Q2 2026 Holdings
Filed 2026-08-11 | 3 holdings | $28.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Driven Brands Hldgs Inc(DRVN) | COM | 26210V102 | $14.3M | 1,027,266 | 49.6% |
| Shift4 Pmts Inc(FOUR) | CL A | 82452J109 | $12.9M | 265,971 | 44.8% |
| Vivid Seats Inc(SEAT) | COM CL A | 92854T209 | $1.6M | 244,190 | 5.5% |