Q2 2025 Holdings
Filed 2025-08-14 | 2 holdings | $330.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Harley Davidson Inc(HOG) | COM | 412822108 | $188.8M | 8,000,000 | 57.2% |
| SIX Flags Entertainment Corp(FUN) | COM | 83001C108 | $141.5M | 4,650,000 | 42.8% |