Ticker intelligence from active-registry 13F rows at 2026-06-30. SEC company search
ordinal research screen, not a probability or price target
new=0trims/exits=1conviction funds=1avg weight=6.11%
no active ticker-level quality warning
| Fund | Move | Previous value | Current value | Weight | Source |
|---|---|---|---|---|---|
| Gardner Russo | TRIM | $543.2M | $545.8M | 6.11% | SEC |
| Fund | Weight | Value | SEC filing |
|---|---|---|---|
| Gardner Russo | 6.11% | $545.8M | 0000860643-26-000005 |