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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| NYT | NEW YORK TIMES CO MTN BE | 8.93% | 5,038,727 | $421,892,612 | -2,620,173 | -34.21% | $83.73 | 13F |
| HCA | HCA HEALTHCARE INC | 7.52% | 750,000 | $354,930,000 | -250,000 | -25% | $473.24 | 13F |
| VRT | VERTIV HOLDINGS CO | 5.31% | 1,000,000 | $250,580,000 | -500,000 | -33.33% | $250.58 | 13F |
| SGI | SOMNIGROUP INTERNATIONAL INC | 4.16% | 2,655,469 | $196,292,268 | -344,531 | -11.48% | $73.92 | 13F |