Latest 13F Portfolio Filings

Since Apr 1, 2025

Investor Period Date Filed
Guggenheim Capital Llc 2025 Q1 5/14/2025, 05:20 PM
RB Capital Management, LLC 2025 Q1 5/14/2025, 05:19 PM
Valley Financial Group, Inc. 2025 Q1 5/14/2025, 05:18 PM
Ceredex Value Advisors LLC 2025 Q1 5/14/2025, 05:17 PM
Altarock Partners Lp 2025 Q1 5/14/2025, 05:15 PM
Kize Capital Lp 2025 Q1 5/14/2025, 05:15 PM
Kitching Partners, Llc 2025 Q1 5/14/2025, 05:14 PM
Altrinsic Global Advisors Llc 2025 Q1 5/14/2025, 05:13 PM
FORA Capital, LLC 2025 Q1 5/14/2025, 05:13 PM
Morgan Stanley 2024 Q2 - Restatement 5/14/2025, 05:12 PM
Causeway Capital Management Llc 2025 Q1 5/14/2025, 05:11 PM
BIOS Capital Management, LP 2025 Q1 5/14/2025, 05:09 PM
Envision Financial Planning, LLC 2025 Q1 5/14/2025, 05:09 PM
Longview Partners (Guernsey) LTD 2025 Q1 5/14/2025, 05:09 PM
Avalon Global Asset Management LLC 2025 Q1 5/14/2025, 05:08 PM
PKS Advisory Services, LLC 2025 Q1 5/14/2025, 05:08 PM
J. Stern & Co. LLP 2025 Q1 5/14/2025, 05:08 PM
Westchester Capital Management, LLC 2025 Q1 5/14/2025, 05:08 PM
Harvest Portfolios Group Inc. 2025 Q1 5/14/2025, 05:07 PM
Nishkama Capital, LLC 2025 Q1 5/14/2025, 05:07 PM
Cramer Rosenthal Mcglynn Llc 2025 Q1 5/14/2025, 05:07 PM
Widmann Financial Services, Inc. 2025 Q1 5/14/2025, 05:06 PM
Schwerin Boyle Capital Management Inc 2025 Q1 5/14/2025, 05:06 PM
Orion Capital Management LLC 2025 Q1 5/14/2025, 05:04 PM
WCG Wealth Advisors LLC 2025 Q1 5/14/2025, 05:03 PM
EMG Holdings, L.P. 2025 Q1 5/14/2025, 05:02 PM
Potomac Fund Management Inc /Adv 2025 Q1 5/14/2025, 05:02 PM
Long Pond Capital, LP 2025 Q1 5/14/2025, 05:01 PM
V3 Capital Management, L.P. 2025 Q1 5/14/2025, 05:01 PM
Wolfstich Capital, LLC 2025 Q1 - Restatement 5/14/2025, 05:01 PM
WealthTrust Axiom LLC 2025 Q1 5/14/2025, 05:00 PM
Linonia Partnership LP 2025 Q1 5/14/2025, 05:00 PM
Skerryvore Asset Management Ltd 2025 Q1 5/14/2025, 05:00 PM
South Plains Financial, Inc. 2025 Q1 5/14/2025, 05:00 PM
Caisse De Depot Et Placement Du Quebec 2025 Q1 5/14/2025, 05:00 PM
BWM Planning, LLC 2025 Q1 5/14/2025, 05:00 PM
CreativeOne Wealth, LLC 2025 Q1 5/14/2025, 05:00 PM
Castle Creek Capital Partners VI, LP 2025 Q1 5/14/2025, 05:00 PM
Piedmont Capital Management, LLC 2025 Q1 5/14/2025, 04:59 PM
Entrewealth, Llc 2025 Q1 5/14/2025, 04:59 PM
Ieq Capital, Llc 2025 Q1 5/14/2025, 04:59 PM
Torno Capital, Llc 2025 Q1 5/14/2025, 04:58 PM
Warwick Investment Management, Inc. 2025 Q1 5/14/2025, 04:58 PM
Madrone Advisors, LLC 2025 Q1 5/14/2025, 04:58 PM
TCM Advisors, LLC 2025 Q1 5/14/2025, 04:57 PM
Teton Advisors, Inc. 2025 Q1 5/14/2025, 04:56 PM
Hershey Trust Co 2025 Q1 5/14/2025, 04:56 PM
Greycroft LP 2025 Q1 5/14/2025, 04:55 PM
Zuckerman Investment Group, LLC 2025 Q1 5/14/2025, 04:55 PM
Quadcap Wealth Management, LLC 2025 Q1 5/14/2025, 04:52 PM
Talaria Asset Management Pty Ltd 2025 Q1 5/14/2025, 04:52 PM
GABELLI & Co INVESTMENT ADVISERS, INC. 2025 Q1 5/14/2025, 04:51 PM
Redwood Investment Management, LLC 2025 Q1 5/14/2025, 04:51 PM
Affinity Asset Advisors, LLC 2025 Q1 5/14/2025, 04:51 PM
Per Stirling Capital Management, LLC. 2025 Q1 5/14/2025, 04:51 PM
Crcm Lp 2025 Q1 5/14/2025, 04:50 PM
Nicolet Bankshares Inc 2025 Q1 5/14/2025, 04:50 PM
Samalin Investment Counsel, LLC 2025 Q1 5/14/2025, 04:49 PM
Gamco Investors, Inc. Et Al 2025 Q1 5/14/2025, 04:49 PM
Alpha Wave Global, LP 2025 Q1 5/14/2025, 04:48 PM
Ws Management Lllp 2025 Q1 5/14/2025, 04:47 PM
Makaira Partners LLC 2025 Q1 5/14/2025, 04:47 PM
Hill City Capital, LP 2025 Q1 5/14/2025, 04:47 PM
Gabelli Funds Llc 2025 Q1 5/14/2025, 04:47 PM
Aristides Capital LLC 2025 Q1 5/14/2025, 04:46 PM
North Ground Capital 2025 Q1 5/14/2025, 04:46 PM
RGM Capital, LLC 2025 Q1 5/14/2025, 04:45 PM
CNO Financial Group, Inc. 2025 Q1 5/14/2025, 04:45 PM
Jacobs Asset Management, Llc 2025 Q1 5/14/2025, 04:44 PM
Keeley-Teton Advisors, LLC 2025 Q1 5/14/2025, 04:44 PM
Rafferty Asset Management, LLC 2025 Q1 5/14/2025, 04:44 PM
Teca Partners, LP 2025 Q1 5/14/2025, 04:43 PM
Crestview Partners IV GP, L.P. 2025 Q1 5/14/2025, 04:43 PM
Findlay Park Partners LLP 2025 Q1 5/14/2025, 04:43 PM
Epoch Investment Partners, Inc. 2025 Q1 5/14/2025, 04:43 PM
Crestview Partners III GP, L.P. 2025 Q1 5/14/2025, 04:42 PM
Torno Capital, Llc 2024 Q4 - New Holdings 5/14/2025, 04:42 PM
Atw Spac Management Llc 2025 Q1 5/14/2025, 04:42 PM
Crestview Partners II GP, L.P. 2025 Q1 5/14/2025, 04:42 PM
Long Path Partners LP 2025 Q1 5/14/2025, 04:41 PM
Brooks, Moore & Associates, Inc. 2025 Q1 5/14/2025, 04:40 PM
Old West Investment Management, LLC 2025 Q1 5/14/2025, 04:40 PM
Torno Capital, Llc 2024 Q3 - New Holdings 5/14/2025, 04:40 PM
McCarthy Asset Management, Inc. 2025 Q1 5/14/2025, 04:39 PM
Soros Capital Management Llc 2025 Q1 5/14/2025, 04:39 PM
Luminist Capital LLC 2025 Q1 5/14/2025, 04:38 PM
Torno Capital, Llc 2024 Q2 - New Holdings 5/14/2025, 04:37 PM
Hill Investment Group Partners, LLC 2025 Q1 5/14/2025, 04:37 PM
Worth Venture Partners, LLC 2025 Q1 5/14/2025, 04:37 PM
Hauser Brothers GmbH 2025 Q1 5/14/2025, 04:35 PM
Taikang Asset Management (Hong Kong) Co Ltd 2025 Q1 5/14/2025, 04:35 PM
CSM Advisors, LLC 2025 Q1 5/14/2025, 04:35 PM
Full Sail Capital, LLC 2025 Q1 5/14/2025, 04:35 PM
Islay Capital Management, Llc 2025 Q1 5/14/2025, 04:34 PM
FWG Investments, LLC. 2025 Q1 5/14/2025, 04:33 PM
Comerica Bank 2025 Q1 5/14/2025, 04:32 PM
Westport Asset Management Inc 2025 Q1 5/14/2025, 04:32 PM
Sunriver Management LLC 2025 Q1 5/14/2025, 04:31 PM
Baupost Group Llc/Ma 2025 Q1 5/14/2025, 04:30 PM
Kamunting Street Capital Management, L.P. 2025 Q1 5/14/2025, 04:30 PM