Q1 2023 Holdings
Filed 2023-05-09 | 5 holdings | $138.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alight Inc(ALIT) | COM CL A | 01626W101 | $41.4M | 4,491,427 | 29.8% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $34.8M | 335,467 | 25.1% |
| Ryanair Hldgs PLC(RYAAY) | SPONSORED ADS | 783513203 | $23.6M | 250,218 | 17.0% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $22.8M | 227,198 | 16.4% |
| Ebay(EBAY) | COM | 278642103 | $16.3M | 368,000 | 11.8% |