Q2 2023 Holdings
Filed 2023-08-07 | 5 holdings | $154.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alight Inc.(ALIT) | COM CL A | 01626W101 | $44.9M | 4,855,196 | 29.0% |
| Alphabet Inc.(GOOGL) | CAP STK CL A | 02079K305 | $40.2M | 335,467 | 26.0% |
| Ryanair Hldgs PLC(RYAAY) | SPONSORED ADS | 783513203 | $27.0M | 244,218 | 17.5% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $26.0M | 252,198 | 16.8% |
| Ebay(EBAY) | COM | 278642103 | $16.4M | 368,000 | 10.6% |