Q3 2025 Holdings
Filed 2025-11-14 | 3 holdings | $298.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Harley Davidson Inc(HOG) | COM | 412822108 | $160.4M | 5,750,000 | 53.8% |
| SIX Flags Entertainment Corp(FUN) | COM | 83001C108 | $105.6M | 4,650,000 | 35.4% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $32.2M | 525,000 | 10.8% |