Q1 2022 Holdings
Filed 2022-05-13 | 153 holdings | $458.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Corning Inc(GLW) | COM | 219350105 | $40.6M | 1,100,000 | 8.9% |
| Core & Main Inc(CNM) | CL A | 21874C102 | $52.0M | 2,147,600 | 11.3% |
| Avantor Inc(AVTR) | COM | 05352A100 | $190.0M | 5,619,400 | 41.5% |