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Holding15 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Asset Management Financial Services | $45.8M 27.74% | — | 2.13% 550.0K shares | — | — | $2.1B Mid Cap | Q2 2024 Held for 1y 5m | |
Real Estate - Diversified Real Estate | $32.7M 19.8% | — | 1.14% 660.0K shares | — | — | $2.9B Mid Cap | Q1 2023 Held for 2y 8m | |
Financial - Capital Markets Financial Services | $18.8M 11.39% | — | 0.19% 1.0M shares | — | — | $9.9B Mid Cap | Q4 2024 Held for 11 months | |
Oil & Gas Refining & Marketing Energy | $13.5M 8.18% | +$13.5M New | 0.023% 70.0K shares | 0 → 70.0K +$13.5M | New | $58.6B Large Cap | Q3 2025 Held for 2 months | |
Financial - Capital Markets Financial Services | $13.4M 8.15% | +$13.4M New | 0.549% 400.0K shares | 0 → 400.0K +$13.4M | New | $2.5B Mid Cap | Q3 2025 Held for 2 months | |
Oil & Gas Refining & Marketing Energy | $11.1M 6.71% | +$11.1M New | 0.021% 65.0K shares | 0 → 65.0K +$11.1M | New | $52.9B Large Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $10.0M 6.08% | +$9.6M Bought | 2.95% 920.0K shares | 43.3K → 920.0K +$9.6M | +2,023.93% | $340.0M Small Cap | Q2 2025 Held for 5 months | |
Oil & Gas Refining & Marketing Energy | $7.5M 4.57% | +$7.5M New | 0.216% 250.0K shares | 0 → 250.0K +$7.5M | New | $3.5B Mid Cap | Q3 2025 Held for 2 months | |
Agricultural Farm Products Consumer Defensive | $6.7M 4.07% | +$6.7M New | 0.525% 500.0K shares | 0 → 500.0K +$6.7M | New | $1.3B Small Cap | Q3 2025 Held for 2 months | |
Medical - Care Facilities Healthcare | $3.5M 2.1% | +$3.5M New | 0.077% 125.0K shares | 0 → 125.0K +$3.5M | New | $4.5B Mid Cap | Q3 2025 Held for 2 months | |
Oil & Gas Equipment & Services Energy | $1.3M 0.811% | -$636.7K Sold | — 477.6K shares | 705.0K → 477.6K −$636.7K | -32.26% | — — | Q3 2024 Held for 1y 2m | |
Unknown Unknown | $646.5K 0.392% | +$646.5K New | 0.201% 17.3K shares | 0 → 17.3K +$646.5K | New | $321.1M Small Cap | Q3 2025 Held for 2 months | |
Oil & Gas Equipment & Services Energy | - — | -$1.4M Sold | — - shares | 32.5K → 0 −$1.4M | Sold | $3.0B Mid Cap | Q1 2023 Held for 2y 8m | |
Financial - Capital Markets Financial Services | - — | -$12.2M Sold | — - shares | 550.0K → 0 −$12.2M | Sold | $527.2M Small Cap | Q1 2023 Held for 2y 8m | |
Publishing Communication Services | - — | -$801.7K Sold | — - shares | 125.3K → 0 −$801.7K | Sold | $37.8M Nano Cap | Q1 2023 Held for 2y 8m |
