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CIK 0001313978 • 6 13F filings • May 14, 2025 – Aug 11, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $13.5M | 4.2%Prev: 3.6% | 43,000 SH | Increased-4,000 SH |
| CVS HEALTH CORP | COM | $10.0M | 3.1%Prev: 3.0% | 125,500 SH | Increased |
| ECHOSTAR CORP | CL A | $11.4M | 3.6%Prev: 2.5% | 105,263 SH | Increased |
| EXPEDIA GROUP INC | COM NEW | $20.7M | 6.4%Prev: 5.6% | 73,000 SH | Increased-10,000 SH |
| FRONTDOOR INC | COM | $11.4M | 3.5%Prev: 3.3% | 197,600 SH | Increased+42,000 SH |
| GEN DIGITAL INC | COM | $8.8M | 2.7%Prev: 2.9% | 325,000 SH | Decreased |
| HP INC | COM | $6.0M | 1.9%Prev: 1.9% | 269,000 SH | Increased+50,000 SH |
| INTERDIGITAL INC | COM | $13.2M | 4.1%Prev: 4.5% | 41,472 SH | Decreased-200 SH |
| MATCH GROUP INC NEW | COM | $11.3M | 3.5%Prev: 3.2% | 350,000 SH | Increased+58,000 SH |
| META PLATFORMS INC | CL A | $9.9M | 3.1%Prev: 3.5% | 15,000 SH | Decreased |
| MGIC INVT CORP WIS | COM | $10.0M | 3.1%Prev: 3.0% | 341,350 SH | Increased |
| OPEN TEXT CORP | COM | $10.1M | 3.1%Prev: 3.6% | 310,000 SH | Decreased |
| PAYPAL HLDGS INC | COM | $7.6M | 2.4%Prev: 2.7% | 130,000 SH | Decreased |
| PITNEY BOWES INC | COM | $34.4M | 10.7%Prev: 10.2% | 3,250,000 SH | Increased+400,000 SH |
| QVC GROUP INC | COM SER A NEW | $4.1M | 1.3%Prev: 1.5% | 388,062 SH | Decreased+26,272 SH |
| RANGE RES CORP | COM | $7.4M | 2.3%Prev: 2.5% | 208,850 SH | Decreased |
| SBA COMMUNICATIONS CORP NEW | CL A | $111.3M | 34.6%Prev: 35.0% | 575,312 SH | Decreased-2,610 SH |
| SIGNET JEWELERS LIMITED | SHS | $6.7M | 2.1% | 81,000 SH | New |
| WESTERN DIGITAL CORP | COM | $13.8M | 4.3%Prev: 3.8% | 80,000 SH | Increased-20,000 SH |
| 13F-HR |
| 0001193125-26-344263 |
| $357.4M |
| View |
| Aug 6, 2025 | Q2 2025 | 13F-HR | 0000950123-25-007066 | $308.8M | View |
| May 7, 2026 | Q1 2026 | 13F-HR | 0001193125-26-211746 | $294.4M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0000950123-25-005077 | $282.1M | View |