| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Oaktree Capital I, L.P. | 8.6% | $97,368,389 | 7,524,605 | Oaktree Capital Holdings, LLC | 03 Feb 2025 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| PRIVATE MANAGEMENT GROUP INC | 3.4% | 3,014,163 | +25% | 1.2% | $39,334,827 |
| MORGAN STANLEY | 3.4% | 2,998,900 | -13% | 0% | $39,135,644 |
| BRUNI J V & CO /CO | 2.8% | 2,487,019 | +12% | 3.3% | $32,455,598 |
| VAN ECK ASSOCIATES CORP | 2.5% | 2,173,257 | +6.6% | 0.03% | $28,361,000 |
| Generali Asset Management SPA SGR | 2.4% | 2,087,981 | +11% | 0.58% | $27,248,152 |
| ARES MANAGEMENT LLC | 2.2% | 1,945,305 | 0% | 1.2% | $25,386,230 |
| OAKTREE CAPITAL MANAGEMENT LP | 2.1% | 1,852,456 | 0% | 0.4% | $24,174,550 |
| Claret Asset Management Corp | 1.9% | 1,693,224 | -0.44% | 2.6% | $22,097,000 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 1.5% | 1,320,677 | +113% | 0.98% | $17,234,835 |
| Melia Wealth LLC | 1.4% | 1,215,842 | +23% | 6.9% | $15,866,738 |
| UBS Group AG | 1% | 904,340 | +7.4% | 0% | $11,801,636 |
| Invesco Ltd. | 1% | 886,847 | +26% | 0% | $11,573,353 |
| Legal & General Group Plc | 0.61% | 532,849 | -3% | 0% | $6,956,344 |
| ROYAL BANK OF CANADA | 0.58% | 508,145 | -17% | 0% | $6,631,000 |
| BlackRock, Inc. | 0.5% | 436,093 | -7.4% | 0% | $5,691,020 |
| TWO SIGMA INVESTMENTS, LP | 0.44% | 388,157 | +221% | 0.01% | $5,065,449 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 0.38% | 332,348 | +3.5% | 2% | $4,337,147 |
| Muzinich & Co., Inc. | 0.38% | 330,906 | +27% | 1.7% | $4,318,323 |
| Sumitomo Mitsui Trust Group, Inc. | 0.35% | 303,769 | +26% | 0% | $3,964,185 |
| BI Asset Management Fondsmaeglerselskab A/S | 0.33% | 290,874 | +4.2% | 0.03% | $3,796,000 |
| HighTower Advisors, LLC | 0.3% | 267,909 | +103% | 0% | $3,496,223 |
| United Advisor Group, LLC | 0.29% | 259,052 | +13% | 0.45% | $3,380,629 |
| Trexquant Investment LP | 0.27% | 236,280 | +31% | 0.03% | $3,083,454 |
| WELLS FARGO & COMPANY/MN | 0.27% | 235,511 | -4.1% | 0% | $3,073,418 |
| Wills Financial Group LLC | 0.26% | 232,729 | -0.03% | 1.2% | $3,037,116 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (% of par) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 311,597 | $3,969,968 | +$638,679 | 1,274% | 3 |
| 2025 Q3 | 33,817,612 | $441,421,025 | +$9,303,991 | 1,305% | 182 |
| 2025 Q2 | 33,082,102 | $452,036,872 | +$18,233,110 | 1,366% | 192 |
| 2025 Q1 | 31,447,416 | $483,173,448 | +$5,606,170 | 1,536% | 186 |
| 2024 Q4 | 31,107,880 | $475,953,202 | +$37,980,302 | 1,528% | 192 |
| 2024 Q3 | 27,145,683 | $444,859,178 | -$29,143,518 | 1,631% | 187 |
| 2024 Q2 | 29,244,577 | $550,074,169 | -$684,517 | 1,881% | 193 |
| 2024 Q1 | 29,883,441 | $587,702,378 | -$7,014,601 | 1,966% | 193 |
| 2023 Q4 | 286,169 | $5,843,572 | -$839,857 | 2,042% | 3 |
| 2023 Q3 | 26,836,103 | $539,845,497 | +$3,722,712 | 2,012% | 181 |
| 2023 Q2 | 27,828,532 | $540,697,103 | +$31,219,228 | 1,943% | 176 |
| 2023 Q1 | 26,848,797 | $503,982,156 | +$406,510,882 | 1,877% | 178 |
| 2022 Q4 | 5,159,833 | $35,447,221 | +$35,447,217 | 686.99% | 4 |
| 2022 Q3 | 0 | $0 | -$34,100 | 0 | |
| 2022 Q2 | 1,755 | $34,100 | +$34,100 | 1,943% | 1 |