CIK 1085936
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
Firm-level facts as reported by the adviser on Form ADV Part 1A (latest filing 2026-03-30). Regulatory assets under management (RAUM) is Form ADV's gross figure and can differ from a 13F long book — it includes private-fund assets, leverage and non-13(f) securities. Titles and figures as-filed. Latest ADV filing 2026-03-30. Form ADV ↗
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| BURGESS, KENNETH | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER & MANAGEMENT COMMITTEE MEMBER | 1997-03 | <5% ·◆ |
| KOHLER, KAREN, ELIZABETH | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER & MANAGEMENT COMMITTEE MEMBER | 2006-03 | <5% ·◆ |
| TITAN NJ LP HOLDINGS LLCentity | GENERAL PARTNER | 2010-12 | 75%+ |
Direct owners and executive officers as filed on the adviser's Form ADV Schedule A (as-filed titles; ADV updates annually and on material change). This lists officers and 5%+ owners — not necessarily the full portfolio-management team.
Signed this manager's latest 13F (2026-Q1). The filing's authorized signatory — frequently a compliance officer, general counsel, or CFO — not necessarily the portfolio manager or firm leadership.
| Name | Role (as filed) | Departed after | Now at (if tracked) |
|---|---|---|---|
| MIDDAUGH, EOIN, EMERSON | PORTFOLIO MANAGER & MANAGEMENT COMMITTEE MEMBER · MANAGING PARTNER / PORTFOLIO MANAGER & LIMITED PARTNER · MANAGING DIRECTOR / PORTFOLIO MANAGER & LIMITED PARTNER · PORTFOLIO MANAGER/LIMITED PARTNER | 2020-06 | — not seen at a tracked firm |
| MCCREESH, DANIEL, KEVIN | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER & MANAGEMENT COMMITTEE MEMBER · MANAGING PARTNER/CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER · MANAGING DIRECTOR/CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER · CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER | 2019-11 | — not seen at a tracked firm |
| MUSHOCK, RONALD, MATTHEW | MANAGING PARTNER & PORTFOLIO MANAGER · MANAGING DIRECTOR & PORTFOLIO MANAGER · MANAGING DIRECTOR & LIMITED PARTNER | 2018-03 | — not seen at a tracked firm |
| WOOD, GREGORY, BALCOM | MANAGING PARTNER & HEAD TRADER · MANAGING DIRECTOR & HEAD TRADER | 2017-04 | — not seen at a tracked firm |
| PLUMMER, RICHARD, SCOTT | SENIOR EQUITY ANALYST | 2014-03 | — not seen at a tracked firm |
Named owners/officers on a past Form ADV Schedule A who are gone from the firm's latest filing. “Departed after” is the last dated filing they appear on. A landing shows only when the destination is another SEC-registered adviser we track.
