Q1 2024 Holdings
Filed 2024-05-14 | 2 holdings | $935.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $614.8M | 10,820,236 | 65.7% |
| Gildan Activewear Inc(GIL) | COM | 375916103 | $320.8M | 8,640,448 | 34.3% |