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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| BEN | FRANKLIN RESOURCES INC | 9.68% | 6,908,621 | $229,849,821 | 1,808,672 | 35.46% | $33.27 | 13F |
| VLY | VALLEY NATL BANCORP | 6.32% | 10,247,196 | $150,121,421 | 1,298,597 | 14.51% | $14.65 | 13F |
| LPLA | LPL FINL HLDGS INC | 6.24% | 525,867 | $148,126,217 | 98,529 | 23.06% | $281.68 | 13F |
| WT | WISDOMTREE INC | 4.41% | 6,180,510 | $104,697,839 | 192,905 | 3.22% | $16.94 | 13F |
| SLM | SLM CORP | 4.13% | 3,774,739 | $97,916,730 | 568,931 | 17.75% | $25.94 | 13F |
| XYZ | BLOCK INC | 3.39% | 1,059,160 | $80,496,160 | 363,913 | 52.34% | $76 | 13F |
| OMF | ONEMAIN HLDGS INC | 2.73% | 1,063,857 | $64,863,361 | 773,192 | 266.01% | $60.97 | 13F |
| HOMB | HOME BANCSHARES INC | 2.61% | 2,172,583 | $62,027,245 | 1,143,241 | 111.07% | $28.55 | 13F |
| NP | NEPTUNE INS HLDGS INC | 1.95% | 1,467,570 | $46,228,455 | 513,541 | 53.83% | $31.5 | 13F |
| FCFS | FIRSTCASH HOLDINGS INC | 1.92% | 210,705 | $45,579,706 | 113,708 | 117.23% | $216.32 | 13F |
| TCBI | TEXAS CAP BANCSHARES INC | 1.77% | 407,750 | $42,104,265 | 7,750 | 1.94% | $103.26 | 13F |
| ARX | ACCELERANT HOLDINGS | 1.51% | 3,049,846 | $35,744,195 | 1,069,635 | 54.02% | $11.72 | 13F |
| AAMI | ACADIAN ASSET MANAGEMENT INC | 1.49% | 496,005 | $35,474,278 | 166,656 | 50.6% | $71.52 | 13F |
| NU | NU HLDGS LTD | 0.98% | 1,745,536 | $23,320,361 | 1,074,423 | 160.1% | $13.36 | 13F |
| CBC | CENTRAL BANCOMPANY | 0.78% | 613,246 | $18,630,413 | 29,910 | 5.13% | $30.38 | 13F |
| CIFR | CIPHER DIGITAL INC | 0.41% | 394,535 | $9,666,108 | 134,958 | 51.99% | $24.5 | 13F |