Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2023 ▲▼ | Q4 2023 ▲▼ | Change ▲▼ | Q3 2023 ▲▼ | Q4 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VERTIV HOLDINGS CO(VRT) | 7,955,215 | 7,955,215 | 0 | 295,934 | 382,089 | 26.58% | +86,155 |
| RYERSON HLDG CORP(RYZ) | 3,924,478 | 3,924,478 | 0 | 114,163 | 136,101 | 9.47% | +21,938 |
| INTERNATIONAL MNY EXPRESS IN(IMXI) | 32,016 | 32,016 | 0 | 542 | 707 | 0.05% | +165 |
| CUSTOM TRUCK ONE SOURCE INC(CTOS) | 148,600,000 | 148,600,000 | 0 | 921,320 | 918,348 | 63.90% | -2,972 |