WESTPORT, CT
Allocation by class
Portfolio Concentration
Top 3 weight
81.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 4.67M
Full voting authority
4.67M
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 |
|---|---|---|---|---|---|---|---|
CARVANA COSOLE | CL A | 89.26K | SH | $28.06M 27.68% | 89.26K | 0.00 | 0.00 |
ARCOS DORADOS HLDGS INCSOLE | SHS CLASS -A - | 3.33M | SH | $27.51M 27.14% | 3.33M | 0.00 | 0.00 |
KASPI KZ JSCSOLE | SPONSORED ADS | 371.24K | SH | $27.50M 27.12% | 371.24K | 0.00 | 0.00 |
HNI CORPSOLE | COM | 262.90K | SH | $8.78M 8.66% | 262.90K | 0.00 | 0.00 |
ACADIAN ASSET MANAGEMENT INCSOLE | COM | 100.20K | SH | $5.45M 5.38% | 100.20K | 0.00 | 0.00 |
PROFICIENT AUTO LOGISTICS INSOLE | COM | 288.70K | SH | $1.96M 1.93% | 288.70K | 0.00 | 0.00 |
HILTON GRAND VACATIONS INCSOLE | COM | 45.78K | SH | $1.79M 1.77% | 45.78K | 0.00 | 0.00 |
SLEEP NUMBER CORPSOLE | COM | 179.40K | SH | $322.0K 0.32% | 179.40K | 0.00 | 0.00 |