| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| MMIDDLEBY CORPMIDD | 72.86% | 76.52% | $581.3M | 3.4M | $448.1M | 3.4M | 00.00% | Unchanged | |
| FFORTUNE BRANDS INNOVATIONS IFBIN | 27.14% | 23.48% | $216.6M | 3.9M | $137.5M | 3.5M | +417,391+11.83% | Add |