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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| GPI | GROUP 1 AUTOMOTIVE INC | 47.66% | 755,032 | $249,636,230 | 186,608 | 32.83% | $330.63 | 13F |
| EQH | EQUITABLE HLDGS INC | 29.75% | 4,200,000 | $155,862,000 | No Change | $37.11 | 13F | |
| LAD | LITHIA MTRS INC | 10.11% | 212,000 | $52,940,640 | -188,000 | -47% | $249.72 | 13F |
| MNDY | MONDAY COM LTD | 5.28% | 400,000 | $27,644,000 | 400,000 | New | $69.11 | 13F |
| RMNI | RIMINI STR INC DEL | 3.7% | 5,913,199 | $19,395,293 | No Change | $3.28 | 13F | |
| SDHC | SMITH DOUGLAS HOMES CORP | 3.5% | 1,433,350 | $18,346,880 | No Change | $12.8 | 13F |