2025-09-03 |
13G/A
|
H / Hyatt Hotels Corporation
|
|
3,103,579 |
3,497,244 |
|
|
|
2025-08-12 |
13G
|
VMC / Vulcan Materials Company
|
|
|
6,894,267 |
|
|
|
2025-08-12 |
13G
|
REG / Regency Centers Corporation
|
|
|
7,680,443 |
|
|
|
2025-08-12 |
13G/A
|
H / Hyatt Hotels Corporation
|
|
2,991,910 |
3,103,579 |
|
|
|
2025-08-11 |
13G/A
|
COLL / Collegium Pharmaceutical, Inc.
|
|
1,745,663 |
1,466,506 |
|
|
|
2025-05-09 |
13G
|
FWONK / Formula One Group
|
|
|
11,371,194 |
|
|
|
2025-05-09 |
13G/A
|
KMX / CarMax, Inc.
|
|
9,325,011 |
6,221,989 |
|
|
|
2025-05-09 |
13G/A
|
CAL / Caleres, Inc.
|
|
1,834,898 |
1,632,967 |
|
|
|
2025-05-07 |
13G/A
|
H / Hyatt Hotels Corporation
|
|
2,312,220 |
2,991,910 |
|
|
|
2025-02-13 |
13G/A
|
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
|
|
|
26,675,618 |
|
|
|
2025-02-10 |
13G/A
|
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
|
|
23,809,423 |
26,675,618 |
|
|
|
2024-11-13 |
13G
|
COLL / Collegium Pharmaceutical, Inc.
|
|
|
1,745,663 |
|
|
|
2024-11-13 |
13G
|
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
|
|
|
23,809,423 |
|
|
|
2024-11-13 |
13G/A
|
PEB / Pebblebrook Hotel Trust
|
|
6,920,589 |
1,497,773 |
|
|
|
2024-11-13 |
13G/A
|
LVLU / Lulu's Fashion Lounge Holdings, Inc.
|
|
2,181,349 |
1,982,187 |
|
|
|
2024-11-13 |
13G/A
|
CCRN / Cross Country Healthcare, Inc.
|
|
1,966,946 |
175,801 |
|
|
|
2024-11-13 |
13G/A
|
CAL / Caleres, Inc.
|
|
2,206,291 |
1,834,898 |
|
|
|
2024-02-13 |
13G/A
|
LVLU / Lulu's Fashion Lounge Holdings, Inc.
|
|
2,033,112 |
2,181,349 |
|
|
|
2024-02-13 |
13G
|
CCRN / Cross Country Healthcare, Inc.
|
|
|
1,966,946 |
|
|
|
2024-02-13 |
13G
|
PEB / Pebblebrook Hotel Trust
|
|
|
6,920,589 |
|
|
|
2024-02-13 |
13G
|
CSTL / Castle Biosciences, Inc.
|
|
|
1,585,639 |
|
|
|
2024-02-13 |
13G/A
|
CAL / Caleres, Inc.
|
|
2,532,832 |
2,206,291 |
|
|
|
2024-02-13 |
13G/A
|
HEIA / Heico Corp. - Class A
|
|
7,326,981 |
9,776,413 |
|
|
|
2024-02-13 |
13G/A
|
PRM / Perimeter Solutions, Inc.
|
|
11,395,963 |
10,997,907 |
|
|
|
2024-02-13 |
13G/A
|
KMX / CarMax, Inc.
|
|
10,022,302 |
9,325,011 |
|
|
|
2024-02-13 |
13G
|
H / Hyatt Hotels Corporation
|
|
2,270,742 |
2,312,220 |
|
|
|
2024-02-13 |
13G/A
|
TDG / TransDigm Group Incorporated
|
|
2,974,756 |
2,269,293 |
|
|
|
2023-06-16 |
13G
|
|
|
|
1,280,000 |
|
|
|
2023-03-31 |
13G/A
|
PRM / Perimeter Solutions, Inc.
|
|
11,395,963 |
11,395,963 |
|
|
|
2023-03-31 |
13G/A
|
HEIA / Heico Corp. - Class A
|
|
7,326,981 |
7,326,981 |
|
|
|
2023-02-15 |
13G/A
|
PRM / Perimeter Solutions, Inc.
|
|
10,079,126 |
11,395,963 |
|
|
|
2023-02-15 |
13G/A
|
TDG / TransDigm Group Incorporated
|
|
2,791,361 |
2,974,756 |
|
|
|
2023-02-15 |
13G/A
|
BKI / Black Knight Inc - Class A
|
|
8,655,085 |
6,526,419 |
|
|
|
2023-02-15 |
13G/A
|
KMX / CarMax, Inc.
|
|
8,631,463 |
10,022,302 |
|
|
|
2023-02-15 |
13G/A
|
GWRE / Guidewire Software, Inc.
|
|
4,890,523 |
658,621 |
|
|
|
2023-02-15 |
13G/A
|
HEIA / Heico Corp. - Class A
|
|
4,745,691 |
7,326,981 |
|
|
|
2023-02-15 |
13G/A
|
KNBE / KnowBe4 Inc - Class A
|
|
1,764,670 |
2,263,390 |
|
|
|
2023-02-15 |
13G
|
CAL / Caleres, Inc.
|
|
2,532,832 |
2,532,832 |
|
|
|
2023-02-15 |
13G
|
LVLU / Lulu's Fashion Lounge Holdings, Inc.
|
|
2,033,112 |
2,033,112 |
|
|
|
2022-02-15 |
13G
|
PRM / Perimeter Solutions, Inc.
|
|
|
10,079,126 |
|
|
|
2022-02-15 |
13G/A
|
TDG / TransDigm Group Incorporated
|
|
2,917,387 |
2,791,361 |
|
|
|
2022-02-15 |
13G
|
HEI.A / HEICO Corporation
|
|
|
4,745,691 |
|
|
|
2022-02-15 |
13G
|
KNBE / KnowBe4 Inc - Class A
|
|
|
1,764,670 |
|
|
|
2022-02-15 |
13G/A
|
HHC / Howard Hughes Corporation
|
|
2,780,194 |
2,125,002 |
|
|
|
2022-02-15 |
13G/A
|
BKI / Black Knight Inc - Class A
|
|
8,772,969 |
8,655,085 |
|
|
|
2022-02-15 |
13G/A
|
FNF / Fidelity National Financial, Inc.
|
|
16,307,141 |
6,527,789 |
|
|
|
2022-02-15 |
13G/A
|
H / Hyatt Hotels Corporation
|
|
2,620,229 |
2,270,742 |
|
|
|
2022-02-15 |
13G/A
|
KMX / CarMax, Inc.
|
|
9,174,243 |
8,631,463 |
|
|
|
2022-02-15 |
13G/A
|
CACC / Credit Acceptance Corporation
|
|
1,042,988 |
312,781 |
|
|
|
2022-02-15 |
13G
|
GWRE / Guidewire Software, Inc.
|
|
|
4,890,523 |
|
|
|
2021-02-16 |
13G/A
|
H / Hyatt Hotels Corporation
|
|
2,359,433 |
2,620,229 |
|
|
|
2021-02-16 |
13G/A
|
JRVR / James River Group Holdings, Ltd.
|
|
2,172,376 |
1,516,674 |
|
|
|
2021-02-16 |
13G
|
KMX / CarMax, Inc.
|
|
|
9,174,243 |
|
|
|
2021-02-16 |
13G
|
CACC / Credit Acceptance Corporation
|
|
|
1,042,988 |
|
|
|
2021-02-16 |
13G/A
|
FNF / Fidelity National Financial, Inc.
|
|
17,454,836 |
16,307,141 |
|
|
|
2021-02-16 |
13G/A
|
BKI / Black Knight Inc - Class A
|
|
9,281,359 |
8,772,969 |
|
|
|
2021-02-16 |
13G/A
|
KLIC / Kulicke and Soffa Industries, Inc.
|
|
3,889,190 |
469,227 |
|
|
|
2021-02-16 |
13G/A
|
CFX / Colfax Corp
|
|
6,865,138 |
2,345,428 |
|
|
|
2021-02-16 |
13G/A
|
BGCP / BGC Partners Inc - Class A
|
|
16,725,403 |
19,506 |
|
|
|
2021-02-16 |
13G/A
|
WASH / Washington Trust Bancorp, Inc.
|
|
976,500 |
714,015 |
|
|
|
2021-02-16 |
13G/A
|
KW / Kennedy-Wilson Holdings, Inc.
|
|
7,414,618 |
6,721,674 |
|
|
|
2021-02-16 |
13G/A
|
HHC / Howard Hughes Corporation
|
|
2,231,477 |
2,780,194 |
|
|
|
2021-02-16 |
13G/A
|
NMRK / Newmark Group, Inc.
|
|
8,160,130 |
9,190 |
|
|
|
2021-02-16 |
13G
|
TDG / TransDigm Group Incorporated
|
|
2,612,674 |
2,917,387 |
|
|
|
2020-02-18 |
13G/A
|
KW / Kennedy-Wilson Holdings, Inc.
|
|
7,414,618 |
7,414,618 |
|
|
|
2020-02-18 |
13G/A
|
BGCP / BGC Partners Inc - Class A
|
|
16,725,403 |
16,725,403 |
|
|
|
2020-02-18 |
13G/A
|
WASH / Washington Trust Bancorp, Inc.
|
|
976,500 |
976,500 |
|
|
|
2020-02-18 |
13G/A
|
CFX / Colfax Corp
|
|
6,865,138 |
6,865,138 |
|
|
|
2020-02-18 |
13G/A
|
KLIC / Kulicke and Soffa Industries, Inc.
|
|
3,889,190 |
3,889,190 |
|
|
|
2020-02-18 |
13G/A
|
BKI / Black Knight Inc - Class A
|
|
9,281,359 |
9,281,359 |
|
|
|
2020-02-18 |
13G/A
|
FNF / Fidelity National Financial, Inc.
|
|
17,454,836 |
17,454,836 |
|
|
|
2020-02-18 |
13G/A
|
H / Hyatt Hotels Corporation
|
|
2,359,433 |
2,359,433 |
|
|
|
2020-02-18 |
13G/A
|
JRVR / James River Group Holdings, Ltd.
|
|
2,172,376 |
2,172,376 |
|
|
|
2020-02-14 |
13G/A
|
KW / Kennedy-Wilson Holdings, Inc.
|
|
7,879,601 |
7,414,618 |
|
|
|
2020-02-14 |
13G/A
|
CFX / Colfax Corp
|
|
7,028,102 |
6,865,138 |
|
|
|
2020-02-14 |
13G/A
|
KLIC / Kulicke and Soffa Industries, Inc.
|
|
3,833,362 |
3,889,190 |
|
|
|
2020-02-14 |
13G/A
|
BKI / Black Knight Inc - Class A
|
|
8,586,416 |
9,281,359 |
|
|
|
2020-02-14 |
13G/A
|
FNF / Fidelity National Financial, Inc.
|
|
17,883,626 |
17,454,836 |
|
|
|
2020-02-14 |
13G/A
|
H / Hyatt Hotels Corporation
|
|
2,228,044 |
2,359,433 |
|
|
|
2020-02-14 |
13G/A
|
JRVR / James River Group Holdings, Ltd.
|
|
2,319,935 |
2,172,376 |
|
|
|
2020-02-14 |
13G/A
|
BGCP / BGC Partners Inc - Class A
|
|
15,872,876 |
16,725,403 |
|
|
|
2020-02-14 |
13G/A
|
WASH / Washington Trust Bancorp, Inc.
|
|
953,914 |
976,500 |
|
|
|
2020-02-14 |
13G/A
|
CNSL / Consolidated Communications Holdings, Inc.
|
|
3,800,746 |
640,560 |
|
|
|
2020-02-14 |
13G/A
|
BGS / B&G Foods, Inc.
|
|
5,391,823 |
626,147 |
|
|
|
2020-02-14 |
13G/A
|
WLH / Lyon William Homes
|
|
1,763,873 |
1,627,245 |
|
|
|
2020-02-14 |
13G/A
|
WIX / Wix.com Ltd.
|
|
2,451,643 |
2,505,855 |
|
|
|
2020-02-14 |
13G
|
NMRK / Newmark Group, Inc.
|
|
|
8,160,130 |
|
|
|
2020-02-14 |
13G
|
HHC / Howard Hughes Corporation
|
|
|
2,231,477 |
|
|
|
2019-02-14 |
13G
|
WIX / Wix.com Ltd.
|
|
|
2,451,643 |
|
|
|
2019-02-14 |
13G
|
H / Hyatt Hotels Corporation
|
|
|
2,228,044 |
|
|
|
2019-02-14 |
13G
|
CNSL / Consolidated Communications Holdings, Inc.
|
|
|
3,800,746 |
|
|
|
2019-02-14 |
13G
|
WLH / Lyon William Homes
|
|
|
1,763,873 |
|
|
|
2019-02-14 |
13G
|
BGCP / BGC Partners Inc - Class A
|
|
|
15,872,876 |
|
|
|
2019-02-14 |
13G
|
KW / Kennedy-Wilson Holdings, Inc.
|
|
|
7,879,601 |
|
|
|
2019-02-14 |
13G
|
BKI / Black Knight Inc - Class A
|
|
|
8,586,416 |
|
|
|
2019-02-14 |
13G
|
FNF / Fidelity National Financial, Inc.
|
|
|
17,883,626 |
|
|
|
2019-02-14 |
13G
|
JRVR / James River Group Holdings, Ltd.
|
|
|
2,319,935 |
|
|
|
2019-02-14 |
13G/A
|
TDG / TransDigm Group Incorporated
|
|
2,627,025 |
2,612,674 |
|
|
|
2019-02-14 |
13G/A
|
CFX / Colfax Corp
|
|
7,693,824 |
7,028,102 |
|
|
|
2019-02-14 |
13G/A
|
BGS / B&G Foods, Inc.
|
|
3,581,955 |
5,391,823 |
|
|
|
2019-02-14 |
13G
|
WASH / Washington Trust Bancorp, Inc.
|
|
|
953,914 |
|
|
|
2019-02-14 |
13G
|
KLIC / Kulicke and Soffa Industries, Inc.
|
|
|
3,833,362 |
|
|
|
2018-02-15 |
13G
|
TDG / TransDigm Group Incorporated
|
|
2,627,025 |
2,627,025 |
|
|
|
2018-02-15 |
13G
|
BGS / B&G Foods, Inc.
|
|
3,581,955 |
3,581,955 |
|
|
|
2018-02-15 |
13G/A
|
CFX / Colfax Corp
|
|
7,693,824 |
7,693,824 |
|
|
|
2018-02-14 |
13G
|
BGS / B&G Foods, Inc.
|
|
|
3,581,955 |
|
|
|
2018-02-14 |
13G/A
|
CFX / Colfax Corp
|
|
8,189,253 |
7,693,824 |
|
|
|
2018-02-14 |
13G
|
TDG / TransDigm Group Incorporated
|
|
|
2,627,025 |
|
|
|
2017-02-15 |
13G/A
|
CFX / Colfax Corp
|
|
8,189,253 |
8,189,253 |
|
|
|
2017-02-14 |
13G/A
|
CFX / Colfax Corp
|
|
6,391,219 |
8,189,253 |
|
|
|
2016-02-16 |
13G
|
CFX / Colfax Corp
|
|
|
6,391,219 |
|
|
|