Q1 2022 Holdings
Filed 2022-04-21 | 254 holdings | $1.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Clean Harbors Inc(CLH) | COM | 184496107 | $116.9M | 1,048,512 | 10.9% |
| Conocophillips(COP) | COM | 20825C104 | $174.3M | 1,746,014 | 16.2% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $182.9M | 3,289,733 | 17.0% |
| Darling Ingredients Inc(DAR) | COM | 237266101 | $200.4M | 2,496,559 | 18.6% |