Q2 2023 Holdings
Filed 2023-08-11 | 54 holdings | $843.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Energizer Holdings(ENR) | COM | 29272W109 | $31.6M | 940,760 | 3.7% |
| Perrigo Company PLC(PRGO) | COM | G97822103 | $32.1M | 945,292 | 3.8% |
| Patterson COS Inc.(PDCOEUR) | COM | 703395103 | $32.2M | 967,074 | 3.8% |
| Aramark(ARMK) | COM | 03852U106 | $37.6M | 873,320 | 4.5% |