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CIK 0002007877 • 6 13F filings • Apr 29, 2025 – Jul 30, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $5.9M | 5.5%Prev: 3.0% | 19,000 SH | Increased |
| ALPHABET INC | CAP STK CL C | $2.5M | 2.3%Prev: 1.3% | 8,000 SH | Increased |
| AMAZON COM INC | COM | $1.8M | 1.7%Prev: 1.1% | 8,000 SH | Increased |
| AMERICAN EXPRESS CO | COM | $11.8M | 10.9%Prev: 6.8% | 32,000 SH | Increased |
| BLACK STONE MINERALS L P | COM UNIT | $133K | 0.1%Prev: 0.1% | 10,000 SH | Increased |
| CAPITAL ONE FINL CORP | COM | $15.5M | 14.3%Prev: 8.7% | 64,056 SH | Increased |
| ETFS GOLD TR | PHYSCL GOLD SHS | $452K | 0.4%Prev: 0.3% | 11,000 SH | Increased |
| FRP HLDGS INC | COM | $1.7M | 1.6%Prev: 1.2% | 76,682 SH | Decreased-2,900 SH |
| GCI LIBERTY INC | COM SER C | $402K | 0.4%Prev: 0.2% | 10,815 SH | Increased+3,200 SH |
| GITLAB INC | CLASS A COM | $3.8M | 3.5%Prev: 0.6% | 101,077 SH | Increased+80,145 SH |
| GOGO INC | COM | $699K | 0.6%Prev: 17.8% | 150,000 SH | Decreased-3,078,979 SH |
| INTERNATIONAL MNY EXPRESS IN | COM | $2.2M | 2.0%Prev: 1.3% | 143,000 SH | Increased |
| KKR & CO INC | COM | $2.2M | 2.0%Prev: 1.4% | 17,100 SH | Decreased |
| LIBERTY BROADBAND CORP | COM SER C | $1.9M | 1.7%Prev: 1.6% | 38,075 SH | Decreased |
| METALLA ROYALTY & STREAMING | COM NEW | $280K | 0.3%Prev: 0.1% | 36,000 SH | Increased |
| MILLICOM INTL CELLULAR S A | COM STK | $12.9M | 11.9%Prev: 9.7% | 232,000 SH | Decreased-80,000 SH |
| NIQ GLOBAL INTELLIGENCE PLC | ORDINARY SHARES | $4.0M | 3.7%Prev: 2.0% | 244,700 SH | Increased+50,000 SH |
| OPEN LENDING CORP | COM | $8.1M | 7.5%Prev: 6.8% | 5,250,841 SH | Decreased+200,000 SH |
| OPPFI INC | COM CL A | $5.2M | 4.8%Prev: 3.6% | 500,000 SH | Decreased |
| REMITLY GLOBAL INC | COM | $17.2M | 15.9%Prev: 10.6% | 1,248,888 SH | Increased+233,304 SH |
| S&P GLOBAL INC | COM | $392K | 0.4%Prev: 0.2% | 750 SH | Increased |
| SPROUT SOCIAL INC | COM CL A | $7.0M | 6.4%Prev: 1.6% | 617,477 SH | Increased+427,477 SH |
| THRYV HLDGS INC | COM NEW | $1.5M | 1.4%Prev: 1.9% | 249,705 SH | Decreased |
| TRIPLE FLAG PRECIOUS METAL | COM | $495K | 0.5%Prev: 0.3% | 14,913 SH | Increased |
| WESTERN UN CO | COM | $93K | 0.1%Prev: 0.1% | 10,000 SH | Increased |
| 13F-HR |
| 0001398344-26-013145 |
| $146.6M |
| View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001104659-25-071794 | $156.6M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0001398344-26-007181 | $111.5M | View |
| Apr 29, 2025 | Q1 2025 | 13F-HR | 0001104659-25-040978 | $139.0M | View |