Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.
Reported portfolio value by quarter (2 quarters reported)
$2.15B in Q4 2024 → $1.67B now. Hover for any quarter.
As reported for the quarter ended March 31, 2025. Activity is the change in share count since the prior quarter's filing.
| Holding | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| FE Flutter Entmt PLC | 100.0% | Trimmed 9.5% | 7,519,137 | $1.67B |
What changed each quarter, from the filings' own share counts. Largest moves first; most recent 1 quarters.
quarter ended March 31, 2025 · filed May 15, 2025
| Company | Action | Shares changed | Value of change | % of portfolio |
|---|---|---|---|---|
| FE Flutter Entmt PLC | Trimmed | −785,090 | −$174M | 100.0% |
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