Q1 2023 Holdings
Filed 2023-05-15 | 54 holdings | $879.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Grupo Televisa S A B(TLV) | SPON ADR REP ORD | 40049J206 | $65.7M | 12,414,656 | 7.5% |
| Humana Inc(HUM) | COM | 444859102 | $69.6M | 143,290 | 7.9% |
| Vista Energy S.A.B. de C.V.(VIST) | SPONSORED ADS | 92837L109 | $70.3M | 3,554,635 | 8.0% |
| Hertz Global Hldgs Inc(HTZ) | COM NEW | 42806J700 | $95.2M | 5,846,595 | 10.8% |