Q1 2026 Holdings
Filed 2026-05-13 | 4 holdings | $71.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| TFI Intl Inc(TFII) | COM | 87241L109 | $35.5M | 326,900 | 49.8% |
| Warner Bros Discovery Inc(WBD) | COM SER A | 934423104 | $17.0M | 620,000 | 23.9% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $10.3M | 125,500 | 14.5% |
| United NAT Foods Inc(UNFI) | COM | 911163103 | $8.5M | 188,500 | 11.9% |