Q2 2022 Holdings
Filed 2022-08-15 | 3 holdings | $1.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COM | 893641100 | $548.2K | 1,021,471 | 53.9% |
| Advanced Drain SYS Inc del(WMS) | COM | 00790R104 | $267.4K | 2,968,728 | 26.3% |
| Portillos Inc(PTLO) | COM CL A | 73642K106 | $201.8K | 12,343,204 | 19.8% |