Q3 2025 Holdings
Filed 2025-11-14 | 3 holdings | $67.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Avantor Inc(AVTR) | COM | 05352A100 | $23.0M | 1,845,000 | 34.3% |
| Alight Inc.(ALIT) | COM CL A | 01626W101 | $22.9M | 7,030,417 | 34.1% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $21.2M | 164,244 | 31.5% |