Hedge Fund - Value Holdings LP

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No. Security Ticker Shares Value Activity % Port History
1. EME 112,670 $73,184,000 11.73%
2. PRIM 448,675 $61,616,000 -3% 9.88%
3. ROL 939,170 $55,167,000 8.84%
4. WAB 232,900 $46,690,000 7.48%
5. MKSI 297,714 $36,848,000 5.91%