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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| GPI | GROUP 1 AUTOMOTIVE INC | 46.41% | 967,000 | $281,561,390 | 211,968 | 28.07% | $291.17 | 13F |
| EQH | EQUITABLE HLDGS INC | 30.38% | 4,200,000 | $184,296,000 | No Change | $43.88 | 13F | |
| AIIR | AIR GLOBAL PLC | 10.61% | 9,666,791 | $64,380,828 | 9,666,791 | New | $6.66 | 13F |
| MNDY | MONDAY COM LTD | 4.77% | 400,000 | $28,956,000 | No Change | $72.39 | 13F | |
| RMNI | RIMINI STR INC DEL | 4.15% | 5,913,199 | $25,190,228 | No Change | $4.26 | 13F | |
| SDHC | SMITH DOUGLAS HOMES CORP | 3.67% | 1,433,350 | $22,274,259 | No Change | $15.54 | 13F | |
| LAD | LITHIA MTRS INC | -212,000 | Exited | 13F |