| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| W | WAYFAIR INC | 6.77% | 2,923,845 | $261,187,074 | -76,155 | -2.54% | $89.33 | 13F |
| GXO | GXO LOGISTICS INCORPORATED | 4.45% | 3,250,000 | $171,892,500 | -350,000 | -9.72% | $52.89 | 13F |
| CMPR | Cimpress plc | 3.09% | 1,729,257 | $119,111,222 | -329,647 | -16.01% | 13D | |
| CNM | CORE & MAIN INC | 3.00% | 2,150,000 | $115,734,500 | -300,000 | -12.24% | $53.83 | 13F |