Q3 2023 Holdings
Filed 2023-11-14 | 2 holdings | $697.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $511.0M | 11,790,989 | 73.3% |
| Gildan Activewear Inc(GIL) | COM | 375916103 | $186.1M | 6,645,548 | 26.7% |