Q2 2020 Holdings
Filed 2025-01-30 | 8 holdings | $13.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Meta Platforms Inc(META) | CL A | 30303M102 | $2.7M | 12,000 | 19.8% |
| Valvoline Inc(VVV) | COM | 92047W101 | $2.3M | 120,000 | 16.9% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $2.2M | 32,000 | 16.3% |
| TJX COS Inc New(TJX) | COM | 872540109 | $2.2M | 43,000 | 15.8% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $2.1M | 10,000 | 15.6% |
| Lear Corp(LEA) | COM NEW | 521865204 | $1.4M | 13,000 | 10.3% |
| Rafael Hldgs Inc(RFL) | COM CL B | 75062E106 | $702.7K | 48,900 | 5.1% |
| Zedge Inc(ZDGE) | CL B | 98923T104 | $35.2K | 23,760 | 0.3% |