Q1 2022 Holdings
Filed 2022-05-03 | 55 holdings | $9.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| BJS Whsl Club Hldgs Inc COM(BJ) | COM | 05550J101 | $635.0K | 9,396 | 6.4% |
| Coupang Inc CL A(CPNG) | CL A | 22266T109 | $933.0K | 52,750 | 9.4% |
| Cummins Inc COM(CMI) | COM | 231021106 | $1.0M | 5,037 | 10.4% |
| Crown Hldgs Inc COM(CCK) | COM | 228368106 | $1.8M | 14,157 | 17.9% |
| Costco Whsl Corp New COM(COST) | COM | 22160K105 | $4.5M | 7,846 | 45.7% |