| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DARLING INGREDIENTS INC COM | 20,067,781 | 264,293,000 | 6.67% | ||
| 2 | POLARIS INDS INC | 2,189,770 | 215,649,000 | 5.44% | ||
| 3 | CHICAGO BRIDGE & IRON CO N V | 5,876,847 | 215,034,000 | 5.43% | ||
| 4 | CENTENE CORP DEL | 3,343,002 | 205,829,000 | 5.20% | ||
| 5 | AGCO | 4,079,608 | 202,756,000 | 5.12% | ||
| 6 | CLEAN HARBORS INC | 3,726,670 | 183,874,000 | 4.64% | ||
| 7 | TIMKEN CO COM | 5,296,043 | 177,364,000 | 4.48% | ||
| 8 | THOR INDS INC COM | 2,694,333 | 171,818,000 | 4.34% | ||
| 9 | Adt Corp | 4,063,352 | 167,654,000 | 4.23% | ||
| 10 | OGE ENERGY CORP | 5,704,205 | 163,311,000 | 4.12% | ||
| 11 | NEWFIELD EXPLOR | 4,708,988 | 156,574,000 | 3.95% | ||
| 12 | IDEX CORP | 1,867,648 | 154,791,000 | 3.91% | ||
| 13 | WESTERN UN CO | 7,301,720 | 140,850,000 | 3.56% | ||
| 14 | TRINITY INDS INC | 7,668,907 | 140,418,000 | 3.55% | ||
| 15 | BROADRIDGE FINL SOLUTIONS IN | 2,339,432 | 138,752,000 | 3.50% | ||
| 16 | HANESBRANDS INC | 4,348,578 | 123,239,000 | 3.11% | ||
| 17 | FLOWSERVE CORP | 2,671,421 | 118,638,000 | 3.00% | ||
| 18 | MURPHY USA INC COM | 1,531,033 | 94,082,000 | 2.38% | ||
| 19 | KNOWLES CORP COM | 7,090,905 | 93,458,000 | 2.36% | ||
| 20 | BRINKS CO COM | 2,704,836 | 90,855,000 | 2.29% | ||
| 21 | AMSURG CORP | 1,146,319 | 85,515,000 | 2.16% | ||
| 22 | HILL ROM HLDGS INC | 1,599,796 | 80,470,000 | 2.03% | ||
| 23 | Tenneco Inc Com | 1,539,584 | 79,304,000 | 2.00% | ||
| 24 | WESTROCK CO | 1,985,157 | 77,481,000 | 1.96% | ||
| 25 | DIEBOLD NXDF INC | 2,662,258 | 76,966,000 | 1.94% | ||
| 26 | SANDERSON FARMS INC COM | 840,923 | 75,834,000 | 1.91% | ||
| 27 | NORDSON CORP | 830,504 | 63,151,000 | 1.59% | ||
| 28 | PENTAIR PLC | 1,058,193 | 57,418,000 | 1.45% | ||
| 29 | KOPPERS HOLDINGS INC COM | 1,618,948 | 36,378,000 | 0.92% | ||
| 30 | MIDDLEBY CORP | 277,368 | 29,615,000 | 0.75% | ||
| 31 | AEGION CORP COM | 1,335,813 | 28,172,000 | 0.71% | ||
| 32 | CARBO CERAMICS INC | 1,738,593 | 24,688,000 | 0.62% | ||
| 33 | WALTER INVESTMENT MGMT CORP | 2,491,733 | 19,037,000 | 0.48% | ||
| 34 | ISHARES TR | 27,730 | 3,068,000 | 0.08% | ||
| 35 | DISCOVER FINANCIAL | 40,895 | 2,082,000 | 0.05% | ||
| 36 | AMERICAN EXPRESS CO | 33,845 | 2,078,000 | 0.05% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001213900-16-013260, filed 2016.05.13).
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.
