Position over 9 quarters · +48% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '24 | 152K | — | $52.7M | |
| Q2 '24 | 152K | -664 | $41.4M | |
| Q3 '24 | 152K | -139 | $50.7M | |
| Q4 '24 | 152K | +69 | $49.8M | |
| Q1 '25 | 226K | +74K | $55.1M | |
| Q2 '25 | 226K | +0 | $54.6M | |
| Q3 '25 | 226K | +0 | $63.4M | |
| Q4 '25 | 226K | +0 | $68.5M | |
| Q1 '26 | 226K | +0 | $63.0M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.