| Q2 2026 |
≡ |
BFAM - Bright Horizons Family Solutions Inc. |
Add 69.37% |
980,249 |
3.39 |
≡ |
URBN - Urban Outfitters Inc. |
Add 0.22% |
4,873 |
0.02 |
| Q1 2026 |
≡ |
URBN - Urban Outfitters Inc. |
Add 31.79% |
537,000 |
1.47 |
≡ |
SN - Sharkninja Inc |
Add 16.94% |
208,000 |
0.95 |
≡ |
TFX - Teleflex |
Add 3.20% |
31,000 |
0.16 |
≡ |
SNX - SYNNEX Corp. |
Add 0.62% |
15,357 |
0.11 |
≡ |
SUNB - Sunbelt Rentals Holdings Inc |
Buy |
12,561,085 |
35.38 |
≡ |
BFAM - Bright Horizons Family Solutions Inc. |
Buy |
1,413,000 |
5.02 |
| Q4 2025 |
≡ |
TFX - Teleflex |
Add 5.56% |
51,075 |
0.46 |
≡ |
URBN - Urban Outfitters Inc. |
Buy |
1,689,000 |
9.42 |
| Q3 2025 |
≡ |
AMAT - Applied Materials |
Add 22.51% |
197,000 |
3.16 |
≡ |
ACHC - Acadia Healthcare Co. |
Add 22.35% |
800,000 |
1.55 |
≡ |
NYT - New York Times CL A |
Add 0.43% |
6,086 |
0.03 |
≡ |
TFX - Teleflex |
Buy |
917,925 |
8.80 |
| Q2 2025 |
≡ |
ACHC - Acadia Healthcare Co. |
Add 96.70% |
1,760,000 |
3.73 |
≡ |
SN - Sharkninja Inc |
Add 20.34% |
300,000 |
2.77 |
≡ |
NYT - New York Times CL A |
Buy |
1,410,000 |
7.36 |
| Q1 2025 |
≡ |
SNX - SYNNEX Corp. |
Add 19.35% |
435,000 |
4.93 |
≡ |
ACHC - Acadia Healthcare Co. |
Buy |
1,820,000 |
6.01 |
| Q4 2024 |
≡ |
AMAT - Applied Materials |
Add 16.67% |
125,000 |
2.09 |
| Q3 2024 |
≡ |
AMAT - Applied Materials |
Add 38.89% |
210,000 |
3.66 |
≡ |
CACC - Credit Acceptance Corp. |
Add 30.46% |
53,306 |
2.04 |
| Q2 2024 |
≡ |
SN - Sharkninja Inc |
Add 14.34% |
185,000 |
1.36 |
≡ |
UNH - United Health Group Inc. |
Buy |
186,000 |
9.29 |
| Q1 2024 |
≡ |
CACC - Credit Acceptance Corp. |
Add 6.71% |
11,000 |
0.54 |
≡ |
SN - Sharkninja Inc |
Buy |
1,290,000 |
7.17 |
≡ |
PFSI - PennyMac Financial Services |
Buy |
13,000 |
0.11 |