FORT WORTH, TX
Allocation by class
Portfolio Concentration
Top 3 weight
58.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 11.04M
Full voting authority
11.04M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
XPEL INCSOLE | COM | 1.92M | SH | $85.17M 22.54% | 1.92M | 0.00 | 0.00 |
NCR ATLEOS CORPORATIONSOLE | COM SHS | 1.56M | SH | $68.02M 18.01% | 1.56M | 0.00 | 0.00 |
DAKTRONICS INCSOLE | COM | 3.37M | SH | $65.91M 17.45% | 3.37M | 0.00 | 0.00 |
BRIGHTSPRING HEALTH SVCS INCSOLE | COM | 1.42M | SH | $60.65M 16.05% | 1.42M | 0.00 | 0.00 |
CARGURUS INCSOLE | COM CL A | 1.59M | SH | $54.05M 14.31% | 1.59M | 0.00 | 0.00 |
TOAST INCSOLE | CL A | 740.30K | SH | $19.63M 5.19% | 740.30K | 0.00 | 0.00 |
BRINKS COSOLE | COM | 111.70K | SH | $11.58M 3.06% | 111.70K | 0.00 | 0.00 |
TRIMAS CORPSOLE | COM NEW | 223.45K | SH | $8.03M 2.13% | 223.45K | 0.00 | 0.00 |
IDT CORPSOLE | CL B NEW | 97.01K | SH | $4.76M 1.26% | 97.01K | 0.00 | 0.00 |