MIAMI BEACH, FL
Allocation by class
Portfolio Concentration
Top 3 weight
72.8%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 37.64M
Full voting authority
37.64M
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 |
|---|---|---|---|---|---|---|---|
COMPASS DIVERSIFIEDSOLE | SH BEN INT | 14.50M | SH | $154.57M 33.10% | 14.50M | 0.00 | 0.00 |
DRIVEN BRANDS HLDGS INCSOLE | COM | 7.90M | SH | $110.13M 23.59% | 7.90M | 0.00 | 0.00 |
STAGWELL INCSOLE | COM CL A | 10.11M | SH | $75.14M 16.09% | 10.11M | 0.00 | 0.00 |
API GROUP CORPSOLE | COM STK | 1.48M | SH | $62.77M 13.44% | 1.48M | 0.00 | 0.00 |
GFL ENVIRONMENTAL INCSOLE | SUB VTG SHS | 1.01M | SH | $37.16M 7.96% | 1.01M | 0.00 | 0.00 |
TIC SOLUTIONS INCSOLE | COM | 2M | SH | $16.18M 3.47% | 2M | 0.00 | 0.00 |
PAR TECHNOLOGY CORPSOLE | COM | 609.43K | SH | $10.62M 2.27% | 609.43K | 0.00 | 0.00 |
KELLY SVCS INCSOLE | CL A | 30K | SH | $368.4K 0.08% | 30K | 0.00 | 0.00 |