CIK: 0001803274
Total reported value
$8.9B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CTOS | Custom Truck One Source INC | Stock-Other | 42.90% | +0.63% | — | |
| 2 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 40.27% | — | — | |
| 3 | RYZ | Ryerson Holding CORP | Stock-Other | 14.72% | -0.21% | -33.54% | |
| 4 | VRRM | Verra Mobility CORP | Stock-Other | 2.11% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VRT | Vertiv Holdings Co-a | +12.9% | — | Unchanged |
| 2 | VRRM | Verra Mobility CORP | +2.1% | NEW | New buy |
| 3 | RYZ | Ryerson Holding CORP | -7.1% | -33.54% | Trim |
| 4 | CTOS | Custom Truck One Source INC | -7.9% | — | Unchanged |