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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| PRMB | Primo Brands Corporation | 9.20% | 17,795,000 | $434,909,800 | 700,000 | 4.09% | $24.44 | 13F |
| CVNA | Carvana Co | 6.23% | 4,475,000 | $294,544,500 | 3,685,000 | 466.46% | $65.82 | 13F |
| SHC | Sotera Health Co | 5.85% | 15,560,000 | $276,190,000 | 3,915,000 | 33.62% | $17.75 | 13F |
| RSP | Invesco Exchange Traded FD T | 1.19% | 265,000 | $56,384,050 | 68,500 | 34.86% | $212.77 | 13F |