Q2 2026 Holdings
Filed 2026-08-26 | 2 holdings | $3.8B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Solv Energy Inc(MWH) | Class A Common Stock | 78475V103 | $2.8B | 82,920,401 | 75.2% |
| Amentum Holdings, Inc.(AMTM) | Common Stock | 023939101 | $930.7M | 45,026,743 | 24.8% |