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
Amtech Systems Inc 13G/A
ASYS · 032332504
4.9% 8/6/2026
Event 6/30/2026
DENTSPLY SIRONA Inc. 13G/A
XRAY · 24906P109
0.4% 8/6/2026
Event 6/30/2026
Warrior Met Coal Inc 13G
HCC · 93627C101
7.6% 8/6/2026
Event 6/30/2026
Universal Health Services Inc 13G/A
UHS · 913903100
8.8% 8/6/2026
Event 6/30/2026
Simulations Plus Inc 13G
SLP · 829214105
5.3% 8/6/2026
Event 6/30/2026
Quanterix Corp 13G
QTRX · 74766Q101
5.8% 8/6/2026
Event 6/30/2026
NOV Inc 13G/A
NOV · 62955J103
8.6% 8/6/2026
Event 6/30/2026
IPG Photonics Corp 13G/A
IPGP · 44980X109
7.9% 8/6/2026
Event 6/30/2026
Becton Dickinson & Co 13G
BDX · 075887109
5.1% 8/6/2026
Event 6/30/2026
Noble Corp plc 13G/A
NE · G65431127
8.8% 5/14/2026
Event 3/31/2026
Weyerhaeuser Co 13G/A
WY · 962166104
6.6% 5/14/2026
Event 3/31/2026
Ramaco Resources, Inc. 13G
METCB · 75134P501
5.1% 5/13/2026
Event 3/31/2026
C. H. Robinson Worldwide, Inc. 13G/A
CHRW · 12541W209
4.9% 5/13/2026
Event 3/31/2026
BXP, Inc. 13G
BXP · 101121101
6.0% 5/13/2026
Event 3/31/2026
Royal Gold Inc 13G/A
RGLD · 780287108
3.4% 11/12/2025
Event 11/12/2025
Bio-Rad Laboratories Inc 13G/A
BIO · 090572207
11.4% 8/6/2025
Event 6/30/2025
Novagold Resources Inc 13G/A
NG · 66987E206
2.9% 8/6/2025
Event 6/30/2025
Airgain Inc 13G/A
AIRG · 00938A104
4.8% 5/14/2025
Event 3/31/2025
Flowserve Corp 13G/A
FLS · 34354P105
3.0% 5/6/2025
Event 3/31/2025
MAG Silver Corp 13G/A
MAG · 55903Q104
7.6% 2/12/2025
Event 12/31/2024
Willis Towers Watson PLC 13G/A
WTW · G96629103
4.4% 2/12/2025
Event 12/31/2024
Fomento Economico Mexicano SAB de CV 13G/A
FMX · 344419106
6.0% 2/12/2025
Event 12/31/2024