Investors who own more than 5% of a class must file a Schedule 13D or 13G. The latest filing for each security since 12/18/2024, newest first.
| Issuer | % of Class | Filed |
|---|---|---|
|
BBB Foods Inc.
13G/A
TBBB · G0896C103
|
11.3% |
8/12/2026
Event 6/30/2026
|
|
Tractor Supply Co.
13G
TSCO · 892356106
|
5.1% |
8/12/2026
Event 6/30/2026
|
|
Northrop Grumman Corp.
13G/A
NOC · 666807102
|
4.3% |
8/12/2026
Event 6/30/2026
|
|
Mettler-Toledo International Inc.
13G/A
MTD · 592688105
|
7.9% |
8/12/2026
Event 6/30/2026
|
|
International Paper Co.
13G/A
IP · 460146103
|
3.8% |
8/12/2026
Event 6/30/2026
|
|
Hemab Therapeutics Holdings, Inc.
13G
COAG · 423494103
|
7.7% |
8/12/2026
Event 6/30/2026
|
|
Fair Isaac Corp.
13G
FICO · 303250104
|
5.4% |
8/12/2026
Event 6/30/2026
|
|
Enerpac Tool Group Corp.
13G/A
EPAC · 292765104
|
4.9% |
8/12/2026
Event 6/30/2026
|
|
Sonida Senior Living, Inc.
13G
SNDA · 140475203
|
7.0% |
8/12/2026
Event 6/30/2026
|
|
Burlington Stores, Inc.
13G/A
BURL · 122017106
|
8.8% |
8/12/2026
Event 6/30/2026
|
|
Astronics Corp.
13G
ATROB · 046433207
|
5.8% |
8/12/2026
Event 6/30/2026
|
|
Zimmer Biomet Holdings, Inc.
13G
ZBH · 98956P102
|
6.4% |
8/12/2026
Event 6/30/2026
|
|
TWFG, Inc.
13G/A
TWFG · 87318A101
|
0% |
8/12/2026
Event 6/30/2026
|
|
Sable Offshore Corp.
13G/A
SOC · 78574H104
|
4.0% |
8/12/2026
Event 6/30/2026
|
|
Rexford Industrial Realty, Inc.
13G/A
REXR · 76169C100
|
5.2% |
8/12/2026
Event 6/30/2026
|
|
Rapport Therapeutics, Inc.
13G/A
RAPP · 75383L102
|
6.1% |
8/12/2026
Event 6/30/2026
|
|
Public Storage
13G
PSA · 74460D109
|
5.5% |
8/12/2026
Event 6/30/2026
|
|
Limbach Holdings, Inc.
13G/A
LMB · 53263P105
|
0% |
8/12/2026
Event 6/30/2026
|
|
CenterPoint Energy, Inc.
13G/A
CNP · 15189T107
|
6.9% |
8/12/2026
Event 6/30/2026
|
|
Arxis, Inc.
13G
ARXS · 04339D105
|
5.2% |
8/12/2026
Event 6/30/2026
|
|
Ichor Holdings, Ltd.
13G
ICHR · G4740B105
|
5.9% |
8/12/2026
Event 6/30/2026
|
|
Norwegian Cruise Line Holdings Ltd.
13G/A
NCLH · G66721104
|
3.1% |
8/12/2026
Event 6/30/2026
|
|
Watsco, Inc.
13G/A
WSO · 942622200
|
10.1% |
5/14/2026
Event 3/31/2026
|
|
United Airlines Holdings, Inc.
13G/A
UAL · 910047109
|
2.0% |
5/14/2026
Event 3/31/2026
|
|
UL Solutions Inc.
13G/A
ULS · 903731107
|
8.4% |
5/14/2026
Event 3/31/2026
|
|
Trinity Industries, Inc.
13G/A
TRN · 896522109
|
6.9% |
5/14/2026
Event 3/31/2026
|
|
TransDigm Group Inc.
13G/A
TDG · 893641100
|
9.9% |
5/14/2026
Event 3/31/2026
|
|
Toast, Inc.
13G/A
TOST · 888787108
|
5.9% |
5/14/2026
Event 3/31/2026
|
|
TPG Inc.
13G/A
TPG · 872657101
|
3.3% |
5/14/2026
Event 3/31/2026
|
|
Skyward Specialty Insurance Group, Inc.
13G/A
SKWD · 830940102
|
1.9% |
5/14/2026
Event 3/31/2026
|
|
Sempra
13G/A
SRE · 816851109
|
3.0% |
5/14/2026
Event 3/31/2026
|
|
Philip Morris International Inc.
13G/A
PM · 718172109
|
4.8% |
5/14/2026
Event 3/31/2026
|
|
Mondelez International, Inc.
13G/A
MDLZ · 609207105
|
4.0% |
5/14/2026
Event 3/31/2026
|
|
Strategy Inc
13G/A
MSTR · 594972408
|
10.1% |
5/14/2026
Event 3/31/2026
|
|
Impinj, Inc.
13G/A
PI · 453204109
|
4.5% |
5/14/2026
Event 3/31/2026
|
|
Hershey Co.
13G/A
HSY · 427866108
|
0% |
5/14/2026
Event 3/31/2026
|
|
HEICO Corp.
13G
HEI · 422806109
|
5.1% |
5/14/2026
Event 3/31/2026
|
|
Gartner, Inc.
13G/A
IT · 366651107
|
2.9% |
5/14/2026
Event 3/31/2026
|
|
Equifax Inc.
13G/A
EFX · 294429105
|
3.2% |
5/14/2026
Event 3/31/2026
|
|
Atmos Energy Corporation
13G/A
ATO · 049560105
|
4.7% |
5/14/2026
Event 3/31/2026
|
|
Astronics Corp.
13G/A
ATRO · 046433108
|
4.0% |
5/14/2026
Event 3/31/2026
|
|
Align Technology, Inc.
13G/A
ALGN · 016255101
|
5.5% |
5/14/2026
Event 3/31/2026
|
|
Air Products and Chemicals, Inc.
13G/A
APD · 009158106
|
4.6% |
5/14/2026
Event 3/31/2026
|
|
AZZ Inc.
13G/A
AZZ · 002474104
|
4.8% |
5/14/2026
Event 3/31/2026
|
|
Vail Resorts, Inc.
13G/A
MTN · 91879Q109
|
11.4% |
5/14/2026
Event 3/31/2026
|
|
Truist Financial Corp.
13G/A
TFC · 89832Q109
|
7.0% |
5/14/2026
Event 3/31/2026
|
|
TopBuild Corp.
13G/A
BLD · 89055F103
|
2.0% |
5/14/2026
Event 3/31/2026
|
|
SPX Technologies, Inc.
13G
SPXC · 78473E103
|
5.8% |
5/14/2026
Event 3/31/2026
|
|
Paymentus Holdings, Inc.
13G/A
PAY · 70439P108
|
10.9% |
5/14/2026
Event 3/31/2026
|
|
OneMain Holdings, Inc.
13G/A
OMF · 68268W103
|
4.8% |
5/14/2026
Event 3/31/2026
|
|
Ncino, Inc.
13G/A
NCNO · 63947X101
|
0% |
5/14/2026
Event 3/31/2026
|
|
Loar Holdings Inc.
13G/A
LOAR · 53947R105
|
9.5% |
5/14/2026
Event 3/31/2026
|
|
Klaviyo, Inc.
13G/A
KVYO · 49845K101
|
8.0% |
5/14/2026
Event 3/31/2026
|
|
ITT Inc.
13G/A
ITT · 45073V108
|
6.8% |
5/14/2026
Event 3/31/2026
|
|
East West Bancorp, Inc.
13G/A
EWBC · 27579R104
|
2.2% |
5/14/2026
Event 3/31/2026
|
|
Constellation Energy Corp.
13G/A
CEG · 21037T109
|
3.3% |
5/14/2026
Event 3/31/2026
|
|
Cadre Holdings, Inc.
13G/A
CDRE · 12763L105
|
3.0% |
5/14/2026
Event 3/31/2026
|
|
Blue Owl Capital Inc.
13G/A
OWL · 09581B103
|
0.8% |
5/14/2026
Event 3/31/2026
|
|
The Baldwin Insurance Group, Inc.
13G/A
BWIN · 05589G102
|
1.7% |
5/14/2026
Event 3/31/2026
|
|
Armstrong World Industries, Inc.
13G/A
AWI · 04247X102
|
1.8% |
5/14/2026
Event 3/31/2026
|
|
Globant SA
13G/A
GLOB · L44385109
|
6.6% |
5/14/2026
Event 3/31/2026
|
|
Royal Caribbean Cruises Ltd.
13G/A
RCL · V7780T103
|
9.5% |
5/14/2026
Event 3/31/2026
|
|
FTAI Aviation Ltd.
13G/A
FTAI · G3730V105
|
11.8% |
5/14/2026
Event 3/31/2026
|
|
Ryanair Holdings PLC
13G/A
G7727C186
|
6.5% |
5/14/2026
Event 3/31/2026
|
|
British American Tobacco P.L.C.
13G/A
BATS.L · G1510J102
|
6.3% |
5/14/2026
Event 3/31/2026
|
|
Royalty Pharma PLC
13G/A
RPRX · G7709Q104
|
8.8% |
5/14/2026
Event 3/31/2026
|
|
BeOne Medicines Ltd.
13G/A
H0743H114
|
4.2% |
5/14/2026
Event 3/31/2026
|
|
South Bow Corporation
13G/A
SOBO · 83671M105
|
2.2% |
5/14/2026
Event 3/31/2026
|
|
Barrick Mining Corporation
13G/A
B · 06849F108
|
4.1% |
5/14/2026
Event 3/31/2026
|
|
Ascendis Pharma AS
13G/A
ASND · 04351P101
|
3.2% |
5/14/2026
Event 3/31/2026
|
|
ATI Inc.
13G/A
ATI · 01741R102
|
4.5% |
4/7/2026
Event 3/31/2026
|
|
Ingersoll-Rand, Inc.
13G/A
IR · 45687V106
|
4.0% |
3/6/2026
Event 2/27/2026
|
|
YUM! Brands, Inc.
13G/A
YUM · 988498101
|
7.2% |
2/13/2026
Event 12/31/2025
|
|
United Rentals, Inc.
13G/A
URI · 911363109
|
1.1% |
2/13/2026
Event 12/31/2025
|
|
TriMas Corp.
13G/A
TRS · 896215209
|
0% |
2/13/2026
Event 12/31/2025
|
|
Paychex, Inc.
13G/A
PAYX · 704326107
|
8.6% |
2/13/2026
Event 12/31/2025
|
|
Lennox International Inc.
13G
LII · 526107107
|
8.4% |
2/13/2026
Event 12/31/2025
|
|
Hub Group, Inc.
13G
HUBG · 443320106
|
5.7% |
2/13/2026
Event 12/31/2025
|
|
Saia, Inc.
13G/A
SAIA · 78709Y105
|
4.3% |
2/13/2026
Event 12/31/2025
|
|
Phreesia, Inc.
13G/A
PHR · 71944F106
|
4.7% |
2/13/2026
Event 12/31/2025
|
|
Charter Communications, Inc.
13G/A
CHTR · 16119P108
|
2.0% |
2/13/2026
Event 12/31/2025
|
|
Carrier Global Corp.
13G/A
CARR · 14448C104
|
3.0% |
2/13/2026
Event 12/31/2025
|
|
Alkami Technology, Inc.
13G/A
ALKT · 01644J108
|
0% |
2/13/2026
Event 12/31/2025
|
|
Sandstorm Gold Ltd.
13G/A
SAND · 80013R206
|
0% |
2/13/2026
Event 12/31/2025
|
|
Aramark
13G/A
ARMK · 03852U106
|
3.9% |
2/5/2026
Event 1/30/2026
|
|
CRISPR Therapeutics AG
13G/A
CRSP · H17182108
|
1.2% |
2/5/2026
Event 1/30/2026
|
|
VICI Properties Inc.
13G/A
VICI · 925652109
|
1.8% |
11/13/2025
Event 9/30/2025
|
|
CECO Environmental Corp.
13G/A
CECO · 125141101
|
4.7% |
11/13/2025
Event 9/30/2025
|
|
WK Kellogg Co.
13G/A
KLG · 92942W107
|
0% |
11/13/2025
Event 9/30/2025
|
|
Semler Scientific, Inc.
13G/A
SMLR · 81684M104
|
2.6% |
11/13/2025
Event 9/30/2025
|
|
Dayforce Inc.
13G/A
DAY · 15677J108
|
4.1% |
11/6/2025
Event 10/31/2025
|
|
Sarepta Therapeutics, Inc.
13G/A
SRPT · 803607100
|
0.5% |
8/13/2025
Event 6/30/2025
|
|
Kulicke and Soffa Industries, Inc.
13G/A
KLIC · 501242101
|
4.5% |
8/13/2025
Event 6/30/2025
|
|
agilon health, Inc.
13G/A
AGL · 00857U107
|
2.4% |
8/13/2025
Event 6/30/2025
|
|
Deutsche Bank AG
13G/A
DB · D18190898
|
5.0%
Checked 5% or less
|
8/13/2025
Event 6/30/2025
|
|
Borr Drilling Ltd.
13G/A
BORR · G1466R173
|
1.2% |
8/13/2025
Event 6/30/2025
|
|
NovoCure Ltd.
13G/A
NVCR · G6674U108
|
0% |
7/7/2025
Event 6/30/2025
|
|
Darden Restaurants, Inc.
13G/A
DRI · 237194105
|
1.7% |
6/6/2025
Event 5/30/2025
|
|
Boku, Inc.
13G/A
U7744C106
|
3.4% |
5/14/2025
Event 3/31/2025
|
|
Kadant Inc.
13G/A
KAI · 48282T104
|
4.7% |
5/13/2025
Event 3/31/2025
|