RALEIGH, NC
Allocation by class
Portfolio Concentration
Top 3 weight
60.8%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 6.23M
Full voting authority
6.23M
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 |
|---|---|---|---|---|---|---|---|
MCGRATH RENTCORPSOLE | COM | 192.43K | SH | $23.29M 24.02% | 192.43K | 0.00 | 0.00 |
HILLMAN SOLUTIONS CORPSOLE | COM | 2.57M | SH | $21.73M 22.41% | 2.57M | 0.00 | 0.00 |
RXO INCSOLE | COMMON STOCK | 504.80K | SH | $13.93M 14.36% | 504.80K | 0.00 | 0.00 |
PATRICK INDS INCSOLE | COM | 155.04K | SH | $13.92M 14.36% | 155.04K | 0.00 | 0.00 |
JANUS INTERNATIONAL GROUP INSOLE | COMMON STOCK | 1.91M | SH | $10.60M 10.93% | 1.91M | 0.00 | 0.00 |
COVENANT LOGISTICS GROUP INCSOLE | CL A | 161.08K | SH | $7.12M 7.34% | 161.08K | 0.00 | 0.00 |
CONCRETE PUMPING HLDGS INCSOLE | COM | 267.29K | SH | $3.22M 3.32% | 267.29K | 0.00 | 0.00 |
PROFICIENT AUTO LOGISTICS INSOLE | COM | 464.29K | SH | $3.16M 3.26% | 464.29K | 0.00 | 0.00 |