Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing since 12/18/2024, newest first.
| Issuer | % of Class | Filed |
|---|---|---|
|
UL Solutions Inc.
13G/A
Amendment 1
ULS · 903731107
|
4.5% |
7/31/2025
Event 6/30/2025
|
|
Ross Stores, Inc.
13G/A
Amendment 1
ROST · 778296103
|
4.8% |
7/31/2025
Event 6/30/2025
|
|
PG&E Corporation
13G/A
Amendment 1
PCG · 69331C108
|
2.5% |
7/31/2025
Event 6/30/2025
|
|
Oscar Health, Inc.
13G/A
Amendment 1
OSCR · 687793109
|
4.5% |
7/31/2025
Event 6/30/2025
|
|
Msa Safety Incorporated
13G/A
Amendment 1
MSA · 553498106
|
4.6% |
7/31/2025
Event 6/30/2025
|
|
McDonald's Corporation
13G/A
Amendment 1
MCD · 580135101
|
4.6% |
7/31/2025
Event 6/30/2025
|
|
Confluent, Inc.
13G/A
Amendment 8
CFLT · 20717M103
|
4.1% |
7/31/2025
Event 6/30/2025
|
|
Bel Fuse Inc.
13G/A
Amendment 1
BELFA · 077347201
|
0% |
7/31/2025
Event 6/30/2025
|
|
3M Company
13G
MMM · 88579Y101
|
7.6% |
7/30/2025
Event 6/30/2025
|
|
TD Synnex Corporation
13G
SNX · 87162W100
|
5.1% |
7/30/2025
Event 6/30/2025
|
|
Take-Two Interactive Software, Inc.
13G
TTWO · 874054109
|
5.0% |
7/30/2025
Event 6/30/2025
|
|
Sionna Therapeutics, Inc.
13G
SION · 829401108
|
5.0% |
7/30/2025
Event 6/30/2025
|
|
Lowe's Companies, Inc.
13G
LOW · 548661107
|
5.5% |
7/30/2025
Event 6/30/2025
|
|
Kite Realty Group Trust
13G
KRG · 49803T300
|
5.3% |
7/30/2025
Event 6/30/2025
|
|
Insmed Incorporated
13G
INSM · 457669307
|
7.9% |
7/30/2025
Event 6/30/2025
|
|
Host Hotels & Resorts, Inc.
13G
HST · 44107P104
|
5.2% |
7/30/2025
Event 6/30/2025
|
|
Eog Resources, Inc.
13G
EOG · 26875P101
|
5.4% |
7/30/2025
Event 6/30/2025
|
|
Analog Devices, Inc.
13G
ADI · 032654105
|
5.0% |
7/30/2025
Event 6/30/2025
|
|
Yum! Brands, Inc.
13G/A
Amendment 1
YUM · 988498101
|
6.5% |
7/24/2025
Event 6/30/2025
|
|
The Southern Company
13G/A
Amendment 1
SO · 842587107
|
6.2% |
7/24/2025
Event 6/30/2025
|
|
Rocket Companies, Inc.
13G/A
Amendment 2
RKT · 77311W101
|
5.6% |
7/24/2025
Event 6/30/2025
|
|
Otis Worldwide Corporation
13G/A
Amendment 2
OTIS · 68902V107
|
5.5% |
7/24/2025
Event 6/30/2025
|
|
Janus International Group, Inc.
13G/A
Amendment 1
JBI · 47103N106
|
5.2% |
7/24/2025
Event 6/30/2025
|
|
Flowco Holdings Inc.
13G/A
Amendment 1
FLOC · 342909108
|
7.5% |
7/24/2025
Event 6/30/2025
|
|
Bright Horizons Family Solutions Inc.
13G/A
Amendment 4
BFAM · 109194100
|
6.4% |
7/24/2025
Event 6/30/2025
|
|
Yum China Holdings, Inc.
13G/A
Amendment 1
YUMC · 98850P109
|
7.6% |
7/22/2025
Event 6/30/2025
|
|
Twilio Inc.
13G/A
Amendment 1
TWLO · 90138F102
|
7.9% |
7/22/2025
Event 6/30/2025
|
|
Seagate Technology Holdings PLC
13G/A
Amendment 7
STX · G7997R103
|
8.4% |
7/22/2025
Event 6/30/2025
|
|
Natera, Inc.
13G/A
Amendment 1
NTRA · 632307104
|
7.7% |
7/22/2025
Event 6/30/2025
|
|
MGIC Investment Corporation
13G/A
Amendment 2
MTG · 552848103
|
7.6% |
7/22/2025
Event 6/30/2025
|
|
IAC Inc.
13G/A
Amendment 4
PPLI · 44891N208
|
8.8% |
7/22/2025
Event 6/30/2025
|
|
Howmet Aerospace Inc.
13G/A
Amendment 1
HWM · 443201108
|
7.6% |
7/22/2025
Event 6/30/2025
|
|
Burlington Stores, Inc.
13G/A
Amendment 2
BURL · 122017106
|
9.2% |
7/22/2025
Event 6/30/2025
|
|
Zura Bio Limited
13G
ZURA · G9TY5A101
|
7.5% |
7/16/2025
Event 6/30/2025
|
|
Vasta Platform Limited
13G/A
Amendment 2
VSTA · G9440A109
|
8.7% |
7/16/2025
Event 6/30/2025
|
|
Radiopharm Theranostics Limited
13G/A
Amendment 1
Q79455103
|
9.0% |
7/16/2025
Event 6/30/2025
|
|
Karyopharm Therapeutics Inc.
13G
KPTI · 48576U205
|
5.2% |
7/16/2025
Event 6/30/2025
|
|
CI&T Inc
13G
CINT · G21307106
|
6.4% |
7/16/2025
Event 6/30/2025
|
|
Fidelity National Information Services, Inc.
13G/A
Amendment 1
FIS · 31620M106
|
10.3% |
7/3/2025
Event 6/30/2025
|
|
Intra-Cellular Therapies, Inc.
13G/A
Amendment 1
ITCI · 46116X101
|
0% |
6/5/2025
Event 5/30/2025
|
|
Carter's, Inc.
13G/A
Amendment 7
CRI · 146229109
|
0.6% |
6/5/2025
Event 5/30/2025
|
|
Summit Hotel Properties, Inc.
13G/A
Amendment 2
INN · 866082100
|
3.5% |
6/5/2025
Event 5/30/2025
|
|
Regeneron Pharmaceuticals, Inc.
13G/A
Amendment 3
REGN · 75886F107
|
4.4% |
6/5/2025
Event 5/30/2025
|
|
Microchip Technology Incorporated
13G/A
Amendment 1
MCHP · 595017104
|
0.9% |
6/5/2025
Event 5/30/2025
|
|
D.R. Horton, Inc.
13G/A
Amendment 2
DHI · 23331A109
|
3.9% |
6/5/2025
Event 5/30/2025
|
|
Autozone, Inc.
13G/A
Amendment 2
AZO · 053332102
|
4.2% |
6/5/2025
Event 5/30/2025
|
|
Arcos Dorados Holdings Inc.
13G/A
Amendment 1
ARCO · G0457F107
|
1.7% |
6/5/2025
Event 5/30/2025
|
|
Seagate Technology Holdings PLC
13G/A
Amendment 6
STX · G7997R103
|
10.1% |
5/5/2025
Event 4/30/2025
|
|
Keros Therapeutics, Inc.
13G/A
Amendment 1
KROS · 492327101
|
0.2% |
5/5/2025
Event 4/30/2025
|
|
Ibex Limited
13G/A
Amendment 1
IBEX · G4690M101
|
2.9% |
5/5/2025
Event 4/30/2025
|
|
Baker Hughes Company
13G/A
Amendment 5
BKR · 05722G100
|
10.3% |
5/5/2025
Event 4/30/2025
|
|
Alterity Therapeutics Limited
13G/A
Amendment 1
Q02676106
|
4.0% |
5/5/2025
Event 4/30/2025
|
|
Keros Therapeutics, Inc.
13G
KROS · 492327101
|
6.3% |
5/2/2025
Event 3/31/2025
|
|
Alterity Therapeutics Limited
13G
Q02676106
|
6.3% |
5/2/2025
Event 3/31/2025
|
|
Yum China Holdings, Inc.
13G
YUMC · 98850P109
|
6.2% |
4/29/2025
Event 3/31/2025
|
|
Vulcan Materials Company
13G
VMC · 929160109
|
5.1% |
4/29/2025
Event 3/31/2025
|
|
Twilio Inc.
13G
TWLO · 90138F102
|
6.2% |
4/29/2025
Event 3/31/2025
|
|
Sba Communications Corporation
13G
SBAC · 78410G104
|
5.5% |
4/29/2025
Event 3/31/2025
|
|
Oscar Health, Inc.
13G
OSCR · 687793109
|
6.4% |
4/29/2025
Event 3/31/2025
|
|
McDonald's Corporation
13G
MCD · 580135101
|
5.0% |
4/29/2025
Event 3/31/2025
|
|
Ibex Limited
13G
IBEX · G4690M101
|
5.1% |
4/29/2025
Event 3/31/2025
|
|
Howmet Aerospace Inc.
13G
HWM · 443201108
|
5.9% |
4/25/2025
Event 3/31/2025
|
|
Henry Schein, Inc.
13G
HSIC · 806407102
|
5.0% |
4/25/2025
Event 3/31/2025
|
|
Flowco Holdings Inc.
13G
FLOC · 342909108
|
5.8% |
4/25/2025
Event 3/31/2025
|
|
EATON CORPORATION plc
13G
ETN · G29183103
|
5.4% |
4/25/2025
Event 3/31/2025
|
|
Cartesian Therapeutics, Inc.
13G
RNAC · 816212302
|
6.1% |
4/25/2025
Event 3/31/2025
|
|
Bristol-Myers Squibb Company
13G
BMY · 110122108
|
5.1% |
4/25/2025
Event 3/31/2025
|
|
Ameriprise Financial, Inc.
13G
AMP · 03076C106
|
6.0% |
4/25/2025
Event 3/31/2025
|
|
Western Digital Corporation
13G/A
Amendment 2
WDC · 958102105
|
5.3% |
4/22/2025
Event 3/31/2025
|
|
Vicor Corporation
13G/A
Amendment 2
VICR · 925815102
|
13.2% |
4/22/2025
Event 3/31/2025
|
|
Seagate Technology Holdings PLC
13G/A
Amendment 5
STX · G7997R103
|
8.9% |
4/22/2025
Event 3/31/2025
|
|
Rocket Companies, Inc.
13G/A
Amendment 1
RKT · 77311W101
|
7.2% |
4/22/2025
Event 3/31/2025
|
|
Regeneron Pharmaceuticals, Inc.
13G/A
Amendment 2
REGN · 75886F107
|
5.1% |
4/22/2025
Event 3/31/2025
|
|
IAC Inc.
13G/A
Amendment 3
PPLI · 44891N208
|
7.0% |
4/22/2025
Event 3/31/2025
|
|
Eagle Materials Inc.
13G/A
Amendment 1
EXP · 26969P108
|
6.2% |
4/22/2025
Event 3/31/2025
|
|
D.R. Horton, Inc.
13G/A
Amendment 1
DHI · 23331A109
|
5.2% |
4/22/2025
Event 3/31/2025
|
|
Bright Horizons Family Solutions Inc.
13G/A
Amendment 3
BFAM · 109194100
|
7.6% |
4/22/2025
Event 3/31/2025
|
|
Baker Hughes Company
13G/A
Amendment 4
BKR · 05722G100
|
9.3% |
4/22/2025
Event 3/31/2025
|
|
Arthur J. Gallagher & Co.
13G/A
Amendment 1
AJG · 363576109
|
6.7% |
4/22/2025
Event 3/31/2025
|
|
WEX Inc.
13G/A
Amendment 1
WEX · 96208T104
|
2.7% |
4/16/2025
Event 3/31/2025
|
|
Globant S.A
13G/A
Amendment 1
GLOB · L44385109
|
4.0% |
4/16/2025
Event 3/31/2025
|
|
e.l.f. Beauty, Inc.
13G/A
Amendment 1
ELF · 26856L103
|
4.9% |
4/15/2025
Event 3/31/2025
|
|
Allegro Microsystems, Inc.
13G/A
Amendment 1
ALGM · 01749D105
|
4.8% |
4/15/2025
Event 3/31/2025
|
|
Warner Music Group Corp.
13G/A
Amendment 2
WMG · 934550203
|
10.5% |
4/4/2025
Event 3/31/2025
|
|
Credo Technology Group Holding Ltd
13G/A
Amendment 1
CRDO · G25457105
|
3.2% |
3/6/2025
Event 2/28/2025
|
|
Tenaya Therapeutics, Inc.
13G/A
Amendment 1
TNYA · 87990A106
|
2.8% |
3/6/2025
Event 2/28/2025
|
|
Revance Therapeutics, Inc.
13G/A
Amendment 1
RVNC · 761330109
|
0% |
3/6/2025
Event 2/28/2025
|
|
Analog Devices, Inc.
13G/A
Amendment 1
ADI · 032654105
|
4.3% |
3/6/2025
Event 2/28/2025
|
|
Trane Technologies PLC
13G/A
Amendment 3
TT · G8994E103
|
6.3% |
2/12/2025
Event 12/31/2024
|
|
Western Digital Corporation
13G/A
Amendment 1
WDC · 958102105
|
6.7% |
2/12/2025
Event 12/31/2024
|
|
Warner Music Group Corp.
13G/A
Amendment 1
WMG · 934550203
|
7.8% |
2/12/2025
Event 12/31/2024
|
|
Utz Brands, Inc.
13G/A
Amendment 4
UTZ · 918090101
|
9.4% |
2/12/2025
Event 12/31/2024
|
|
Seagate Technology Holdings PLC
13G/A
Amendment 4
STX · G7997R103
|
7.9% |
2/12/2025
Event 12/31/2024
|
|
REGENXBIO Inc.
13G/A
Amendment 6
RGNX · 75901B107
|
7.4% |
2/12/2025
Event 12/31/2024
|
|
CSX Corporation
13G
CSX · 126408103
|
5.5% |
2/12/2025
Event 12/31/2024
|
|
DR Horton Inc
13G
DHI · 23331A109
|
6.4% |
2/11/2025
Event 12/31/2024
|
|
Otis Worldwide Corporation
13G/A
Amendment 1
OTIS · 68902V107
|
8.8% |
2/11/2025
Event 12/31/2024
|
|
IAC Inc.
13G/A
Amendment 2
PPLI · 44891N208
|
6.0% |
2/11/2025
Event 12/31/2024
|
|
HubSpot, Inc.
13G/A
Amendment 1
HUBS · 443573100
|
6.4% |
2/11/2025
Event 12/31/2024
|
|
Corpay, Inc.
13G/A
Amendment 1
CPAY · 219948106
|
6.1% |
2/11/2025
Event 12/31/2024
|