Q1 2025 Holdings
Filed 2025-04-22 | 5 holdings | $130.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Envista Holdings Corporation(NVST) | COM | 29415F104 | $35.9M | 2,080,971 | 27.6% |
| Barrick Gold Corp(ABX) | COM | 067901108 | $34.2M | 1,759,574 | 26.2% |
| Western UN C(WU) | COM | 959802109 | $31.1M | 2,941,229 | 23.9% |
| Harley Davidson Inc(HOG) | COM | 412822108 | $28.9M | 1,145,259 | 22.2% |
| DUN & Bradstreet Hldgs Inc(DNB) | COM | 26484T106 | $132.6K | 14,835 | 0.1% |