Q1 2025 Holdings
Filed 2025-05-13 | 4 holdings | $347.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| International Flavors & Fragrances Inc. (IFF)(IFF) | COM | 459506101 | $161.6M | 2,082,230 | 46.6% |
| Lamb Weston Holdings Inc (LW)(LW) | COM | 513272104 | $113.7M | 2,134,080 | 32.8% |
| Restaurant Brands International (QSR)(QSR) | COM | 76131D103 | $37.3M | 559,178 | 10.7% |
| Estee Lauder Companies Inc (EL)(EL) | CL A | 518439104 | $34.3M | 520,300 | 9.9% |