Q3 2025 Holdings
Filed 2025-11-13 | 53 holdings | $1.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Viatris Inc(VTRS) | COM | 92556V106 | $68.7M | 6,941,000 | 6.0% |
| Wolverine World Wide Inc(WWW) | COM | 978097103 | $74.1M | 2,701,360 | 6.5% |
| Spectrum Brands Hldgs Inc NE(SPB) | COM | 84790A105 | $90.1M | 1,714,955 | 7.9% |