Q4 2024 Holdings
Filed 2025-02-13 | 4 holdings | $292.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| International Flavors & Fragrances Inc.(IFF) | COM | 459506101 | $163.1M | 1,928,630 | 55.8% |
| Lamb Weston Holdings Inc(LW) | COM | 513272104 | $63.8M | 954,452 | 21.8% |
| Restaurant Brands International(QSR) | COM | 76131D103 | $36.4M | 559,178 | 12.5% |
| Estee Lauder Companies Inc(EL) | COM | 518439104 | $29.1M | 387,800 | 9.9% |