Q3 2022 Holdings
Filed 2022-11-14 | 3 holdings | $965.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COM | 893641100 | $536.1K | 1,021,471 | 55.6% |
| Advanced Drain SYS Inc del(WMS) | COM | 00790R104 | $227.2K | 1,826,684 | 23.5% |
| Portillos Inc(PTLO) | COM CL A | 73642K106 | $201.7K | 10,245,336 | 20.9% |