Investors who own more than 5% of a class must file a Schedule 13D or 13G. The latest filing for each security since 12/18/2024, newest first.
| Issuer | % of Class | Filed |
|---|---|---|
|
Malibu Boats, Inc.
13G/A
MBUU · 56117J100
|
4.8% |
10/23/2026
Event 9/30/2026
|
|
Dream Finders Homes, Inc.
13G/A
DFH · 26154D100
|
4.6% |
10/23/2026
Event 9/30/2026
|
|
Winnebago Industries, Inc.
13G/A
WGO · 974637100
|
4.5% |
8/5/2026
Event 6/30/2026
|
|
Janus International Group, Inc.
13G/A
JBI · 47103N106
|
3.7% |
8/5/2026
Event 6/30/2026
|
|
DMC Global Inc.
13G/A
BOOM · 23291C103
|
3.6% |
5/13/2026
Event 3/31/2026
|
|
American Woodmark Corp
13G/A
AMWD · 030506109
|
1.8% |
2/17/2026
Event 12/31/2025
|
|
Gildan Activewear Inc.
13G/A
GIL · 375916103
|
4.2% |
8/12/2025
Event 6/30/2025
|
|
Varex Imaging Corp
13G/A
VREX · 92214X106
|
4.4% |
2/12/2025
Event 12/31/2024
|