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CIK 0001512858 • 6 13F filings • May 14, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALLIANCE RESOURCE PARTNERS L | UT LTD PART | $2K | 0.0%Prev: 0.0% | 69,700 SH | Decreased-700 SH |
| ALPHABET INC CAP STK | CL A | $291 | 0.0%Prev: 0.0% | 930 SH | Increased |
| ALPHABET INC CAP STK | CL C | $34K | 0.0%Prev: 0.0% | 108,223 SH | Increased-2,203 SH |
| AMERICAN EXPRESS CO | COM | $14K | 0.0%Prev: 0.0% | 38,783 SH | Increased-822 SH |
| APOLLO GLOBAL MGMT INC | COM | $43K | 0.0%Prev: 0.0% | 294,178 SH | Increased-584 SH |
| APPLE INC | COM | $566 | 0.0%Prev: 0.0% | 2,080 SH | Increased |
| AUTOZONE INC | COM | $19K | 0.0%Prev: 0.0% | 5,638 SH | Decreased-26 SH |
| BERKSHIRE HATHAWAY INC | CL B | $591 | 0.0%Prev: 0.0% | 1,176 SH | |
| COCA COLA CO | COM | $874 | 0.0%Prev: 0.0% | 12,500 SH | Increased-200 SH |
| DARLING INGREDIENTS INC | COM | $17K | 0.0%Prev: 0.0% | 462,356 SH | Increased-3,482 SH |
| ENERGY TRANSFER L P | COM UT LTD PTN | $8K | 0.0%Prev: 0.0% | 471,236 SH | Increased+29,297 SH |
| EQUITABLE HOLDINGS INC | COM | $4K | 0.0%Prev: 0.0% | 75,300 SH | Decreased |
| ESSENT GROUP LTD | COM | $3K | 0.0%Prev: 0.0% | 51,958 SH | Increased |
| EVEREST RE GROUP LTD | COM | $10K | 0.0%Prev: 0.0% | 29,202 SH | Decreased-128 SH |
| FEDEX CORP | COM | $311 | 0.0%Prev: 0.0% | 1,075 SH | Increased+2 SH |
| FIDELIS INSURANCE HOLDINGS LTD | COM | $16K | 0.0%Prev: 0.0% | 809,454 SH | Increased+273,075 SH |
| FIDELITY COMWLTH | NASDAQ COMPSIT | $213 | 0.0%Prev: 0.0% | 2,330 SH | Increased |
| FIRST HRIZON NATIONAL CORP | COM | $227 | 0.0% | 9,498 SH | New |
| HARTFORD FINL SVCS CORP | COM | $5K | 0.0%Prev: 0.0% | 35,000 SH | Increased |
| HOME BANCSHARES INC | COM | $278 | 0.0%Prev: 0.0% | 10,000 SH | Decreased |
| INVESCO QQQ TR | UNIT SER1 | $276 | 0.0%Prev: 0.0% | 450 SH | Increased |
| KINDER MORGAN INC DEL | COM | $6K | 0.0%Prev: 0.0% | 225,600 SH | Decreased-2,144 SH |
| KKR & CO INC | CL A | $604 | 0.0%Prev: 0.0% | 4,740 SH | Decreased-200 SH |
| LENNAR CORP | CL B | $11K | 0.0%Prev: 0.0% | 113,311 SH | Decreased-639 SH |
| MGIC INVESTMENT CORP | CORP | $52K | 0.0%Prev: 0.0% | 1,785,378 SH | Increased-23,001 SH |
| MICROSOFT CORP | CORP | $718 | 0.0%Prev: 0.0% | 1,485 SH | Decreased |
| MILLROSE PPTYS INC | COM | $2K | 0.0%Prev: 0.0% | 79,461 SH | Decreased-173 SH |
| NMI HOLDINGS INC | CL A | $983 | 0.0%Prev: 0.0% | 24,110 SH | Increased |
| NVIDIA CORP | COM | $282 | 0.0%Prev: 0.0% | 1,514 SH | Decreased-500 SH |
| OLD REP INTL CORP | COM | $7K | 0.0%Prev: 0.0% | 157,500 SH | Increased |
| PROGRESSIVE CORP OHIO | COM | $19K | 0.0%Prev: 0.0% | 82,413 SH | Decreased-235 SH |
| RANGE RES CORP | COM | $10K | 0.0%Prev: 0.0% | 269,478 SH | Decreased-1,064 SH |
| REDWOOD TRUST INC | COM | $3K | 0.0%Prev: 0.0% | 499,457 SH | Decreased+142 SH |
| REGIONS FINANCIAL CORP | COM | $521 | 0.0%Prev: 0.0% | 19,235 SH | Increased |
| STARWOOD PPTY TR INC | COM | $12K | 0.0%Prev: 0.0% | 683,889 SH | Decreased+20,277 SH |
| TARGA RES CORP | COM | $12K | 0.0%Prev: 0.0% | 67,396 SH | Increased+16,793 SH |
| TIPTREE INC | COM | $406 | 0.0%Prev: 0.0% | 22,246 SH | Decreased |
| TRAVELERS GROUP INC | COM | $4K | 0.0%Prev: 0.0% | 13,000 SH | Increased |
| TRIUMPH FINANCIAL INC | COM | $8K | 0.0%Prev: 0.0% | 127,158 SH | Increased-717 SH |
| U HAUL HOLDING COMPANY | COM SER N | $7K | 0.0% | 144,212 SH | New |
| VANGUARD WORLD FD | MEGA GRWTH IND | $290 | 0.0%Prev: 0.0% | 704 SH | Increased |
| VIPER ENERGY INC | CL A | $5K | 0.0%Prev: 0.0% | 127,652 SH | Increased-1,156 SH |
| WESTROCK COFFEE CO | COM | $15K | 0.0%Prev: 0.0% | 3,745,959 SH | Decreased-343,752 SH |
| 13F-HR |
| 0001512858-26-000003 |
| $393.2M |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001512858-25-000003 | $349.7M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001512858-26-000002 | $359.2M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001512858-25-000002 | $336.4M | View |