Q4 2025 Holdings
Filed 2026-01-21 | 2 holdings | $247.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| QXO Inc(QXO) | COM NEW | 82846H405 | $211.1M | 10,940,919 | 85.4% |
| Paramount Skydance Corp(PSKY) | COM CL B | 69932A204 | $36.2M | 2,700,000 | 14.6% |