Q1 2025 Holdings
Filed 2025-05-15 | 4 holdings | $166.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Avnet Inc(AVT) | COM | 053807103 | $62.0M | 1,290,000 | 37.2% |
| Copa Holdings SA(CPA) | COM | P31076105 | $43.7M | 472,500 | 26.2% |
| Lightspeed Commerce Inc(LSPD) | COM | 53229C107 | $32.2M | 3,675,000 | 19.3% |
| Ferguson Enterprises Inc(FERG) | COM | 31488V107 | $28.8M | 179,697 | 17.3% |