CIK 905790
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 |
|---|---|---|---|
| GOVAN, CHRISTOPHER, ALLAN | DIRECTOR | 2021-10 | <5% ·◆ |
| MACK, JOHN, KARL | MANAGING DIRECTOR, OPERATIONS | 2023-10 | <5% ·◆ |
| CHOUDHURY, SOMA, MONIDEEPA | CHIEF COMPLIANCE OFFICER & VP, LEGAL | 2022-07 | <5% |
| ONEX GS HOLDINGS LPentity | SHAREHOLDER | 2019-06 | 75%+ ·◆ |
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.
| Name | Role (as filed) | Departed after | Now at (if tracked) |
|---|---|---|---|
| LE BLANC, ROBERT, MICHAEL | DIRECTOR | 2023-12 | — not seen at a tracked firm |
| ZALTZ, PETER, AARON | CHIEF INVESTMENT OFFICER · EXECUTIVE VICE-PRESIDENT, CO-CHIEF INVESTMENT OFFICER & HEAD OF FIXED INCOME · EXECUTIVE VICE-PRESIDENT & HEAD OF FIXED INCOME · EXECUTIVE VP & HEAD OF FIXED INCOME | 2023-08 | — not seen at a tracked firm |
| Kelly, David, James | HEAD OF GLUSKIN SHEFF | 2023-08 | — not seen at a tracked firm |
| Liao, Phong, Sri | VP, COMPLIANCE | 2022-03 | — not seen at a tracked firm |
| MOODY, JEFFREY, WILBURN | PRESIDENT & EXECUTIVE CHIEF OFFICER · SENIOR EXECUTIVE VP · SENIOR EXECUTIVE VP - INVESTMENTS & CLIENT SERVICE · EVP - INVESTMENTS & CLIENT SERVICE · VP - RISK MANAGEMENT | 2021-08 | — not seen at a tracked firm |
| BANTIS, JIM, DEMETRIS | EXECUTIVE VICE-PRESIDENT · EXECUTIVE VP, RISK MANAGEMENT & CLIENT SERVICE | 2021-08 | — not seen at a tracked firm |
| MUNK, ANTHONY | DIRECTOR | 2021-08 | — not seen at a tracked firm |
| YOUNG, GEORGE, JEFFREY | CHIEF RISK OFFICER | 2021-08 | — not seen at a tracked firm |
| AUBIN, AMY, JEAN | CHIEF COMPLIANCE OFFICER | 2021-03 | — not seen at a tracked firm |
| Woodward, John, Anthony | MANAGING DIRECTOR, RISK MANAGEMENT | 2020-08 | — not seen at a tracked firm |
| MERSKY, SETH | DIRECTOR | 2020-08 | — not seen at a tracked firm |
| MORRIS, DAVID, ROY | CHIEF FINANCIAL OFFICER | 2019-09 | — not seen at a tracked firm |
| MANN, PETER, MCDANIEL | EXECUTIVE VICE-PRESIDENT, CO-INVESTMENT OFFICER & HEAD OF EQUITIES · EXECUTIVE VICE-PRESIDENT & HEAD OF EQUITIES | 2019-06 | — not seen at a tracked firm |
| Quinn, Lindsay | CHIEF OPERATIONS OFFICER | 2019-06 | — not seen at a tracked firm |
| Rosenberg, David, Aaron | CHIEF ECONOMIST & STRATEGIST | 2019-06 | — not seen at a tracked firm |
| LICHONG, JEANNINE, NIETLAN | EXECUTIVE VICE-PRESIDENT & PORTFOLIO MANAGER | 2017-09 | — not seen at a tracked firm |
| MacMillan, Thomas, Carey | PRESIDENT & EXECUTIVE CHIEF OFFICER | 2017-09 | — not seen at a tracked firm |
| FREEDMAN, JEREMY, MARK | PRESIDENT & CHIEF EXECUTIVE OFFICER · DEPUTY CHIEF EXECUTIVE OFFICER | 2016-04 | — not seen at a tracked firm |
| WEBB, WILLIAM, REID | RETIRED · EXECUTIVE VICE-PRESIDENT & CHIEF INVESTMENT OFFICER · EXECUTIVE VP & CHIEF INVESTMENT OFFICER · DEPUTY CHIEF INVESTMENT OFFICER | 2016-03 | — not seen at a tracked firm |
| SOLOMON, ANTONY, HOWARD | EXECUTIVE VP, INVESTMENTS | 2014-09 | — not seen at a tracked firm |
| LEBOFF, BRUCE, JEFFREY | VP, RISK MANAGEMENT · EVP, INVESTMENTS & CLIENT SERVICE | 2014-03 | — not seen at a tracked firm |
| GINSLER, BRIAN, LESLIE | CHIEF OPERATING OFFICER | 2012-09 | — 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.
