| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DARLING INGREDIENTS INC COM | 17,545,700 | 226,515,000 | 5.79% | ||
| 2 | CLEAN HARBORS INC | 3,942,503 | 219,400,000 | 5.60% | ||
| 3 | THOR INDS INC COM | 2,060,740 | 206,177,000 | 5.27% | ||
| 4 | CENTENE CORP DEL | 3,621,107 | 204,629,000 | 5.23% | ||
| 5 | ENVISION HEALTHCARE CORP | 3,185,758 | 201,627,000 | 5.15% | ||
| 6 | TRINITY INDS INC | 7,210,374 | 200,160,000 | 5.11% | ||
| 7 | TIMKEN CO COM | 4,886,967 | 194,013,000 | 4.96% | ||
| 8 | CHICAGO BRIDGE & IRON CO N V | 6,102,290 | 193,748,000 | 4.95% | ||
| 9 | POLARIS INDS INC | 2,315,207 | 190,750,000 | 4.87% | ||
| 10 | AGCO | 3,111,646 | 180,040,000 | 4.60% | ||
| 11 | OGE ENERGY CORP | 5,099,579 | 170,581,000 | 4.36% | ||
| 12 | NEWFIELD EXPLOR | 3,946,409 | 159,830,000 | 4.08% | ||
| 13 | WESTERN UN CO | 6,819,305 | 148,115,000 | 3.78% | ||
| 14 | IDEX CORP | 1,489,993 | 134,189,000 | 3.43% | ||
| 15 | BROADRIDGE FINL SOLUTIONS IN | 2,003,143 | 132,808,000 | 3.39% | ||
| 16 | HANESBRANDS INC | 5,976,902 | 128,922,000 | 3.29% | ||
| 17 | FLOWSERVE CORP | 2,413,154 | 115,952,000 | 2.96% | ||
| 18 | KNOWLES CORP COM | 6,276,407 | 104,879,000 | 2.68% | ||
| 19 | MURPHY USA INC COM | 1,528,733 | 93,971,000 | 2.40% | ||
| 20 | BRINKS CO COM | 2,022,961 | 83,447,000 | 2.13% | ||
| 21 | WESTROCK CO | 1,610,029 | 81,741,000 | 2.09% | ||
| 22 | HILL ROM HLDGS INC | 1,449,756 | 81,389,000 | 2.08% | ||
| 23 | SANDERSON FARMS INC COM | 772,354 | 72,787,000 | 1.86% | ||
| 24 | Tenneco Inc Com | 1,158,268 | 72,357,000 | 1.85% | ||
| 25 | DIEBOLD NXDF INC | 2,712,560 | 68,221,000 | 1.74% | ||
| 26 | NORDSON CORP | 532,540 | 59,671,000 | 1.52% | ||
| 27 | PENTAIR PLC | 1,022,487 | 57,331,000 | 1.46% | ||
| 28 | KOPPERS HOLDINGS INC COM | 1,107,611 | 44,637,000 | 1.14% | ||
| 29 | AEGION CORP COM | 1,177,872 | 27,916,000 | 0.71% | ||
| 30 | FEDERAL SIGNAL CORP COM | 1,490,477 | 23,266,000 | 0.59% | ||
| 31 | CRANE COMPANY | 184,284 | 13,291,000 | 0.34% | ||
| 32 | MIDDLEBY CORP | 78,780 | 10,148,000 | 0.26% | ||
| 33 | ISHARES TR | 25,848 | 3,486,000 | 0.09% | ||
| 34 | SPDR S&P MIDCAP 400 ETF TR | 10,974 | 3,311,000 | 0.08% | ||
| 35 | DISCOVER FINANCIAL | 37,595 | 2,710,000 | 0.07% | ||
| 36 | AMERICAN EXPRESS CO | 34,253 | 2,537,000 | 0.06% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001213900-17-001273, filed 2017.02.14).
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.
