Q4 2022 Holdings
Filed 2023-02-14 | 3 holdings | $13.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Maxar Technologies Inc(MAXREUR) | COM | 57778K105 | $5.2M | 100,000 | 38.9% |
| AerCap Holdings N.V.(AER) | SHS | N00985106 | $5.1M | 87,712 | 38.4% |
| TransDigm Group Inc(TDG) | COM | 893641100 | $3.0M | 4,793 | 22.7% |