Q1 2021 Holdings
Filed 2021-05-17 | 8 holdings | $1.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Conagra Brands Inc(CAG) | COM | 205887102 | $408.3K | 10,858,403 | 27.5% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $290.6K | 1,139,588 | 19.6% |
| Perspecta Inc(PRSP) | COM | 715347100 | $226.6K | 7,800,242 | 15.3% |
| Treehouse Foods Inc(THS) | COM | 89469A104 | $216.9K | 4,152,910 | 14.6% |
| Encompass Health Corp(EHC) | COM | 29261A100 | $139.5K | 1,703,260 | 9.4% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $95.3K | 240,347 | 6.4% |
| Vonage Hldgs Corp | COM | 92886T201 | $68.6K | 5,803,478 | 4.6% |
| Cyrusone Inc(CONE1EUR) | COM | 23283R100 | $37.3K | 551,365 | 2.5% |