- 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 |
|---|---|---|---|---|---|---|---|---|
| CPNG | COUPANG INC | 7.49% | 9,363,621 | $176,785,164 | 9,363,621 | New | $18.88 | 13F |
| ICLR | ICON PLC | 6.02% | 1,282,838 | $141,958,853 | 1,282,838 | New | $110.66 | 13F |
| AIV | APARTMENT INVT & MGMT CO | 2.13% | 12,374,991 | $50,366,213 | 12,374,991 | New | $4.07 | 13F |
| PRMB | PRIMO BRANDS CORPORATION | 1.05% | 1,321,942 | $24,892,168 | 1,321,942 | New | $18.83 | 13F |
| DNOW | DNOW INC | 0.69% | 1,365,067 | $16,257,948 | 1,365,067 | New | $11.91 | 13F |
| PAR | PAR TECHNOLOGY CORP | 0.25% | 447,878 | $5,970,214 | 447,878 | New | $13.33 | 13F |