Q2 2026 Holdings
Filed 2026-08-14 | 2 holdings | $21.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Builders Firstsource Inc(BLDR) | Common Stock | 12008R107 | $14.2M | 158,894 | 67.7% |
| Brunswick Corp(BC) | Common Stock | 117043109 | $6.8M | 80,600 | 32.3% |