Issuer % of Class Filed
Schedule 13G · 2 securities · passive
Luxfer Holdings PLC 13G/A
LXFR · G5698W116
4.8% 8/7/2025
Event 6/30/2025
Thermon Group Holdings, Inc. 13G/A
THR · 88362T103
4.3% 5/13/2025
Event 3/31/2025

Includes filings since 12/18/2024, when the SEC began requiring structured 13D and 13G data.