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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 | $4.6M | 3.0%Prev: 4.6% | 19,000 SH | Decreased |
| ALPHABET INC | CAP STK CL C | $1.9M | 1.3%Prev: 1.9% | 8,000 SH | Decreased |
| AMAZON COM INC | COM | $1.8M | 1.1%Prev: 1.3% | 8,000 SH | Decreased |
| AMERICAN EXPRESS CO | COM | $10.6M | 6.8%Prev: 6.9% | 32,000 SH | Increased+2,000 SH |
| AMRIZE LTD | SHS | $485K | 0.3% | 10,000 SH | New |
| BLACK STONE MINERALS L P | COM UNIT | $131K | 0.1%Prev: 0.1% | 10,000 SH | Decreased |
| CAPITAL ONE FINL CORP | COM | $13.6M | 8.7%Prev: 9.6% | 64,056 SH | Decreased-6,000 SH |
| DIGITALBRIDGE GROUP INC | CL A NEW | $2.5M | 1.6% | 210,000 SH | New |
| ETFS GOLD TR | PHYSCL GOLD SHS | $405K | 0.3%Prev: 0.3% | 11,000 SH | Decreased |
| FRP HLDGS INC | COM | $1.9M | 1.2%Prev: 0.2% | 79,582 SH | Increased+70,000 SH |
| GCI LIBERTY INC | COM SER C | $284K | 0.2% | 7,615 SH | New |
| GITLAB INC | CLASS A COM | $944K | 0.6% | 20,932 SH | New |
| GOGO INC | COM | $27.7M | 17.8%Prev: 1.4% | 3,228,979 SH | Increased+2,545,913 SH |
| INTERNATIONAL MNY EXPRESS IN | COM | $2.0M | 1.3% | 143,000 SH | New |
| KKR & CO INC | COM | $2.2M | 1.4%Prev: 1.1% | 17,100 SH | Increased |
| LIBERTY BROADBAND CORP | COM SER C | $2.4M | 1.6%Prev: 2.5% | 38,075 SH | Decreased-72,000 SH |
| LIQUIDIA CORPORATION | COM NEW | $4.5M | 2.9% | 200,000 SH | New |
| METALLA ROYALTY & STREAMING | COM NEW | $229K | 0.1% | 36,000 SH | New |
| MILLICOM INTL CELLULAR S A | COM STK | $15.1M | 9.7%Prev: 4.8% | 312,000 SH | Increased+235,000 SH |
| NIQ GLOBAL INTELLIGENCE PLC | ORDINARY SHARES | $3.1M | 2.0%Prev: 12.3% | 194,700 SH | Decreased-1,737,468 SH |
| OPEN LENDING CORP | COM | $10.7M | 6.8%Prev: 10.3% | 5,050,841 SH | Decreased+200,000 SH |
| OPPFI INC | COM CL A | $5.7M | 3.6%Prev: 4.3% | 500,000 SH | Decreased-132,500 SH |
| REMITLY GLOBAL INC | COM | $16.6M | 10.6%Prev: 19.4% | 1,015,584 SH | Decreased-252,416 SH |
| S&P GLOBAL INC | COM | $365K | 0.2%Prev: 0.2% | 750 SH | Increased |
| SPROUT SOCIAL INC | COM CL A | $2.5M | 1.6%Prev: 2.5% | 190,000 SH | Decreased-289,733 SH |
| THRYV HLDGS INC | COM NEW | $3.0M | 1.9% | 249,705 SH | New |
| TRIPLE FLAG PRECIOUS METAL | COM | $436K | 0.3%Prev: 0.3% | 14,913 SH | Decreased |
| WESTERN UN CO | COM | $80K | 0.1% | 10,000 SH | New |
| WIDEOPENWEST INC | COM | $20.0M | 12.8% | 3,877,126 SH | New |
| 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 |