(Eagle Value Partners) recommended Gildan Activewear (GIL) at the Ira Sohn Conference. Gildan Activewear is the second largest position in Witmer's 13F portfolio. Eagle Value Partners had $10 million invested in the stock. The fund's largest position is Macquarie Infrastructure (MIC). The fund had $12 million invested in MIC at the end of March.
Meryl Witmer also mentioned that she likes Viacom (VIA). Her fund had $3 million invested in Viacom, one of her smaller positions.