Q4 2025 Holdings
Filed 2026-02-13 | 52 holdings | $1.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Viatris Inc(VTRS) | COM | 92556V106 | $120.5M | 9,680,736 | 9.7% |
| Spectrum Brands Hldgs Inc NE(SPB) | COM | 84790A105 | $122.0M | 2,065,216 | 9.8% |