Q2 2021 Holdings
Filed 2021-07-09 | 3 holdings | $115.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Curtiss Wright Corp(CW) | COM | 231561101 | $114.8M | 966,495 | 99.7% |
| Teledyne Technologie | COM | 879360106 | $214.9K | 513,023 | 0.2% |
| Kemper Corp(KMPR) | COM | 488401100 | $159.4K | 2,157,392 | 0.1% |