Q2 2025 Holdings
Filed 2025-08-14 | 2 holdings | $713.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| V2x Inc(VVX) | COM | 92242T101 | $590.7M | 12,167,286 | 82.8% |
| Titan Intl Inc ILL(TWI) | COM | 88830M102 | $122.4M | 11,921,766 | 17.2% |