Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
SGRY SURGERY PARTNERS INC	10.2M	$158M	21.8%	—	$23.05	-32.11%	6 qtrs	Increased 68
BA Boeing Co/The	664,000	$144.2M	19.9%	—	$180.34	+21.16%	5 qtrs	Increased 70
097023204 BOEING CO	1.7M	$118.4M	16.3%	—	—	—	—	Increased 61
LPLA LPL Financial Holdings Inc	104,000	$37.1M	5.1%	—	$359.75	0.00%	1 qtr	New 93
AGNC AGNC INVT CORP	3.3M	$34.9M	4.8%	—	$10.06	+5.27%	2 qtrs	Increased 89
NLY Annaly Capital Management Inc	1.4M	$31.9M	4.4%	—	$21.19	+5.40%	2 qtrs	Increased 88
UWMC UWM HOLDINGS CORPORATION	4.6M	$20.1M	2.8%	—	$5.44	-18.72%	2 qtrs	Increased 74
ALLY Ally Financial Inc	438,500	$19.9M	2.7%	—	$39.27	+15.28%	2 qtrs	Decreased 0
UNIT Uniti Group Inc	2.5M	$17.5M	2.4%	—	$6.04	+14.57%	2 qtrs	Decreased 0
RH RH	87,000	$15.6M	2.2%	—	$181.93	0.00%	1 qtr	New 76
OPTU OPTIMUM COMMUNICATIONS INC	8M	$13.3M	1.8%	—	$2.00	-18.08%	2 qtrs	Increased 74

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

SGRYSURGERY PARTNERS INC

Q4 2024 → Q4 2025+8.8M shares+$111.3M

Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer