Top 4 Trustees Of The University Of Pennsylvania Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KRMN | Karman Holdings Inc | 52.65% | 1.95M | $156.3M | +0.00%(+0) | $72.68(-9.17%) | 2026-03-31 | |
| USAR | USA Rare Earth Inc | 24.75% | 4.85M | $73.5M | new | $13.52(+83.69%) | 2026-03-31 | |
| LUNR | Intuitive Machines Inc | 20.3% | 3.25M | $60.3M | +0.00%(+0) | $11.82(+208.84%) | 2026-03-31 | |
| DNUT | Krispy Kreme Inc | 2.29% | 2.01M | $6.8M | +0.00%(+0) | $16.46(-80.26%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -3.32% | -9.63% |
| Top 20 Holdings Unweighted | +17.20% | +60.98% |
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