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CIK 0002095669 • 5 13F filings • Nov 19, 2025 – Jul 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| PARAMOUNT SKYDANCE CORP | COM CL B | $26.5M | 11.3%Prev: 30.0% | 1,400,000 SH | Decreased-6,850,000 SH |
| QXO INC | COM NEW | $208.5M | 88.7%Prev: 69.7% | 10,940,919 SH | Increased |
| 13F-HR |
| 0000950157-25-000957 |
| $235.0M |
| View |
| Jul 9, 2026 | Q2 2026 | 13F-HR/A | 0000950157-26-000793 | $271.3M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0000950157-26-000521 | $269.3M | View |