| Issuer | % of Class | Filed | ||||
|---|---|---|---|---|---|---|
| Schedule 13G · 11 securities · passive | ||||||
|
Papa John's International, Inc.
13G/A
PZZA · 698813102
|
5.5% |
11/13/2026
Event 9/30/2026
|
||||
|
Estee Lauder Companies Inc
13G/A
EL · 518439104
|
6.5% |
11/13/2026
Event 9/30/2026
|
||||
|
Dick's Sporting Goods Inc
13G/A
DKS · 253393102
|
5.0%
Checked 5% or less
|
11/13/2026
Event 9/30/2026
|
||||
|
Luxfer Holdings PLC
13G/A
LXFR · G5698W116
|
5.6% |
8/12/2026
Event 6/30/2026
|
||||
|
Insperity, Inc.
13G
NSP · 45778Q107
|
5.7% |
8/12/2026
Event 6/30/2026
|
||||
|
TPG Inc.
13G/A
TPG · 872657101
|
0% |
5/14/2026
Event 3/31/2026
|
||||
|
Kimball Electronics, Inc.
13G/A
KE · 49428J109
|
4.9% |
2/10/2026
Event 12/31/2025
|
||||
|
Western Digital Corp
13G/A
WDC · 958102105
|
2.6% |
2/10/2026
Event 12/31/2025
|
||||
|
DENNY'S Corp
13G/A
DENN · 24869P104
|
0% |
2/10/2026
Event 12/31/2025
|
||||
|
Montrose Environmental Group, Inc.
13G/A
ONT · 615111101
|
2.7% |
8/14/2025
Event 6/30/2025
|
||||
|
Arhaus, Inc.
13G/A
ARHS · 04035M102
|
5.0%
Checked 5% or less
|
8/14/2025
Event 6/30/2025
|
||||
Includes filings since 12/18/2024, when the SEC began requiring structured 13D and 13G data.