MIAMI BEACH, FL
Allocation by class
Portfolio Concentration
Top 3 weight
59.7%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 20.34M
Full voting authority
20.34M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
API GROUP CORPSOLE | COM STK | 1.48M | SH | $60.06M 23.34% | 1.48M | 0.00 | 0.00 |
DRIVEN BRANDS HLDGS INCSOLE | COM | 4M | SH | $50.44M 19.60% | 4M | 0.00 | 0.00 |
COMPASS DIVERSIFIEDSOLE | SH BEN INT | 5.50M | SH | $43.23M 16.80% | 5.50M | 0.00 | 0.00 |
GFL ENVIRONMENTAL INCSOLE | SUB VTG SHS | 1.01M | SH | $42.14M 16.38% | 1.01M | 0.00 | 0.00 |
STAGWELL INCSOLE | COM CL A | 6M | SH | $37.74M 14.67% | 6M | 0.00 | 0.00 |
PAR TECHNOLOGY CORPSOLE | COM | 1.21M | SH | $16.17M 6.28% | 1.21M | 0.00 | 0.00 |
TIC SOLUTIONS INCSOLE | COM | 1.10M | SH | $7.26M 2.82% | 1.10M | 0.00 | 0.00 |
KELLY SVCS INCSOLE | CL A | 30K | SH | $265.5K 0.10% | 30K | 0.00 | 0.00 |