| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CENTENE CORP | 3,642,864 | 301,301,000 | 5.91% | ||
| 2 | DARLING INGREDIENTS INC | 15,741,736 | 288,389,000 | 5.66% | ||
| 3 | TRINITY INDUSTRIES INC | 5,901,732 | 275,729,000 | 5.41% | ||
| 4 | Chicago Bridge & Iron Company | 4,574,502 | 264,635,000 | 5.19% | ||
| 5 | AGCO CORP | 5,697,561 | 259,011,000 | 5.08% | ||
| 6 | NEWFIELD EXPLORATION CO | 5,739,253 | 212,754,000 | 4.17% | ||
| 7 | CLEAN HARBORS INC | 3,852,509 | 207,727,000 | 4.08% | ||
| 8 | THOR INDUSTRIES INC | 3,873,659 | 199,493,000 | 3.91% | ||
| 9 | BROADRIDGE FINANCIAL SOLUTIO | 4,598,541 | 191,437,000 | 3.76% | ||
| 10 | HANESBRANDS INC | 1,565,317 | 168,178,000 | 3.30% | ||
| 11 | IDEX CORP | 2,285,718 | 165,417,000 | 3.25% | ||
| 12 | CARBO CERAMICS INC | 2,747,819 | 162,753,000 | 3.19% | ||
| 13 | TIMKEN CO | 3,734,416 | 158,302,000 | 3.11% | ||
| 14 | WESTERN UNION CO | 9,533,467 | 152,917,000 | 3.00% | ||
| 15 | ICONIX BRAND GROUP INC | 4,091,206 | 151,129,000 | 2.97% | ||
| 16 | POLARIS INDUSTRIES INC | 996,616 | 149,283,000 | 2.93% | ||
| 17 | DIEBOLD NIXDORF INC | 4,012,313 | 141,715,000 | 2.78% | ||
| 18 | Adt Corp | 3,945,484 | 139,907,000 | 2.75% | ||
| 19 | FLOWSERVE CORP | 1,940,412 | 136,838,000 | 2.69% | ||
| 20 | HILL ROM HOLDINGS INC | 3,190,144 | 132,168,000 | 2.59% | ||
| 21 | MEADWESTVACO CORP | 3,187,097 | 130,480,000 | 2.56% | ||
| 22 | OGE ENERGY CORP | 3,415,683 | 126,756,000 | 2.49% | ||
| 23 | SANDERSON FARMS INC | 1,425,999 | 125,417,000 | 2.46% | ||
| 24 | TIDEWATER INC | 2,950,856 | 115,172,000 | 2.26% | ||
| 25 | BRINK S CO/THE | 4,551,187 | 109,411,000 | 2.15% | ||
| 26 | NORDSON CORP | 1,249,385 | 95,041,000 | 1.87% | ||
| 27 | INTREPID POTASH INC | 5,819,843 | 89,917,000 | 1.76% | ||
| 28 | KOPPERS HOLDINGS INC | 2,320,590 | 76,951,000 | 1.51% | ||
| 29 | MURPHY USA INC | 1,378,025 | 73,118,000 | 1.43% | ||
| 30 | PENTAIR PLC | 1,105,013 | 72,367,000 | 1.42% | ||
| 31 | COLUMBIA SPORTSWEAR CO | 1,886,070 | 67,484,000 | 1.32% | ||
| 32 | MIDDLEBY CORP | 548,766 | 48,363,000 | 0.95% | ||
| 33 | WALTER INVT MGMT CORP | 2,012,661 | 44,178,000 | 0.87% | ||
| 34 | AEGION CORP | 1,230,435 | 27,377,000 | 0.54% | ||
| 35 | TIMKENSTEEL CORP | 451,764 | 21,003,000 | 0.41% | ||
| 36 | FRESH MKT INC | 396,955 | 13,866,000 | 0.27% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001089755-14-000023, filed 2014.11.13).
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.
