Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing since 12/18/2024, newest first.
| Issuer | % of Class | Filed |
|---|---|---|
|
Caesars Entertainment, Inc.
13G/A
Amendment 7
CZR · 12769G100
|
4.9% |
2/12/2026
Event 12/31/2025
|
|
Byrna Technologies Inc.
13G/A
Amendment 2
BYRN · 12448X201
|
6.2% |
2/12/2026
Event 12/31/2025
|
|
The Baldwin Insurance Group, Inc.
13G/A
Amendment 1
BWIN · 05589G102
|
4.2% |
2/12/2026
Event 12/31/2025
|
|
Allegro MicroSystems, Inc.
13G/A
Amendment 2
ALGM · 01749D105
|
7.1% |
2/12/2026
Event 12/31/2025
|
|
Smurfit Westrock plc
13G/A
Amendment 1
SW · G8267P108
|
6.9% |
2/12/2026
Event 12/31/2025
|
|
Weatherford International PLC
13G/A
Amendment 3
WFRD · G48833118
|
5.7% |
2/12/2026
Event 12/31/2025
|
|
Starz Entertainment Corp.
13G/A
Amendment 1
STRZ · 855919106
|
5.2% |
2/12/2026
Event 12/31/2025
|
|
Canadian Natural Resources, Ltd.
13G/A
Amendment 1
CNQ · 136385101
|
7.0% |
2/12/2026
Event 12/31/2025
|
|
Viking Holdings Ltd.
13G/A
Amendment 2
VIK · G93A5A101
|
7.7% |
2/12/2026
Event 12/31/2025
|
|
CenterPoint Energy, Inc.
13G
CNP · 15189T107
|
10.1% |
2/5/2026
Event 1/30/2026
|
|
Wyndham Hotels & Resorts, Inc.
13G/A
Amendment 7
WH · 98311A105
|
3.2% |
2/5/2026
Event 1/30/2026
|
|
VICI Properties Inc.
13G/A
Amendment 1
VICI · 925652109
|
4.8% |
11/13/2025
Event 9/30/2025
|
|
VSE Corp.
13G/A
Amendment 1
VSEC · 918284100
|
5.7% |
11/13/2025
Event 9/30/2025
|
|
United Rentals, Inc.
13G/A
Amendment 1
URI · 911363109
|
4.6% |
11/13/2025
Event 9/30/2025
|
|
UL Solutions Inc.
13G/A
Amendment 1
ULS · 903731107
|
6.3% |
11/13/2025
Event 9/30/2025
|
|
UMH Properties, Inc.
13G/A
Amendment 2
UMH · 903002103
|
4.3% |
11/13/2025
Event 9/30/2025
|
|
Semtech Corp.
13G
SMTC · 816850101
|
5.4% |
11/13/2025
Event 9/30/2025
|
|
Rogers Corp.
13G
ROG · 775133101
|
6.7% |
11/13/2025
Event 9/30/2025
|
|
PAR Technology Corp.
13G/A
Amendment 6
PAR · 698884103
|
8.0% |
11/13/2025
Event 9/30/2025
|
|
Las Vegas Sands Corp.
13G/A
Amendment 1
LVS · 517834107
|
5.0%
Checked 5% or less
|
11/13/2025
Event 9/30/2025
|
|
Domo, Inc.
13G
DOMO · 257554105
|
7.2% |
11/13/2025
Event 9/30/2025
|
|
CONMED Corp.
13G/A
Amendment 3
CNMD · 207410101
|
3.3% |
11/13/2025
Event 9/30/2025
|
|
Expand Energy Corporation
13G
EXE · 165167735
|
6.7% |
11/13/2025
Event 9/30/2025
|
|
CAVA Group, Inc.
13G
CAVA · 148929102
|
5.7% |
11/13/2025
Event 9/30/2025
|
|
American International Group, Inc.
13G
AIG · 026874784
|
5.2% |
11/13/2025
Event 9/30/2025
|
|
Albemarle Corp.
13G/A
Amendment 1
ALB · 012653101
|
1.8% |
11/13/2025
Event 9/30/2025
|
|
Wyndham Hotels & Resorts, Inc.
13G/A
Amendment 6
WH · 98311A105
|
10.3% |
11/13/2025
Event 9/30/2025
|
|
Magnite, Inc.
13G/A
Amendment 2
MGNI · 55955D100
|
4.9% |
11/13/2025
Event 9/30/2025
|
|
ICF International, Inc.
13G/A
Amendment 1
ICFI · 44925C103
|
8.7% |
11/13/2025
Event 9/30/2025
|
|
GE HealthCare Technologies Inc.
13G
GEHC · 36266G107
|
5.5% |
11/13/2025
Event 9/30/2025
|
|
First Citizens BancShares, Inc.
13G/A
Amendment 1
FCNCA · 31946M103
|
1.0% |
11/13/2025
Event 9/30/2025
|
|
Dominion Energy, Inc.
13G/A
Amendment 1
D · 25746U109
|
6.4% |
11/13/2025
Event 9/30/2025
|
|
Caesars Entertainment, Inc.
13G/A
Amendment 6
CZR · 12769G100
|
7.4% |
11/13/2025
Event 9/30/2025
|
|
JBS N.V.
13G
JBS · N4732M103
|
5.4% |
11/13/2025
Event 9/30/2025
|
|
Royal Caribbean Cruises Ltd.
13G/A
Amendment 5
RCL · V7780T103
|
7.1% |
11/13/2025
Event 9/30/2025
|
|
Patria Investments Ltd.
13G/A
Amendment 7
PAX · G69451105
|
13.8% |
11/13/2025
Event 9/30/2025
|
|
Nu Holdings Ltd.
13G/A
Amendment 2
NU · G6683N103
|
4.9% |
11/13/2025
Event 9/30/2025
|
|
Genius Sports Ltd.
13G/A
Amendment 1
GENI · G3934V109
|
3.3% |
11/13/2025
Event 9/30/2025
|
|
Cenovus Energy Inc.
13G
CVE · 15135U109
|
5.9% |
11/13/2025
Event 9/30/2025
|
|
SiriusPoint Ltd.
13G
SPNT · G8192H106
|
5.7% |
11/13/2025
Event 9/30/2025
|
|
Wolfspeed, Inc.
13G
WOLF · 97785W106
|
10.7% |
10/6/2025
Event 9/30/2025
|
|
International Paper Co.
13G/A
Amendment 2
IP · 460146103
|
10.1% |
9/5/2025
Event 8/29/2025
|
|
Halliburton Co.
13G/A
Amendment 1
HAL · 406216101
|
10.3% |
9/5/2025
Event 8/29/2025
|
|
Establishment Labs Holdings Inc.
13G/A
Amendment 2
ESTA · G31249108
|
3.5% |
8/13/2025
Event 6/30/2025
|
|
United Rentals, Inc.
13G
URI · 911363109
|
5.2% |
8/13/2025
Event 6/30/2025
|
|
UL Solutions Inc.
13G
ULS · 903731107
|
5.2% |
8/13/2025
Event 6/30/2025
|
|
UMH Properties, Inc.
13G/A
Amendment 1
UMH · 903002103
|
6.5% |
8/13/2025
Event 6/30/2025
|
|
Starbucks Corp.
13G
SBUX · 855244109
|
6.7% |
8/13/2025
Event 6/30/2025
|
|
Silicon Laboratories Inc.
13G/A
Amendment 2
SLAB · 826919102
|
3.7% |
8/13/2025
Event 6/30/2025
|
|
Robert Half Inc.
13G
RHI · 770323103
|
5.8% |
8/13/2025
Event 6/30/2025
|
|
Pinnacle West Capital Corp.
13G/A
Amendment 4
PNW · 723484101
|
12.6% |
8/13/2025
Event 6/30/2025
|
|
PAR Technology Corp.
13G/A
Amendment 5
PAR · 698884103
|
6.8% |
8/13/2025
Event 6/30/2025
|
|
Las Vegas Sands Corp.
13G
LVS · 517834107
|
7.0% |
8/13/2025
Event 6/30/2025
|
|
iRhythm Technologies, Inc.
13G/A
Amendment 4
IRTC · 450056106
|
4.7% |
8/13/2025
Event 6/30/2025
|
|
Halliburton Co.
13G
HAL · 406216101
|
5.8% |
8/13/2025
Event 6/30/2025
|
|
Eastman Chemical Co.
13G/A
Amendment 1
EMN · 277432100
|
3.7% |
8/13/2025
Event 6/30/2025
|
|
Dine Brands Global, Inc.
13G/A
Amendment 1
DIN · 254423106
|
0% |
8/13/2025
Event 6/30/2025
|
|
DTE Energy Co.
13G/A
Amendment 5
DTE · 233331107
|
6.8% |
8/13/2025
Event 6/30/2025
|
|
The Boeing Company
13G/A
Amendment 1
BA · 097023105
|
4.6% |
8/13/2025
Event 6/30/2025
|
|
Albemarle Corp.
13G
ALB · 012653101
|
5.3% |
8/13/2025
Event 6/30/2025
|
|
Air Products and Chemicals, Inc.
13G/A
Amendment 1
APD · 009158106
|
5.2% |
8/13/2025
Event 6/30/2025
|
|
Addus HomeCare Corp.
13G
ADUS · 006739106
|
6.0% |
8/13/2025
Event 6/30/2025
|
|
TopBuild Corp.
13G/A
Amendment 6
BLD · 89055F103
|
12.0% |
8/13/2025
Event 6/30/2025
|
|
Molina Healthcare, Inc.
13G/A
Amendment 1
MOH · 60855R100
|
4.0% |
8/13/2025
Event 6/30/2025
|
|
Levi Strauss & Co.
13G/A
Amendment 1
LEVI · 52736R102
|
0% |
8/13/2025
Event 6/30/2025
|
|
Insulet Corp.
13G/A
Amendment 11
PODD · 45784P101
|
6.7% |
8/13/2025
Event 6/30/2025
|
|
IDEAYA Biosciences, Inc.
13G
IDYA · 45166A102
|
7.5% |
8/13/2025
Event 6/30/2025
|
|
EOG Resources, Inc.
13G/A
Amendment 1
EOG · 26875P101
|
4.5% |
8/13/2025
Event 6/30/2025
|
|
Dominion Energy, Inc.
13G
D · 25746U109
|
5.3% |
8/13/2025
Event 6/30/2025
|
|
Dayforce Inc.
13G/A
Amendment 8
DAY · 15677J108
|
2.1% |
8/13/2025
Event 6/30/2025
|
|
CenterPoint Energy, Inc.
13G/A
Amendment 1
CNP · 15189T107
|
3.3% |
8/13/2025
Event 6/30/2025
|
|
Camping World Holdings, Inc.
13G
CWH · 13462K109
|
5.1% |
8/13/2025
Event 6/30/2025
|
|
The Baldwin Insurance Group, Inc.
13G
BWIN · 05589G102
|
6.4% |
8/13/2025
Event 6/30/2025
|
|
Allegro MicroSystems, Inc.
13G/A
Amendment 1
ALGM · 01749D105
|
8.6% |
8/13/2025
Event 6/30/2025
|
|
Patria Investments Ltd.
13G/A
Amendment 6
PAX · G69451105
|
14.9% |
8/13/2025
Event 6/30/2025
|
|
Nu Holdings Ltd.
13G/A
Amendment 1
NU · G6683N103
|
5.2% |
8/13/2025
Event 6/30/2025
|
|
KB Financial Group Inc.
13G
Y46007103
|
5.4% |
8/13/2025
Event 6/30/2025
|
|
Smurfit Westrock PLC
13G
SW · G8267P108
|
5.3% |
8/13/2025
Event 6/30/2025
|
|
Flutter Entertainment PLC
13G/A
Amendment 2
FLUT · G3643J108
|
3.7% |
8/13/2025
Event 6/30/2025
|
|
Weatherford International PLC
13G/A
Amendment 2
WFRD · G48833118
|
7.7% |
8/13/2025
Event 6/30/2025
|
|
Seagate Technology Holdings PLC
13G/A
Amendment 1
STX · G7997R103
|
3.4% |
8/13/2025
Event 6/30/2025
|
|
British American Tobacco P.L.C.
13G/A
Amendment 3
BATS.L · G1510J102
|
8.8% |
8/13/2025
Event 6/30/2025
|
|
Banco Bilbao Vizcaya Argentaria, SA
13G/A
Amendment 1
E11805103
|
3.1% |
8/13/2025
Event 6/30/2025
|
|
Starz Entertainment Corp.
13G
STRZ · 855919106
|
8.9% |
8/13/2025
Event 6/30/2025
|
|
Canadian Natural Resources, Ltd.
13G
CNQ · 136385101
|
5.3% |
8/13/2025
Event 6/30/2025
|
|
GFL Environmental Inc.
13G
GFL · 36168Q104
|
5.4% |
8/13/2025
Event 6/30/2025
|
|
SiriusPoint Ltd.
13G/A
Amendment 1
SPNT · G8192H106
|
4.9% |
8/13/2025
Event 6/30/2025
|
|
Hasbro, Inc.
13G/A
Amendment 2
HAS · 418056107
|
3.6% |
7/7/2025
Event 6/30/2025
|
|
Viking Holdings Ltd.
13G/A
Amendment 1
VIK · G93A5A101
|
10.2% |
7/7/2025
Event 6/30/2025
|
|
Lands' End, Inc.
13G/A
Amendment 8
LE · 51509F105
|
0% |
6/6/2025
Event 5/30/2025
|
|
Floor & Decor Holdings, Inc.
13G/A
Amendment 3
FND · 339750101
|
1.3% |
6/6/2025
Event 5/30/2025
|
|
GE HealthCare Technologies Inc.
13G/A
Amendment 4
GEHC · 36266G107
|
4.8% |
6/6/2025
Event 5/30/2025
|
|
TriNet Group, Inc.
13G/A
Amendment 1
TNET · 896288107
|
0% |
5/13/2025
Event 3/31/2025
|
|
Stanley Black & Decker, Inc.
13G
SWK · 854502101
|
7.5% |
5/13/2025
Event 3/31/2025
|
|
Las Vegas Sands Corp.
13G/A
Amendment 2
LVS · 517834107
|
3.8% |
5/13/2025
Event 3/31/2025
|
|
iRhythm Technologies, Inc.
13G/A
Amendment 3
IRTC · 450056106
|
7.0% |
5/13/2025
Event 3/31/2025
|
|
Floor & Decor Holdings, Inc.
13G/A
Amendment 2
FND · 339750101
|
10.6% |
5/13/2025
Event 3/31/2025
|
|
CBIZ, Inc.
13G/A
Amendment 1
CBZ · 124805102
|
5.0% |
5/13/2025
Event 3/31/2025
|
|
American International Group, Inc.
13G/A
Amendment 2
AIG · 026874784
|
4.4% |
5/13/2025
Event 3/31/2025
|
|
Albemarle Corp.
13G/A
Amendment 1
ALB · 012653101
|
5.0%
Checked 5% or less
|
5/13/2025
Event 3/31/2025
|