CIK 1616882
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) |
|---|---|---|---|
| SMITH, RANDALL, DUNCAN | CHIEF OF INVESTMENTS | 2016-03 | — not seen at a tracked firm |
| PECORA, JASON, LOUIS | CHIEF OPERATING OFFICER | 2016-03 | — not seen at a tracked firm |
| PIERCE, ELIZABETH, ANNE | VICE PRESIDENT; DIRECTOR | 2014-11 | — not seen at a tracked firm |
| ANDERSEN, MICHAEL, JOHN | GENERAL COUNSEL; CHIEF COMPLIANCE OFFICER | 2014-02 | INDEPENDENT INVESTORS INC |
| FERGUSON, JOHN | PRESIDENT; DIRECTOR | 2013-11 |
| — not seen at a tracked firm |
| ZALES, DAVID, B | GENERAL COUNSEL; CHIEF COMPLIANCE OFFICER | 2012-02 | SRS Investment Management, LLC |
| COMBS, CHARLES, ELISHA | VICE PRESIDENT | 2012-02 | — 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.
