← Investors
Portfolio · 2025-Q3
| Security | Shares | Market value | % of portfolio |
|---|---|---|---|
| American Electric Power Company COM | 1,205,300 | $135.6M | 1.5% |
| Bausch Plus Lomb Corp. COMMON SHARES | 3,500,000 | $52.7M | 0.6% |
| Caesars Entertainment, Inc. COM |
Sector allocation
How the book's sector weights moved
Energy rose most (▲ +4pp) · Health Care fell most (▼ −3pp)
11 of 13 holdings classified · Sectors derived from free SEC SIC codes + curated overrides.
Recent moves
Latest filed · 2026-03-31
Every entry below is an auto-generated factual summary of a public filing or disclosure. Not investment advice. Verify before acting.
Quarterly 13F update · 2026-Q19 opened
OpenedCVI +$2.4BUAN +$527.5MCTRI +$418.8MSATS +$164.4MAEP +$158.0MJBLU +$148.6M+3 more
Quarterly 13F update · 2025-Q410 opened
Opened