| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DARLING INGREDIENTS INC COM | 16,956,437 | 252,651,000 | 6.63% | ||
| 2 | CENTENE CORP DEL | 3,281,076 | 234,170,000 | 6.15% | ||
| 3 | POLARIS INDS INC | 2,655,540 | 217,117,000 | 5.70% | ||
| 4 | CHICAGO BRIDGE & IRON CO N V | 5,936,356 | 205,576,000 | 5.40% | ||
| 5 | AGCO | 4,063,701 | 191,522,000 | 5.03% | ||
| 6 | CLEAN HARBORS INC | 3,646,840 | 190,037,000 | 4.99% | ||
| 7 | OGE ENERGY CORP | 5,575,722 | 182,605,000 | 4.79% | ||
| 8 | NEWFIELD EXPLOR | 4,045,532 | 178,732,000 | 4.69% | ||
| 9 | TIMKEN CO COM | 5,628,800 | 172,579,000 | 4.53% | ||
| 10 | THOR INDS INC COM | 2,650,454 | 171,590,000 | 4.51% | ||
| 11 | TRINITY INDS INC | 8,339,953 | 154,873,000 | 4.07% | ||
| 12 | IDEX CORP | 1,842,874 | 151,300,000 | 3.97% | ||
| 13 | BROADRIDGE FINL SOLUTIONS IN | 2,197,900 | 143,303,000 | 3.76% | ||
| 14 | WESTERN UN CO | 7,169,965 | 137,520,000 | 3.61% | ||
| 15 | HANESBRANDS INC | 4,763,777 | 119,714,000 | 3.14% | ||
| 16 | FLOWSERVE CORP | 2,587,627 | 116,883,000 | 3.07% | ||
| 17 | MURPHY USA INC COM | 1,501,715 | 111,367,000 | 2.92% | ||
| 18 | KNOWLES CORP COM | 6,926,532 | 94,755,000 | 2.49% | ||
| 19 | AMSURG CORP | 1,141,547 | 88,516,000 | 2.32% | ||
| 20 | SANDERSON FARMS INC COM | 939,045 | 81,359,000 | 2.14% | ||
| 21 | HILL ROM HLDGS INC | 1,552,136 | 78,305,000 | 2.06% | ||
| 22 | WESTROCK CO | 1,930,258 | 75,029,000 | 1.97% | ||
| 23 | Tenneco Inc Com | 1,548,098 | 72,157,000 | 1.89% | ||
| 24 | BRINKS CO COM | 2,513,805 | 71,618,000 | 1.88% | ||
| 25 | DIEBOLD NXDF INC | 2,866,636 | 71,179,000 | 1.87% | ||
| 26 | NORDSON CORP | 745,841 | 62,360,000 | 1.64% | ||
| 27 | PENTAIR PLC | 1,003,425 | 58,490,000 | 1.54% | ||
| 28 | KOPPERS HOLDINGS INC COM | 1,532,148 | 47,083,000 | 1.24% | ||
| 29 | AEGION CORP COM | 1,428,928 | 27,878,000 | 0.73% | ||
| 30 | MIDDLEBY CORP | 130,471 | 15,037,000 | 0.39% | ||
| 31 | CRANE COMPANY | 207,940 | 11,794,000 | 0.31% | ||
| 32 | INGEVITY CORP COM | 321,276 | 10,936,000 | 0.29% | ||
| 33 | WALTER INVESTMENT MGMT CORP | 2,175,766 | 6,005,000 | 0.16% | ||
| 34 | DISCOVER FINANCIAL | 40,200 | 2,154,000 | 0.06% | ||
| 35 | AMERICAN EXPRESS CO | 33,245 | 2,020,000 | 0.05% | ||
| 36 | FEDERAL SIGNAL CORP COM | 27,000 | 348,000 | 0.01% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001213900-16-015831, filed 2016.08.12).
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.
