Q1 2021 Holdings
Filed 2021-04-12 | 3 holdings | $117.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Curtiss Wright Corp(CW) | COM | 231561101 | $117.3M | 989,295 | 99.7% |
| Teledyne Technologie | COM | 879360106 | $217.3K | 525,773 | 0.2% |
| Kemper Corp(KMPR) | COM | 488401100 | $174.7K | 2,191,192 | 0.1% |