CIK 1390113
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.
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) |
|---|---|---|---|
| YAVNER, ALYSSA, GREIF | CHIEF FINANCIAL OFFICER | 2024-08 | — not seen at a tracked firm |
| MAGLIANA, KEITH, ALEXANDER | PORTFOLIO MANAGER | 2024-08 | — not seen at a tracked firm |
| DELONG, CHRISTOPHER, LORD | CHIEF INVESTMENT OFFICER | 2023-03 | Birnam Oak Advisors, LP |
| BAUSANO, MICHAEL, BARRY | CHIEF OPERATING OFFICER | 2023-01 | — not seen at a tracked firm |
| KEELEY, ELIZABETH, ANN | CHIEF OPERATING OFFICER · GENERAL COUNSEL · CHIEF COMPLIANCE OFFICER |
| 2020-03 |
| — not seen at a tracked firm |
| BRODY, KENNETH, DAVID | LIMITED PARTNER | 2013-10 | — not seen at a tracked firm |
| LEE, CAROL, FRANCES | GENERAL COUNSEL | 2012-08 | — not seen at a tracked firm |
| ROTHSTEIN, ROBIN | CHIEF OPERATING OFFICER | 2012-03 | — 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.
