| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| LESL | Leslie's, Inc. | Director | $15.7M | Mar 14, 2024 | ||
| BJ | BJ's Wholesale Club Holdings, Inc. | Director | $1.19M | +$399K | +50.5% | Aug 26, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|