| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| PNR | PENTAIR plc | Director | $3.25M | -$684K | -17.4% | Dec 1, 2025 |
| LUMN | Lumen Technologies, Inc. | Director | $1.99M | May 14, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|