Grundlæggende statistik
Porteføljeværdi $ 5.556.988.004
Nuværende stillinger 50
Aktiviststillinger 32
Seneste beholdninger, ydeevne, AUM (fra 13F, 13D)
13D/G-arkivering

Dette er en liste over 13D- og 13G-arkiveringer lavet i det sidste år (hvis nogen). Klik på linkikonet for at se den fulde transaktionshistorik. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner.

Fil dato Form Sikkerhed Forrige
Aktier
Nuværende
Aktier
Δandele % % Ejerskab
% ΔEjerskab
2025-08-14 13G/A BLBD / Blue Bird Corporation 1.825.754 2.267.131 24,18 7,20 26,32
2025-08-14 13G/A NWE / NorthWestern Energy Group, Inc. 3.610.095 2.952.214 -18,22 4,80 -18,64
2025-08-14 13G/A JELD / JELD-WEN Holding, Inc. 5.141.839 3.056.870 -40,55 3,60 -40,79
2025-08-14 13G/A INR / Infinity Natural Resources, Inc. 990.329 1.211.051 22,29 8,00 23,08
2025-08-14 13G ACLS / Axcelis Technologies, Inc. 1.659.463 5,20
2025-08-14 13G AIN / Albany International Corp. 1.697.965 5,60
2025-08-14 13G WING / Wingstop Inc. 1.183.890 1.558.578 31,65 5,60 38,61
2025-08-14 13G/A PAL / Proficient Auto Logistics, Inc. 1.429.475 1.795.883 25,63 6,60 19,78
2025-08-14 13G/A RPAY / Repay Holdings Corporation 4.692.913 6.440.443 37,24 6,80 33,33
2025-08-14 13G/A SR / Spire Inc. 4.099.035 3.302.369 -19,44 5,60 -21,13
2025-08-14 13G/A VC / Visteon Corporation 1.889.071 2.222.551 17,65 8,20 17,14
2025-08-14 13G/A SPB / Spectrum Brands Holdings, Inc. 1.489.976 1.792.765 20,32 7,30 28,07
2025-08-14 13G LXFR / Luxfer Holdings PLC 1.409.329 5,10
2025-08-14 13G/A NOG / Northern Oil and Gas, Inc. 6.712.314 8.033.428 19,68 8,10 20,90
2025-08-14 13G/A CABO / Cable One, Inc. 355.680 237.107 -33,34 4,20 -33,33
2025-08-14 13G/A HZO / MarineMax, Inc. 2.197.998 2.432.173 10,65 11,30 14,72
2025-08-14 13G/A ENOV / Enovis Corporation 3.566.546 4.737.327 32,83 8,30 29,69
2025-08-14 13G/A KOS / Kosmos Energy Ltd. 26.558.944 33.411.046 25,80 7,00 24,33
2025-08-14 13G/A EMBC / Embecta Corp. 4.326.335 5.195.948 20,10 8,90 20,27
2025-06-06 13G/A FLOC / Flowco Holdings Inc. 2.242.968 2.621.621 16,88 10,20 17,24
2025-05-15 13G/A HEES / H&E Equipment Services, Inc. 2.134.252 1.155.455 -45,86 3,20 -44,83
2025-05-15 13G/A BECN / Beacon Roofing Supply, Inc. 3.536.712 1.087.100 -69,26 1,80 -68,53
2025-05-15 13G/A SIBN / SI-BONE, Inc. 2.141.901 2.642.322 23,36 6,20 20,62
2025-05-15 13G/A OGS / ONE Gas, Inc. 4.526.894 3.972.412 -12,25 6,60 -17,40
2025-05-15 13G/A GPK / Graphic Packaging Holding Company 16.402.816 20.000.375 21,93 6,60 20,66
2025-05-15 13G TBBK / The Bancorp, Inc. 2.628.832 5,50
2025-04-07 13G/A DTCB / Solo Brands, Inc. 6.161.594 568.014 -90,78 1,00 -90,49
2025-02-14 13G/A NVST / Envista Holdings Corporation 8.809.180 7.666.991 -12,97 4,50 -12,11
2025-02-14 13G/A IBEX / IBEX Limited 1.237.546 944.703 -23,66 5,60 -23,91
2025-02-14 13G/A EPC / Edgewell Personal Care Company 3.506.682 3.630.810 3,54 7,50 5,49
2025-02-14 13G/A EVC / Entravision Communications Corporation 11.452.749 10.578.211 -7,64 13,10 -7,75
2025-02-14 13G TKR / The Timken Company 3.530.662 5,00
2024-11-08 13G TITN / Titan Machinery Inc. 1.360.503 5,88
2024-11-08 13G/A ONEW / OneWater Marine Inc. 1.916.598 1.833.642 -4,33 12,54 -4,86
2024-11-08 13G/A MBUU / Malibu Boats, Inc. 1.642.115 523.897 -68,10 2,62 -67,45
2024-11-08 13G/A KFY / Korn Ferry 3.058.679 1.110.729 -63,69 2,14 -63,23
2024-11-08 13G/A EVRI / Everi Holdings Inc. 4.664.685 132.595 -97,16 0,15 -97,25
2024-11-08 13G/A DLX / Deluxe Corporation 3.203.242 1.897.258 -40,77 4,29 -41,47
2024-11-08 13G/A EVTC / EVERTEC, Inc. 4.564.122 5.059.897 10,86 7,91 13,98
2024-11-08 13G/A WABC / Westamerica Bancorporation 1.455.759 1.954.328 34,25 7,32 34,07
2024-11-08 13G/A CODI / Compass Diversified 6.205.465 6.034.994 -2,75 7,98 -7,53
2024-11-08 13G/A RRGB / Red Robin Gourmet Burgers, Inc. 892.215 2.058 -99,77 0,01 -99,83
2024-11-08 13G/A TPB / Turning Point Brands, Inc. 1.017.956 755.370 -25,80 4,26 -26,30
2024-11-08 13G/A EB / Eventbrite, Inc. 4.642.040 2.598 -99,94 0,00 -100,00
2024-11-08 13G/A AMRK / A-Mark Precious Metals, Inc. 1.998.160 1.349.564 -32,46 5,88 -31,71
2024-11-08 13G/A TSQ / Townsquare Media, Inc. 899.644 759.545 -15,57 5,21 -20,82
2024-11-08 13G/A KLIC / Kulicke and Soffa Industries, Inc. 3.064.078 2.541.468 -17,06 4,66 -13,70
2024-11-08 13G MGY / Magnolia Oil & Gas Corporation 11.213.871 5,96
2024-11-08 13G CRGY / Crescent Energy Company 12.147.839 7,43
2024-11-08 13G MSM / MSC Industrial Direct Co., Inc. 1.570.296 3.407.845 117,02 6,07 118,35