| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| AALLIANCE LAUNDRY HLDGS INCALH | 85.72% | 83.15% | $3.73B | 140.8M | $2.92B | 140.8M | 00.00% | Unchanged | |
| UUNDER ARMOUR INC CL CUA | 9.51% | 10.73% | $414.3M | 66.6M | $376.6M | 65.1M | +1.6M+2.39% | Add | |
| EEQUIPMENTSHARE COM INCEQPT | 4.76% | 6.12% | $207.4M | 10.5M | $214.9M | 10.5M | 00.00% | Unchanged |
