| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TEMPUR SEALY INTL INC COM | 2,596,189 | 177,260,000 | 23.71% | ||
| 2 | PRAXAIR INC | 1,120,346 | 131,293,000 | 17.56% | ||
| 3 | COTY INC-CL A | 6,872,178 | 125,783,000 | 16.83% | ||
| 4 | SPECTRUM BRANDS HLDGS INC | 630,731 | 77,157,000 | 10.32% | ||
| 5 | KRAFT HEINZ CO | 827,910 | 72,293,000 | 9.67% | ||
| 6 | SIGNET JEWELERS LIMITED SHS | 573,188 | 54,029,000 | 7.23% | ||
| 7 | MERCADOLIBRE INC | 298,793 | 46,644,000 | 6.24% | ||
| 8 | HRG GROUP INC | 2,342,494 | 36,449,000 | 4.88% | ||
| 9 | PRAXAIR INC | 150,923 | 17,687,000 | 2.37% | ||
| 10 | HRG GROUP INC | 315,552 | 4,910,000 | 0.66% | ||
| 11 | COSAN LIMITED | 462,387 | 3,473,000 | 0.46% | ||
| 12 | ANHEUSER BUSCH INBEV SA/NV | 5,808 | 612,000 | 0.08% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000947871-17-000066, filed 2017.01.26).
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.
