| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | YAHOO INC | 4,000,000 | 154,676,000 | 43.55% | ||
| 2 | STERICYCLE | 950,000 | 73,186,000 | 20.61% | ||
| 3 | SPROUTS FMRS MKT INC | 2,660,742 | 50,340,000 | 14.17% | ||
| 4 | AUTOLIV (US) | 353,000 | 39,941,000 | 11.25% | ||
| 5 | UNDER ARMOUR INC | 850,000 | 24,691,000 | 6.95% | ||
| 6 | FITBIT INC | 1,000,000 | 7,319,000 | 2.06% | ||
| 7 | GLOBAL EAGLE ENTMT INC | 778,719 | 5,030,000 | 1.42% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001576209-17-000002, filed 2017.02.14).
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.
