Q2 2024 Holdings
Filed 2024-08-14 | 47 holdings | $1.9B | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2024-08-15) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vertiv Holdings Co(VRT) | COM CL A | 92537N108 | $146.8M | 1,695,323 | 7.5% |
| Mastec Inc(MTZ)A | COM | 576323109 | $153.2M | 1,432,335 | 7.9% |
| Constellation Energy Corp(CEG)A | COM | 21037T109 | $208.6M | 1,041,594 | 10.7% |