Q2 2025 Holdings
Filed 2025-08-14 | 4 holdings | $55.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Powell Inds Inc(POWL) | COM | 739128106 | $25.0M | 119,000 | 45.4% |
| Vertiv Holdings Co(VRT) | COM CL A | 92537N108 | $15.7M | 122,000 | 28.4% |
| Eaton Corp PLC(ETN) | SHS | G29183103 | $10.4M | 29,000 | 18.8% |
| Hubbell Inc(HUBB) | COM | 443510607 | $4.1M | 10,000 | 7.4% |