Q3 2023 Holdings
Filed 2023-10-31 | 4 holdings | $24.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Masterbrand Inc(MBC) | COMMON STOCK | 57638P104 | $11.4M | 935,000 | 46.5% |
| Constellium SE(CSTM) | CL A SHS | F21107101 | $8.8M | 482,000 | 35.9% |
| Masonite Intl Corp(DOOREUR) | COM | 575385109 | $2.4M | 26,000 | 9.9% |
| Hudson Technologies Inc(HDSN) | COM | 444144109 | $1.9M | 140,000 | 7.6% |