Q4 2023 Holdings
Filed 2024-02-14 | 3 holdings | $225.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ferguson PLC New(FERG) | SHS | G3421J106 | $91.6M | 474,482 | 40.6% |
| Elevance Health Inc(ELV) | COM | 036752103 | $72.1M | 153,000 | 32.0% |
| Icici Bank Limited(IBN) | ADR | 45104G104 | $62.0M | 2,600,000 | 27.5% |