| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CHICAGO BRIDGE & IRON CO N V | 6,448,688 | 317,662,000 | 5.95% | ||
| 2 | CENTENE CORP DEL | 4,348,635 | 307,405,000 | 5.76% | ||
| 3 | AGCO | 6,086,985 | 289,984,000 | 5.43% | ||
| 4 | DARLING INGREDIENTS INC COM | 18,965,802 | 265,711,000 | 4.98% | ||
| 5 | CLEAN HARBORS INC | 4,286,905 | 243,410,000 | 4.56% | ||
| 6 | THOR INDS INC COM | 3,548,230 | 224,284,000 | 4.20% | ||
| 7 | BROADRIDGE FINL SOLUTIONS IN | 3,871,741 | 212,984,000 | 3.99% | ||
| 8 | WESTERN UN CO | 9,576,134 | 199,279,000 | 3.73% | ||
| 9 | NEWFIELD EXPLOR | 5,495,672 | 192,843,000 | 3.61% | ||
| 10 | HANESBRANDS INC | 5,600,987 | 187,689,000 | 3.52% | ||
| 11 | IDEX CORP | 2,293,799 | 173,939,000 | 3.26% | ||
| 12 | Adt Corp | 4,143,666 | 172,045,000 | 3.22% | ||
| 13 | TIMKEN CO COM | 4,011,981 | 169,065,000 | 3.17% | ||
| 14 | OGE ENERGY CORP | 5,235,223 | 165,485,000 | 3.10% | ||
| 15 | ICONIX BRAND GROUP INC | 4,522,299 | 152,266,000 | 2.85% | ||
| 16 | FLOWSERVE CORP | 2,671,020 | 150,886,000 | 2.83% | ||
| 17 | BRINKS CO COM | 5,113,037 | 141,273,000 | 2.65% | ||
| 18 | DIEBOLD NXDF INC | 3,779,240 | 134,012,000 | 2.51% | ||
| 19 | TRINITY INDS INC | 3,755,500 | 133,358,000 | 2.50% | ||
| 20 | HILL ROM HLDGS INC | 2,590,329 | 126,926,000 | 2.38% | ||
| 21 | FRESH MKT INC | 2,936,609 | 119,344,000 | 2.24% | ||
| 22 | POLARIS INDS INC | 832,388 | 117,450,000 | 2.20% | ||
| 23 | MEADWESTVACO CORP | 2,314,388 | 115,419,000 | 2.16% | ||
| 24 | MURPHY USA INC COM | 1,548,071 | 112,034,000 | 2.10% | ||
| 25 | AMSURG CORP | 1,532,149 | 94,258,000 | 1.77% | ||
| 26 | NORDSON CORP | 1,115,560 | 87,393,000 | 1.64% | ||
| 27 | TIDEWATER INC COM | 4,323,894 | 82,759,000 | 1.55% | ||
| 28 | COLUMBIA SPORTSWEAR CO | 1,346,881 | 82,025,000 | 1.54% | ||
| 29 | Tenneco Inc Com | 1,327,475 | 76,224,000 | 1.43% | ||
| 30 | PENTAIR PLC | 1,042,899 | 65,588,000 | 1.23% | ||
| 31 | TIMKENSTEEL CORPORATION COM | 2,431,723 | 64,368,000 | 1.21% | ||
| 32 | CARBO CERAMICS INC | 2,088,287 | 63,714,000 | 1.19% | ||
| 33 | SANDERSON FARMS INC COM | 785,519 | 62,567,000 | 1.17% | ||
| 34 | INTREPID POTASH INC | 5,293,208 | 61,137,000 | 1.14% | ||
| 35 | KOPPERS HOLDINGS INC COM | 3,021,648 | 59,466,000 | 1.11% | ||
| 36 | WALTER INVESTMENT MGMT CORP | 3,005,756 | 48,543,000 | 0.91% | ||
| 37 | MIDDLEBY CORP | 366,780 | 37,650,000 | 0.71% | ||
| 38 | AEGION CORP COM | 1,616,091 | 29,170,000 | 0.55% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001213900-15-003906, 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.
