Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| AVANOS MED INC | 0 | 600,000 | +600,000 | 0 | 14,928 | 32.77% | +14,928 |
| WARNER BROS DISCOVERY INC(WBD) | 832,628 | 940,000 | +107,372 | 22,853 | 25,060 | 55.01% | +2,207 |
| CINTAS CORP(CTAS) | 0 | 11,780 | +11,780 | 0 | 2,004 | 4.40% | +2,004 |
| ALLIED GOLD CORP(AAUC) | 1,425,000 | 150,000 | -1,275,000 | 44,182 | 3,563 | 7.82% | -40,619 |