Q1 2023 Holdings
Filed 2023-05-15 | 2 holdings | $673.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $461.7M | 11,690,989 | 68.5% |
| Gildan Activewear Inc(GIL) | COM | 375916103 | $212.3M | 6,395,548 | 31.5% |