CIK 1915395
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 |
|---|---|---|---|
| DRAIME, DAVID, ALEXANDER | MANAGING MEMBER, DIRECTOR OF RESEARCH | 2015-08 | 25–50% ·◆ |
| MCMURTRIE, DANIEL, H S | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | 2015-08 | 25–50% ·◆ |
| PARKS, LOUIS, A. | MANAGING MEMBER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | 2018-09 | 25–50% ·◆ |
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.
