| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| NAVI, JSM | NAVIENT CORP | Chief Executive Officer, Director | $66.1M | Feb 28, 2023 | ||
| CUBE | CubeSmart | Director | $5.92M | May 20, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|