Q1 2022 Holdings
Filed 2022-08-16 | 7 holdings | $120.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transcat, Inc. CMN(TRNS) | COMMON STOCK | 893529107 | $37.3K | 460,000 | 31.0% |
| Vertiv Hldgs LLC CL A(VRT) | COMMON STOCK | 92537N108 | $21.0K | 1,500,000 | 17.5% |
| Colfax Corporation CMN | COMMON STOCK | 194014106 | $19.9K | 500,000 | 16.5% |
| Otis Worldwide Corporation CMN(OTIS) | COMMON STOCK | 68902V107 | $15.4K | 200,000 | 12.8% |
| Nomad Holdings(NOMD) | COMMON STOCK | G6564A105 | $13.5K | 600,000 | 11.3% |
| Heico Corp New(HEI/A) | COMMON STOCK | 422806208 | $10.8K | 85,000 | 9.0% |
| John Bean Technologies Corpora(JBTM) | COMMON STOCK | 477839104 | $2.4K | 20,000 | 2.0% |