Location: Los Angeles, CA
CIK: 0001825564 · Show all filings
Period: Q4 2023 (← Previous) (Next →)
Filing Date: Feb 14, 2024
Total Value: $928M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| SGI | TEMPUR SEALY INTL INC | 12,611,189 | $643M | 69.2% | $32.36 | +31.1% | COM | 88023U101 |
| GIL | GILDAN ACTIVEWEAR INC | 8,640,448 | $286M | 30.8% | $27.47 | +13.7% | COM | 375916103 |