Q4 2022 Holdings
Filed 2023-02-14 | 3 holdings | $1.9B | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2026-01-06) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Custom Truck One Source Inc(CTOS) | COM CL A | 23204X103 | $939.2M | 148,600,000 | 48.4% |
| Vertiv Holdings Co(VRT) | COM CL A | 92537N108 | $518.5M | 37,955,215 | 26.7% |
| Ryerson Hldg Corp(RYI) | COM | 783754104 | $481.9M | 15,924,478 | 24.8% |
| International MNY Express in(IMXI)A | COM | 46005L101 | $780.2K | 32,016 | 100.0% |