~n/a since 2005
Portfolio value
$3.6B
Positions
7
Top 5 concentration
100%
New buys this quarter
1
| Stock | Move | % of portfolio | Value |
|---|---|---|---|
| $JHG Janus Henderson Group plc | Held | 45.4% | $1.6B |
| $GE GE Aerospace | Held | 31.7% | $1.1B |
| $SOLV Solventum Corporation | Held | 14.9% | $538M |
| $WEN Wendys Co. | Held | 5.9% | $212M |
| $IVZ Invesco Ltd. | Held | 2% | $72M |
| $MICC Magnum Ice Cream Co NV | New buy | 0.1% | $4M |
| $GEHC GE HealthCare Technologies Inc. | Held | 0% | $288K |
Source: SEC 13F via FMP · Mar 2026 report · 45-day filing delay. Long equity positions only. Not financial advice.