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 0.02% +0% $162,457,715 5,497,723 +1,328,374 +32% $29.55 Q2 2026
31 Mar 2026 0.01% -0% $70,086,756 4,169,349 -439,230 -9.5% $16.81 Q1 2026
31 Dec 2025 0.01% +0% $74,290,294 4,608,579 +261,179 +6% $16.12 Q4 2025
30 Sep 2025 0.01% -0% $89,078,226 4,347,400 -782,242 -15% $20.49 Q3 2025
30 Jun 2025 0.02% -0% $122,854,926 5,129,642 -552,738 -9.7% $23.95 Q2 2025
30 Jun 2025 call -0.01% $0 0 -180,000 -100% $31.34 Q2 2025
31 Mar 2025 0.03% +0% $165,982,320 5,682,380 +226,805 $29.21 Q1 2025
31 Mar 2025 call 0.01% +0% $5,257,800 180,000 +78,500 $29.21 Q1 2025
31 Dec 2024 0.03% -0% $152,646,989 5,455,575 -132,210 -2.4% $27.98 Q4 2024
31 Dec 2024 call 0% +0% $2,839,970 101,500 +101,500 NEW $27.98 Q4 2024
30 Sep 2024 0.01% +0% $71,803,038 5,587,785 +163,053 +3% $12.85 Q3 2024
30 Jun 2024 0.02% -0% $77,899,152 5,424,732 -844,677 -13% $14.36 Q2 2024
31 Mar 2024 0.02% +0% $88,524,055 6,269,409 +1,422,595 +29% $14.12 Q1 2024
31 Dec 2023 0.01% +0.01% $52,490,996 4,846,814 +4,448,385 +1116% $10.83 Q4 2023
30 Sep 2023 0% -0% $3,259,145 398,429 -277,025 -41% $8.18 Q3 2023
30 Jun 2023 0% -0% $4,836,247 675,454 -77,160 -10% $7.16 Q2 2023
31 Mar 2023 0% +0% $5,938,125 752,614 +575,263 +324% $7.89 Q1 2023
31 Mar 2023 call -0% $0 0 -79,600 -100% $31.34 Q1 2023
31 Dec 2022 0% -0% $1,941,994 177,351 -157,159 -47% $10.95 Q4 2022
31 Dec 2022 call 0% 0% $871,620 79,600 0 $10.95 Q4 2022
30 Sep 2022 0% +0% $2,575,000 334,510 +119,375 +55% $7.70 Q3 2022
30 Sep 2022 call 0% 0% $613,000 79,600 0 $7.70 Q3 2022
30 Jun 2022 0% -0% $1,420,000 215,135 -246,952 -53% $6.60 Q2 2022
30 Jun 2022 call 0% 0% $525,000 79,600 0 $6.60 Q2 2022
31 Mar 2022 0% -0% $3,055,000 462,087 -557,105 -55% $6.61 Q1 2022
31 Mar 2022 call 0% 0% $526,000 79,600 0 $6.61 Q1 2022
31 Dec 2021 0% +0% $7,899,000 1,019,192 +299,746 +42% $7.75 Q4 2021
31 Dec 2021 call 0% 0% $617,000 79,600 0 $7.75 Q4 2021
31 Dec 2021 put -0% $0 0 -150,000 -100% $31.34 Q4 2021
30 Sep 2021 0% +0% $5,374,000 719,446 +168,013 +30% $7.47 Q3 2021
30 Sep 2021 call 0% 0% $595,000 79,600 0 $7.47 Q3 2021
30 Sep 2021 put 0% -0% $1,120,000 150,000 -339,800 -69% $7.47 Q3 2021
30 Jun 2021 0% -0% $3,926,000 551,433 -116,466 -17% $7.12 Q2 2021
30 Jun 2021 call 0% +0% $567,000 79,600 +79,600 NEW $7.12 Q2 2021
30 Jun 2021 put 0% +0% $3,487,000 489,800 +489,800 NEW $7.12 Q2 2021
31 Mar 2021 0% +0% $5,183,000 667,899 +134,279 +25% $7.76 Q1 2021
31 Dec 2020 0% +0% $4,728,000 533,620 +294,541 +123% $8.86 Q4 2020
30 Sep 2020 0% +0% $2,711,000 239,079 +5,957 +2.6% $11.34 Q3 2020
30 Jun 2020 0% -0% $2,758,000 233,122 -139,587 -37% $11.83 Q2 2020
31 Mar 2020 0% +0% $4,532,000 372,709 +33,966 +10% $12.16 Q1 2020
31 Dec 2019 0% -0% $5,627,000 338,743 -60,759 -15% $16.61 Q4 2019
30 Sep 2019 0% +0% $6,927,000 399,502 +126,940 +47% $17.34 Q3 2019
30 Jun 2019 0% -0% $5,726,000 272,562 -79,994 -23% $21.01 Q2 2019
31 Mar 2019 0% +0% $6,769,000 352,556 +113,604 +48% $19.20 Q1 2019
31 Mar 2019 put -0% $0 0 -39,600 -100% $31.34 Q1 2019
31 Dec 2018 0% -0% $4,708,000 238,952 -193,960 -45% $19.70 Q4 2018
31 Dec 2018 put 0% +0% $780,000 39,600 +39,600 NEW $19.70 Q4 2018
30 Sep 2018 0% +0% $10,892,000 432,912 +155,042 +56% $25.16 Q3 2018
30 Jun 2018 0% -0% $7,653,000 277,870 -30,592 -9.9% $27.54 Q2 2018
31 Mar 2018 0% -0% $6,314,000 308,462 -64,392 -17% $20.47 Q1 2018
31 Dec 2017 0% -0% $8,799,000 372,854 -127,628 -26% $23.60 Q4 2017
30 Sep 2017 0% -0% $13,463,000 500,482 -51,664 -9.4% $26.90 Q3 2017
30 Jun 2017 0.01% +0% $16,327,000 552,146 +305,991 +124% $29.57 Q2 2017
30 Jun 2017 call -0% $0 0 -9,800 -100% $31.34 Q2 2017
31 Mar 2017 0% -0% $11,414,000 246,155 -140,369 -36% $46.37 Q1 2017
31 Mar 2017 call 0% -0.01% $454,000 9,800 -88,000 -90% $46.33 Q1 2017
31 Mar 2017 put -0% $0 0 -33,200 -100% $31.34 Q1 2017
31 Dec 2016 0.01% -0% $13,887,000 386,524 -21,132 -5.2% $35.93 Q4 2016
31 Dec 2016 call 0% -0.01% $3,514,000 97,800 -234,600 -71% $35.93 Q4 2016
31 Dec 2016 put 0% -0.01% $1,193,000 33,200 -275,400 -89% $35.93 Q4 2016
30 Sep 2016 0% -0% $9,694,000 407,656 -153,827 -27% $23.78 Q3 2016
30 Sep 2016 call 0.01% +0.01% $7,904,000 332,400 +332,400 NEW $23.78 Q3 2016
30 Sep 2016 put 0.01% +0.01% $7,339,000 308,600 +308,600 NEW $23.78 Q3 2016
30 Jun 2016 0.01% +0% $19,191,000 561,483 +199,375 +55% $34.18 Q2 2016
30 Jun 2016 call -0% $0 0 -1,600 -100% $31.34 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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