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CIK 0001965613 • 7 13F filings • May 14, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| C H ROBINSON WORLDWIDE INC | COM NEW | $17.1M | 4.1% | 106,409 SH | New |
| CARVANA CO | CL A | $16.2M | 3.8% | 38,290 SH | New |
| CELESTICA INC | COM | $23.6M | 5.6%Prev: 7.0% | 79,893 SH | Decreased-28,010 SH |
| CIRCLE INTERNET GROUP INC | COM CL A | $793K | 0.2% | 10,000 SH | New |
| CLEAN HARBORS INC | COM | $10.4M | 2.5%Prev: 7.5% | 44,262 SH | Decreased-78,390 SH |
| CONSTELLATION ENERGY CORP | COM | $18.0M | 4.3%Prev: 5.7% | 50,970 SH | Decreased-14,764 SH |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | $18.5M | 4.4%Prev: 8.5% | 83,032 SH | Decreased-60,752 SH |
| FLOOR & DECOR HLDGS INC | CL A | $13.3M | 3.2% | 218,475 SH | New |
| JAMES HARDIE INDS PLC | ORD SHS | $17.8M | 4.2% | 857,177 SH | New |
| NEWS CORP NEW | CL A | $20.2M | 4.8%Prev: 7.1% | 774,287 SH | Decreased-97,234 SH |
| ROSS STORES INC | COM | $22.1M | 5.3% | 122,948 SH | New |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $32.1M | 7.6%Prev: 9.4% | 116,496 SH | Decreased-33,715 SH |
| SENSIENT TECHNOLOGIES CORP | COM | $32.1M | 7.6%Prev: 1.9% | 341,968 SH | Increased+265,341 SH |
| SPOTIFY TECHNOLOGY S A | SHS | $29.5M | 7.0%Prev: 7.1% | 50,814 SH | Increased+12,044 SH |
| SS&C TECHNOLOGIES HLDGS INC | COM | $11.3M | 2.7%Prev: 3.7% | 129,190 SH | Decreased-28,253 SH |
| TAPESTRY INC | COM | $11.7M | 2.8%Prev: 5.4% | 91,677 SH | Decreased-88,506 SH |
| TTM TECHNOLOGIES INC | COM | $26.1M | 6.2%Prev: 1.2% | 377,894 SH | Increased+297,894 SH |
| V F CORP | COM | $13.7M | 3.3%Prev: 2.3% | 760,112 SH | Increased+159,912 SH |
| WESTERN DIGITAL CORP | COM | $26.6M | 6.3%Prev: 7.2% | 154,309 SH | Decreased-71,232 SH |
| WILLIS TOWERS WATSON PLC LTD | SHS | $21.8M | 5.2%Prev: 7.8% | 66,320 SH | Decreased-18,788 SH |
| WINGSTOP INC | COM | $14.8M | 3.5% | 62,000 SH | New |
| WOODWARD INC | COM | $23.2M | 5.5% | 76,874 SH | New |
| 13F-HR |
| 0001965613-26-000005 |
| $704.8M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001965613-25-000007 | $313.7M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001965613-26-000003 | $474.7M | View |
| May 16, 2025 | Q1 2025 | 13F-HR/A | 0001965613-25-000004 | $237.0M | View |