Q4 2025 Holdings
Filed 2026-02-17 | 3 holdings | $157.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SIX Flags Entertainment Corp(FUN) | COM | 83001C108 | $71.3M | 4,650,000 | 45.2% |
| Harley Davidson Inc(HOG) | COM | 412822108 | $51.2M | 2,500,000 | 32.4% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $35.4M | 900,000 | 22.4% |