Q1 2026 Holdings
Filed 2026-05-15 | 3 holdings | $565.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Outfront Media Inc(OUT) | COM | 69007J304 | $236.2M | 8,913,813 | 41.8% |
| DoubleVerify Hldgs Inc(DV) | COM | 25862V105 | $173.8M | 18,290,908 | 30.7% |
| Callaway Golf Company(CALY) | COM | 131193104 | $155.1M | 11,175,226 | 27.4% |