Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Viasat, Inc.(VSAT) | 3,750,000 | 6,000,000 | +2,250,000 | $39.08M | $87.60M | 37.59% | +$48.52M |
| Apollo Global Management, Inc.(APO) | 325,169 | 410,000 | +84,831 | $44.53M | $58.17M | 24.96% | +$13.64M |
| Mr Cooper Group Inc | 475,243 | 375,000 | -100,243 | $56.84M | $55.95M | 24.01% | -$885.3K |
| OneMain Holdings, Inc.(OMF) | 725,000 | 550,000 | -175,000 | $35.44M | $31.35M | 13.45% | -$4.09M |