Q2 2026 Holdings
Filed 2026-07-07 | 4 holdings | $62.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nutrien LTD(NTR) | COM | 67077M108 | $42.7M | 678,425 | 68.8% |
| Ryanair Holdings PLC(RYAAY) | SPONSORED ADS | 783513203 | $7.6M | 118,057 | 12.3% |
| Coca-Cola Europacific Partne(KO) | SHS | G25839104 | $7.2M | 71,476 | 11.5% |
| CRH PLC(CRH) | ORD | G25508105 | $4.5M | 42,386 | 7.3% |