Q3 2025 Holdings
Filed 2025-11-14 | 3 holdings | $583.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| DoubleVerify Hldgs Inc(DV) | COM | 25862V105 | $219.1M | 18,290,908 | 37.5% |
| TopGolf Callaway Brands Corp(CALY) | COM | 131193104 | $201.2M | 21,175,226 | 34.5% |
| Outfront Media Inc(OUT) | COM | 69007J304 | $163.3M | 8,913,813 | 28.0% |