Q1 2025 Holdings
Filed 2025-05-15 | 4 holdings | $175.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| MR Cooper Group Inc(07WA) | COM | 62482R107 | $56.8M | 475,243 | 32.3% |
| Apollo Global Mgmt Inc(APO) | COM | 03769M106 | $44.5M | 325,169 | 25.3% |
| Viasat Inc(VSAT) | COM | 92552V100 | $39.1M | 3,750,000 | 22.2% |
| Onemain Hldgs Inc(OMF) | COM | 68268W103 | $35.4M | 725,000 | 20.1% |