Q1 2024 Holdings
Filed 2024-05-13 | 6 holdings | $18.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ryanair Holdings PLC(RYAAY) | SPONSORED ADS | 783513203 | $4.1M | 28,000 | 22.2% |
| Orion S.A.(OEC) | COM | L72967109 | $3.9M | 167,000 | 21.4% |
| Emerson Elec Co(EMR) | COM | 291011104 | $3.9M | 34,000 | 21.0% |
| Teck Resources LTD(TECK) | CL B | 878742204 | $3.1M | 67,000 | 16.7% |
| Tenaris S A(TS) | SPONSORED ADS | 88031M109 | $2.4M | 60,000 | 12.8% |
| Rockwell Automation Inc(ROK) | COM | 773903109 | $1.1M | 3,800 | 6.0% |