Q4 2024 Holdings
Filed 2025-02-14 | 104 holdings | $822.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Blue Bird Corp(BLBD) | COM | 095306106 | $20.9M | 540,435 | 2.5% |
| WNS Hldgs LTD | COM SHS | G98196101 | $21.9M | 461,670 | 2.7% |
| Camping World Hldgs Inc(CWH) | CL A | 13462K109 | $24.1M | 1,143,190 | 2.9% |
| Primoris Svcs Corp(PRIM) | COM | 74164F103 | $31.3M | 409,744 | 3.8% |