Aperture Discover Equity Fund
ADVISORS' INNER CIRCLE III

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Sep 30, 2023 → Dec 31, 2023

Expand a category to see the positions behind it, ranked by weight.

Security Shares Sep 2023 Shares Dec 2023 Δ shares End % Δ value
MKS INSTRUMENTS INC 0 120,608 120,608 5.92% $12.41M
ACV AUCTIONS INC CL A 0 543,848 543,848 3.93% $8.24M
CLEAN HARBORS INC 0 45,629 45,629 3.80% $7.96M
SHAKE SHACK INC - CLASS A 0 101,015 101,015 3.57% $7.49M
United States Treasury Bill 0 7,500,000 7,500,000 3.54% $7.43M
VERTEX INC - CLASS A 0 255,635 255,635 3.28% $6.89M
BRK: MORGAN STANLEY REC: RH 0 2,915 2,915 0.10% $214.80K
BRK: MORGAN STANLEY REC: RH 0 2,797 2,797 0.05% $111.40K
BRK: MORGAN STANLEY\ REC: RH 0 2,658 2,658 0.03% $64.67K
BRK: MORGAN STANLEY REC: RH 0 2,644 2,644 0.03% $63.75K
BRK: MORGAN STANLEY REC: RH 0 220 220 0.00% $3.56K
ZURICH INSURANCE GROUP AG TRS 0.0000% 05-15-2033 0 722,482 722,482 -0.09% -$179.39K
Security Shares Sep 2023 Shares Dec 2023 Δ shares End % Δ value
B 0 12/07/23 15,000,000 0 -15,000,000 0.00% -$14.85M
HILLMAN SOLUTIONS CORP 1,173,868 0 -1,173,868 0.00% -$9.68M
INGEVITY CORP 188,117 0 -188,117 0.00% -$8.96M
FX Spot Contract: USD/CNY SETTLE 2026-01-02 1 0 -1 0.00% -$132.91K
BRK: MORGAN STANLEY PAY: 2.5% FIXED 9,168,345 0 -9,168,345 0.00% -$61.82K
BRK: MORGAN STANLEY REC: RH 3,446 0 -3,446 0.00% $2.49K
BRK: MORGAN STANLEY REC: RH 3,262 0 -3,262 0.00% $10.24K
BRK: MORGAN STANLEY PAY: SPROUTS FARMERS MARKET 141,687 0 -141,687 0.00% $13.25K
FX Forward Contract: CAD/USD SETTLE 2026-03-18 1 0 -1 0.00% $14.18K
BRK: MORGAN STANLEY PAY: :SPROUTS FARMERS MARKET INC 457,393 0 -457,393 0.00% $101.40K
BRK: MORGAN STANLEY PAY: SPROUTS FARMER MARKETS INC 316,931 0 -316,931 0.00% $116.59K
BRK: MORGAN STANLEY PAY: SPROUTS FARMER MARKETS INC 563,811 0 -563,811 0.00% $175.99K
BRK: MORGAN STANLEY REC: RH 3,123 0 -3,123 0.00% $247.19K
BRK: MORGAN STANLEY REC: RH 6,436 0 -6,436 0.00% $436.02K
Security Shares Sep 2023 Shares Dec 2023 Δ shares End % Δ value
US ULTRA BOND CBT Sep25 46 1,961,454 1,961,408 2.94% $2.02M
Security Shares Sep 2023 Shares Dec 2023 Δ shares End % Δ value
ARITZIA INC-SUB 709,338 562,886 -146,452 5.57% -$658.53K
CYBERARK SOFTWARE LTD/ISRAEL COMMON STOCK ILS.01 53,895 50,368 -3,527 5.26% $2.21M
DOUBLEVERIFY HOLDINGS INC 526,709 298,365 -228,344 5.23% -$3.75M
TREX CO INC 222,186 113,510 -108,676 4.48% -$4.30M
BRUNSWICK CORP 213,223 94,545 -118,678 4.36% -$7.70M
NEW YORK TIMES CO CL A 354,701 184,759 -169,942 4.32% -$5.56M
INTEGRAL AD SCIENCE HOLDING CORP 793,467 597,292 -196,175 4.10% -$839.29K
ENPRO INDUSTRIES INC 118,865 54,029 -64,836 4.04% -$5.94M
AVIDXCHANGE HOLDINGS INC 1,038,634 674,368 -364,266 3.98% -$1.49M
VAIL RESORTS INC 51,748 37,107 -14,641 3.78% -$3.56M
OPTION CARE HEALTH INC 403,605 225,912 -177,693 3.63% -$5.45M
ATKORE INC 100,995 46,323 -54,672 3.53% -$7.66M
DESCARTES SYS 192,995 88,113 -104,882 3.53% -$6.76M
FED SIGNAL CORP 277,659 91,145 -186,514 3.34% -$9.59M
SKYLINE CHAMPION CORP 170,617 93,996 -76,621 3.33% -$3.89M
BOOT BARN HOLDINGS INC 191,415 87,129 -104,286 3.19% -$8.85M
SITEONE LANDSCAPE SUPPLY INC 60,131 36,154 -23,977 2.80% -$3.95M
LINDBLAD EXPEDITIONS HOLDINGS 1,052,970 519,088 -533,882 2.79% -$1.73M
MONTROSE ENVIRONMENTAL GROUP INC 363,551 114,089 -249,462 1.75% -$6.97M
BRK: MORGAN STANLEY REC: RH 3,409 2,544 -865 -0.03% $115.73K
Security Shares Sep 2023 Shares Dec 2023 Δ shares End % Δ value
BRK: MORGAN STANLEY REC: RH 2,720 2,720 0 0.06% $73.77K
BRK: MORGAN STANLEY REC: RH 1,700 1,700 0 0.04% $46.10K
BRK: MORGAN STANLEY REC: RH 3,113 3,113 0 -0.02% $84.42K
BRK: MORGAN STANLEY REC: RH 2,363 2,363 0 -0.03% $64.08K
BRK: MORGAN STANLEY REC: RH 2,270 2,270 0 -0.04% $61.56K
BRK: MORGAN STANLEY REC: RH 2,256 2,256 0 -0.04% $61.18K
BRK: MORGAN STANLEY REC: RH 2,621 2,621 0 -0.07% $71.08K

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