Q2 2022 Holdings
Filed 2022-08-02 | 53 holdings | $73.1M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2022-08-18) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Curtiss Wright Corp(CW)A | COM | 231561101 | $19.3M | 146,047 | 26.4% |
| DXC Technology Co(DXC)A | COM | 23355L106 | $24.1M | 795,534 | 33.0% |
| Ally Finl Inc(ALLY)A | COM | 02005N100 | $26.3M | 784,366 | 36.0% |