Q2 2024 Holdings
Filed 2024-08-09 | 53 holdings | $257.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autozone Inc(AZO) | COM | 053332102 | $11.9M | 4,000 | 4.6% |
| E L F Beauty Inc(ELF) | COM | 26856L103 | $12.3M | 58,443 | 4.8% |
| Dollar GEN Corp New(DG) | COM | 256677105 | $14.3M | 108,375 | 5.6% |