Q2 2026 Holdings
Filed 2026-07-01 | 4 holdings | $45.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Warner Bros Discovery Inc(WBD) | COM SER A | 934423104 | $25.1M | 940,000 | 55.0% |
| Avanos MED Inc(AVNS) | COM | 05350V106 | $14.9M | 600,000 | 32.8% |
| Allied Gold Corp(AAUC) | COM NEW | 01921D204 | $3.6M | 150,000 | 7.8% |
| Cintas Corp(CTAS) | COM | 172908105 | $2.0M | 11,780 | 4.4% |