Q2 2024 Holdings
Filed 2024-08-14 | 5 holdings | $1.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| V2x Inc(VVX) | COM | 92242T101 | $909.7M | 18,967,286 | 88.1% |
| Titan Intl Inc ILL(TWI) | COM | 88830M102 | $88.3M | 11,921,766 | 8.6% |
| REV Group Inc(1RG) | COM | 749527107 | $30.4M | 1,221,831 | 2.9% |
| Kodiak Gas Svcs Inc(KGS) | COM | 50012A108 | $3.3M | 121,263 | 0.3% |
| Enviva Inc(EVAUSD) | COM | 29415B103 | $1.4M | 3,249,767 | 0.1% |