Performance vs S&P 500

03
Tracked Q4 2025–Q2 2026 +14.4%
S&P 500 total return (same window) +8.7%
Excess return +5.7%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 96.3% · Options excluded: 0.0%

Sector breakdown

04
Financials 20.2%
Healthcare 16.0%
Technology 15.1%
Industrials 9.6%
Real Estate 8.0%
Communication Services 6.4%
Utilities 6.1%
Consumer Discretionary 5.2%
Energy 4.5%
Retail 2.6%
Consumer products 2.1%
Materials 2.1%
Consumer Staples 1.9%
Other/Unmapped 0.2%

Full portfolio 485 positions

05
Type Streak 8Q trend
RARE Ultragenyx Pharmaceutical Inc. - Common Stock $4,076,485 0.66% 122,087 $2,664,204 Up ×2
KYMR Kymera Therapeutics, Inc. - Common Stock $3,954,395 0.64% 34,485 $2,719,954 Up ×2
IDYA IDEAYA Biosciences, Inc. - Common Stock $3,823,231 0.62% 102,582 $3,314,301 Up ×1
PCVX Vaxcyte, Inc. - Common Stock $3,641,147 0.59% 62,638 $2,472,497 Up ×2
AFRM Affirm Holdings, Inc. - Class A Common Stock $3,585,590 0.58% 43,968 $2,743,006 Up ×2
CLDX Celldex Therapeutics, Inc. - Common Stock $3,537,517 0.58% 95,069 Up ×1
LOAR Loar Holdings Inc. Common Stock $3,519,433 0.57% 43,660 $2,335,592 Up ×2
MIRM Mirum Pharmaceuticals, Inc. - common stock $3,503,203 0.57% 29,924 $2,397,230 Up ×2
DASH DoorDash, Inc. - Common Stock $3,490,385 0.57% 18,915
KRYS Krystal Biotech, Inc. - Common Stock $3,474,743 0.57% 9,349 $2,229,899 Up ×2
VIK Viking Holdings Ltd Ordinary Shares $3,373,095 0.55% 32,226 $1,848,605 Up ×2
MEDP Medpace Holdings, Inc. - Common Stock $3,368,722 0.55% 6,361
TOST Toast, Inc. Class A Common Stock $3,332,140 0.54% 119,775 $2,031,162 Up ×2
AHR American Healthcare REIT, Inc. Common Stock $3,311,942 0.54% 63,508 $1,957,130 Up ×2
NIC Nicolet Bankshares Inc. Common Stock $3,309,785 0.54% 20,012 $1,830,124 Up ×2
VEEV Veeva Systems Inc. Class A Common Stock $3,306,976 0.54% 18,634 $1,965,461 Up ×1
GRBK Green Brick Partners, Inc. Common Stock $3,296,047 0.54% 41,180 $1,922,553 Up ×2
ESNT Essent Group Ltd. Common Shares $3,273,266 0.53% 50,922 $1,802,916 Up ×2
MSGE Madison Square Garden Entertainment Corp. Class A Common Stock $3,272,162 0.53% 40,452 $1,784,743 Up ×2
IPAR Interparfums, Inc. - Common Stock $3,267,207 0.53% 29,208 $1,848,650 Up ×2
EEFT Euronet Worldwide, Inc. - Common Stock $3,264,054 0.53% 44,597 $1,925,106 Up ×2
NU Nu Holdings Ltd. Class A Ordinary Shares $3,258,143 0.53% 243,873
XYZ Block, Inc. Class A Common Stock, $3,249,912 0.53% 42,762 $1,912,652 Up ×2
HCI HCI Group, Inc. Common Stock $3,247,032 0.53% 18,528 $1,898,369 Up ×2
DELL Dell Technologies Inc. Class C Common Stock $3,242,422 0.53% 7,515 $1,786,753 Down ×1
KGS Kodiak Gas Services, Inc. Common Stock $3,233,144 0.53% 43,034 $1,737,528 Up ×2
RDNT RadNet, Inc. - Common Stock $3,232,803 0.53% 52,421 $2,619,746 Up ×1
IAC IAC Inc. - Common Stock $3,218,229 0.52% 69,719 $1,671,270 Up ×2
DNLI Denali Therapeutics Inc. - Common Stock $3,216,595 0.52% 125,062 Up ×1
ABNB Airbnb, Inc. - Class A Common Stock $3,216,029 0.52% 22,474 $1,824,171 Up ×2
AMRX Amneal Pharmaceuticals, Inc. - Class A Common Stock $3,176,506 0.52% 183,507 $1,772,935 Up ×2
CRNX Crinetics Pharmaceuticals, Inc. - Common Stock $3,160,344 0.51% 84,456
YELP Yelp Inc. Common Stock $3,155,552 0.51% 128,693
KNSL Kinsale Capital Group, Inc. Common Stock $3,148,696 0.51% 9,547 $1,797,089 Up ×2
CHEF The Chefs' Warehouse, Inc. - Common Stock $3,148,044 0.51% 32,758 $1,740,030 Up ×2
AEP American Electric Power Company, Inc. - Common Stock $3,147,177 0.51% 23,004 $1,705,952 Up ×1
CAKE The Cheesecake Factory Incorporated - Common Stock $3,141,035 0.51% 39,490 $1,839,627 Up ×2
SFBS ServisFirst Bancshares, Inc. Common Stock $3,130,114 0.51% 36,082 $1,748,019 Up ×2
NTCT NetScout Systems, Inc. - Common Stock $3,125,671 0.51% 71,772 $1,542,211 Up ×2
BOX Box, Inc. Class A Common Stock $3,107,462 0.51% 117,086 $1,751,306 Up ×1
MSGS Madison Square Garden Sports Corp. Class A Common Stock (New) $3,105,420 0.51% 7,728 $1,594,840 Up ×2
AWK American Water Works Company, Inc. Common Stock $3,096,867 0.50% 23,536 $1,583,410 Up ×2
ABR Arbor Realty Trust Common Stock $3,092,641 0.50% 570,598 $1,748,742 Up ×2
TSLA Tesla, Inc. - Common Stock $3,076,268 0.50% 7,314 $1,703,767 Up ×2
AVPT AvePoint, Inc. - Class A Common Stock $3,065,800 0.50% 273,488 $1,804,574 Up ×2
BBIO BridgeBio Pharma, Inc. - Common Stock $3,054,797 0.50% 41,015
VNO Vornado Realty Trust Common Stock $3,052,824 0.50% 77,680
NXST Nexstar Media Group, Inc. - Common Stock $3,042,459 0.49% 17,036 $1,975,020 Up ×2
V Visa Inc. $3,041,836 0.49% 8,866 Up ×1
BRK-B (filed as BRKB) Berkshire Hathaway Inc. Class B $3,040,370 0.49% 6,076 $1,606,604 Up ×1
RPRX Royalty Pharma plc - Class A Ordinary Shares $3,037,817 0.49% 54,179 $1,465,456 Up ×2
WTRG Essential Utilities, Inc. Common Stock $3,036,221 0.49% 79,254 Up ×1
SO Southern Company (The) Common Stock $3,026,924 0.49% 31,626 $1,540,130 Up ×2
INVH Invitation Homes Inc. Common Stock $3,025,894 0.49% 100,162 $1,617,595 Up ×2
DBX Dropbox, Inc. - Class A Common Stock $3,014,503 0.49% 109,738 $1,724,961 Up ×1
DUK Duke Energy Corporation (Holding Company) Common Stock $3,011,085 0.49% 23,788 $1,521,381 Up ×1
HOMB Home BancShares, Inc. Common Stock $3,004,374 0.49% 105,232 $1,542,371 Up ×2
IVR INVESCO MORTGAGE CAPITAL INC Common Stock $2,957,839 0.48% 374,410 $1,722,310 Up ×2
AAPL Apple Inc. - Common Stock $2,954,655 0.48% 10,211 $1,494,855 Up ×2
GOOGL Alphabet Inc. - Class A Common Stock $2,953,663 0.48% 8,265 $1,522,764 Up ×2
UTHR United Therapeutics Corporation - Common Stock $2,950,264 0.48% 5,445 $1,119,735 Up ×2
PECO Phillips Edison & Company, Inc. - Common Stock $2,947,320 0.48% 70,815 $1,511,440 Up ×2
PEN Penumbra, Inc. Common Stock $2,945,316 0.48% 9,328 $1,501,801 Up ×2
PJT PJT Partners Inc. Class A Common Stock $2,944,990 0.48% 19,511
AVGO Broadcom Inc. - Common Stock $2,939,273 0.48% 7,781 $1,546,788 Up ×1
VKTX Viking Therapeutics, Inc. - Common Stock $2,925,243 0.48% 74,987 $2,136,994 Up ×2
NVDA NVIDIA Corporation - Common Stock $2,898,904 0.47% 14,488 $1,474,579 Up ×2
LTH Life Time Group Holdings, Inc. Common Stock $2,897,761 0.47% 70,954 $1,353,479 Up ×2
SAM Boston Beer Company, Inc. (The) Common Stock $2,893,378 0.47% 16,344 $1,401,077 Up ×1
MC Moelis & Company Class A Common Stock $2,872,723 0.47% 43,912 $1,406,797 Up ×2
DXPE DXP Enterprises, Inc. - Common Stock $2,868,580 0.47% 17,000 $1,658,518 Up ×1
TRNO Terreno Realty Corporation Common Stock $2,862,316 0.47% 44,192 $1,418,639 Up ×2
AXSM Axsome Therapeutics, Inc. - Common Stock $2,851,570 0.46% 11,650 $1,284,248 Up ×2
BX Blackstone Inc. Common Stock $2,848,908 0.46% 24,211
UPST Upstart Holdings, Inc. - Common stock $2,848,324 0.46% 80,393 $1,927,925 Up ×2
AKR Acadia Realty Trust Common Stock $2,814,005 0.46% 134,577 $1,474,993 Up ×2
CRM Salesforce, Inc. Common Stock $2,807,347 0.46% 17,920 $1,419,456 Up ×2
FRHC Freedom Holding Corp. - Common Stock $2,806,540 0.46% 21,511 $1,146,360 Up ×2
PR Permian Resources Corporation Class A Common Stock $2,805,205 0.46% 152,374 $1,110,819 Up ×2
WT WisdomTree, Inc. Common Stock $2,802,418 0.46% 165,432 $1,528,287 Up ×1
VRNS Varonis Systems, Inc. - Common Stock $2,789,291 0.45% 66,475
PAYC Paycom Software, Inc. Common Stock $2,777,402 0.45% 22,099 $1,445,810 Up ×2
BLK BlackRock, Inc. Common Stock $2,770,254 0.45% 2,881 $1,378,660 Up ×2
MPT Medical Properties Trust, Inc. common stock $2,769,034 0.45% 599,358 $1,582,166 Up ×2
XOM Exxon Mobil Corporation Common Stock $2,764,752 0.45% 20,222 $2,296,830 Up ×1
PG Procter & Gamble Company (The) Common Stock $2,763,724 0.45% 18,847 $1,359,334 Up ×1
MTDR Matador Resources Company Common Stock $2,737,950 0.45% 55,001 $1,018,317 Up ×2
URBN Urban Outfitters, Inc. - Common Stock $2,735,763 0.44% 38,608
SSNC SS&C Technologies Holdings, Inc. - Common Stock $2,725,546 0.44% 43,925
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $2,712,963 0.44% 3,555 $1,575,308 Up ×1
TWST Twist Bioscience Corporation - Common Stock $2,698,748 0.44% 26,232 $1,452,203
OWL Blue Owl Capital Inc. Class A Common Stock $2,687,204 0.44% 307,109
EXLS ExlService Holdings, Inc. - Common Stock $2,665,649 0.43% 103,080
FTNT Fortinet, Inc. - Common Stock $2,652,403 0.43% 17,266 $1,203,017 Down ×1
RCUS Arcus Biosciences, Inc. Common Stock $2,635,873 0.43% 85,497 Up ×1
CVX Chevron Corporation Common Stock $2,632,103 0.43% 15,879 $2,428,720 Up ×1
APO Apollo Global Management, Inc. (New) Common Stock $2,627,074 0.43% 22,205
MPWR Monolithic Power Systems, Inc. - Common Stock $2,605,749 0.42% 1,885 $1,088,179 Up ×2
TARS Tarsus Pharmaceuticals, Inc. - Common Stock $2,605,338 0.42% 41,394 $1,641,687 Up ×2
ICE Intercontinental Exchange Inc. Common Stock $2,604,269 0.42% 21,154 $1,168,303 Up ×2

Biggest new bets

09

New positions opened this quarter, largest first.

SecurityValueShares% of portfolio
CLDX $3,537,517 95,069 0.58%
DASH $3,490,385 18,915 0.57%
MEDP $3,368,722 6,361 0.55%
NU $3,258,143 243,873 0.53%
DNLI $3,216,595 125,062 0.52%
CRNX $3,160,344 84,456 0.51%
YELP $3,155,552 128,693 0.51%
BBIO $3,054,797 41,015 0.50%
VNO $3,052,824 77,680 0.50%
V $3,041,836 8,866 0.49%
WTRG $3,036,221 79,254 0.49%
PJT $2,944,990 19,511 0.48%
BX $2,848,908 24,211 0.46%
VRNS $2,789,291 66,475 0.45%
URBN $2,735,763 38,608 0.44%

Top movers (QoQ)

10
SecurityActionShares ΔValue Δ
AFRM Bought more +26K +$2.7M
KYMR Bought more +20K +$2.7M
RARE Bought more +55K +$2.7M
PCVX Bought more +43K +$2.5M
MIRM Bought more +18K +$2.4M
LOAR Bought more +23K +$2.3M
KRYS Bought more +5K +$2.2M
VKTX Bought more +51K +$2.1M
TOST Bought more +71K +$2.0M
NXST Bought more +11K +$2.0M

5 positions hidden — reported move looks larger than the position itself (data completeness check)

Exited positions

11

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarterShares beforeValue beforePrice since exit
REGN June 30, 2026 1,957 $1,512,056 16.5%
AL June 30, 2026 23,174 $1,504,920 No longer tracked
TPH June 30, 2026 32,035 $1,496,996 No longer tracked
MASI June 30, 2026 7,845 $1,395,390 No longer tracked
NLY June 30, 2026 65,184 $1,378,642 -18.3%
CPT June 30, 2026 13,782 $1,345,950 -15.0%
APLS June 30, 2026 31,032 $1,248,417 No longer tracked
CELC June 30, 2026 8,856 $1,010,824 -29.6%
ZS June 30, 2026 7,067 $991,429 43.0%
GTM June 30, 2026 163,029 $974,913 28.0%
LBTYA June 30, 2026 76,301 $922,479 -20.9%
FWONK March 31, 2026 7,825 $770,841 11.7%
BBIO March 31, 2026 10,027 $766,965 -10.9%
CSGP March 31, 2026 11,342 $762,636 -31.4%
WMT June 30, 2026 6,124 $761,091 -7.2%
NU March 31, 2026 45,350 $759,159 5.6%
YELP March 31, 2026 24,902 $756,772 -25.2%
SPOT March 31, 2026 1,301 $755,504 -0.4%
VNO March 31, 2026 22,587 $751,695 27.8%
DAY March 31, 2026 10,858 $750,939 No longer tracked
FTV March 31, 2026 13,583 $749,917 3.8%
COST June 30, 2026 750 $747,322 -1.3%
EXLS March 31, 2026 17,553 $744,949 17.9%
ABBV March 31, 2026 3,259 $744,649 22.2%
URBN March 31, 2026 9,865 $742,440 28.8%
VRNS March 31, 2026 22,634 $742,395 124.3%
RITM March 31, 2026 68,106 $742,355 -7.8%
OMCL March 31, 2026 16,381 $742,059 3.8%
APO March 31, 2026 5,118 $740,882 3.5%
BX March 31, 2026 4,789 $738,176 -2.9%
JAZZ March 31, 2026 4,341 $737,970 24.9%
CRNX March 31, 2026 15,848 $737,724 No longer tracked
EPAM March 31, 2026 3,595 $736,544 -18.8%
DASH March 31, 2026 3,249 $735,834 27.7%
CUBI March 31, 2026 10,044 $734,417 8.1%
NWE June 30, 2026 11,133 $734,110 -4.0%
SSNC March 31, 2026 8,390 $733,454 17.0%
AMBA March 31, 2026 10,347 $732,981 32.6%
MEDP March 31, 2026 1,302 $731,268 29.2%
ZM March 31, 2026 8,473 $731,135 16.5%
SNPS March 31, 2026 1,556 $730,884 23.2%
LVS March 31, 2026 11,219 $730,245 -32.1%
GSHD March 31, 2026 9,884 $727,957 8.3%
ARES March 31, 2026 4,480 $724,102 7.4%
PNFP March 31, 2026 7,541 $719,487 11.5%
PJT March 31, 2026 4,299 $718,793 -1.3%
W March 31, 2026 6,997 $702,569 41.0%
OSIS March 31, 2026 2,746 $700,395 -25.5%
CUZ June 30, 2026 30,650 $691,770 -8.8%
XMTR March 31, 2026 11,154 $663,328 163.7%
DEI June 30, 2026 69,983 $659,240 -18.3%
CAG March 31, 2026 36,093 $624,770 -16.1%
WEC June 30, 2026 5,233 $605,824 -13.2%
BILL June 30, 2026 15,748 $603,148 23.0%
RNG June 30, 2026 15,900 $591,321 102.8%
WU June 30, 2026 66,914 $584,159 -20.8%
HTBK June 30, 2026 46,275 $577,512 No longer tracked
CFLT March 31, 2026 19,012 $574,923 No longer tracked
BLFY June 30, 2026 43,354 $574,007 No longer tracked
ADMA March 31, 2026 31,296 $570,839 12.2%
WM June 30, 2026 2,441 $560,917 -7.3%
OWL March 31, 2026 35,857 $535,704 -1.8%
KRC June 30, 2026 18,862 $532,097 -11.2%
GH March 31, 2026 5,077 $518,565 102.7%
NOC June 30, 2026 755 $515,091 -6.5%
JKHY June 30, 2026 3,238 $511,734 5.4%
SEIC June 30, 2026 6,482 $508,643 17.7%
LMND March 31, 2026 7,144 $508,510 -25.5%
TJX June 30, 2026 3,010 $480,697 -11.3%
HTH June 30, 2026 13,381 $479,307 -1.6%
BBUC March 31, 2026 13,063 $468,700 -18.0%
CPB June 30, 2026 20,871 $464,797 -13.3%
SATS March 31, 2026 4,150 $451,105 No longer tracked
LKQ June 30, 2026 15,274 $448,597 -14.9%
BRO June 30, 2026 6,878 $448,514 -5.0%
MSTR March 31, 2026 2,842 $431,842 31.8%
GLOB March 31, 2026 6,522 $426,343 -22.5%
SBSI March 31, 2026 13,523 $410,964 -2.1%
RSG June 30, 2026 1,784 $390,732 -0.1%
IDA June 30, 2026 2,721 $389,021 -12.9%
OGS June 30, 2026 4,424 $381,039 -5.8%
NBHC June 30, 2026 9,334 $365,519 -14.9%
PPL June 30, 2026 9,376 $358,163 -9.4%
HSY June 30, 2026 1,692 $351,750 -8.2%
ALAB March 31, 2026 2,102 $349,689 230.6%
UVV June 30, 2026 6,618 $348,769 -19.2%
CRBG June 30, 2026 14,588 $348,070 21.7%
NDAQ June 30, 2026 4,077 $346,097 17.0%
LXP March 31, 2026 6,980 $346,068 31.7%
BAM June 30, 2026 7,662 $340,576 -0.3%
STEL June 30, 2026 9,261 $339,045 No longer tracked
WRB June 30, 2026 5,098 $337,895 -1.1%
CHD June 30, 2026 3,581 $334,179 -1.3%
CWEN-A (filed as CWENA) March 31, 2026 10,432 $327,773 No longer tracked
FLO March 31, 2026 29,440 $320,307 -31.3%
CBOE June 30, 2026 1,137 $319,577
VRTS June 30, 2026 2,377 $319,350 -6.3%
FIBK June 30, 2026 9,533 $318,402 -7.6%
CIO March 31, 2026 44,385 $310,251 No longer tracked
GE June 30, 2026 1,067 $302,783 -18.0%
RMR June 30, 2026 19,457 $301,000 -15.1%
FAST June 30, 2026 6,481 $300,718 5.5%
VVV June 30, 2026 8,912 $300,156 -23.3%
CDTX March 31, 2026 1,358 $299,969 No longer tracked
WDFC June 30, 2026 1,422 $290,003 -15.5%
ZEUS March 31, 2026 6,760 $289,227 No longer tracked
TLN June 30, 2026 892 $284,753 -13.6%
PAX June 30, 2026 22,372 $281,887 1.1%
CINF June 30, 2026 1,788 $281,342 -12.4%
ORLY June 30, 2026 3,011 $277,945 -8.9%
INOD March 31, 2026 5,365 $273,347 73.4%
CACC June 30, 2026 635 $268,897 -16.6%
MEI June 30, 2026 47,446 $261,902 -18.8%
OLLI June 30, 2026 2,805 $258,172 13.0%
SMP June 30, 2026 7,273 $252,664 -4.0%
QRVO June 30, 2026 3,262 $252,479 22.4%
IVZ June 30, 2026 10,391 $252,397 15.6%
SXC March 31, 2026 34,407 $247,730 52.7%
AMD March 31, 2026 1,139 $243,928 210.5%
DLTR June 30, 2026 2,158 $236,323 -6.4%
EVTC June 30, 2026 8,275 $233,520 4.8%
VTS March 31, 2026 12,032 $231,736 -6.1%
ACCO June 30, 2026 76,487 $229,461 4.3%
OLN June 30, 2026 7,496 $222,856 -17.9%
MKL June 30, 2026 115 $220,118 -11.6%
TRV June 30, 2026 752 $219,343 9.3%
STC June 30, 2026 3,539 $217,932 -23.0%
CBRE June 30, 2026 1,595 $216,059 -3.9%
CRCL June 30, 2026 2,247 $214,386 33.0%
TW June 30, 2026 1,816 $213,671 7.5%
SEG June 30, 2026 9,723 $208,850 -15.4%
AZO June 30, 2026 60 $202,667 -12.1%
ALEC June 30, 2026 89,783 $193,033 -1.0%
MCW June 30, 2026 25,883 $180,405 No longer tracked
ARCT June 30, 2026 22,956 $177,220 118.2%
WEN June 30, 2026 25,420 $176,669 -26.4%
JRVR June 30, 2026 26,648 $167,882 -22.0%
INN June 30, 2026 36,156 $159,810 -14.6%
NG March 31, 2026 15,887 $148,067 No longer tracked
TWO June 30, 2026 12,960 $148,003 No longer tracked
BORR June 30, 2026 25,527 $147,291 0.5%
EPM June 30, 2026 31,931 $146,244 No longer tracked
ALTG June 30, 2026 27,012 $145,054 -0.3%
RGP March 31, 2026 27,509 $138,645 0.3%
PAGS June 30, 2026 13,324 $133,506 21.0%
SDGR June 30, 2026 11,466 $130,254 100.6%
IART June 30, 2026 13,089 $123,298 -26.0%
DBI June 30, 2026 21,561 $122,682 2.4%
PANL March 31, 2026 16,593 $114,160 20.5%
EVH June 30, 2026 49,913 $113,802 -33.4%
RMAX March 31, 2026 14,130 $107,247 No longer tracked
BMBL June 30, 2026 32,702 $106,609 -20.3%
AMCX March 31, 2026 11,153 $106,177 64.1%
EU March 31, 2026 41,364 $102,583 -40.6%
IMMR March 31, 2026 14,795 $100,606 33.2%
PAL March 31, 2026 10,135 $97,701 -47.1%
DCH March 31, 2026 15,067 $96,579 -4.7%
AGL March 31, 2026 139,589 $96,135 965.5%
SKYX March 31, 2026 43,682 $94,790 2.7%
ORC June 30, 2026 13,164 $92,543 -27.5%
MVIS March 31, 2026 111,242 $92,120 129.7%
FNKO June 30, 2026 28,791 $90,692 3.2%
NKTX June 30, 2026 42,050 $88,726 -10.6%
OPRT June 30, 2026 18,912 $87,184 46.8%
DOUG June 30, 2026 50,160 $82,262 -11.9%
ZIP June 30, 2026 41,022 $75,480 -3.7%
BHR June 30, 2026 26,358 $62,205 -28.2%