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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 | $6.8M | 4.6%Prev: 2.1% | 19,000 SH | Increased |
| ALPHABET INC | CAP STK CL C | $2.8M | 1.9%Prev: 0.9% | 8,000 SH | Increased |
| AMAZON COM INC | COM | $1.9M | 1.3%Prev: 1.1% | 8,000 SH | Increased |
| AMERICAN EXPRESS CO | COM | $10.1M | 6.9%Prev: 6.5% | 30,000 SH | Decreased-2,000 SH |
| BBB FOODS INC | CL A COM | $1.5M | 1.0% | 35,000 SH | New |
| BLACK STONE MINERALS L P | COM UNIT | $140K | 0.1%Prev: 0.1% | 10,000 SH | Increased |
| CABLE ONE INC | NOTE 1.125% 3/1 | $68K | 0.0% | 100,000 PRN | New |
| CAPITAL ONE FINL CORP | COM | $14.1M | 9.6%Prev: 8.7% | 70,056 SH | Increased+6,000 SH |
| CHEVRON CORPORATION | COM | $232K | 0.2% | 1,400 SH | New |
| DEVON ENERGY CORP NEW | COM | $413K | 0.3% | 10,000 SH | New |
| ETFS GOLD TR | PHYSCL GOLD SHS | $421K | 0.3%Prev: 0.2% | 11,000 SH | Increased |
| FACTSET RESH SYS INC | COM | $388K | 0.3% | 1,685 SH | New |
| FRP HLDGS INC | COM | $239K | 0.2%Prev: 1.4% | 9,582 SH | Decreased-70,000 SH |
| FS KKR CAP CORP | COM | $117K | 0.1% | 11,164 SH | New |
| GOGO INC | COM | $2.1M | 1.4%Prev: 23.3% | 683,066 SH | Decreased-1,800,913 SH |
| INTERNATIONAL MONEY EXPRESS | COM | $332K | 0.2% | 23,000 SH | New |
| KKR & CO INC | COM | $1.6M | 1.1%Prev: 1.5% | 17,100 SH | Decreased |
| LIBERTY BROADBAND CORP | COM SER C | $3.7M | 2.5%Prev: 2.4% | 110,075 SH | Decreased+72,000 SH |
| METALLA RTY & STREAMING LTD | COM NEW | $274K | 0.2% | 36,000 SH | New |
| MICRON TECHNOLOGY INC | COM | $6.9M | 4.7% | 6,000 SH | New |
| MIDCAP FINANCIAL INVSTMNT CO | COM NEW | $121K | 0.1% | 12,000 SH | New |
| MILLICOM INTL CELLULAR S A | COM STK | $7.0M | 4.8%Prev: 9.6% | 77,000 SH | Decreased-325,000 SH |
| NIQ GLOBAL INTELLIGENCE PLC | ORDINARY SHARES | $18.1M | 12.3% | 1,932,168 SH | New |
| NVIDIA CORPORATION | COM | $1.6M | 1.1% | 8,000 SH | New |
| OPEN LENDING CORP | COM | $15.1M | 10.3%Prev: 6.3% | 4,850,841 SH | Increased-200,000 SH |
| OPPFI INC | COM CL A | $6.3M | 4.3%Prev: 4.6% | 632,500 SH | Decreased+112,500 SH |
| PAYPAL HLDGS INC | COM | $972K | 0.7% | 22,500 SH | New |
| PDD HOLDINGS INC | SPONSORED ADS | $1.7M | 1.1% | 22,000 SH | New |
| REMITLY GLOBAL INC | COM | $28.4M | 19.4%Prev: 7.6% | 1,268,000 SH | Increased+634,730 SH |
| S&P GLOBAL INC | COM | $305K | 0.2%Prev: 0.3% | 750 SH | Decreased |
| SHIFT4 PMTS INC | CL A | $4.7M | 3.2% | 96,000 SH | New |
| SPROUT SOCIAL INC | COM CL A | $3.6M | 2.5% | 479,733 SH | New |
| TOAST INC | CL A | $4.3M | 2.9% | 155,000 SH | New |
| TRIPLE FLAG PRECIOUS METAL | COM | $447K | 0.3%Prev: 0.2% | 14,913 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 |