Michelson Medical Research Foundation, Inc.
Net seller this quarter
$108M
8
-$6.89M
36.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BLDR | $8.68M | 8.02% | 0.09% | New | Q2 2026 |
 CME | $8.61M | 7.96% | 0.01% | New | Q2 2026 |
 CNNE | $6.92M | 6.39% | 1.11% | Not reported | Q1 2026 |
 SAFE | $4.67M | 4.32% | 0.42% | Not reported | Q2 2025 |
 MANU | $4.59M | 4.24% | Not reported | Not reported | Q1 2025 |
 BATRK | $2.34M | 2.16% | Not reported | Not reported | Q1 2026 |
 OCSL | $2.03M | 1.88% | 0.19% | Not reported | Q1 2026 |
 CRGY | $1.53M | 1.42% | 0.05% | Not reported | Q4 2022 |
| Q1 2026 | |||||
 MTN | $11M | 11.20% | 0.24% | Not reported | Q3 2024 |
 UNH | $8.12M | 8.24% | 0.00% | Not reported | Q4 2025 |
| CNNE | $5.46M | 5.55% | 1.05% | New | Q1 2026 |
| SAFE | $4.02M | 4.09% | 0.41% | Not reported | Q2 2025 |
| MANU | $3.36M | 3.42% | Not reported | Not reported | Q1 2025 |
| CRGY | $2.11M | 2.14% | 0.05% | Not reported | Q4 2022 |
| BATRK | $1.93M | 1.96% | Not reported | New | Q1 2026 |
| OCSL | $1.92M | 1.95% | 0.19% | New | Q1 2026 |
| Q4 2025 | |||||
| MTN | $11.4M | 11.45% | 0.24% | Not reported | Q3 2024 |
| UNH | $9.9M | 9.93% | 0.00% | New | Q4 2025 |
 DBRG | $9.35M | 9.37% | 0.33% | Not reported | Q2 2025 |
| SAFE | $4.07M | 4.08% | 0.41% | Not reported | Q2 2025 |
| MANU | $3.18M | 3.19% | Not reported | Not reported | Q1 2025 |
 RGR | $1.88M | 1.88% | 0.36% | New | Q4 2025 |
| CRGY | $1.31M | 1.31% | 0.06% | Not reported | Q4 2022 |
| Q3 2025 | |||||
| MTN | $12.9M | 11.18% | 0.24% | Not reported | Q3 2024 |
| DBRG | $7.13M | 6.20% | 0.33% | Not reported | Q2 2025 |
| SAFE | $4.61M | 4.01% | 0.41% | Not reported | Q2 2025 |
| MANU | $3.03M | 2.63% | Not reported | Not reported | Q1 2025 |
| CRGY | $1.39M | 1.21% | 0.06% | Not reported | Q4 2022 |