Managers

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

43 positions · as of September 30, 2024 · Bowen Acquisition Corp · Rigel Resource Acq Corp · Colombier Acquisition Corp I

100 positions · as of June 30, 2026 · Planet Labs Pbc · Amphenol Corp New · Advanced Micro Devices Inc

64 positions · as of June 30, 2017 · Microsoft Corp. · Blackstone Mortgage Trust Inc · Blackstone Group LP

32 positions · as of September 30, 2013 · Ishares Tr · Vangua · Powershares

35 positions · as of September 30, 2023 · Ishares Tr · Invesco Exch Trd Slf Idx Fd · Invesco Exchange Traded Fd T

6 positions · as of September 30, 2024 · Eastman Kodak Co · Rapid Micro Biosystems Inc · Falcons Beyond Global Inc

1 positions · as of June 30, 2025 · Invesco Sp 500 Equal Weight ETF

19 positions · as of December 31, 2015 · Anheuser Busch Inbev Sa/nv · Cme Group Inc · Tyson Foods Inc

1 positions · as of June 30, 2026 · Eagle Pt Cr Co LLC

21 positions · as of September 30, 2015 · Transocean Ltd · United States Stl Corp New · Ak Stl Hldg Corp

11 positions · as of September 30, 2024 · Air Prods & Chems Inc · Deere & Co · Chubb Limited

2 positions · as of March 31, 2020 · SPDR S&P 500 ETF Trust · Jernigan Capital Inc

378 positions · as of September 30, 2020 · Ansys, Inc. · Cable One, Inc. · Dexcom, Inc.

4 positions · as of March 31, 2014 · SPDR Series Trust · Ishares Tr · Barclays Bank PLC

1 positions · as of September 30, 2017 · Alibaba Group Hldg Ltd

1 positions · as of September 30, 2022 · 10x Genomics, Inc.

1 positions · as of March 31, 2022 · Construction Partners, Inc.

18 positions · as of September 30, 2013 · Cms Energy Corp · Northeast Utilities · Dte Energy Company

5 positions · as of December 31, 2022 · SPDR S&P 500 ETF Tr · Invesco Exch Trd Slf Idx Fd · Nextera Energy Inc

1 positions · as of September 30, 2017 · Gran Tierra Energy Inc

41 positions · as of September 30, 2026 · Dell Technologies Inc · Walmart Inc · Strive Inc

4 positions · as of December 31, 2019 · Markel Corp · Berkshire Hathaway Class B · Loews Corp

26 positions · as of September 30, 2020 · Trinseo S A · Capri Holdings Limited · Olin Corp