Investment type
Equity / Common Stock, $0.01 par value per share
Shares, Excluding Options vs Price
Value, Excluding Options

13F rows show quarter-end holdings reported by the manager. Values are filing-reported market values; price checks are local estimates.

Holdings as of Option type Portfolio weight Value change SEC-reported value Shares Share change Share activity Price All holders
30 Jun 2026 0.06% +0.06% $118,673,063 4,006,518 +4,006,518 NEW $29.62 Q2 2026
31 Mar 2026 -0% $0 0 -32,246 -100% $31.34 Q1 2026
31 Dec 2025 0% +0% $519,483 32,246 +4,245 +15% $16.11 Q4 2025
30 Sep 2025 0% -0% $577,577 28,001 -5,504 -16% $20.63 Q3 2025
30 Jun 2025 0% +0% $792,713 33,505 +14,297 +74% $23.66 Q2 2025
31 Mar 2025 0% +0% $560,180 19,208 +520 $29.16 Q1 2025
31 Dec 2024 0% -0% $525,703 18,688 -2,769 -13% $28.13 Q4 2024
30 Sep 2024 0% -0% $280,853 21,457 -289 -1.3% $13.09 Q3 2024
30 Jun 2024 0% -0% $310,026 21,746 -983 -4.3% $14.26 Q2 2024
31 Mar 2024 0% +0% $320,745 22,729 +22,729 NEW $14.11 Q1 2024
31 Dec 2023 -0% $0 0 -16,224 -100% $31.34 Q4 2023
30 Sep 2023 0% +0% $132,845 16,224 +1,096 +7.2% $8.19 Q3 2023
30 Jun 2023 0% +0% $108,311 15,128 +4,865 +47% $7.16 Q2 2023
31 Mar 2023 0% -0% $80,895 10,263 -156,067 -94% $7.88 Q1 2023
31 Dec 2022 0% +0% $1,837,212 166,330 +134,966 +430% $11.05 Q4 2022
30 Sep 2022 0% -0% $243,000 31,364 -333,716 -91% $7.75 Q3 2022
30 Jun 2022 0% +0% $2,438,000 365,080 +83,943 +30% $6.68 Q2 2022
31 Mar 2022 0% -0% $1,779,000 281,137 -47,385 -14% $6.33 Q1 2022
31 Dec 2021 0% +0% $2,548,000 328,522 +294,576 +868% $7.76 Q4 2021
30 Sep 2021 0% -0% $255,000 33,946 -35,332 -51% $7.51 Q3 2021
30 Jun 2021 0% +0% $487,000 69,278 +33,159 +92% $7.03 Q2 2021
31 Mar 2021 0% -0% $279,000 36,119 -10,956 -23% $7.72 Q1 2021
31 Dec 2020 0% +0% $415,000 47,075 +20,950 +80% $8.82 Q4 2020
30 Sep 2020 0% +0% $301,000 26,125 +1,292 +5.2% $11.52 Q3 2020
30 Jun 2020 0% -0% $294,000 24,833 -15,028 -38% $11.84 Q2 2020
31 Mar 2020 0% -0% $484,000 39,861 -11,142 -22% $12.14 Q1 2020
31 Dec 2019 0% +0% $848,000 51,003 +23,633 +86% $16.63 Q4 2019
30 Sep 2019 0% -0% $475,000 27,370 -1,921 -6.6% $17.35 Q3 2019
30 Jun 2019 0% -0% $616,000 29,291 -1,191 -3.9% $21.03 Q2 2019
31 Mar 2019 0% +0% $585,000 30,482 +5,417 +22% $19.19 Q1 2019
31 Dec 2018 0% +0% $494,000 25,065 +1,544 +6.6% $19.71 Q4 2018
30 Sep 2018 0% -0% $591,000 23,521 -95,560 -80% $25.13 Q3 2018
30 Jun 2018 0.01% +0.01% $3,279,000 119,081 +97,206 +444% $27.54 Q2 2018
31 Mar 2018 0% -0% $448,000 21,875 -124 -0.56% $20.48 Q1 2018
31 Dec 2017 0% +0% $518,000 21,999 +5,724 +35% $23.55 Q4 2017
30 Sep 2017 0% +0% $437,000 16,275 +1,604 +11% $26.85 Q3 2017
30 Jun 2017 0% +0% $434,000 14,671 +1,284 +9.6% $29.58 Q2 2017
31 Mar 2017 0% -0% $621,000 13,387 -11,901 -47% $46.39 Q1 2017
31 Dec 2016 0% +0% $908,000 25,288 +12,515 +98% $35.91 Q4 2016
30 Sep 2016 0% 0% $304,000 12,773 0 $23.80 Q3 2016
30 Jun 2016 0% -0% $436,000 12,773 -1,895 -13% $34.13 Q2 2016
SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held.
* marks a reported price that did not pass the local price check.
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