Q2 2023 Holdings
Filed 2023-08-14 | 53 holdings | $76.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Warner Bros Discovery Inc(WBD) | COM SER A | 934423104 | $5.0M | 344,513 | 6.5% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $5.1M | 51,000 | 6.7% |
| CF Inds Hldgs Inc(CF) | COM | 125269100 | $5.7M | 82,500 | 7.5% |