Q4 2022 Holdings
Filed 2023-02-14 | 10 holdings | $111.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Corteva Inc(CTVA) | COMMON STOCK | 22052L104 | $47.8M | 813,610 | 43.0% |
| Builders Firstsource Inc(BLDR) | COMMON STOCK | 12008R107 | $42.4M | 653,650 | 38.2% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $20.8M | 1,412,307 | 18.7% |
| Marsh & Mclennan Companies(MRSH) | COMMON STOCK | 571748102 | $49.6K | 299,600 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COMMON STOCK | 883556102 | $31.3K | 56,800 | 0.0% |
| Canadian Pacific Railway LTD | COMMON STOCK | 13645T100 | $29.9K | 401,500 | 0.0% |
| Freyr Battery | SHARES | L4135L100 | $14.8K | 1,700,000 | 0.0% |
| Panacea Acquisition Corp II | CL A | G6882C106 | $9.0K | 900,000 | 0.0% |
| Beyond Meat Inc | BOND | 08862EAB5 | $5.2K | $21,600,000 | 0.0% |
| Hippo Holdings Inc(HIPO) | COMMON STOCK | 433539202 | $156 | 11,518 | 0.0% |