| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| OON HLDG AGONON | 56.94% | 55.84% | $400.7M | 11.3M | $384.8M | 11.3M | 00.00% | Unchanged | |
![]() | 42.44% | 44.16% | $298.7M | 4.1M | $304.4M | 4.1M | 00.00% | Unchanged | |
| SSTUBHUB HLDGS INCSTUB | 0.62% | — | $4.4M | 340,293 | $0 | 0 | +340,293 | New Buy |