Holdings
| MU MICRON TECHNOLOGY INC | $91.4M | 92.5% | 1,823,812 | — | — | Held |
| BROOKFIELD ASSET MGMT INC | $7.4M | 7.5% | 180,303 | +180,303 | — | New |
| SRG SERITAGE GROWTH PROP- A | $30K | 0.0% | 3,375 | — | — | 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.