| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| FLS | FLOWSERVE CORP | President & CEO, Director | $42.4M | Mar 1, 2025 | ||
| PWR | QUANTA SERVICES, INC. | Director | $724K | Jun 1, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|