Reported positions
Quarter-end holdings as filed
Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.
Greenhouse Funds LLLP
A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ · methodology §13F ↗
Period
$2.2B
reported valuesum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away
33
positionsALL retained default holdings for this (filer, period), including NULL-value ones
5
new stakespositions with no comparable holding in the prior quarter (kind new), 2026-03-31
12
exitspositions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record
Position changes — into 2026-03-31
by shares · Δ value · filing link · how changes are classified §Positionposition matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusip | Changethe reported share count is unchanged across the pair, so the position reads as held rather than as a buy or a sell; only builds before this release inferred a direction from the reported value instead classified_by_value · "exit" = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · "no change" = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an add or a trim (Add / New / Trim / Exit / No change) · "no prior" = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake | Δ valuederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero | Δ shares | Prev value | Curr value | Prev shares | Curr shares | Flags |
|---|---|---|---|---|---|---|---|---|
SPORTRADAR GROUP AG CLASS A ORD SHSposition key pos:14242 · issuer key iss:2669 | add | −$643K | +2,742,310 | $157M | $157M | 6,621,554 | 9,363,864 | |
GLOBALSTAR INC COM NEWposition key sid:sec:prov:11f213750a4e8ad2d7da19ee5dfd8418 · issuer key cusip6:378973 | trim | +$10.4M | −23,877 | $136M | $146M | 2,224,845 | 2,200,968 | |
RBC BEARINGS INC COMposition key pos:13907 · issuer key iss:1817 | trim | +$21.7M | −1,080 | $105M | $127M | 235,187 | 234,107 | |
NCR VOYIX CORPORATION COMposition key pos:11929 · issuer key iss:1521 | add | −$62.4M | +1,361,427 | $187M | $125M | 18,350,987 | 19,712,414 | |
BILL HOLDINGS INC COMposition key pos:15704 · issuer key iss:370 | add | −$37.8M | +256,679 | $160M | $122M | 2,933,926 | 3,190,605 | |
HEALTHEQUITY INC COMposition key pos:12968 · issuer key iss:1096 | add | +$6.2M | +178,150 | $98.9M | $105M | 1,079,704 | 1,257,854 | |
NORWEGIAN CRUISE LINE HLDGS SHSposition key pos:14635 · issuer key iss:2580 | trim | −$22.6M | −184,669 | $118M | $95.6M | 5,298,649 | 5,113,980 | |
MISTER CAR WASH INC COMposition key sid:sec:prov:fc354d0d59f264b5ab4c4deba3326043 · issuer key cusip6:60646V | trim | +$982K | −3,207,064 | $92.0M | $93.0M | 16,549,713 | 13,342,649 | |
CADRE HLDGS INC COMposition key pos:13573 · issuer key iss:495 | add | −$26.0M | +76,343 | $114M | $88.0M | 2,792,035 | 2,868,378 | |
HAYWARD HLDGS INC COMposition key pos:12461 · issuer key iss:1093 | add | −$6.1M | +466,963 | $92.0M | $85.9M | 5,952,001 | 6,418,964 | |
VALMONT INDS INC COMposition key pos:14732 · issuer key iss:2242 | add | +$3.0M | +8,924 | $82.1M | $85.1M | 204,124 | 213,048 | |
SPDR SERIES TRUST STATE STREET SPDposition key pos:10981 · issuer key iss:1900 | trim | −$684K | −36,575 | $83.8M | $83.1M | 687,524 | 650,949 | |
MERIT MED SYS INC COMposition key pos:12237 · issuer key iss:1464 | add | +$933K | +255,220 | $76.4M | $77.4M | 867,227 | 1,122,447 | |
OCEANEERING INTL INC COMposition key pos:15175 · issuer key iss:1607 | trim | +$12.8M | −435,771 | $59.3M | $72.1M | 2,468,260 | 2,032,489 | |
TELEDYNE TECHNOLOGIES INC COMposition key pos:17762 · issuer key iss:2099 | trim | −$5.1M | −31,683 | $76.3M | $71.3M | 149,466 | 117,783 | |
ZOOMINFO TECHNOLOGIES INC COMMON STOCKposition key pos:15494 · issuer key iss:2381 | add | −$39.6M | +831,041 | $108M | $68.5M | 10,632,097 | 11,463,138 | |
NEOGENOMICS INC COM NEWposition key pos:18549 · issuer key iss:1542 | add | −$34.1M | +456,257 | $102M | $67.5M | 8,643,846 | 9,100,103 | |
CHIME FINL INC COM SHS CL Aposition key pos:11202 · issuer key iss:575 | add | −$18.8M | +129,804 | $82.9M | $64.1M | 3,291,951 | 3,421,755 | |
COSTAR GROUP INC COMposition key pos:18135 · issuer key iss:670 | new | +$55.6M | +1,377,305 | $0 | $55.6M | — | 1,377,305 | |
TOAST INC CL Aposition key pos:11997 · issuer key iss:2141 | add | −$13.8M | +112,769 | $66.1M | $52.3M | 1,860,143 | 1,972,912 | |
MADISON SQUARE GRDN SPRT COR CL Aposition key pos:14545 · issuer key iss:1405 | trim | −$59.6M | −267,940 | $109M | $49.5M | 422,091 | 154,151 | |
LIVANOVA PLC SHSposition key pos:11842 · issuer key iss:2558 | add | +$41.4M | +647,954 | $7.4M | $48.8M | 120,341 | 768,295 | |
FLOWSERVE CORP COMposition key pos:17103 · issuer key iss:933 | add | +$10.0M | +105,639 | $38.4M | $48.4M | 552,830 | 658,469 | |
NORWEGIAN CRUISE LINE HLDGS SHSposition key pos:14635 · issuer key iss:2580 CALL | new | +$46.8M | +2,500,000 | $0 | $46.8M | — | 2,500,000 | |
GLOBAL PMTS INC COMposition key pos:11753 · issuer key iss:1016 CALL | add | −$4.9M | +25,000 | $50.3M | $45.4M | 650,000 | 675,000 | |
ASTERA LABS INC COMposition key pos:15418 · issuer key iss:262 | add | −$13.4M | +40,855 | $52.3M | $38.9M | 314,417 | 355,272 | |
SWEETGREEN INC COM CL Aposition key sid:sec:prov:5b319770dd455e56eb71c76d1290785b · issuer key cusip6:87043Q | add | +$2.2M | +1,498,671 | $24.0M | $26.2M | 3,550,564 | 5,049,235 | |
NOVANTA INC COMposition key pos:15687 · issuer key iss:1588 | trim | −$3.7M | −29,443 | $26.9M | $23.2M | 226,071 | 196,628 | |
PAPA JOHNS INTL INC COMposition key sid:sec:prov:23177d7471fc81bfde71ebd0e30ca356 · issuer key cusip6:698813 | new | +$17.7M | +546,016 | $0 | $17.7M | — | 546,016 | |
NCR VOYIX CORPORATION COMposition key pos:11929 · issuer key iss:1521 CALL | new | +$17.2M | +2,719,300 | $0 | $17.2M | — | 2,719,300 | |
ADT INC DEL COMposition key pos:16322 · issuer key iss:12 CALL | add | +$2.7M | +750,000 | $11.7M | $14.5M | 1,453,300 | 2,203,300 | |
NEOGENOMICS INC COM NEWposition key pos:18549 · issuer key iss:1542 CALL | new | +$859K | +115,800 | $0 | $859K | — | 115,800 | |
SPORTRADAR GROUP AG CLASS A ORD SHSposition key pos:14242 · issuer key iss:2669 CALL | exit‡e | −$17.8M | −750,000 | $17.8M | $0 | 750,000 | — | |
| pos:14734 | exit‡e | −$41.8M | −2,471,960 | $41.8M | $0 | 2,471,960 | — | |
| pos:14849 | exit‡e | −$12.3M | −63,894 | $12.3M | $0 | 63,894 | — | |
| pos:15289 CALL | exit‡e | −$29.7M | −750,000 | $29.7M | $0 | 750,000 | — | |
BILL HOLDINGS INC COMposition key pos:15704 · issuer key iss:370 CALL | exit‡e | −$27.3M | −500,000 | $27.3M | $0 | 500,000 | — | |
ADT INC DEL COMposition key pos:16322 · issuer key iss:12 | exit‡e | −$45.9M | −5,687,898 | $45.9M | $0 | 5,687,898 | — | |
| pos:18090 | exit‡e | −$90.4M | −774,330 | $90.4M | $0 | 774,330 | — | |
GLOBALSTAR INC COM NEWposition key sid:sec:prov:11f213750a4e8ad2d7da19ee5dfd8418 · issuer key cusip6:378973 PUT | exit‡e | −$12.2M | −200,000 | $12.2M | $0 | 200,000 | — | |
| sid:sec:prov:431d99b61e91bc00d72171223c54fba0 | exit‡e | −$8.1M | −214,529 | $8.1M | $0 | 214,529 | — | |
| sid:sec:prov:e64e0ce091683bc6a156340765b87ab5 | exit‡e | −$14.7M | −236,270 | $14.7M | $0 | 236,270 | — | |
| sid:sec:prov:e9cde0a7bf8d0beb389851af217bbe86 CALL | exit‡e | −$30.2M | −1,000,000 | $30.2M | $0 | 1,000,000 | — | |
| sid:sec:prov:e9cde0a7bf8d0beb389851af217bbe86 | exit‡e | −$102M | −3,366,843 | $102M | $0 | 3,366,843 | — |
24 more changes below.
Mark-to-market only (no share change) · 1
Positions whose share count is identical in both quarters; the value changed with price, not with a decision.
Positionposition matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusip | Changethe reported share count is unchanged across the pair, so the position reads as held rather than as a buy or a sell; only builds before this release inferred a direction from the reported value instead classified_by_value · "exit" = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · "no change" = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an add or a trim (Add / New / Trim / Exit / No change) · "no prior" = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake | Δ valuederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero | Δ shares | Prev value | Curr value | Prev shares | Curr shares | Flags |
|---|---|---|---|---|---|---|---|---|
CLARUS CORP NEW COMposition key sid:sec:prov:df49571a93b4dd8113db62d7483b1fc6 · issuer key cusip6:18270P | no change | −$3.4M | 0 | $18.3M | $14.8M | 5,448,431 | 5,448,431 |
Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
Changes derive from the aggregate's top-25 slices and keyable positions only; unkeyable holdings are counted in the registry, not differenced. methodology §13F ↗
Book shape
2026-03-31 · concentration · vs tracked median · tick = median- Top-25 concentration
- 93.1%above median 80.0%
- Concentration index
- 403 bpsbelow median 446 bps
- Positions with value
- 33 / 33median book 97.5 positions
Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.
null-value positions: 0holdings whose <value> did not parse — retained and counted, never zero-filled · top-N share ·§: 93.1% · HHI (bps) ·§: 403integer Herfindahl–Hirschman index in basis points over disclosed position values · QoQ moves: 45
Filing history
AVAILABLE QUARTERS| Period | Source |
|---|---|
| 2026-03-31 | EDGAR ↗ |
PLANNED sector rotation · Congress overlap · signals for this filer
Complete source filings on SEC EDGAR
The complete filing on EDGAR.
The position list above is served from the published Public Filings build — every position this filer reported for the selected quarter, as it reported it. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Serving this list is M2-CONTRACT §3, amended 2026-08-02; §3.1 keeps live EDGAR for filings newer than this build.
Open Greenhouse Funds LLLP's 13F filings on SEC EDGAR ↗Notes on this data
Share changes
Compare consecutive quarters
Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.
Coverage
A snapshot, not current holdings
Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.
ViewPrior quarter not yet availableThis build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.
Reported positions — 2026-03-31
1–30 of 30 issuers · $2.2B disclosed value over 33 rows · 0 undisclosed-value rowsEvery row below carries ticker not yet mapped — stated once here rather than repeated on every row.
| KindClassification is not joined into this reported-position view. Use the changed-positions view to compare the two published quarters. | TickerThis list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names. | Issuera position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing | WeightShare of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets. | Valuevalue undisclosed on the filing: retained and counted, excluded from sums, never shown as $0 | Shares | Position changeShare change is available in the separate comparison view; it is not joined into this position list. | Wt | CongressThe congressional transaction join is unavailable in this build. |
|---|---|---|---|---|---|---|---|---|
| — | SRADverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SPORTRADAR GROUP AG SPORTRADAR GROUP AG · CLASS A ORD SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $157M | 9,363,864 | — | 7.0% | — | |
| — | — | GLOBALSTAR INC GLOBALSTAR INC · COM NEW CUSIP 378973507 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $146M | 2,200,968 | — | 6.5% | — | |
| — | NCLHverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NORWEGIAN CRUISE LINE HLDGS | $142M | 7,613,980 | — | 6.4% | — | |
| — | VYXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NCR VOYIX CORPORATION | $142M | 22,431,714 | — | 6.4% | — | |
| — | RBCverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | RBC BEARINGS INC RBC BEARINGS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $127M | 234,107 | — | 5.7% | — | |
| — | BILLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BILL HOLDINGS INC BILL HOLDINGS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $122M | 3,190,605 | — | 5.5% | — | |
| — | HQYverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | HEALTHEQUITY INC HEALTHEQUITY INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $105M | 1,257,854 | — | 4.7% | — | |
| — | — | MISTER CAR WASH INC MISTER CAR WASH INC · COM CUSIP 60646V105 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $93.0M | 13,342,649 | — | 4.2% | — | |
| — | CDREverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CADRE HLDGS INC CADRE HLDGS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $88.0M | 2,868,378 | — | 3.9% | — | |
| — | HAYWverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | HAYWARD HLDGS INC HAYWARD HLDGS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $85.9M | 6,418,964 | — | 3.8% | — | |
| — | VMIverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | VALMONT INDS INC VALMONT INDS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $85.1M | 213,048 | — | 3.8% | — | |
| — | — | SPDR SERIES TRUST SPDR SERIES TRUST · STATE STREET SPD CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $83.1M | 650,949 | — | 3.7% | — | |
| — | MMSIverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MERIT MED SYS INC MERIT MED SYS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $77.4M | 1,122,447 | — | 3.5% | — | |
| — | OIIverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | OCEANEERING INTL INC OCEANEERING INTL INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $72.1M | 2,032,489 | — | 3.2% | — | |
| — | TDYverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TELEDYNE TECHNOLOGIES INC TELEDYNE TECHNOLOGIES INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $71.3M | 117,783 | — | 3.2% | — | |
| — | GTMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ZOOMINFO TECHNOLOGIES INC ZOOMINFO TECHNOLOGIES INC · COMMON STOCK CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $68.5M | 11,463,138 | — | 3.1% | — | |
| — | NEOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NEOGENOMICS INC | $68.4M | 9,215,903 | — | 3.1% | — | |
| — | CHYMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CHIME FINL INC CHIME FINL INC · COM SHS CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $64.1M | 3,421,755 | — | 2.9% | — | |
| — | CSGPverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | COSTAR GROUP INC COSTAR GROUP INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $55.6M | 1,377,305 | — | 2.5% | — | |
| — | TOSTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TOAST INC TOAST INC · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $52.3M | 1,972,912 | — | 2.3% | — | |
| — | MSGSverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MADISON SQUARE GRDN SPRT COR MADISON SQUARE GRDN SPRT COR · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $49.5M | 154,151 | — | 2.2% | — | |
| — | LIVNverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | LIVANOVA PLC LIVANOVA PLC · SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $48.8M | 768,295 | — | 2.2% | — | |
| — | FLSverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | FLOWSERVE CORP FLOWSERVE CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $48.4M | 658,469 | — | 2.2% | — | |
| — | GPNverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | GLOBAL PMTS INC GLOBAL PMTS INC · COM · CALL CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $45.4M | 675,000 | — | 2.0% | — | |
| — | ALABverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ASTERA LABS INC ASTERA LABS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $38.9M | 355,272 | — | 1.7% | — | |
| — | — | SWEETGREEN INC SWEETGREEN INC · COM CL A CUSIP 87043Q108 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $26.2M | 5,049,235 | — | 1.2% | — | |
| — | NOVTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NOVANTA INC NOVANTA INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $23.2M | 196,628 | — | 1.0% | — | |
| — | — | PAPA JOHNS INTL INC PAPA JOHNS INTL INC · COM CUSIP 698813102 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $17.7M | 546,016 | — | 0.8% | — | |
| — | — | CLARUS CORP NEW CLARUS CORP NEW · COM CUSIP 18270P109 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $14.8M | 5,448,431 | — | 0.7% | — | |
| — | ADTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ADT INC DEL ADT INC DEL · COM · CALL CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $14.5M | 2,203,300 | — | 0.6% | — |
1–30 of 30 issuers · page 1 of 1
every row this filer reported for the quarter, as it reported it — cross-filer de-duplication is applied to issuer totals elsewhere and never deletes a row here
A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗
13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.
Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.
Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.
Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.
Positions under confidential treatment may be omitted until a later amendment discloses them.
These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).