Q4 2024 Holdings
Filed 2025-02-14 | 3 holdings | $998.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $582.6M | 10,277,463 | 58.4% |
| Gildan Activewear Inc(GIL) | COM | 375916103 | $265.0M | 5,632,881 | 26.5% |
| CAE Inc(CAE) | COM | 124765108 | $150.6M | 5,934,931 | 15.1% |