Q3 2025 Holdings
Filed 2025-11-14 | 3 holdings | $311.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Viasat Inc(VSAT) | COM | 92552V100 | $175.8M | 6,000,000 | 56.4% |
| MR Cooper Group Inc(07WA) | COM | 62482R107 | $79.0M | 375,000 | 25.4% |
| Apollo Global Mgmt Inc(APO) | COM | 03769M106 | $56.6M | 425,000 | 18.2% |