| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | MIDDLEBY CORP | 42,000 | 5,192,000 | 0.24% | ||
| 52 | CENTURY CMNTYS INC COM | 235,000 | 5,055,000 | 0.24% | ||
| 53 | EOG RES INC | 50,000 | 4,836,000 | 0.23% | ||
| 54 | SCHWAB CHARLES CORP | 130,000 | 4,104,000 | 0.19% | ||
| 55 | FOUR CORNERS PPTY TR INC COM | 120,000 | 2,560,000 | 0.12% | ||
| 56 | TAYLOR MORRISON HOME CORP CL A | 145,000 | 2,552,000 | 0.12% | ||
| 57 | COMMUNICATIONS SALES&LEAS IN | 80,000 | 2,513,000 | 0.12% | ||
| 58 | KB HOME | 100,000 | 1,612,000 | 0.08% | ||
| 59 | POTLATCHDELTIC CORPORATION | 40,000 | 1,556,000 | 0.07% | ||
| 60 | STAMPS COM INC COM NEW | 10,000 | 945,000 | 0.04% | ||
| 61 | DYCOM INDS INC COM | 10,000 | 818,000 | 0.04% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000868491-16-000028, filed 2016.11.10).
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.
