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% -0% $92,612,747 3,134,103 -34,941 -1.1% $29.55 Q2 2026
31 Mar 2026 0% +0% $53,271,631 3,169,044 +968,363 +44% $16.81 Q1 2026
31 Dec 2025 0% -0% $35,474,991 2,200,681 -171,485 -7.2% $16.12 Q4 2025
30 Sep 2025 0% +0% $48,605,688 2,372,166 +61,332 +2.7% $20.49 Q3 2025
30 Jun 2025 0% +0% $55,344,481 2,310,834 +93,981 +4.2% $23.95 Q2 2025
31 Mar 2025 0% -0% $64,754,300 2,216,853 -375,473 $29.21 Q1 2025
31 Dec 2024 0.01% +0% $72,533,302 2,592,326 +965,226 $27.98 Q4 2024
30 Sep 2024 0% +0% $20,908,245 1,627,100 +211,697 $12.85 Q3 2024
30 Sep 2024 0% $21 1 0 $21.00 * Q3 2024
30 Jun 2024 0% -0% $20,325,210 1,415,403 -41,947 $14.36 Q2 2024
31 Mar 2024 0% $38 2 0 $19.00 * Q1 2024
31 Mar 2024 0% -0% $20,577,788 1,457,350 -94,399 -6.1% $14.12 Q1 2024
31 Dec 2023 0% +0% $16,805,456 1,551,749 +423,721 +38% $10.83 Q4 2023
30 Sep 2023 0% +0% $9,227,269 1,128,028 +169,135 +18% $8.18 Q3 2023
30 Jun 2023 0% -0% $6,865,674 958,893 -850,815 -47% $7.16 Q2 2023
31 Mar 2023 0% -0% $14,278,595 1,809,708 -230,627 -11% $7.89 Q1 2023
31 Dec 2022 0% -0% $22,341,669 2,040,335 -61,052 -2.9% $10.95 Q4 2022
30 Sep 2022 0% +0% $16,181,000 2,101,387 +59,771 +2.9% $7.70 Q3 2022
30 Jun 2022 0% +0% $13,475,000 2,041,616 +13,303 +0.66% $6.60 Q2 2022
31 Mar 2022 0% -0% $13,409,000 2,028,313 -427,596 -17% $6.61 Q1 2022
31 Dec 2021 0% +0% $19,033,000 2,455,909 +893,821 +57% $7.75 Q4 2021
30 Sep 2021 0% -0% $11,668,000 1,562,088 -591,418 -27% $7.47 Q3 2021
30 Jun 2021 0% +0% $15,333,000 2,153,506 +441,817 +26% $7.12 Q2 2021
31 Mar 2021 0% +0% $13,282,000 1,711,689 +1,049,242 +158% $7.76 Q1 2021
31 Dec 2020 0% +0% $5,869,000 662,447 +468,565 +242% $8.86 Q4 2020
30 Sep 2020 0% -0% $2,200,000 193,882 -134,146 -41% $11.35 Q3 2020
30 Jun 2020 0% +0% $3,881,000 328,028 +55,474 +20% $11.83 Q2 2020
31 Mar 2020 0% -0% $3,315,000 272,554 -608,315 -69% $12.16 Q1 2020
31 Dec 2019 0% +0% $14,632,000 880,869 +115,030 +15% $16.61 Q4 2019
30 Sep 2019 0% +0% $13,279,000 765,839 +218,099 +40% $17.34 Q3 2019
30 Jun 2019 0% +0% $11,508,000 547,740 +17,211 +3.2% $21.01 Q2 2019
31 Mar 2019 0% -0% $10,185,000 530,529 -99,981 -16% $19.20 Q1 2019
31 Dec 2018 0% -0% $12,422,000 630,510 -400,571 -39% $19.70 Q4 2018
30 Sep 2018 0.01% +0% $25,942,000 1,031,081 +292,520 +40% $25.16 Q3 2018
30 Jun 2018 0.01% -0% $20,339,000 738,561 -75,291 -9.3% $27.54 Q2 2018
31 Mar 2018 0% -0% $16,660,000 813,852 -224,396 -22% $20.47 Q1 2018
31 Dec 2017 0.01% +0% $24,503,000 1,038,248 +377,534 +57% $23.60 Q4 2017
30 Sep 2017 0.01% -0% $17,773,000 660,714 -82,716 -11% $26.90 Q3 2017
30 Jun 2017 0.01% +0% $21,983,000 743,430 +149,239 +25% $29.57 Q2 2017
31 Mar 2017 0.01% +0% $27,553,000 594,191 +171,221 +40% $46.37 Q1 2017
31 Dec 2016 0.01% +0% $15,197,000 422,970 +202,153 +92% $35.93 Q4 2016
30 Sep 2016 0% -0% $5,251,000 220,817 -261,548 -54% $23.78 Q3 2016
30 Jun 2016 0.01% +0% $16,487,000 482,365 +107,254 +29% $34.18 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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