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 |
|---|---|---|
|
New Fortress Energy Inc.
13G
643926207
|
18.1% |
10/7/2026
Event 9/30/2026
|
|
New Fortress Energy Inc.
13G
644393308
|
12.2% |
10/6/2026
Event 9/30/2026
|
|
Skyworks Solutions, Inc.
13G
SWKS · 83088M102
|
10.1% |
10/6/2026
Event 9/30/2026
|
|
Aura Minerals Inc.
13G/A
Amendment 2
AUGO · G06973112
|
10.2% |
10/6/2026
Event 9/30/2026
|
|
Aura Minerals Inc.
13G/A
Amendment 1
AUGO · G06973112
|
7.3% |
8/12/2026
Event 6/30/2026
|
|
XPO, Inc.
13G
XPO · 983793100
|
5.0% |
8/12/2026
Event 6/30/2026
|
|
Viavi Solutions Inc.
13G/A
Amendment 2
VIAV · 925550105
|
3.8% |
8/12/2026
Event 6/30/2026
|
|
Starbucks Corp.
13G/A
Amendment 2
SBUX · 855244109
|
8.2% |
8/12/2026
Event 6/30/2026
|
|
Robert Half Inc.
13G/A
Amendment 1
RHI · 770323103
|
4.1% |
8/12/2026
Event 6/30/2026
|
|
Polaris Inc.
13G/A
Amendment 6
PII · 731068102
|
2.8% |
8/12/2026
Event 6/30/2026
|
|
Oruka Therapeutics, Inc.
13G
ORKA · 687604108
|
5.6% |
8/12/2026
Event 6/30/2026
|
|
NIKE, Inc.
13G
NKE · 654106103
|
6.0% |
8/12/2026
Event 6/30/2026
|
|
L3Harris Technologies, Inc.
13G/A
Amendment 4
LHX · 502431109
|
3.6% |
8/12/2026
Event 6/30/2026
|
|
Knife River Corporation
13G
KNF · 498894104
|
5.7% |
8/12/2026
Event 6/30/2026
|
|
Arthur J. Gallagher & Co.
13G/A
Amendment 1
AJG · 363576109
|
5.0%
Checked 5% or less
|
8/12/2026
Event 6/30/2026
|
|
Floor & Decor Holdings, Inc.
13G/A
Amendment 1
FND · 339750101
|
5.3% |
8/12/2026
Event 6/30/2026
|
|
DTE Energy Co.
13G/A
Amendment 1
DTE · 233331107
|
4.9% |
8/12/2026
Event 6/30/2026
|
|
Cohu, Inc.
13G
COHU · 192576106
|
5.8% |
8/12/2026
Event 6/30/2026
|
|
Citizens Financial Group, Inc.
13G/A
Amendment 2
CFG · 174610105
|
5.6% |
8/12/2026
Event 6/30/2026
|
|
Chipotle Mexican Grill, Inc.
13G/A
Amendment 3
CMG · 169656105
|
3.6% |
8/12/2026
Event 6/30/2026
|
|
Cavco Industries, Inc.
13G/A
Amendment 2
CVCO · 149568107
|
6.9% |
8/12/2026
Event 6/30/2026
|
|
Align Technology, Inc.
13G/A
Amendment 1
ALGN · 016255101
|
5.0%
Checked 5% or less
|
8/12/2026
Event 6/30/2026
|
|
Wayfair Inc.
13G/A
Amendment 5
W · 94419L101
|
9.7% |
8/12/2026
Event 6/30/2026
|
|
Ultra Clean Holdings, Inc.
13G
UCTT · 90385V107
|
5.8% |
8/12/2026
Event 6/30/2026
|
|
Synchrony Financial
13G/A
Amendment 6
SYF · 87165B103
|
5.6% |
8/12/2026
Event 6/30/2026
|
|
Service Properties Trust
13G
SVC · 81761L102
|
5.4% |
8/12/2026
Event 6/30/2026
|
|
Rocket Companies, Inc.
13G
RKT · 77311W101
|
7.1% |
8/12/2026
Event 6/30/2026
|
|
Performance Food Group Co.
13G/A
Amendment 3
PFGC · 71377A103
|
14.9% |
8/12/2026
Event 6/30/2026
|
|
Viper Energy, Inc.
13G/A
Amendment 3
VNOM · 64361Q101
|
13.6% |
8/12/2026
Event 6/30/2026
|
|
Molina Healthcare, Inc.
13G/A
Amendment 14
MOH · 60855R100
|
4.9% |
8/12/2026
Event 6/30/2026
|
|
Moderna, Inc. (DBA Moderna Therapeutics Inc.)
13G
MRNA · 60770K107
|
5.6% |
8/12/2026
Event 6/30/2026
|
|
Keurig Dr Pepper Inc.
13G/A
Amendment 4
KDP · 49271V100
|
8.8% |
8/12/2026
Event 6/30/2026
|
|
First Advantage Corp.
13G/A
Amendment 1
FA · 31846B108
|
6.2% |
8/12/2026
Event 6/30/2026
|
|
Fastly, Inc.
13G
FSLY · 31188V100
|
5.3% |
8/12/2026
Event 6/30/2026
|
|
EPAM Systems, Inc.
13G/A
Amendment 3
EPAM · 29414B104
|
9.4% |
8/12/2026
Event 6/30/2026
|
|
Corteva, Inc.
13G/A
Amendment 1
CTVA · 22052L104
|
6.6% |
8/12/2026
Event 6/30/2026
|
|
Comcast Corp.
13G/A
Amendment 1
CMCSA · 20030N101
|
3.0% |
8/12/2026
Event 6/30/2026
|
|
Caesars Entertainment, Inc.
13G/A
Amendment 2
CZR · 12769G100
|
0% |
8/12/2026
Event 6/30/2026
|
|
Ares Management Corp.
13G/A
Amendment 1
ARES · 03990B101
|
4.8% |
8/12/2026
Event 6/30/2026
|
|
Akamai Technologies, Inc.
13G
AKAM · 00971T101
|
7.8% |
8/12/2026
Event 6/30/2026
|
|
Affirm Holdings, Inc.
13G/A
Amendment 2
AFRM · 00827B106
|
7.9% |
8/12/2026
Event 6/30/2026
|
|
FTAI Aviation Ltd.
13G/A
Amendment 3
FTAI · G3730V105
|
11.3% |
8/12/2026
Event 6/30/2026
|
|
Flutter Entertainment PLC
13G/A
Amendment 3
FLUT · G3643J108
|
4.9% |
8/12/2026
Event 6/30/2026
|
|
Vale SA
13G/A
Amendment 1
P9661Q155
|
9.0% |
8/12/2026
Event 6/30/2026
|
|
Credicorp Ltd.
13G
BAP · G2519Y108
|
5.6% |
8/12/2026
Event 6/30/2026
|
|
Zillow Group, Inc.
13G
ZG · 98954M101
|
10.4% |
8/6/2026
Event 7/31/2026
|
|
Zillow Group, Inc.
13G/A
Amendment 1
ZG · 98954M101
|
4.9% |
8/6/2026
Event 6/30/2026
|
|
Diebold Nixdorf, Incorporated
13D/A
Amendment 4
DBD · 253651202
|
34.9% |
7/31/2026
Event 7/29/2026
|
|
Quantinuum Inc.
13G
QNT · 74768A104
|
13.9% |
7/6/2026
Event 6/30/2026
|
|
NewAmsterdam Pharma Company N.V.
13G/A
Amendment 3
NAMS · N62509109
|
10.4% |
6/4/2026
Event 5/29/2026
|
|
Aura Minerals Inc.
13G
AUGO · G06973112
|
6.1% |
5/14/2026
Event 3/31/2026
|
|
XPO, Inc.
13G/A
Amendment 4
XPO · 983793100
|
5.0%
Checked 5% or less
|
5/14/2026
Event 3/31/2026
|
|
Viavi Solutions Inc.
13G/A
Amendment 1
VIAV · 925550105
|
5.0% |
5/14/2026
Event 3/31/2026
|
|
US Foods Holding Corp.
13G/A
Amendment 1
USFD · 912008109
|
3.5% |
5/14/2026
Event 3/31/2026
|
|
TransDigm Group Inc.
13G/A
Amendment 2
TDG · 893641100
|
8.3% |
5/14/2026
Event 3/31/2026
|
|
Texas Roadhouse, Inc.
13G
TXRH · 882681109
|
6.7% |
5/14/2026
Event 3/31/2026
|
|
Starbucks Corp.
13G/A
Amendment 1
SBUX · 855244109
|
9.2% |
5/14/2026
Event 3/31/2026
|
|
The Southern Co.
13G
SO · 842587107
|
5.6% |
5/14/2026
Event 3/31/2026
|
|
Micron Technology, Inc.
13G/A
Amendment 2
MU · 595112103
|
3.7% |
5/14/2026
Event 3/31/2026
|
|
Ionis Pharmaceuticals, Inc.
13G/A
Amendment 2
IONS · 462222100
|
12.8% |
5/14/2026
Event 3/31/2026
|
|
Illumina, Inc.
13G/A
Amendment 4
ILMN · 452327109
|
10.3% |
5/14/2026
Event 3/31/2026
|
|
Hims & Hers Health, Inc.
13G/A
Amendment 2
HIMS · 433000106
|
0% |
5/14/2026
Event 3/31/2026
|
|
HEICO Corp.
13G/A
Amendment 6
HEI · 422806109
|
4.5% |
5/14/2026
Event 3/31/2026
|
|
Freshpet, Inc.
13G
FRPT · 358039105
|
6.1% |
5/14/2026
Event 3/31/2026
|
|
DTE Energy Co.
13G
DTE · 233331107
|
5.3% |
5/14/2026
Event 3/31/2026
|
|
Crane Company
13G/A
Amendment 1
CR · 224408104
|
4.1% |
5/14/2026
Event 3/31/2026
|
|
Cooper Companies, Inc.
13G/A
Amendment 1
COO · 216648501
|
4.0% |
5/14/2026
Event 3/31/2026
|
|
Citizens Financial Group, Inc.
13G/A
Amendment 1
CFG · 174610105
|
6.6% |
5/14/2026
Event 3/31/2026
|
|
Chipotle Mexican Grill, Inc.
13G/A
Amendment 2
CMG · 169656105
|
6.2% |
5/14/2026
Event 3/31/2026
|
|
CSW Industrials, Inc.
13G/A
Amendment 1
CSW · 126402106
|
4.3% |
5/14/2026
Event 3/31/2026
|
|
Brown & Brown, Inc.
13G/A
Amendment 1
BRO · 115236101
|
4.9% |
5/14/2026
Event 3/31/2026
|
|
The Boeing Company
13G
BA · 097023105
|
5.2% |
5/14/2026
Event 3/31/2026
|
|
Amgen Inc.
13G
AMGN · 031162100
|
5.5% |
5/14/2026
Event 3/31/2026
|
|
Align Technology, Inc.
13G
ALGN · 016255101
|
5.9% |
5/14/2026
Event 3/31/2026
|
|
Albemarle Corp.
13G/A
Amendment 3
ALB · 012653101
|
9.5% |
5/14/2026
Event 3/31/2026
|
|
Zillow Group, Inc.
13G
ZG · 98954M101
|
6.7% |
5/14/2026
Event 3/31/2026
|
|
Victory Capital Holdings, Inc.
13G/A
Amendment 1
VCTR · 92645B103
|
3.8% |
5/14/2026
Event 3/31/2026
|
|
Vertex Pharmaceuticals Inc.
13G/A
Amendment 4
VRTX · 92532F100
|
10.1% |
5/14/2026
Event 3/31/2026
|
|
TopBuild Corp.
13G
BLD · 89055F103
|
5.3% |
5/14/2026
Event 3/31/2026
|
|
Synchrony Financial
13G/A
Amendment 5
SYF · 87165B103
|
9.7% |
5/14/2026
Event 3/31/2026
|
|
Ryan Specialty Holdings, Inc.
13G/A
Amendment 1
RYAN · 78351F107
|
0% |
5/14/2026
Event 3/31/2026
|
|
Paymentus Holdings, Inc.
13G
PAY · 70439P108
|
6.7% |
5/14/2026
Event 3/31/2026
|
|
Viper Energy, Inc.
13G/A
Amendment 2
VNOM · 64361Q101
|
12.4% |
5/14/2026
Event 3/31/2026
|
|
Lumentum Holdings Inc.
13G/A
Amendment 4
LITE · 55024U109
|
1.8% |
5/14/2026
Event 3/31/2026
|
|
Kinsale Capital Group, Inc.
13G
KNSL · 49714P108
|
5.7% |
5/14/2026
Event 3/31/2026
|
|
Goosehead Insurance, Inc.
13G/A
Amendment 2
GSHD · 38267D109
|
8.0% |
5/14/2026
Event 3/31/2026
|
|
EPAM Systems, Inc.
13G/A
Amendment 2
EPAM · 29414B104
|
13.4% |
5/14/2026
Event 3/31/2026
|
|
EOG Resources, Inc.
13G/A
Amendment 4
EOG · 26875P101
|
9.7% |
5/14/2026
Event 3/31/2026
|
|
Duolingo, Inc.
13G/A
Amendment 1
DUOL · 26603R106
|
0% |
5/14/2026
Event 3/31/2026
|
|
Corteva, Inc.
13G
CTVA · 22052L104
|
5.5% |
5/14/2026
Event 3/31/2026
|
|
Core & Main, Inc.
13G
CNM · 21874C102
|
6.2% |
5/14/2026
Event 3/31/2026
|
|
Constellation Brands, Inc.
13G
STZ · 21036P108
|
7.2% |
5/14/2026
Event 3/31/2026
|
|
Comcast Corp.
13G
CMCSA · 20030N101
|
5.1% |
5/14/2026
Event 3/31/2026
|
|
Cloudflare, Inc.
13G/A
Amendment 5
NET · 18915M107
|
7.3% |
5/14/2026
Event 3/31/2026
|
|
The Carlyle Group Inc.
13G/A
Amendment 1
CG · 14316J108
|
5.0%
Checked 5% or less
|
5/14/2026
Event 3/31/2026
|
|
Ares Management Corp.
13G
ARES · 03990B101
|
5.3% |
5/14/2026
Event 3/31/2026
|
|
Alnylam Pharmaceuticals, Inc.
13G/A
Amendment 3
ALNY · 02043Q107
|
8.2% |
5/14/2026
Event 3/31/2026
|
|
ATI Inc.
13G/A
Amendment 1
ATI · 01741R102
|
4.2% |
5/14/2026
Event 3/31/2026
|
|
Royal Caribbean Cruises Ltd.
13G/A
Amendment 2
RCL · V7780T103
|
7.6% |
5/14/2026
Event 3/31/2026
|
|
XP Inc.
13G/A
Amendment 2
XP · G98239109
|
4.6% |
5/14/2026
Event 3/31/2026
|