| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TEMPUR SEALY INTL INC COM | 2,491,956 | 137,855,000 | 26.37% | ||
| 2 | KRAFT HEINZ CO | 1,043,560 | 92,335,000 | 17.66% | ||
| 3 | HRG GROUP INC | 6,348,036 | 87,158,000 | 16.67% | ||
| 4 | PRAXAIR INC | 772,210 | 86,714,000 | 16.59% | ||
| 5 | SIGNET JEWELERS LIMITED SHS | 610,388 | 50,302,000 | 9.62% | ||
| 6 | SPECTRUM BRANDS HLDGS INC | 326,828 | 38,994,000 | 7.46% | ||
| 7 | COTY INC-CL A | 1,003,247 | 26,074,000 | 4.99% | ||
| 8 | COSAN LIMITED | 462,387 | 3,010,000 | 0.58% | ||
| 9 | ANHEUSER BUSCH INBEV SA/NV | 3,043 | 401,000 | 0.08% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000947871-16-001395, filed 2016.08.05).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
