Q1 2025 Holdings
Filed 2025-05-15 | 3 holdings | $1.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Somnigroup International Inc(SGI) | COM | 88023U101 | $615.4M | 10,277,463 | 51.5% |
| CAE Inc(CAE) | COM | 124765108 | $337.7M | 13,734,943 | 28.3% |
| Gildan Activewear Inc(GIL) | COM | 375916103 | $241.4M | 5,459,284 | 20.2% |