Loading portfolio…
Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | POWELL INDS INC | $36.3M | 119000 | 40.94% |
| 2 | VERTIV HOLDINGS CO | $24.1M | 160000 | 27.25% |
| 3 | FIRST SOLAR INC | $10.6M | 48000 | 11.95% |
| 4 | HERC HLDGS INC | $8.6M | 74000 | 9.75% |
| 5 | SPDR GOLD TR | $4.7M | 13100 | 5.26% |
| 6 | HUBBELL INC | $4.3M | 10000 | 4.86% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.