Q1 2022 Holdings
Filed 2022-05-13 | 110 holdings | $41.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Avantor Inc(AVTR) | COM | 05352A100 | $4.8M | 142,400 | 11.7% |
| Charles RIV Labs Intl Inc(CRL) | COM | 159864107 | $6.2M | 22,000 | 15.1% |
| Caci Intl Inc(CACI) | CL A | 127190304 | $8.6M | 28,393 | 20.7% |
| Crown Hldgs Inc(CCK) | COM | 228368106 | $8.9M | 71,035 | 21.5% |