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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| CAI | CARIS LIFE SCIENCES INC | 36.19% | 14,385,399 | $257,210,934 | -5,000,000 | -25.79% | $17.88 | 13F |
| PCG | PG&E CORP | 33.64% | 13,609,288 | $239,115,190 | -1,200,000 | -8.1% | $17.57 | 13F |
| BATRK | ATLANTA BRAVES HLDGS INC | 9.34% | 1,553,822 | $66,348,199 | 810,176 | 108.95% | $42.7 | 13F |
| TSLX | SIXTH STREET SPECIALTY LENDI | 7.02% | 2,714,226 | $49,887,474 | No Change | $18.38 | 13F | |
| MBC | MASTERBRAND INC | 5.74% | 4,905,383 | $40,763,733 | No Change | $8.31 | 13F | |
| CXM | SPRINKLR INC | 4.79% | 5,670,000 | $34,020,000 | No Change | $6 | 13F | |
| ESNT | ESSENT GROUP LTD | 3.29% | 400,000 | $23,376,000 | No Change | $58.44 | 13F |