LTS One Management as of Dec. 31, 2021
Portfolio Holdings for LTS One Management
LTS One Management holds 5 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| International Flavors & Fragrances (IFF) | 69.8 | $791M | 5.3M | 150.65 | |
| Bath & Body Works In (BBWI) | 10.9 | $124M | 1.8M | 69.79 | |
| Irhythm Technologies (IRTC) | 8.3 | $94M | 800k | 117.69 | |
| Colfax Corporation | 7.2 | $82M | 1.8M | 45.97 | |
| Cnh Indl N V SHS (CNHI) | 3.7 | $42M | 2.2M | 19.43 |
