Holdings
| Janus Henderson Group plc | $1.64B | 42.4% | 31,867,800 | — | — | Held |
| GE GENERAL ELECTRIC | $1.14B | 29.6% | 4,030,765 | — | — | Held |
| SOLV SOLVENTUM CORP | $537.9M | 13.9% | 8,236,753 | — | — | Held |
| FERG1GBX FERGUSON PLC | $253.4M | 6.6% | 1,086,357 | — | — | Held |
| WEN WENDY'S CO | $211.6M | 5.5% | 30,446,022 | +5,704 | +0.0% | Added |
| IVZ INVESCO LTD | $72.2M | 1.9% | 2,970,944 | — | — | Held |
| MICC MAGNUM ICE CREAM CO NV | $3.6M | 0.1% | 241,042 | +241,042 | — | New |
| GEHC GE HEALTHCARE TECHNOLOGY | $288K | 0.0% | 4,044 | — | — | Held |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.