BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
77.7%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 12.23M
Full voting authority
7.69M
shares
Joint voting authority
0.00
shares
No voting authority
4.54M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AerCap Holdings NVSOLE | SHS | 2.38M | SH | $347.63M 30.08% | 1.49M | 0.00 | 893.46K |
Shell PLCSOLE | Spon ADS | 4.11M | SH | $318.39M 27.55% | 2.57M | 0.00 | 1.53M |
Alcon AGSOLE | ORD SHS | 3.46M | SH | $232.38M 20.11% | 2.14M | 0.00 | 1.33M |
Check Point Software Tech LTSOLE | ORD | 1.22M | SH | $160.13M 13.85% | 759.95K | 0.00 | 458.43K |
Flutter Entmt PLCSOLE | SHS | 475.37K | SH | $48.57M 4.20% | 273.68K | 0.00 | 201.69K |
Canadian Pacific Kansas CitySOLE | COM | 431.32K | SH | $37.37M 3.23% | 324.63K | 0.00 | 106.70K |
Sunbelt Rentals Holdings IncSOLE | SHS | 151.45K | SH | $11.33M 0.98% | 130.03K | 0.00 | 21.41K |