Q2 2025 Holdings
Filed 2025-08-15 | 2 holdings | $250.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vistra Corp(VST) | COM | 92840M102 | $146.0M | 753,250 | 58.3% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $104.6M | 1,117,000 | 41.7% |