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 |
|---|---|---|
|
TWFG, Inc.
13G
TWFG · 87318A101
|
6.4% |
2/13/2026
Event 12/31/2025
|
|
Saia, Inc.
13G/A
Amendment 6
SAIA · 78709Y105
|
4.3% |
2/13/2026
Event 12/31/2025
|
|
Sable Offshore Corp.
13G
SOC · 78574H104
|
8.0% |
2/13/2026
Event 12/31/2025
|
|
Phreesia, Inc.
13G/A
Amendment 1
PHR · 71944F106
|
4.7% |
2/13/2026
Event 12/31/2025
|
|
Paymentus Holdings, Inc.
13G/A
Amendment 8
PAY · 70439P108
|
13.8% |
2/13/2026
Event 12/31/2025
|
|
Loar Holdings Inc.
13G
LOAR · 53947R105
|
7.8% |
2/13/2026
Event 12/31/2025
|
|
Klaviyo, Inc.
13G
KVYO · 49845K101
|
9.3% |
2/13/2026
Event 12/31/2025
|
|
Constellation Energy Corp.
13G/A
Amendment 2
CEG · 21037T109
|
5.5% |
2/13/2026
Event 12/31/2025
|
|
Charter Communications, Inc.
13G/A
Amendment 1
CHTR · 16119P108
|
2.0% |
2/13/2026
Event 12/31/2025
|
|
Carrier Global Corp.
13G/A
Amendment 6
CARR · 14448C104
|
3.0% |
2/13/2026
Event 12/31/2025
|
|
The Baldwin Insurance Group, Inc.
13G
BWIN · 05589G102
|
5.1% |
2/13/2026
Event 12/31/2025
|
|
Alkami Technology, Inc.
13G/A
Amendment 1
ALKT · 01644J108
|
0% |
2/13/2026
Event 12/31/2025
|
|
Globant SA
13G
GLOB · L44385109
|
5.3% |
2/13/2026
Event 12/31/2025
|
|
Royal Caribbean Cruises Ltd.
13G/A
Amendment 5
RCL · V7780T103
|
13.6% |
2/13/2026
Event 12/31/2025
|
|
Royalty Pharma PLC
13G/A
Amendment 2
RPRX · G7709Q104
|
7.7% |
2/13/2026
Event 12/31/2025
|
|
Sandstorm Gold Ltd.
13G/A
Amendment 1
SAND · 80013R206
|
0% |
2/13/2026
Event 12/31/2025
|
|
Barrick Mining Corporation
13G/A
Amendment 1
B · 06849F108
|
5.2% |
2/13/2026
Event 12/31/2025
|
|
CenterPoint Energy, Inc.
13G/A
Amendment 5
CNP · 15189T107
|
5.2% |
2/5/2026
Event 1/30/2026
|
|
Aramark
13G/A
Amendment 4
ARMK · 03852U106
|
3.9% |
2/5/2026
Event 1/30/2026
|
|
CRISPR Therapeutics AG
13G/A
Amendment 4
CRSP · H17182108
|
1.2% |
2/5/2026
Event 1/30/2026
|
|
BBB Foods Inc.
13G/A
Amendment 2
TBBB · G0896C103
|
12.3% |
11/13/2025
Event 9/30/2025
|
|
YUM! Brands, Inc.
13G/A
Amendment 1
YUM · 988498101
|
6.0% |
11/13/2025
Event 9/30/2025
|
|
VICI Properties Inc.
13G/A
Amendment 4
VICI · 925652109
|
1.8% |
11/13/2025
Event 9/30/2025
|
|
United Rentals, Inc.
13G
URI · 911363109
|
5.4% |
11/13/2025
Event 9/30/2025
|
|
TriMas Corp.
13G
TRS · 896215209
|
7.1% |
11/13/2025
Event 9/30/2025
|
|
Paychex, Inc.
13G/A
Amendment 3
PAYX · 704326107
|
5.4% |
11/13/2025
Event 9/30/2025
|
|
Hub Group, Inc.
13G/A
Amendment 1
HUBG · 443320106
|
4.9% |
11/13/2025
Event 9/30/2025
|
|
Hershey Co.
13G/A
Amendment 3
HSY · 427866108
|
6.1% |
11/13/2025
Event 9/30/2025
|
|
CECO Environmental Corp.
13G/A
Amendment 1
CECO · 125141101
|
4.7% |
11/13/2025
Event 9/30/2025
|
|
AZZ Inc.
13G/A
Amendment 1
AZZ · 002474104
|
6.5% |
11/13/2025
Event 9/30/2025
|
|
WK Kellogg Co.
13G/A
Amendment 1
KLG · 92942W107
|
0% |
11/13/2025
Event 9/30/2025
|
|
Semler Scientific, Inc.
13G/A
Amendment 1
SMLR · 81684M104
|
2.6% |
11/13/2025
Event 9/30/2025
|
|
Paymentus Holdings, Inc.
13G/A
Amendment 7
PAY · 70439P108
|
15.8% |
11/13/2025
Event 9/30/2025
|
|
Ingersoll-Rand, Inc.
13G/A
Amendment 2
IR · 45687V106
|
12.9% |
11/13/2025
Event 9/30/2025
|
|
ATI Inc.
13G/A
Amendment 6
ATI · 01741R102
|
12.8% |
11/13/2025
Event 9/30/2025
|
|
Globant SA
13G/A
Amendment 1
GLOB · L44385109
|
4.9% |
11/13/2025
Event 9/30/2025
|
|
Royalty Pharma PLC
13G/A
Amendment 1
RPRX · G7709Q104
|
6.6% |
11/13/2025
Event 9/30/2025
|
|
Barrick Mining Corporation
13G
B · 06849F108
|
6.3% |
11/13/2025
Event 9/30/2025
|
|
Norwegian Cruise Line Holdings Ltd.
13G/A
Amendment 2
NCLH · G66721104
|
11.6% |
11/13/2025
Event 9/30/2025
|
|
Watsco, Inc.
13G/A
Amendment 1
WSO · 942622200
|
10.6% |
11/6/2025
Event 10/31/2025
|
|
International Paper Co.
13G/A
Amendment 2
IP · 460146103
|
11.7% |
11/6/2025
Event 10/31/2025
|
|
Dayforce Inc.
13G/A
Amendment 5
DAY · 15677J108
|
4.1% |
11/6/2025
Event 10/31/2025
|
|
Watsco, Inc.
13G
WSO · 942622200
|
6.6% |
11/6/2025
Event 9/30/2025
|
|
International Paper Co.
13G/A
Amendment 1
IP · 460146103
|
9.4% |
11/6/2025
Event 9/30/2025
|
|
Dayforce Inc.
13G/A
Amendment 4
DAY · 15677J108
|
12.3% |
11/6/2025
Event 9/30/2025
|
|
Sempra
13G/A
Amendment 6
SRE · 816851109
|
7.8% |
8/13/2025
Event 6/30/2025
|
|
Sarepta Therapeutics, Inc.
13G/A
Amendment 3
SRPT · 803607100
|
0.5% |
8/13/2025
Event 6/30/2025
|
|
Paychex, Inc.
13G/A
Amendment 2
PAYX · 704326107
|
6.4% |
8/13/2025
Event 6/30/2025
|
|
Northrop Grumman Corp.
13G/A
Amendment 8
NOC · 666807102
|
8.6% |
8/13/2025
Event 6/30/2025
|
|
Mondelez International, Inc.
13G
MDLZ · 609207105
|
5.7% |
8/13/2025
Event 6/30/2025
|
|
Kulicke and Soffa Industries, Inc.
13G/A
Amendment 4
KLIC · 501242101
|
4.5% |
8/13/2025
Event 6/30/2025
|
|
International Paper Co.
13G
IP · 460146103
|
6.2% |
8/13/2025
Event 6/30/2025
|
|
Hershey Co.
13G/A
Amendment 2
HSY · 427866108
|
7.3% |
8/13/2025
Event 6/30/2025
|
|
Equifax Inc.
13G/A
Amendment 5
EFX · 294429105
|
8.6% |
8/13/2025
Event 6/30/2025
|
|
Burlington Stores, Inc.
13G/A
Amendment 5
BURL · 122017106
|
13.8% |
8/13/2025
Event 6/30/2025
|
|
Vail Resorts, Inc.
13G/A
Amendment 2
MTN · 91879Q109
|
13.4% |
8/13/2025
Event 6/30/2025
|
|
TWFG, Inc.
13G/A
Amendment 1
TWFG · 87318A101
|
3.5% |
8/13/2025
Event 6/30/2025
|
|
Phreesia, Inc.
13G
PHR · 71944F106
|
5.3% |
8/13/2025
Event 6/30/2025
|
|
Paymentus Holdings, Inc.
13G/A
Amendment 6
PAY · 70439P108
|
17.4% |
8/13/2025
Event 6/30/2025
|
|
Ncino, Inc.
13G
NCNO · 63947X101
|
5.1% |
8/13/2025
Event 6/30/2025
|
|
Limbach Holdings, Inc.
13G
LMB · 53263P105
|
5.0% |
8/13/2025
Event 6/30/2025
|
|
Alkami Technology, Inc.
13G
ALKT · 01644J108
|
5.3% |
8/13/2025
Event 6/30/2025
|
|
agilon health, Inc.
13G/A
Amendment 1
AGL · 00857U107
|
2.4% |
8/13/2025
Event 6/30/2025
|
|
Globant SA
13G
GLOB · L44385109
|
5.4% |
8/13/2025
Event 6/30/2025
|
|
Royalty Pharma PLC
13G
RPRX · G7709Q104
|
5.5% |
8/13/2025
Event 6/30/2025
|
|
Deutsche Bank AG
13G/A
Amendment 1
DB · D18190898
|
5.0%
Checked 5% or less
|
8/13/2025
Event 6/30/2025
|
|
South Bow Corporation
13G/A
Amendment 2
SOBO · 83671M105
|
7.6% |
8/13/2025
Event 6/30/2025
|
|
Borr Drilling Ltd.
13G/A
Amendment 2
BORR · G1466R173
|
1.2% |
8/13/2025
Event 6/30/2025
|
|
Ascendis Pharma AS
13G
ASND · 04351P101
|
5.6% |
8/13/2025
Event 6/30/2025
|
|
NovoCure Ltd.
13G/A
Amendment 5
NVCR · G6674U108
|
0% |
7/7/2025
Event 6/30/2025
|
|
Darden Restaurants, Inc.
13G/A
Amendment 5
DRI · 237194105
|
1.7% |
6/6/2025
Event 5/30/2025
|
|
UL Solutions Inc.
13G/A
Amendment 3
ULS · 903731107
|
12.1% |
6/6/2025
Event 5/30/2025
|
|
Boku, Inc.
13G/A
Amendment 1
U7744C106
|
3.4% |
5/14/2025
Event 3/31/2025
|
|
TPG Inc.
13G
TPG · 872657101
|
7.8% |
5/13/2025
Event 3/31/2025
|
|
Hub Group, Inc.
13G
HUBG · 443320106
|
5.6% |
5/13/2025
Event 3/31/2025
|
|
AZZ Inc.
13G
AZZ · 002474104
|
5.4% |
5/13/2025
Event 3/31/2025
|
|
WK Kellogg Co.
13G
KLG · 92942W107
|
5.1% |
5/13/2025
Event 3/31/2025
|
|
Cadre Holdings, Inc.
13G
CDRE · 12763L105
|
5.5% |
5/13/2025
Event 3/31/2025
|
|
BBB Foods Inc.
13G/A
Amendment 1
TBBB · G0896C103
|
13.4% |
5/13/2025
Event 3/31/2025
|
|
Burlington Stores, Inc.
13G/A
Amendment 4
BURL · 122017106
|
9.2% |
5/13/2025
Event 3/31/2025
|
|
Truist Financial Corp.
13G/A
Amendment 2
TFC · 89832Q109
|
8.2% |
5/13/2025
Event 3/31/2025
|
|
Paymentus Holdings, Inc.
13G/A
Amendment 5
PAY · 70439P108
|
15.4% |
5/13/2025
Event 3/31/2025
|
|
Kadant Inc.
13G/A
Amendment 2
KAI · 48282T104
|
4.7% |
5/13/2025
Event 3/31/2025
|
|
Dayforce Inc.
13G/A
Amendment 3
DAY · 15677J108
|
13.6% |
5/13/2025
Event 3/31/2025
|
|
Carrier Global Corp.
13G/A
Amendment 5
CARR · 14448C104
|
7.0% |
5/13/2025
Event 3/31/2025
|
|
BeiGene, Ltd.
13G/A
Amendment 5
G1146Y101
|
5.8% |
5/13/2025
Event 3/31/2025
|
|
British American Tobacco P.L.C.
13G/A
Amendment 3
BATS.L · G1510J102
|
9.0% |
5/13/2025
Event 3/31/2025
|
|
CRISPR Therapeutics AG
13G/A
Amendment 3
CRSP · H17182108
|
7.4% |
5/13/2025
Event 3/31/2025
|
|
General Electric Co. aka GE Aerospace
13G/A
Amendment 1
GE · 369604301
|
4.6% |
5/13/2025
Event 3/31/2025
|
|
Celanese Corp.
13G/A
Amendment 3
CE · 150870103
|
3.0% |
5/13/2025
Event 3/31/2025
|
|
Atmos Energy Corporation
13G/A
Amendment 1
ATO · 049560105
|
6.6% |
5/13/2025
Event 3/31/2025
|
|
GE Vernova Inc.
13G/A
Amendment 1
GEV · 36828A101
|
4.6% |
5/13/2025
Event 3/31/2025
|
|
FTAI Aviation Ltd.
13G/A
Amendment 2
FTAI · G3730V105
|
13.5% |
5/13/2025
Event 3/31/2025
|
|
South Bow Corporation
13G/A
Amendment 1
SOBO · 83671M105
|
8.6% |
5/13/2025
Event 3/31/2025
|
|
Ingersoll-Rand, Inc.
13G/A
Amendment 1
IR · 45687V106
|
10.8% |
4/4/2025
Event 3/31/2025
|
|
Atlassian Corp.
13G/A
Amendment 1
TEAM · 049468101
|
3.3% |
2/14/2025
Event 12/31/2024
|
|
Constellation Brands, Inc.
13G/A
Amendment 1
STZ · 21036P108
|
2.3% |
2/14/2025
Event 12/31/2024
|
|
Dollar General Corp.
13G/A
Amendment 3
DG · 256677105
|
4.3% |
2/14/2025
Event 12/31/2024
|
|
GE Vernova Inc.
13G
GEV · 36828A101
|
5.6% |
2/14/2025
Event 12/31/2024
|
|
John B. Sanfilippo & Son, Inc.
13G/A
Amendment 2
JBSS · 800422107
|
0% |
2/14/2025
Event 12/31/2024
|