| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| ORLY | O REILLY AUTOMOTIVE INC | Director | $1.24M | -$565K | -31.2% | Nov 4, 2025 |
| SUM | Summit Materials, Inc. | Director | $688K | Sep 29, 2023 | ||
| APR | Apria, Inc. | Director | Mar 29, 2022 | |||
| CVKD | Cadrenal Therapeutics, Inc. | Director | Jan 23, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|