $2.9M | 1.8%Prev: 0.5% | 205,110 SH | Increased+128,555 SH |
| AVIDITY BIOSCIENCES INC | COM | $1.6M | 1.0% | 22,437 SH | New |
| BRIGHTHOUSE FINL INC | COM | $2.8M | 1.7% | 42,657 SH | New |
| CANTALOUPE INC | COM | $1.6M | 1.0% | 150,588 SH | New |
| COMERICA INC | COM | $2.9M | 1.8% | 33,697 SH | New |
| CONFLUENT INC | CLASS A COM | $1.5M | 0.9% | 50,268 SH | New |
| CORE SCIENTIFIC INC NEW | COM | $1.1M | 0.7%Prev: 6.3% | 74,664 SH | Decreased-495,390 SH |
| CSG SYS INTL INC | COM | $2.5M | 1.5% | 32,713 SH | New |
| CYBERARK SOFTWARE LTD | SHS | $3.7M | 2.2%Prev: 3.7% | 8,309 SH | Decreased-3,995 SH |
| DUPONT DE NEMOURS INC | COM | $2.5M | 1.5% | 61,402 SH | New |
| ELECTRONIC ARTS INC | COM | $4.0M | 2.4% | 19,799 SH | New |
| ESSENTIAL UTILS INC | COM | $14.4M | 8.7% | 376,095 SH | New |
| EXACT SCIENCES CORP | COM | $1.3M | 0.8% | 12,847 SH | New |
| HILLENBRAND INC | COM | $1.3M | 0.8% | 39,512 SH | New |
| HOLOGIC INC | COM | $1.3M | 0.8% | 17,354 SH | New |
| HONEYWELL INTL INC | COM | $4.6M | 2.8% | 23,455 SH | New |
| INTERNATIONAL MNY EXPRESS IN | COM | $200K | 0.1% | 13,004 SH | New |
| JACOBS SOLUTIONS INC | COM | $453K | 0.3% | 3,422 SH | New |
| KENVUE INC | COM | $6.1M | 3.7% | 352,734 SH | New |
| LAMB WESTON HLDGS INC | COM | $1.7M | 1.1%Prev: 2.6% | 41,743 SH | Decreased-30,590 SH |
| LIBERTY BROADBAND CORP | COM SER C | $8.1M | 4.9%Prev: 7.1% | 167,262 SH | Decreased-13,466 SH |
| LIVE NATION ENTERTAINMENT IN | COM | $3.9M | 2.4%Prev: 2.6% | 27,352 SH | Decreased+1,751 SH |
| MAPLEBEAR INC | COM | $3.3M | 2.0%Prev: 1.6% | 72,543 SH | Increased+124 SH |
| MIDWESTONE FINL GROUP INC NE | COM | $1.8M | 1.1% | 45,733 SH | New |
| NEW GOLD INC CDA | COM | $9.9M | 6.0% | 1,136,568 SH | New |
| NORFOLK SOUTHN CORP | COM | $10.6M | 6.4%Prev: 7.1% | 36,572 SH | Decreased-1,528 SH |
| NORTHWESTERN ENERGY GROUP IN | COM NEW | $8.4M | 5.1%Prev: 4.7% | 130,127 SH | Increased+133 SH |
| PAPA JOHNS INTL INC | COM | $682K | 0.4% | 17,713 SH | New |
| POTLATCHDELTIC CORPORATION | COM | $3.4M | 2.0% | 84,787 SH | New |
| PROASSURANCE CORP | COM | $1.1M | 0.7%Prev: 0.6% | 45,967 SH | Increased+4,117 SH |
| QNITY ELECTRONICS INC | COMMON STOCK | $1.6M | 1.0% | 19,672 SH | New |
| QORVO INC | COM | $10.5M | 6.3% | 124,268 SH | New |
| REV GROUP INC | COM | $4.9M | 3.0% | 81,366 SH | New |
| RIOT PLATFORMS INC | COM | $4.3M | 2.6%Prev: 4.0% | 337,235 SH | Decreased-2,046 SH |
| SOLSTICE ADVANCED MATLS INC | COM SHS | $285K | 0.2% | 5,863 SH | New |
| SYNOVUS FINL CORP | COM NEW | $13.8M | 8.4%Prev: 4.6% | 276,426 SH | Increased+124,282 SH |
| TEGNA INC | COM | $905K | 0.5% | 46,608 SH | New |
| TWO HBRS INVT CORP | COM | $1.7M | 1.0% | 164,160 SH | New |
| TXNM ENERGY INC | COM | $3.2M | 1.9%Prev: 1.2% | 53,577 SH | Increased+18,225 SH |
| VEECO INSTRS INC DEL | COM | $2.5M | 1.5% | 88,982 SH | New |
| VIKING THERAPEUTICS INC | COM | $3.1M | 1.8%Prev: 1.6% | 87,053 SH | Increased-13,138 SH |
| WARNER BROS DISCOVERY INC | COM SER A | $4.0M | 2.4% | 137,480 SH | New |
| 13F-HR |
| 0002032385-26-000003 |
| $251.7M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001085146-25-005105 | $181.2M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0002032385-26-000002 | $192.0M | View |
| May 2, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002568 | $141.3M | View |