Q1 2023 Holdings
Filed 2023-05-12 | 4 holdings | $64.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| US Foods Hldg Corp(USFD) | COM | 912008109 | $24.0M | 650,374 | 37.5% |
| Frontier Communications Pare(FYBR) | COM | 35909D109 | $16.3M | 714,283 | 25.4% |
| Ferguson PLC New(FERG) | SHS | G3421J106 | $15.7M | 117,500 | 24.5% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $8.1M | 149,700 | 12.7% |