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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| HSIC | SCHEIN HENRY INC | 6.93% | 2,446,691 | $204,347,632 | -965,976 | -28.31% | $83.52 | 13F |
| PRMB | PRIMO BRANDS CORPORATION | 3.82% | 4,604,145 | $112,525,304 | -4,445,733 | -49.12% | $24.44 | 13F |
| V | VISA INC | 3.78% | 324,572 | $111,357,407 | -426,953 | -56.81% | $343.09 | 13F |
| GOOGL | ALPHABET INC | 2.11% | 174,221 | $62,261,359 | -416,394 | -70.5% | $357.37 | 13F |