Акция;Последняя активность;Изменение доли;% от портфеля
Q3 2024
STLA - Stellantis N.V. ;Увеличено 26.40% ;1,880,000 ;3.02
Q2 2024
GPI - Group 1 Automotive ;Увеличено 7.77% ;41,000 ;1.49
Q4 2023
RMNI - Rimini Street Inc. ;Увеличено 20.19% ;993,351 ;0.32
GPI - Group 1 Automotive ;Увеличено 5.48% ;27,424 ;0.81
Q2 2023
GPI - Group 1 Automotive ;Увеличено 107.74% ;259,317 ;7.34
LAD - Lithia Motors Inc. ;Увеличено 40.00% ;200,000 ;6.67
Q1 2023
GPI - Group 1 Automotive ;Увеличено 82.96% ;109,136 ;2.97
LAD - Lithia Motors Inc. ;Покупка ;500,000 ;12.45
GPI - Group 1 Automotive ;Покупка ;131,547 ;2.89
Q4 2022
RMNI - Rimini Street Inc. ;Увеличено 17.61% ;736,753 ;0.49
STLA - Stellantis N.V. ;Увеличено 7.14% ;1,200,000 ;2.02
COF - Capital One Financial ;Покупка ;100,000 ;1.31
Q2 2022
STLA - Stellantis N.V. ;Увеличено 13.51% ;2,000,000 ;3.73
RMNI - Rimini Street Inc. ;Увеличено 4.58% ;183,095 ;0.17
MNDY - monday.com Ltd. ;Покупка ;100,000 ;1.56
Q1 2022
YNDX - Yandex N.V. ;Увеличено 172.98% ;3,485,207 ;2.42
RMNI - Rimini Street Inc. ;Увеличено 71.22% ;1,663,865 ;1.11
EQH - Equitable Holdings Inc. ;Увеличено 10.58% ;880,600 ;3.12
Q4 2021
RMNI - Rimini Street Inc. ;Увеличено 94.87% ;1,137,290 ;0.48
BABA - Alibaba Group Holdings ;Увеличено 19.77% ;355,836 ;2.96
Q3 2021
BABA - Alibaba Group Holdings ;Увеличено 28.57% ;400,000 ;4.09
RMNI - Rimini Street Inc. ;Покупка ;1,198,845 ;0.80
Q2 2021
CRESW - Cresud Inc. WTS ;Покупка ;1,242,313 ;0.03
Q1 2021
BABA - Alibaba Group Holdings ;Увеличено 147.47% ;884,845 ;12.33
CRESY - Cresud Inc. ;Увеличено 8.89% ;58,745 ;0.02
JTKWY - Just Eat Takeaway.com ;Покупка ;655,134 ;2.42
LMACU - Liberty Media Acquisition Corp. Units ;Покупка ;944,749 ;0.62
Q4 2020
GTYH-OLD - GTY Technology Holdings Inc. ;Увеличено 46.25% ;2,000,000 ;0.63
EQH - Equitable Holdings Inc. ;Увеличено 26.76% ;1,900,000 ;2.95
BABA - Alibaba Group Holdings ;Покупка ;600,000 ;8.47
Q3 2020
EQH - Equitable Holdings Inc. ;Увеличено 44.92% ;2,200,730 ;2.81
GTT - GTT Communications ;Увеличено 40.43% ;1,500,000 ;0.54
Q2 2020
EQH - Equitable Holdings Inc. ;Увеличено 172.18% ;3,099,270 ;4.13
EVI - EVI Industries Inc. ;Увеличено 22.24% ;48,996 ;0.07
BOOT - Boot Barn Holdings ;Покупка ;923,500 ;1.38
ANGI - Angi Inc. ;Покупка ;151,750 ;1.27
Q1 2020
IMXI - International Money Express Inc. ;Увеличено 109.00% ;1,353,007 ;0.98
SBGI - Sinclair Broadcast Group Inc. ;Увеличено 66.20% ;1,654,967 ;2.10
BMCH - BMC Stock Holdings ;Увеличено 54.38% ;1,732,731 ;2.42
BLDR - Builders FirstSource Inc. ;Увеличено 46.64% ;3,180,360 ;3.06
KMX - CarMax Inc. ;Покупка ;272,447 ;1.16
EVI - EVI Industries Inc. ;Покупка ;220,310 ;0.27
PRI - Primerica Inc. ;Покупка ;30,328 ;0.21