Holdings
| MU MICRON TECHNOLOGY INC | $96.1M | 79.2% | 1,592,134 | −268,678 | −14.4% | Reduced |
| BN BROOKFIELD CORP | $25.2M | 20.8% | 772,579 | +60,260 | +8.5% | Added |
| SRG SERITAGE GROWTH PROP- A | $27K | 0.0% | 3,375 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| BAM BROOKFIELD ASSET MGMT-A | 178,077 | $5.1M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.