Q4 2023 Holdings
Filed 2024-01-26 | 8 holdings | $191.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autoliv Inc(ALV) | COM | 052800109 | $48.9K | 506,676 | 25.6% |
| Liberty Global(LBTYA) | SHS CL A | G61188101 | $42.8K | 2,411,000 | 22.4% |
| Constellium SE(CSTM) | CL A SHS | F21107101 | $41.8K | 2,296,358 | 21.9% |
| Valaris LTD(VAL) | CL A | G9460G101 | $27.4K | 400,116 | 14.4% |
| Ryanair Hldg(RYAAY) | SPONSORED ADS | 783513203 | $21.5K | 161,137 | 11.2% |
| Noble Corp PLC(NE) | ORD SHS A | G65431127 | $5.1K | 106,500 | 2.7% |
| Liberty Global(LBTYK) | SHS CL C | G61188127 | $2.2K | 117,217 | 1.1% |
| Greenlight Cap(GLRE) | CLASS A | G4095J109 | $1.3K | 110,000 | 0.7% |