Q4 2025 Holdings
Filed 2026-01-07 | 4 holdings | $81.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Driven Brands Hldgs Inc(DRVN) | COM | 26210V102 | $57.0M | 3,846,166 | 70.3% |
| Burford Cap LTD(BUR) | ORD SHS | G17977110 | $12.3M | 1,382,882 | 15.2% |
| Arcos Dorados Holdings Inc(ARCO) | SHS CLASS -A - | G0457F107 | $7.7M | 1,045,701 | 9.5% |
| Vivid Seats Inc(SEAT) | COM CL A | 92854T209 | $4.0M | 556,918 | 5.0% |