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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 | $8.3M | 2.7%Prev: 3.4% | 47,000 SH | Decreased+12,300 SH |
| CVS HEALTH CORP | COM | $8.7M | 2.8%Prev: 3.1% | 125,500 SH | Decreased |
| ECHOSTAR CORP | CL A | $2.9M | 0.9%Prev: 4.2% | 105,263 SH | Decreased |
| EXPEDIA GROUP INC | COM NEW | $14.0M | 4.5%Prev: 6.0% | 83,000 SH | Decreased+6,000 SH |
| FRONTDOOR INC | COM | $9.2M | 3.0%Prev: 3.5% | 155,600 SH | Decreased-42,000 SH |
| GEN DIGITAL INC | COM | $9.6M | 3.1%Prev: 2.4% | 325,000 SH | Increased-50,000 SH |
| HP INC | COM | $5.4M | 1.7%Prev: 3.7% | 219,000 SH | Decreased-350,000 SH |
| INTERDIGITAL INC | COM | $11.3M | 3.7%Prev: 3.0% | 50,589 SH | Increased+21,717 SH |
| MATCH GROUP INC NEW | COM | $9.0M | 2.9%Prev: 3.7% | 292,000 SH | Decreased-58,000 SH |
| META PLATFORMS INC | CL A | $11.1M | 3.6%Prev: 2.9% | 15,000 SH | Increased |
| MGIC INVT CORP WIS | COM | $9.5M | 3.1%Prev: 3.0% | 341,350 SH | Increased |
| OPEN TEXT CORP | COM | $9.1M | 2.9%Prev: 2.7% | 310,000 SH | Increased-50,000 SH |
| PAYPAL HLDGS INC | COM | $9.7M | 3.1%Prev: 2.0% | 130,000 SH | Increased |
| PITNEY BOWES INC | COM | $31.1M | 10.1%Prev: 13.1% | 2,850,000 SH | Decreased-650,000 SH |
| QVC GROUP INC | COM SER A NEW | $413K | 0.1%Prev: 0.3% | 150,000 SH | Decreased-248,062 SH |
| RANGE RES CORP | COM | $8.5M | 2.8%Prev: 3.2% | 208,850 SH | Decreased |
| SANDISK CORP | COM | $1.7M | 0.6% | 37,683 SH | New |
| SBA COMMUNICATIONS CORP NEW | CL A | $135.7M | 44.0% | 577,922 SH | New |
| SIGNET JEWELERS LTD | SHS | $6.4M | 2.1% | 81,000 SH | New |
| WESTERN DIGITAL CORP. | COM | $7.2M | 2.3% | 113,050 SH | New |
| 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 |