Q1 2023 Holdings
Filed 2023-05-15 | 54 holdings | $434.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vail Resorts Inc(MTN) | COM | 91879Q109 | $19.3M | 82,701 | 4.4% |
| Evercore Inc(EVR) | CLASS A | 29977A105 | $19.6M | 169,475 | 4.5% |
| Zoom Video Communications in(ZM) | CL A | 98980L101 | $25.0M | 338,368 | 5.7% |
| Kimco Rlty Corp(KIM) | COM | 49446R109 | $26.2M | 1,342,966 | 6.0% |