Q1 2025 Holdings
Filed 2025-05-15 | 4 holdings | $127.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Pitney Bowes Inc(PBI) | COM | 724479100 | $124.0M | 13,705,045 | 97.1% |
| Kohls Corp(KSS) | COM | 500255104 | $2.1M | 253,700 | 1.6% |
| KB Home(KBH)Put | COM | 48666K109 | $1.2M | 21,400 | 1.0% |
| QVC Group Inc(QVCAUSD) | COM SER A | 74915M100 | $434.2K | 2,159,270 | 0.3% |