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The reality, as most Wall Street stories go, is that they’re doing a delicate dance of ‘buying low, selling slightly less low.’ Sunrun, the darling of the residential solar empire, still constitutes about 5.1% of Maple Rock’s relatively modest portfolio, which is corporate-speak for “We’re hedging our bets, but we’re still betting.” Their other top holdings read like a “Who’s Who of Stocks that Sound Important”: WDC, EQX, STX, TFII-names that promise wealth but rarely deliver it without a lot of hand-wringing and quarterly updates that seem to say, “We’re still trying.”

The filing, dated September 30, revealed that Signet’s stake now accounts for 3.5% of Summit Street’s $729 million in reportable U.S. equity assets. It is one of 30 holdings, a modest figure in a portfolio that leans toward technology’s flickering lights. Yet here, in the jewelry sector’s slow-moving tides, the fund has placed its bet. The shares, acquired at $95.80 apiece, now sit at $86.34, a price that whispers of stagnation and the S&P 500’s distant, ascending shadow.

According to an SEC filing dated November 14, 2025, Prentice boosted its JetBlue stake by 1,542,959 shares during the third quarter. The post-trade position now totals 2,276,428 shares, valued at $11.2 million as of September 30, 2025. For context, that’s roughly 17.1% of the fund’s 13F assets under management-a sizeable chunk, akin to putting a third of your savings into a single, slightly wobbly investment.

From the quiet dawn of November’s SEC filing, it is plain that these investors see something others might overlook-a flicker amid the endless, grinding cycle of oil and steel. Weatherford, with its quiet promise of machinery and mastery-deep in the subterranean earth, turning crude into flow-became the vessel of a new hope. Their addition, a stake of almost four percent of their reported assets, hints at a belief that beneath the dust of underperformance, a different story may yet take shape-one read in margins, in subtle shifts, in the patience of those who understand the language of the rock and the rig.

THE SEC FILING ON NOVEMBER 12, 2025, IS A DOCUMENT OF HUMAN FRAILTY. RICHMOND, THAT COLD, CALCULATING MACHINE OF CAPITAL, SOLD ITS WAY OUT OF SDVY, LEAVING IT AS THE TENTH-LARGEST HOLDING IN ITS PORTFOLIO. THE TOP FIVE? A LIST OF FUNDAMENTALIST FANTASIES: IWL, SPYM, MOAT, QQQ, AND VNLA-ALL DANCING TO THE SAME S&P 500 DRUM. BUT HERE’S THE KICKER: SDVY IS NOW 1% BELOW ITS 52-WEEK HIGH, A SLUMP THAT FEELS LIKE A MUGSHOT OF DISAPPOINTMENT.