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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| PRMB | Primo Brands Corporation | 7.94% | 17,095,000 | $321,898,850 | 17,095,000 | New | $18.83 | 13F |
| WFRD | Weatherford Intl PLC | 5.89% | 2,525,000 | $238,814,500 | 2,525,000 | New | $94.58 | 13F |
| ICLR | Icon PLC | 5.75% | 2,105,000 | $232,939,300 | 2,105,000 | New | $110.66 | 13F |
| GIL | Gildan Activewear Inc | 5.69% | 4,140,000 | $230,391,000 | 4,140,000 | New | $55.65 | 13F |
| ON | On Semiconductor Corp | 2.97% | 1,945,000 | $120,434,400 | 1,945,000 | New | $61.92 | 13F |
| BTDR | Bitdeer Technologies Group | 2.06% | 9,635,000 | $83,342,750 | 9,635,000 | New | $8.65 | 13F |
| AKAM | Akamai Technologies Inc | 0.67% | 235,000 | $26,989,750 | 235,000 | New | $114.85 | 13F |