- Filed
- 2026-05-15
- Portfolio value
- $523,825,043
- Positions
- 6
| Ticker |
Change |
% of portfolio |
Shares |
Value |
|
GPI
history
|
+33% |
47.66% |
755,032 |
$249,636,230
|
|
EQH
history
|
|
29.75% |
4,200,000 |
$155,862,000
|
|
LAD
history
|
−47% |
10.11% |
212,000 |
$52,940,640
|
|
MNDY
history
|
NEW |
5.28% |
400,000 |
$27,644,000
|
|
RMNI
history
|
|
3.7% |
5,913,199 |
$19,395,293
|
|
SDHC
history
|
|
3.5% |
1,433,350 |
$18,346,880
|
