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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | TFI INTL INC | $35.5M | 326900 | 49.76% |
| 2 | WARNER BROS DISCOVERY INC | $17.0M | 620000 | 23.86% |
| 3 | BUILDERS FIRSTSOURCE INC | $10.3M | 125500 | 14.48% |
| 4 | UNITED NAT FOODS INC | $8.5M | 188500 | 11.90% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.