Q2 2024 Holdings
Filed 2024-07-26 | 103 holdings | $307.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Westrock Co(WRKUSD) | COM | 96145D105 | $16.4M | 327,250 | 5.3% |
| Apollo Global Mgmt Inc(APO) | COM | 03769M106 | $16.8M | 142,327 | 5.5% |
| United Rentals Inc(URI) | COM | 911363109 | $20.6M | 31,795 | 6.7% |