Location: Los Angeles, CA
CIK: 0001825564 · Show all filings
Period: Q4 2024 (← Previous) (Next →)
Filing Date: Feb 14, 2025
Total Value: $998M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| SGI | TEMPUR SEALY INTL INC | 10,277,463 | $583M | 58.4% | $32.36 | +64.9% | COM | 88023U101 |
| GIL | GILDAN ACTIVEWEAR INC | 5,632,881 | $265M | 26.5% | $28.27 | +67.8% | COM | 375916103 |
| CAE | CAE INC | 5,934,931 | $151M | 15.1% | $21.09 | 0.0% | COM | 124765108 |