Q2 2023 Holdings
Filed 2023-08-14 | 2 holdings | $686.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $472.5M | 11,790,989 | 68.8% |
| Gildan Activewear Inc(GIL) | COM | 375916103 | $214.3M | 6,645,548 | 31.2% |