Q2 2025 Holdings
Filed 2025-08-14 | 4 holdings | $233.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Viasat Inc(VSAT) | COM | 92552V100 | $87.6M | 6,000,000 | 37.6% |
| Apollo Global Mgmt Inc(APO) | COM | 03769M106 | $58.2M | 410,000 | 25.0% |
| MR Cooper Group Inc(07WA) | COM | 62482R107 | $56.0M | 375,000 | 24.0% |
| Onemain Hldgs Inc(OMF) | COM | 68268W103 | $31.4M | 550,000 | 13.5% |