Q4 2021 Holdings
Filed 2022-08-16 | 7 holdings | $138.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transcat, Inc. CMN(TRNS) | COMMON STOCK | 893529107 | $41.6K | 450,000 | 30.1% |
| Vertiv Hldgs LLC CL A(VRT) | COMMON STOCK | 92537N108 | $25.0K | 1,000,000 | 18.1% |
| Nomad Holdings(NOMD) | COMMON STOCK | G6564A105 | $20.3K | 800,000 | 14.7% |
| Otis Worldwide Corporation CMN(OTIS) | COMMON STOCK | 68902V107 | $17.4K | 200,000 | 12.6% |
| Colfax Corporation CMN | COMMON STOCK | 194014106 | $16.5K | 360,000 | 12.0% |
| Heico Corp New(HEI/A) | COMMON STOCK | 422806208 | $10.9K | 85,000 | 7.9% |
| Colfax Corporation PFD Usd5.7500 | CONVERTIBLE PREFERRED STOCK | 194014205 | $6.5K | 35,000 | 4.7% |