NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
41.2%
Top 10 weight
86.1%
Voting Authority Distribution
Total shares with voting rights: 15.51M
Full voting authority
15.51M
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 |
|---|---|---|---|---|---|---|---|
BRINKS COSOLE | COM | 1.01M | SH | $95.83M 17.45% | 1.01M | 0.00 | 0.00 |
INGEVITY CORPSOLE | COM | 894.07K | SH | $66.76M 12.15% | 894.07K | 0.00 | 0.00 |
KOPPERS HOLDINGS INCSOLE | COM | 1.42M | SH | $63.59M 11.58% | 1.42M | 0.00 | 0.00 |
WISDOMTREE INCSOLE | COM | 2.67M | SH | $45.30M 8.25% | 2.67M | 0.00 | 0.00 |
AUTONATION INCSOLE | COM | 226.27K | SH | $42.04M 7.65% | 226.27K | 0.00 | 0.00 |
GILDAN ACTIVEWEAR INCSOLE | COM | 761.30K | SH | $39.28M 7.15% | 761.30K | 0.00 | 0.00 |
TENNANT COSOLE | COM | 383K | SH | $33.53M 6.10% | 383K | 0.00 | 0.00 |
DRIVEN BRANDS HLDGS INCSOLE | COM | 2.26M | SH | $31.48M 5.73% | 2.26M | 0.00 | 0.00 |
PRIMO BRANDS CORPORATIONSOLE | CLASS A COM SHS | 1.23M | SH | $30.03M 5.47% | 1.23M | 0.00 | 0.00 |
ENVIRI CORPSOLE | COM | 1.15M | SH | $25.22M 4.59% | 1.15M | 0.00 | 0.00 |
STRIDE INCSOLE | COM | 267.61K | SH | $23.08M 4.20% | 267.61K | 0.00 | 0.00 |
GIBRALTAR INDS INCSOLE | COM | 494.37K | SH | $22.30M 4.06% | 494.37K | 0.00 | 0.00 |
PELOTON INTERACTIVE INCSOLE | CL A COM | 2.66M | SH | $15.72M 2.86% | 2.66M | 0.00 | 0.00 |
MATSON INCSOLE | COM | 78.86K | SH | $15.16M 2.76% | 78.86K | 0.00 | 0.00 |