Q4 2023 Holdings
Filed 2024-02-12 | 4 holdings | $144.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alight Inc(ALIT) | COM CL A | 01626W101 | $47.1M | 5,527,546 | 32.6% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $34.3M | 245,299 | 23.7% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $33.8M | 326,490 | 23.3% |
| Ryanair Hldgs PLC(RYAAY) | SPONSORED ADS | 783513203 | $29.6M | 221,652 | 20.4% |