CIK 1956244
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 |
|---|---|---|---|
| EGLSEDER, MICHAEL, JOHN | MEMBER | 1993-01 | 25–50% ·◆ |
| RUDEN, PHILIP, JAMES | MEMBER | 1993-01 | 25–50% ·◆ |
| Ovalles Dominguez, Arnaldo, Jose | MEMBER | 2023-12 | 5–10% ·◆ |
| TRAUTMAN, TODD, RAYMOND | MEMBER | 2023-12 | 5–10% ·◆ |
| Jesse, Madeleine, Elena | MEMBER | 2025-12 | <5% ·◆ |
| REINER, MELISSA, RAE | CHIEF COMPLIANCE OFFICER | 2014-01 | <5% ·◆ |
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.
