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
Ichor Holdings, Ltd. 13G
ICHR · G4740B105
3.4% 8/12/2026
Event 6/30/2026
Warner Music Group Corp. 13G
WMG · 934550203
6.1% 8/12/2026
Event 6/30/2026
Pinnacle West Capital Corp 13G
PNW · 723484101
5.4% 8/12/2026
Event 6/30/2026
Mdu Resources Group Inc 13G
MDU · 552690109
6.3% 8/12/2026
Event 6/30/2026
Axalta Coating Systems Ltd. 13G
AXTA · G0750C108
8.2% 8/12/2026
Event 6/30/2026
Aptiv PLC 13G
APTV · G3265R107
5.1% 8/12/2026
Event 6/30/2026
SLM Corp 13G
SLM · 78442P106
2.6% 5/13/2026
Event 3/31/2026
Western Alliance Bancorp 13G
WAL · 957638109
2.2% 5/13/2026
Event 3/31/2026
Everus Construction Group 13G
ECG · 300426103
2.6% 2/11/2026
Event 12/31/2025
Avantor Inc 13G
AVTR · 05352A100
4.9% 2/11/2026
Event 12/31/2025
Enviri Corp 13G
NVRI · 415864107
0% 11/12/2025
Event 9/30/2025
Kaiser Aluminum 13G
KALU · 483007704
4.8% 11/12/2025
Event 9/30/2025
Hain Celestial Group Inc 13G
HAIN · 405217100
0% 8/12/2025
Event 6/30/2025
United Parks & Resorts Inc. 13G
PRKS · 81282V100
4.1% 5/14/2025
Event 3/31/2025
Lithia Motors Inc 13G
LAD · 536797103
0% 5/14/2025
Event 3/31/2025
Columbus McKinnon Corp/NY 13G
CMCO · 199333105
1.2% 5/14/2025
Event 3/31/2025
The Greenbrier Companies, Inc. 13G
GBX · 393657101
4.7% 2/14/2025
Event 12/31/2024
Air Transport Services Group 13G
ATSG · 00922R105
0% 2/14/2025
Event 12/31/2024