Q1 2026 Holdings
Filed 2026-04-20 | 2 holdings | $269.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| QXO Inc(QXO) | COM NEW | 82846H405 | $212.5M | 10,940,919 | 78.9% |
| Paramount Skydance Corp(PSKY) | COM CL B | 69932A204 | $56.8M | 6,300,000 | 21.1% |