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CIK 0001279151 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADICET BIO INC | COM | $501K | 0.4% | 59,558 SH | New |
| AVIENT CORPORATION | COM | $6.2M | 5.4%Prev: 1.4% | 197,828 SH | Increased+151,403 SH |
| AXALTA COATING SYS LTD | COM | $6.4M | 5.6% | 198,612 SH | New |
| BARCLAYS BANK PLC - IPATH SERIES B S&P 500 VIX | IPATH S&P 500 SH | $1.5M | 1.3%Prev: 1.3% | 55,000 SH | Increased+13,000 SH |
| BATTALION OIL CORP | COM | $7.0M | 6.1%Prev: 6.7% | 6,151,448 SH | Decreased |
| CHEMOURS CO | COM | $4.2M | 3.7%Prev: 25.1% | 358,069 SH | Decreased-1,407,020 SH |
| CIRCLE INTERNET GROUP INC | COM CL A | $79K | 0.1% | 1,000 SH | New |
| DHI GROUP INC | COM | $408K | 0.4% | 263,098 SH | New |
| FERMI INC | COM | $320K | 0.3% | 40,000 SH | New |
| GXO LOGISTICS INCORPORATED | COM | $5.7M | 5.0%Prev: 2.7% | 108,169 SH | Increased+50,417 SH |
| LUCID DIAGNOSTICS INC | COM | $404K | 0.4%Prev: 0.8% | 370,969 SH | Decreased-541,836 SH |
| MAXCYTE INC | COM | $367K | 0.3%Prev: 0.3% | 236,495 SH | Increased+11,495 SH |
| MEREO BIOPHARMA GROUP PLC | SPON ADS | $165K | 0.1% | 395,000 SH | New |
| O-I GLASS INC | COM | $23.2M | 20.3%Prev: 23.8% | 1,573,001 SH | Decreased-472,250 SH |
| QUAKER HOUGHTON | COM | $10.6M | 9.3%Prev: 7.2% | 77,527 SH | Increased+17,061 SH |
| SANGAMO THERAPEUTICS INC | COM | $487K | 0.4%Prev: 0.2% | 1,158,761 SH | Increased+908,761 SH |
| SEALED AIR CORP | COM | $14.9M | 13.0%Prev: 15.9% | 358,980 SH | Decreased-140,181 SH |
| SOLSTICE ADVANCED MATLS INC | COM | $4.8M | 4.2% | 98,119 SH | New |
| VENTURE GLOBAL INC | COM CL A | $24.2M | 21.2% | 3,550,000 SH | New |
| VISTAGEN THERAPEUTICS INC | COM | $232K | 0.2% | 350,000 SH | New |
| WESTLAKE CORPORATION | COM | $2.6M | 2.3% | 35,189 SH | New |
| 13F-HR |
| 0001104659-26-097284 |
| $146.3M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001104659-25-078537 | $384.2M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001104659-26-062456 | $165.5M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001104659-25-049423 | $302.7M | View |