Q4 2022 Holdings
Filed 2023-02-14 | 3 holdings | $540.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COM | 893641100 | $257.1M | 408,288 | 47.6% |
| Advanced Drain SYS Inc del(WMS) | COM | 00790R104 | $149.7M | 1,826,684 | 27.7% |
| Portillos Inc(PTLO) | COM CL A | 73642K106 | $133.2M | 8,164,752 | 24.7% |