Q3 2024 Holdings
Filed 2024-11-04 | 104 holdings | $328.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Smurfit Westrock PLC(SW) | SHS | G8267P108 | $16.2M | 327,385 | 4.9% |
| Jabil Inc(JBL) | COM | 466313103 | $16.9M | 141,360 | 5.2% |
| Apollo Global Mgmt Inc(APO) | COM | 03769M106 | $17.8M | 142,352 | 5.4% |
| United Rentals Inc(URI) | COM | 911363109 | $25.8M | 31,805 | 7.8% |