Q1 2025 Holdings
Filed 2025-04-21 | 5 holdings | $112.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Driven Brands Hldgs Inc(DRVN) | COM | 26210V102 | $41.9M | 2,443,770 | 37.3% |
| Brookfield Corp(BN) | CL A LTD VT SH | 11271J107 | $21.9M | 418,436 | 19.5% |
| Burford Cap LTD(BUR) | ORD SHS | G17977110 | $19.5M | 1,472,536 | 17.3% |
| Vivid Seats Inc | COM CL A | 92854T100 | $17.8M | 5,997,854 | 15.8% |
| Arcos Dorados Holdings Inc(ARCO) | SHS CLASS -A - | G0457F107 | $11.2M | 1,391,605 | 10.0% |