Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VIASAT INC(VSAT) | 3,750,000 | 6,000,000 | +2,250,000 | 39,075 | 87,600 | 37.59% | +48,525 |
| APOLLO GLOBAL MGMT INC(APO) | 325,169 | 410,000 | +84,831 | 44,529 | 58,167 | 24.96% | +13,638 |
| MR COOPER GROUP INC | 475,243 | 375,000 | -100,243 | 56,839 | 55,954 | 24.01% | -885 |
| ONEMAIN HLDGS INC(OMF) | 725,000 | 550,000 | -175,000 | 35,438 | 31,350 | 13.45% | -4,088 |