Disclosed positions
| ALAMOS GOLD INC | AGI | COM CL A | $30,340,000 | 1,000,000 | SH | None |
| PUBLIC STORAGE | PSA | COM | $18,302,825 | 57,500 | SH | None |
| COOPER COS INC | COO | COM | $16,134,750 | 225,000 | SH | None |
| HDFC BANK LTD | HDB | SPONSORED ADS | $13,560,750 | 525,000 | SH | None |
| SCHWAB CHARLES CORP | SCHW | COM | $13,263,813 | 143,750 | SH | None |
| BECTON DICKINSON & CO | BDX | COM | $12,863,050 | 85,000 | SH | None |
| POST HLDGS INC | POST | COM | $9,598,275 | 108,750 | SH | None |
| CONSTELLIUM SE | CSTM | CL A SHS | $6,374,000 | 200,000 | SH | None |
| TELEFLEX INCORPORATED | TFX | COM | $6,338,000 | 50,000 | SH | None |
| AMAZON COM INC | AMZN | COM | $4,766,800 | 20,000 | SH | None |
| LEIDOS HOLDINGS INC | LDOS | COM | $2,574,250 | 25,000 | SH | None |
| VAIL RESORTS INC | MTN | COM | $2,042,250 | 15,000 | SH | None |
| BUILDERS FIRSTSOURCE INC | BLDR | COM | $1,342,200 | 15,000 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.