Q1 2024 Holdings
Filed 2024-05-15 | 4 holdings | $282.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Avnet Inc(AVT) | COM | 053807103 | $81.8M | 1,650,000 | 28.9% |
| Elevance Health Inc(ELV) | COM | 036752103 | $79.3M | 153,000 | 28.0% |
| Ferguson PLC New(FERG) | SHS | G3421J106 | $76.5M | 350,000 | 27.0% |
| Seadrill 2021 LTD(SDRL) | COM | G7997W102 | $45.3M | 900,000 | 16.0% |