| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| BV | BrightView Holdings, Inc. | Director | $1.74M | Sep 30, 2025 | ||
| CLVT | CLARIVATE PLC | Director | $1.07M | +$200K | +23.2% | Sep 30, 2025 |
| SREV | CONCENTRIX SREV, INC. | Director | Jul 20, 2022 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|