| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | S&CO INC | 88,570 | 972,000 | 45.21% | ||
| 2 | Curi Capital, LLC | 81,710 | 896,000 | 41.67% | ||
| 3 | World Asset Management Inc | 24,495 | 269,000 | 12.51% | ||
| 4 | ArchPoint Investors | 1,200 | 13,000 | 0.60% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.