| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | MERITAGE HOMES CORP COM | 350,000 | 17,024,000 | 0.47% | ||
| 52 | LA QUINTA HLDGS INC COM | 650,000 | 15,392,000 | 0.42% | ||
| 53 | LOWES COS INC | 180,000 | 13,390,000 | 0.37% | ||
| 54 | HFF INC | 350,000 | 13,139,000 | 0.36% | ||
| 55 | APPLE INC | 95,000 | 11,821,000 | 0.32% | ||
| 56 | TAYLOR MORRISON HOME CORP CL A | 500,000 | 10,425,000 | 0.29% | ||
| 57 | G-III APPAREL GROUP LTD | 85,000 | 9,575,000 | 0.26% | ||
| 58 | HANESBRANDS INC | 280,000 | 9,383,000 | 0.26% | ||
| 59 | LL FLOORING HOLDINGS INC COM | 300,000 | 9,234,000 | 0.25% | ||
| 60 | CHOICE HOTELS INTL NEW | 138,000 | 8,842,000 | 0.24% | ||
| 61 | EXTENDED STAY AMER INC | 420,000 | 8,203,000 | 0.22% | ||
| 62 | SKECHERS U S A INC | 110,000 | 7,910,000 | 0.22% | ||
| 63 | CARMAX INC | 105,000 | 7,246,000 | 0.20% | ||
| 64 | SIGNET JEWELERS LIMITED | 50,000 | 6,940,000 | 0.19% | ||
| 65 | MARINEMAX INC COM | 200,000 | 5,302,000 | 0.15% | ||
| 66 | CENTURY CMNTYS INC COM | 260,000 | 5,026,000 | 0.14% | ||
| 67 | New Home Company Inc (The) | 59,000 | 941,000 | 0.03% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000868491-15-000007, filed 2015.05.15).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
