Q3 2024 Holdings
Filed 2024-11-14 | 6 holdings | $50.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vertiv Holdings Co(VRT) | COM CL A | 92537N108 | $13.2M | 133,000 | 26.2% |
| Powell Inds Inc(POWL) | COM | 739128106 | $13.2M | 59,500 | 26.1% |
| First Solar Inc(FSLR) | COM | 336433107 | $7.9M | 31,800 | 15.7% |
| Hubbell Inc(HUBB) | COM | 443510607 | $6.7M | 15,563 | 13.2% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $5.4M | 46,333 | 10.8% |
| Coherent Corp(COHR) | COM | 19247G107 | $4.0M | 45,500 | 8.0% |