Basic Stats
Portfolio Value $ 251,307,730
Current Positions 4
Activist Positions 4
Latest Holdings, Performance, AUM (from 13F, 13D)
13D/G Filings

This is a list of 13D and 13G filings made in the last year (if any). Click the link icon to see the full transaction history. Green rows indicate new positions. Red rows indicate closed positions.

File Date Form Security Prev
Shares
Current
Shares
ΔShares % % Ownership
% ΔOwnership
2025-02-19 13G/A SMC / Summit Midstream Corporation 936,000 5.20
2025-02-19 13G ILPT / Industrial Logistics Properties Trust 5,525,982 8.30
2025-02-06 13G/A SRG / Seritage Growth Properties 3,455,146
2025-02-06 13G/A MPW / Medical Properties Trust, Inc. 34,174,793 42,475,653 24.29 7.10