Q1 2024 Holdings
Filed 2024-04-23 | 54 holdings | $414.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vistra Corp(VST) | COM | 92840M102 | $20.9M | 300,710 | 5.1% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $24.4M | 18,404 | 5.9% |
| Autozone Inc(AZO) | COM | 053332102 | $24.5M | 7,777 | 5.9% |
| Emcor Group Inc(EME) | COM | 29084Q100 | $32.5M | 92,709 | 7.8% |