Q1 2026 Holdings
Filed 2026-05-08 | 4 holdings | $66.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Driven Brands Hldgs Inc(DRVN) | COM | 26210V102 | $50.3M | 3,992,673 | 76.3% |
| Burford Capital Limited(BUR) | ORD SHS | G17977110 | $6.5M | 1,445,614 | 9.9% |
| Shift4 Pmts Inc(FOUR) | CL A | 82452J109 | $4.7M | 107,016 | 7.1% |
| Vivid Seats Inc(SEAT) | COM CL A | 92854T209 | $4.4M | 746,539 | 6.7% |