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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| TIC | TIC SOLUTIONS INC | 3.93% | 21,850,000 | $143,773,000 | 7,013,879 | 47.28% | $6.58 | 13F |
| SPGI | S&P GLOBAL INC | 3.81% | 327,955 | $139,492,380 | 40,401 | 14.05% | $425.34 | 13F |
| CRH | CRH PLC | 3.13% | 1,089,281 | $114,505,219 | 310,602 | 39.89% | $105.12 | 13F |
| GTX | GARRETT MOTION INC | 2.95% | 5,935,638 | $107,850,542 | 457,779 | 8.36% | $18.17 | 13F |
| VLTO | VERALTO CORP | 2.61% | 1,079,924 | $95,486,880 | 287,139 | 36.22% | $88.42 | 13F |
| MBC | MASTERBRAND INC | 2.35% | 10,346,864 | $85,982,440 | 1,121,233 | 12.15% | $8.31 | 13F |
| AWI | ARMSTRONG WORLD INDS INC NEW | 2.24% | 498,268 | $82,114,566 | 70,500 | 16.48% | $164.8 | 13F |
| CCSI | CONSENSUS CLOUD SOLUTIONS IN | 1.19% | 1,838,379 | $43,643,117 | 43,412 | 2.42% | $23.74 | 13F |
| Q | QNITY ELECTRONICS INC | 1.03% | 325,463 | $37,551,921 | 20,000 | 6.55% | $115.38 | 13F |