| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 326,596 | 4,850,000 | 86.68% | ||
| 2 | Curi Capital, LLC | 50,171 | 745,000 | 13.32% |
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.
