Q4 2023 Holdings
Filed 2024-02-14 | 3 holdings | $2.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Dollar Tree Inc(DLTR) | COM | 256746108 | $1.7B | 12,104,393 | 77.8% |
| Aramark(ARMK) | COM | 03852U106 | $355.8M | 12,660,895 | 16.1% |
| Vestis Corporation(VSTS) | COM SHS | 29430C102 | $133.8M | 6,330,447 | 6.1% |