Q4 2023 Holdings
Filed 2024-02-14 | 2 holdings | $928.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $642.8M | 12,611,189 | 69.2% |
| Gildan Activewear Inc(GIL) | COM | 375916103 | $285.7M | 8,640,448 | 30.8% |