- Subscribe
- Premium
- C-Suite
- Insiders
- M&A
- Gurus
- Spinoffs
- Buybacks
- More
| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| INVH | INVITATION HOMES INC | 10.84% | 8,335,309 | $251,809,685 | 8,335,309 | New | $30.21 | 13F |
| OCTV | OCTAVE INTELLIGENCE PLC | 2.96% | 4,222,663 | $68,829,407 | 4,222,663 | New | $16.3 | 13F |
| SANM | SANMINA CORP | 2.05% | 188,322 | $47,660,532 | 188,322 | New | $253.08 | 13F |
| PRIM | PRIMORIS SVCS CORP | 1.97% | 462,058 | $45,799,189 | 462,058 | New | $99.12 | 13F |
| AD | ARRAY DIGITAL INFRASTRUCTURE | 1.73% | 1,109,463 | $40,229,128 | 1,109,463 | New | $36.26 | 13F |
| MRP | MILLROSE PPRYS INC | 0.39% | 298,461 | $8,968,753 | 298,461 | New | $30.05 | 13F |
| MNRO | MONRO INC | 0.07% | 95,966 | $1,641,978 | 95,966 | New | $17.11 | 13F |