| TTIC SOLUTIONS INCTIC |
| 18.91% | 15.96% | $172.4M | 21.3M | $144.4M | 21.9M | -635,000-2.89% | Reduce |
 GRIFOLS S AGRFS |
| 15.33% | 17.15% | $139.8M | 19.7M | $155.2M | 19.4M | +386,000+1.99% | Add |
| MMILLROSE PPTYS INC CLASS AMRP |
| 13.11% | 12% | $119.5M | 4.0M | $108.6M | 3.9M | +98,004+2.53% | Add |
 CNH INDL N VCNH |
| 11.73% | 4.4% | $106.9M | 9.5M | $39.8M | 3.6M | +5.9M+163.20% | Add |
 ARAMARKARMK |
| 11.2% | 11.03% | $102.1M | 1.8M | $99.8M | 2.5M | -667,959-27.12% | Reduce |
| NNRG ENERGY INCNRG |
| 9.46% | 14.86% | $86.2M | 590,431 | $134.4M | 920,000 | -329,569-35.82% | Reduce |
| AAMRIZE LTD SHSAMRZ |
| 7.68% | 5.88% | $70.0M | 1.3M | $53.2M | 950,020 | +363,643+38.28% | Add |
| TTRIMAS CORPTRS |
| 5.76% | 4.78% | $52.5M | 1.2M | $43.2M | 1.2M | -37,086-3.08% | Reduce |
| AAmentum Holdings Inc. Ordinary SharesAMTM |
| 3.25% | 4.52% | $29.6M | 1.4M | $40.9M | 1.6M | -133,972-8.55% | Reduce |
| SSM ENERGY COMPANYSM |
| 2.93% | — | $26.7M | 1.0M | $0 | 0 | +1.0M | New Buy |
| CCNH INDL N V |
| 0.38% | — | $3.4M | 304,600 | $0 | 0 | +304,600 | New Buy |
| FFIDELITY WISE ORIGIN BITCOIN FUNDFBTC |
| 0.15% | 0.18% | $1.4M | 27,000 | $1.6M | 27,000 | 00.00% | Unchanged |
| IISHARES BITCOIN TRUST ETFIBIT |
| 0.1% | 0.12% | $912,379 | 27,407 | $1.1M | 27,407 | 00.00% | Unchanged |
