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 |
|---|---|---|
|
Accelerant Holdings
13G/A
Amendment 1
ARX · G00894108
|
4.4% |
5/14/2026
Event 3/31/2026
|
|
Trip.com Group Ltd.
13G/A
Amendment 4
G9066F101
|
6.7% |
5/14/2026
Event 3/31/2026
|
|
Riskified Ltd.
13G/A
Amendment 2
RSKD · M8216R109
|
8.0% |
5/14/2026
Event 3/31/2026
|
|
Ryanair Holdings PLC
13G/A
Amendment 1
G7727C186
|
7.4% |
5/14/2026
Event 3/31/2026
|
|
Flutter Entertainment PLC
13G/A
Amendment 2
FLUT · G3643J108
|
5.0% |
5/14/2026
Event 3/31/2026
|
|
Bunge Global SA
13G/A
Amendment 7
BG · H11356104
|
10.7% |
5/14/2026
Event 3/31/2026
|
|
CRISPR Therapeutics AG
13G
CRSP · H17182108
|
5.1% |
5/14/2026
Event 3/31/2026
|
|
Cenovus Energy Inc.
13G/A
Amendment 5
CVE · 15135U109
|
4.2% |
5/14/2026
Event 3/31/2026
|
|
Vale SA
13G
P9661Q155
|
8.0% |
5/14/2026
Event 3/31/2026
|
|
Brookfield Infrastructure Partners L.P.
13G/A
Amendment 4
BIP · G16252101
|
4.4% |
5/14/2026
Event 3/31/2026
|
|
RenaissanceRe Holdings Ltd.
13G/A
Amendment 1
RNR · G7496G103
|
3.4% |
5/14/2026
Event 3/31/2026
|
|
BRP Inc.
13G
DOO · 05577W200
|
5.7% |
4/28/2026
Event 12/31/2024
|
|
Kanzhun Ltd.
13G/A
Amendment 4
G5224V103
|
0% |
4/6/2026
Event 3/31/2026
|
|
Blue Owl Capital Inc.
13G/A
Amendment 5
OWL · 09581B103
|
8.5% |
4/6/2026
Event 3/31/2026
|
|
Polaris Inc.
13G/A
Amendment 5
PII · 731068102
|
6.9% |
4/6/2026
Event 3/31/2026
|
|
EPAM Systems, Inc.
13G/A
Amendment 1
EPAM · 29414B104
|
12.3% |
3/6/2026
Event 2/27/2026
|
|
Diebold Nixdorf, Incorporated
13D/A
Amendment 3
DBD · 253651202
|
33.8% |
2/17/2026
Event 2/12/2026
|
|
Royal Gold, Inc.
13G/A
Amendment 8
RGLD · 780287108
|
11.6% |
2/13/2026
Event 12/31/2025
|
|
Robert Half Inc.
13G
RHI · 770323103
|
5.8% |
2/13/2026
Event 12/31/2025
|
|
Regal Rexnord Corp.
13G/A
Amendment 6
RRX · 758750103
|
4.0% |
2/13/2026
Event 12/31/2025
|
|
Motorola Solutions, Inc.
13G/A
Amendment 4
MSI · 620076307
|
0.5% |
2/13/2026
Event 12/31/2025
|
|
Micron Technology, Inc.
13G/A
Amendment 1
MU · 595112103
|
5.2% |
2/13/2026
Event 12/31/2025
|
|
The Estee Lauder Companies Inc.
13G/A
Amendment 1
EL · 518439104
|
3.4% |
2/13/2026
Event 12/31/2025
|
|
Hims & Hers Health, Inc.
13G/A
Amendment 1
HIMS · 433000106
|
6.5% |
2/13/2026
Event 12/31/2025
|
|
Arthur J. Gallagher & Co.
13G
AJG · 363576109
|
5.0% |
2/13/2026
Event 12/31/2025
|
|
Comfort Systems USA, Inc.
13G/A
Amendment 2
FIX · 199908104
|
4.7% |
2/13/2026
Event 12/31/2025
|
|
Chipotle Mexican Grill, Inc.
13G/A
Amendment 1
CMG · 169656105
|
7.7% |
2/13/2026
Event 12/31/2025
|
|
ThredUp Inc.
13G/A
Amendment 6
TDUP · 88556E102
|
8.4% |
2/13/2026
Event 12/31/2025
|
|
Paymentus Holdings, Inc.
13G/A
Amendment 1
PAY · 70439P108
|
4.5% |
2/13/2026
Event 12/31/2025
|
|
Molina Healthcare, Inc.
13G/A
Amendment 13
MOH · 60855R100
|
6.8% |
2/13/2026
Event 12/31/2025
|
|
Mid-America Apartment Communities, Inc.
13G/A
Amendment 2
MAA · 59522J103
|
0.2% |
2/13/2026
Event 12/31/2025
|
|
Keurig Dr Pepper Inc.
13G/A
Amendment 3
KDP · 49271V100
|
7.3% |
2/13/2026
Event 12/31/2025
|
|
Insight Enterprises, Inc.
13G/A
Amendment 3
NSIT · 45765U103
|
0% |
2/13/2026
Event 12/31/2025
|
|
First Advantage Corp.
13G
FA · 31846B108
|
5.2% |
2/13/2026
Event 12/31/2025
|
|
Exact Sciences Corp.
13G/A
Amendment 3
EXAS · 30063P105
|
0.5% |
2/13/2026
Event 12/31/2025
|
|
EPAM Systems, Inc.
13G
EPAM · 29414B104
|
6.8% |
2/13/2026
Event 12/31/2025
|
|
EOG Resources, Inc.
13G/A
Amendment 3
EOG · 26875P101
|
7.5% |
2/13/2026
Event 12/31/2025
|
|
D.R. Horton, Inc.
13G/A
Amendment 1
DHI · 23331A109
|
12.8% |
2/13/2026
Event 12/31/2025
|
|
Cloudflare, Inc.
13G/A
Amendment 4
NET · 18915M107
|
11.5% |
2/13/2026
Event 12/31/2025
|
|
Ares Management Corp.
13G/A
Amendment 5
ARES · 03990B101
|
4.7% |
2/13/2026
Event 12/31/2025
|
|
Zai Lab Ltd.
13G/A
Amendment 1
G9887T116
|
0.2% |
2/13/2026
Event 12/31/2025
|
|
Kanzhun Ltd.
13G/A
Amendment 3
G5224V103
|
7.0% |
2/13/2026
Event 12/31/2025
|
|
monday.com Ltd.
13G
MNDY · M7S64H106
|
6.5% |
2/13/2026
Event 12/31/2025
|
|
Flutter Entertainment PLC
13G/A
Amendment 1
FLUT · G3643J108
|
6.1% |
2/13/2026
Event 12/31/2025
|
|
Cenovus Energy Inc.
13G/A
Amendment 4
CVE · 15135U109
|
6.1% |
2/13/2026
Event 12/31/2025
|
|
Essent Group Ltd.
13G/A
Amendment 1
ESNT · G3198U102
|
4.9% |
2/13/2026
Event 12/31/2025
|
|
Vail Resorts, Inc.
13G/A
Amendment 1
MTN · 91879Q109
|
12.1% |
2/6/2026
Event 1/30/2026
|
|
Blue Owl Capital Inc.
13G/A
Amendment 4
OWL · 09581B103
|
18.8% |
2/6/2026
Event 1/30/2026
|
|
FTAI Aviation Ltd.
13G/A
Amendment 2
FTAI · G3730V105
|
12.4% |
2/6/2026
Event 1/30/2026
|
|
Viper Energy, Inc.
13G/A
Amendment 1
VNOM · 64361Q101
|
11.1% |
2/6/2026
Event 1/30/2026
|
|
FTAI Aviation Ltd.
13G/A
Amendment 1
FTAI · G3730V105
|
8.9% |
2/5/2026
Event 12/31/2025
|
|
Ionis Pharmaceuticals, Inc.
13G/A
Amendment 1
IONS · 462222100
|
11.1% |
1/7/2026
Event 12/31/2025
|
|
XPO, Inc.
13G/A
Amendment 3
XPO · 983793100
|
9.3% |
11/13/2025
Event 9/30/2025
|
|
US Foods Holding Corp.
13G
USFD · 912008109
|
5.2% |
11/13/2025
Event 9/30/2025
|
|
Toll Brothers, Inc.
13G
TOL · 889478103
|
5.4% |
11/13/2025
Event 9/30/2025
|
|
Synopsys, Inc.
13G/A
Amendment 1
SNPS · 871607107
|
4.2% |
11/13/2025
Event 9/30/2025
|
|
Jack in the Box Inc.
13G/A
Amendment 2
JACK · 466367109
|
0% |
11/13/2025
Event 9/30/2025
|
|
Illumina, Inc.
13G/A
Amendment 3
ILMN · 452327109
|
13.2% |
11/13/2025
Event 9/30/2025
|
|
Floor & Decor Holdings, Inc.
13G
FND · 339750101
|
6.4% |
11/13/2025
Event 9/30/2025
|
|
Cooper Companies, Inc.
13G
COO · 216648501
|
5.5% |
11/13/2025
Event 9/30/2025
|
|
Comfort Systems USA, Inc.
13G/A
Amendment 1
FIX · 199908104
|
5.1% |
11/13/2025
Event 9/30/2025
|
|
Chipotle Mexican Grill, Inc.
13G
CMG · 169656105
|
6.6% |
11/13/2025
Event 9/30/2025
|
|
Century Communities, Inc.
13G
CCS · 156504300
|
5.1% |
11/13/2025
Event 9/30/2025
|
|
Cavco Industries, Inc.
13G/A
Amendment 1
CVCO · 149568107
|
8.1% |
11/13/2025
Event 9/30/2025
|
|
CSW Industrials, Inc.
13G
CSW · 126402106
|
6.2% |
11/13/2025
Event 9/30/2025
|
|
Brown & Brown, Inc.
13G
BRO · 115236101
|
5.3% |
11/13/2025
Event 9/30/2025
|
|
Allogene Therapeutics, Inc.
13G/A
Amendment 1
ALLO · 019770106
|
0% |
11/13/2025
Event 9/30/2025
|
|
Wayfair Inc.
13G/A
Amendment 4
W · 94419L101
|
12.7% |
11/13/2025
Event 9/30/2025
|
|
Vail Resorts, Inc.
13G
MTN · 91879Q109
|
8.4% |
11/13/2025
Event 9/30/2025
|
|
RingCentral, Inc.
13G/A
Amendment 14
RNG · 76680R206
|
14.5% |
11/13/2025
Event 9/30/2025
|
|
Quanta Services, Inc.
13G/A
Amendment 1
PWR · 74762E102
|
4.6% |
11/13/2025
Event 9/30/2025
|
|
Viper Energy, Inc.
13G
VNOM · 64361Q101
|
7.3% |
11/13/2025
Event 9/30/2025
|
|
Malibu Boats, Inc.
13G/A
Amendment 2
MBUU · 56117J100
|
4.9% |
11/13/2025
Event 9/30/2025
|
|
Lumentum Holdings Inc.
13G/A
Amendment 3
LITE · 55024U109
|
5.8% |
11/13/2025
Event 9/30/2025
|
|
Keurig Dr Pepper Inc.
13G/A
Amendment 2
KDP · 49271V100
|
8.5% |
11/13/2025
Event 9/30/2025
|
|
Ingersoll-Rand, Inc.
13G/A
Amendment 1
IR · 45687V106
|
8.1% |
11/13/2025
Event 9/30/2025
|
|
Herc Holdings Inc.
13G/A
Amendment 1
HRI · 42704L104
|
3.5% |
11/13/2025
Event 9/30/2025
|
|
Exact Sciences Corp.
13G/A
Amendment 2
EXAS · 30063P105
|
8.5% |
11/13/2025
Event 9/30/2025
|
|
Constellation Brands, Inc.
13G/A
Amendment 2
STZ · 21036P108
|
3.8% |
11/13/2025
Event 9/30/2025
|
|
Dayforce Inc.
13G/A
Amendment 1
DAY · 15677J108
|
1.7% |
11/13/2025
Event 9/30/2025
|
|
Caesars Entertainment, Inc.
13G/A
Amendment 1
CZR · 12769G100
|
7.8% |
11/13/2025
Event 9/30/2025
|
|
Apollo Global Management, Inc.
13G/A
Amendment 1
APO · 03769M106
|
5.0%
Checked 5% or less
|
11/13/2025
Event 9/30/2025
|
|
ATI Inc.
13G
ATI · 01741R102
|
5.7% |
11/13/2025
Event 9/30/2025
|
|
NewAmsterdam Pharma Company N.V.
13G/A
Amendment 2
NAMS · N62509109
|
8.7% |
11/13/2025
Event 9/30/2025
|
|
Accelerant Holdings
13G
ARX · G00894108
|
5.1% |
11/13/2025
Event 9/30/2025
|
|
Trip.com Group Ltd.
13G/A
Amendment 3
G9066F101
|
8.1% |
11/13/2025
Event 9/30/2025
|
|
Kanzhun Ltd.
13G/A
Amendment 2
G5224V103
|
8.7% |
11/13/2025
Event 9/30/2025
|
|
NovoCure Ltd.
13G/A
Amendment 1
NVCR · G6674U108
|
1.8% |
11/13/2025
Event 9/30/2025
|
|
Bunge Global SA
13G/A
Amendment 6
BG · H11356104
|
8.3% |
11/13/2025
Event 9/30/2025
|
|
Cenovus Energy Inc.
13G/A
Amendment 3
CVE · 15135U109
|
8.8% |
11/13/2025
Event 9/30/2025
|
|
Essent Group Ltd.
13G
ESNT · G3198U102
|
5.1% |
11/13/2025
Event 9/30/2025
|
|
D.R. Horton, Inc.
13G
DHI · 23331A109
|
10.2% |
10/3/2025
Event 9/30/2025
|
|
agilon health, Inc.
13G/A
Amendment 7
AGL · 00857U107
|
2.6% |
9/5/2025
Event 8/29/2025
|
|
Wynn Resorts, Ltd.
13G/A
Amendment 1
WYNN · 983134107
|
9.2% |
8/13/2025
Event 6/30/2025
|
|
Viper Energy, Inc.
13G/A
Amendment 1
VNOM · 927959106
|
8.0% |
8/13/2025
Event 6/30/2025
|
|
Royal Gold, Inc.
13G/A
Amendment 7
RGLD · 780287108
|
13.7% |
8/13/2025
Event 6/30/2025
|
|
Regal Rexnord Corp.
13G/A
Amendment 5
RRX · 758750103
|
6.0% |
8/13/2025
Event 6/30/2025
|
|
New Fortress Energy Inc.
13G/A
Amendment 5
NFE · 644393100
|
2.5% |
8/13/2025
Event 6/30/2025
|
|
Micron Technology, Inc.
13G
MU · 595112103
|
6.3% |
8/13/2025
Event 6/30/2025
|
|
The Estee Lauder Companies Inc.
13G
EL · 518439104
|
5.3% |
8/13/2025
Event 6/30/2025
|