Fund HoldingsMichelson Medical Research Foundation, Inc.

Total Portfolio Value
$98.50M
Total Bought
$10.87M
Total Sold
$12.85M
Net Transaction
-$1.98M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
CANNAE HLDGS INC0480,600+480,60005,4645.55%+5,464
ATLANTA BRAVES HLDGS INC045,130+45,13001,9271.96%+1,927
OAKTREE SPECIALTY LENDING(OCSL)0170,100+170,10001,9221.95%+1,922
SPDR INDEX SHS FDS
SP CHINA ETF
016,750+16,75001,5601.58%+1,560
CRESCENT ENERGY COMPANY(CRGY)156,166156,16601,3102,1082.14%+798
ISHARES INC81,30081,30002,5833,1213.17%+538
ISHARES INC20,15520,15501,9592,4792.52%+520
VANGUARD TAX-MANAGED FDS158,160158,16009,88010,13510.29%+255
ISHARES INC41,85041,85002,9013,1483.20%+247
ISHARES INC
MSCI TAIWAN ETF
27,43527,43501,7431,9461.98%+203
MANCHESTER UTD PLC NEW
ORD CL A
200,000200,00003,1843,3643.42%+180
ISHARES INC
MSCI JAPAN ETF
20,10020,10001,6231,6971.72%+74
ISHARES TR35,38535,38505,5805,6485.73%+68
VANGUARD INDEX FDS11,01011,01002,8402,8842.93%+44
VANGUARD INTL EQUITY INDEX F127,630127,63006,8616,8987.00%+37
SPDR SERIES TRUST
ST STR SP REGBNK
63,51063,51004,1164,1384.20%+22
ISHARES TR35,09535,09505,9235,9266.02%+3
SAFEHOLD INC(SAFE)297,477297,47704,0724,0254.09%-48
ISHARES TR51,90551,905011,00710,96011.13%-48
VAIL RESORTS INC(MTN)86,00086,000011,42111,03611.20%-385
SPDR INDEX SHS FDS
SP CHINA ETF
16,7500-16,7501,6220-1,622
UNITEDHEALTH GROUP INC(UNH)30,00030,00009,9038,1188.24%-1,786
STURM RUGER & CO INC57,5000-57,5001,8770-1,877
DIGITALBRIDGE GROUP INC(DBRG)609,5000-609,5009,3500-9,350
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