Q3 2023 Holdings
Filed 2023-11-14 | 4 holdings | $14.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Newpark RES Inc(NPKI) | COM PAR $.01NEW | 651718504 | $6.2M | 902,210 | 44.2% |
| Comtech Telecommunications C(CMTL) | COM NEW | 205826209 | $4.2M | 480,828 | 29.8% |
| Zimvie Inc(ZIMV) | COM | 98888T107 | $3.0M | 323,279 | 21.6% |
| Thermon Group Hldgs Inc(THR) | COM | 88362T103 | $631.8K | 23,000 | 4.5% |