| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| IESC | IES Holdings, Inc. | Director | $31.5M | -$5.92M | -15.8% | Oct 1, 2025 |
| PATK | PATRICK INDUSTRIES INC | Director | $17M | +$1.2M | +7.6% | Jun 2, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|