Q1 2022 Holdings
Filed 2022-05-13 | 3 holdings | $1.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COM | 893641100 | $665.5K | 1,021,471 | 46.3% |
| Advanced Drain SYS Inc del(WMS) | COM | 00790R104 | $470.3K | 3,958,306 | 32.7% |
| Portillos Inc(PTLO) | COM CL A | 73642K106 | $303.1K | 12,343,204 | 21.1% |