CIK 1631507
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.
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| LEISURE, ANNE, PORTER | CO-TRUSTEE OF THE LEISURE FAMILY TRUST DATED 05/19/1995 | 2002-03 | 50–75% ·◆ |
| LEISURE, MARR, NEUMANN | PRESIDENT, CCO, CIO, CO-TRUSTEE OF THE LEISURE FAMILY TRUST DATED 05/19/1995 | 2002-03 | 50–75% ·◆ |
| BERNSTEIN, GIDEON, SAMUEL | SECRETARY/BOARD OF DIRECTORS (SINCE 2011), CO-TRUSTEE OF THE BERNSTEIN FAMILY TRUST DATED 12/17/2010 (SINCE 2014) | 2011-12 | 10–25% ·◆ |
| PEPPER, JEANNE, ELLEN | CO-TRUSTEE OF THE BERNSTEIN FAMILY TRUST DATED 12/17/2010 | 2014-08 | 10–25% ·◆ |
| ROBINSON, RAYMOND, MC FERREN | TREASURER, BOARD OF DIRECTORS | 2011-12 | 10–25% ·◆ |
| MAXWELL, PATRICK, MITCHELL |
| 2018-01 |
| <5% ·◆ |
| THE LEISURE FAMILY TRUST DATED 05/19/1995entity | SHAREHOLDER | 2002-03 | 50–75% ·◆ |
| THE BERNSTEIN FAMILY TRUST DATED 12/17/2010entity | SHAREHOLDER | 2014-08 | 10–25% ·◆ |
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.
