Disclosed positions
| GROUP 1 AUTOMOTIVE INC | GPI | COM | $281,561,390 | 967,000 | SH | None |
| EQUITABLE HLDGS INC | EQH | COM | $184,296,000 | 4,200,000 | SH | None |
| AIR GLOBAL PLC | Unresolved | SHS | $64,380,828 | 9,666,791 | SH | None |
| MONDAY COM LTD | MNDY | SHS | $28,956,000 | 400,000 | SH | None |
| RIMINI STR INC DEL | RMNI | COM | $25,190,228 | 5,913,199 | SH | None |
| SMITH DOUGLAS HOMES CORP | SDHC | COM SHS CL A | $22,274,259 | 1,433,350 | SH | None |
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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. 1 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.