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
Icu Medical Inc/DE 13G/A
ICUI · 44930G107
5.2% 8/14/2026
Event 6/30/2026
Maximus, Inc. 13G
MMS · 577933104
5.1% 8/14/2026
Event 6/30/2026
Greif, Inc 13G/A
GEF · 397624107
4.9% 8/14/2026
Event 6/30/2026
Graphic Packaging Holding Co 13G/A
GPK · 388689101
7.1% 8/14/2026
Event 6/30/2026
Primoris Services Corp 13G/A
PRIM · 74164F103
<0.1% 8/14/2026
Event 6/30/2026
FNB Corp/PA/ 13G/A
FNB · 302520101
4.7% 8/14/2026
Event 6/30/2026
Collegium Pharmaceutical, Inc 13G
COLL · 19459J104
5.0% 8/14/2026
Event 6/30/2026
Beacon Financial Corp 13G/A
BBT · 084680107
4.7% 8/14/2026
Event 6/30/2026
Science Applications International Corp 13G/A
SAIC · 808625107
7.0% 8/14/2026
Event 6/30/2026
Energizer Holdings, Inc. 13G/A
ENR · 29272W109
4.8% 5/14/2026
Event 3/31/2026
Pebblebrook Hotel Trust 13G/A
PEB · 70509V100
4.3% 5/13/2026
Event 3/31/2026
Olin Corp 13G/A
OLN · 680665205
4.4% 5/13/2026
Event 3/31/2026
Horace Mann Educators Corp /DE/ 13G/A
HMN · 440327104
4.9% 5/13/2026
Event 3/31/2026
Koppers Holdings Inc. 13G/A
KOP · 50060P106
4.98% 5/13/2026
Event 3/31/2026
Indivior Pharmaceuticals, Inc. 13G/A
INDV · 45579U109
3.7% 5/13/2026
Event 3/31/2026
Tetra Technologies Inc 13G/A
TTI · 88162F105
0% 2/17/2026
Event 12/31/2025
Sonoco Products Co 13G
SON · 835495102
6.0% 2/17/2026
Event 12/31/2025
PERRIGO Co plc 13G
PRGO · G97822103
5.7% 2/17/2026
Event 12/31/2025
NCR Voyix Corp 13G/A
VYX · 62886E108
4.8% 2/17/2026
Event 12/31/2025
MARRIOTT VACATIONS WORLDWIDE Corp 13G/A
VAC · 57164Y107
4.99% 2/17/2026
Event 12/31/2025
Integra Lifesciences Holdings Corp 13G/A
IART · 457985208
4.7% 2/17/2026
Event 12/31/2025
Indivior Pharmaceuticals, Inc. 13G
INDV · G4766E116
Amended under CUSIP 45579U109 on 5/13/2026
5.1% 2/17/2026
Event 12/31/2025
Hope Bancorp Inc 13G/A
HOPE · 43940T109
4.7% 2/17/2026
Event 12/31/2025
Hillenbrand, Inc. 13G/A
HI · 431571108
0% 2/17/2026
Event 12/31/2025
Garrett Motion Inc. 13G
GTX · 366505105
5.3% 2/17/2026
Event 12/31/2025
Americold Realty Trust 13G/A
COLD · 03064D108
6.1% 2/17/2026
Event 12/31/2025
Advance Auto Parts Inc 13G/A
AAP · 00751Y106
4.7% 2/17/2026
Event 12/31/2025
Resideo Technologies, Inc. 13G/A
REZI · 76118Y104
4.2% 11/14/2025
Event 9/30/2025
Verint Systems Inc 13G/A
VRNT · 92343X100
0% 9/5/2025
Event 8/31/2025
JELD-WEN Holding, Inc. 13G/A
JELD · 47580P103
<0.1% 9/5/2025
Event 8/31/2025
Hanesbrands Inc. 13G/A
HBI · 410345102
2.3% 9/5/2025
Event 8/31/2025
Chatham Lodging Trust 13G/A
CLDT · 16208T102
4.3% 9/5/2025
Event 8/31/2025
Revolve Group, Inc. 13G/A
RVLV · 76156B107
<0.1% 8/14/2025
Event 6/30/2025
Granite Construction Inc 13G/A
GVA · 387328107
4.1% 8/14/2025
Event 6/30/2025
Old National Bancorp /IN/ 13G/A
ONB · 680033107
4.6% 8/14/2025
Event 6/30/2025
Conmed Corp 13G
CNMD · 207410101
5.6% 8/14/2025
Event 6/30/2025
Flowers Foods Inc 13G
FLO · 343498101
6.1% 8/14/2025
Event 6/30/2025
Spire Inc 13G/A
SR · 84857L101
4.2% 5/14/2025
Event 3/31/2025
James River Group Holdings, Ltd. 13G/A
JRVR · G5005R107
4.5% 5/14/2025
Event 3/31/2025
TXNM Energy Inc 13G/A
TXNM · 69349H107
4.3% 2/14/2025
Event 12/31/2024