Q2 2024 Holdings
Filed 2024-08-14 | 2 holdings | $878.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $513.2M | 10,840,603 | 58.4% |
| Gildan Activewear Inc(GIL) | COM | 375916103 | $365.4M | 9,637,135 | 41.6% |