Q3 2025 Holdings
Filed 2025-10-21 | 103 holdings | $67.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $6.0M | 38,000 | 8.9% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $8.3M | 365,000 | 12.4% |
| Avantor Inc(AVTR) | COM | 05352A100 | $9.9M | 794,000 | 14.8% |