Tourlite Fund’s New Long Addition: TIC Solutions (TIC)
Tourlite Capital Management, an investment management firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Viking Global Andreas Halvorsen | 34,360,000 | $457,331,600 | 1.19% | |
| 2. | Permian Investment Partners Alex Duran And Scott Hendrickson | 14,568,818 | $193,910,968 | +51% | 21.89% |
| 3. | Gates Capital Management Jeffrey Gates | 8,242,035 | $109,701,486 | +7% | 1.96% |
| 4. | Leucadia National Ian Cumming And Joseph Steinberg | 5,000,000 | $66,550,000 | -1% | 0.31% |
| 5. | Cercano Management Chris Orndorff | 2,902,230 | $38,628,681 | 1.48% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $9.58 | 52,467 | $502,633.86 | 0 | 2025-11-18 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 15,255,800 | $203,054,698 | 10.47% | |
| 2. | 8,528,717 | $113,517,224 | 0% | |
| 3. | 3,787,730 | $50,422,231 | 0% | |
| 4. | 3,535,131 | $47,052,594 | 0% | |
| 5. | 3,507,188 | $46,680,675 | 0.01% |