Q2 2026 Holdings
Filed 2026-08-14 | 3 holdings | $4.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alliance Laundry Hldgs Inc(ALH) | COM | 01862Q107 | $3.7B | 140,751,696 | 85.7% |
| Under Armour Inc(UA) | CL C | 904311206 | $414.3M | 66,605,319 | 9.5% |
| Equipmentshare COM Inc(EQPT) | COM CL A | 29445S100 | $207.4M | 10,548,937 | 4.8% |