Managers

11 positions · as of September 30, 2019 · General Electric Co · Beyond Meat Inc · SPDR S And P 500 ETF Tr

2 positions · as of December 31, 2018 · Mplx LP · Ngl Energy Partners LP

167 positions · as of December 31, 2013 · Ralph Lauren Corporation · Cabot Oil & Gas Corp. · Arris Group Inc.

1 positions · as of June 30, 2026 · Klarna Group PLC

18 positions · as of December 31, 2015 · Ethan Allen Interiors · Cablevision Systems · Akorn Inc

1 positions · as of September 30, 2020 · Iron Mtn Inc New

27 positions · as of September 30, 2013 · Mvc Capital Inc · Nuveen Diver Currency Oppor · Nuveen Div Advantage Mun Fd

7 positions · as of September 30, 2026 · Chime Finl Inc Com Shs Cl A · Wells Fargo & Co Perp Pfd Cnv A · Annaly Capital Management In Com New

92 positions · as of December 31, 2025 · Ishares Tr · Procter And Gamble Co · Schwab Strategic Tr

21 positions · as of March 31, 2026 · M3brigade Acquisition V Corp · Cantor Equity Partners I Inc · Yorkville Acquisition Corp.

23 positions · as of December 31, 2016 · Care Capital Properties Inc · Cyrusone Inc · Simon Property Group Inc

11 positions · as of June 30, 2026 · Vanguard Tax-managed Fds · Vanguard Index Fds · Ishares Tr

23 positions · as of September 30, 2021 · Atlanticus Holdings Corp · Accolade Inc · Dole PLC

1 positions · as of September 30, 2024 · Vanguard Index Fds

1 positions · as of March 31, 2019 · Carbon Black, Inc.

30 positions · as of September 30, 2019 · Nordson Corp Com · Proshares S&P 500 Dividend Aristocrats ETF · Exxon Mobil Corp Com

15 positions · as of June 30, 2015 · Altisource Portfolio Solutions · Ocwen Financial Corp. · Velocityshares 3x Long Silver

3 positions · as of September 30, 2023 · Selectquote Inc · Lyft Inc · Honest Co Inc

1 positions · as of September 30, 2020 · Champions Oncology Inc

16 positions · as of December 31, 2019 · Powerfleet Inc · Synchronoss Technologies Inc · Global Eagle Entmt Inc

2 positions · as of March 31, 2024 · Ishares Tr · Global Net Lease Inc

8 positions · as of December 31, 2022 · Wisdomtree Tr · Five9 Inc · Servicenow Inc

2 positions · as of September 30, 2019 · Ishares Tr · Berkshire Hathaway Inc Del

16 positions · as of September 30, 2024 · AT&T Inc · Telefonaktiebolaget Lm Erics · Texas Instrs Inc