Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VIASAT INC(VSAT) | 0 | 3,750,000 | +3,750,000 | 0 | 39,075 | 22.22% | +39,075 |
| MR COOPER GROUP INC | 500,000 | 475,243 | -24,757 | 48,005 | 56,839 | 32.32% | +8,834 |
| ONEMAIN HLDGS INC(OMF) | 750,000 | 725,000 | -25,000 | 39,098 | 35,438 | 20.15% | -3,659 |
| APOLLO GLOBAL MGMT INC(APO) | 400,000 | 325,169 | -74,831 | 66,064 | 44,529 | 25.32% | -21,535 |