Hedge Fund - Cercano Management

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No. Security Ticker Shares Value Activity % Port History
1. MSFT 542,736 $294,642,583 -15% 11.15%
2. XPO 1,945,996 $264,480,316 10.01%
3. UNP 1,126,608 $260,606,962 +3% 9.86%
4. QXO 10,815,832 $208,637,399 +3% 7.9%
5. LLY 142,454 $153,092,464 -5% 5.79%