Q1 2025 Holdings
Filed 2025-04-23 | 54 holdings | $431.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Republic Svcs Inc(RSG) | COM | 760759100 | $21.5M | 88,608 | 5.0% |
| Emcor Group Inc(EME) | COM | 29084Q100 | $22.2M | 59,982 | 5.1% |
| Autozone Inc(AZO) | COM | 053332102 | $29.6M | 7,761 | 6.9% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $31.0M | 184,913 | 7.2% |