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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| HRI | HERC HOLDINGS INC. | 13.11% | 1,117,122 | $160,128,267 | -544,940 | -32.79% | $143.34 | 13F |
| WSC | WILLSCOT MOBILE MINI HOLDINGS CORP. | 10.28% | 4,351,193 | $125,575,430 | -1,868,284 | -30.04% | $28.86 | 13F |
| NATL | NCR ATLEOS CORP | 3.81% | 1,071,128 | $46,497,666 | -453,597 | -29.75% | $43.41 | 13F |
| UTI | UNIVERSAL TECHNICAL INSTITUTE INC | 3.40% | 971,440 | $41,548,489 | -3,000,000 | -75.54% | $42.77 | 13F |