| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| SSOLV ENERGY INCMWH | 75.21% | 70.12% | $2.82B | 82.9M | $2.76B | 91.8M | -8.9M-9.65% | Reduce | |
| AAmentum Holdings Inc. Ordinary SharesAMTM | 24.79% | 29.88% | $930.7M | 45.0M | $1.17B | 45.0M | 00.00% | Unchanged |
