| 1 |
NVR INC |
235,767 |
266,421 |
10.01% |
|
|
| 2 |
LENNAR |
3,760,452 |
146,018 |
5.49% |
|
|
| 3 |
UNITED CONTL HLDGS INC |
3,009,425 |
140,811 |
5.29% |
|
|
| 4 |
The Ryland Group Inc (Acquired 10/1/15) |
4,048,934 |
134,587 |
5.06% |
|
|
| 5 |
FLUOR CORP NEW |
1,772,952 |
118,415 |
4.45% |
|
|
| 6 |
RYDER SYS INC |
1,167,174 |
105,011 |
3.95% |
|
|
| 7 |
TRINITY INDS INC |
2,140,022 |
99,982 |
3.76% |
|
|
| 8 |
MACYS INC |
1,612,961 |
93,842 |
3.53% |
|
|
| 9 |
HARLEY DAVIDSON INC |
1,402,635 |
81,633 |
3.07% |
|
|
| 10 |
OCCIDENTAL PETE CORP DEL |
842,915 |
81,046 |
3.05% |
|
|
| 11 |
LOUISIANA PAC CORP |
5,671,078 |
77,070 |
2.90% |
|
|
| 12 |
LYONDELLBASELL INDUSTRIES N |
680,229 |
73,914 |
2.78% |
|
|
| 13 |
HELMERICH & PAYNE INC |
732,329 |
71,673 |
2.69% |
|
|
| 14 |
MARATHON PETE CORP |
812,469 |
68,792 |
2.59% |
|
|
| 15 |
ALLIANCE RES PARTNER L P |
1,568,184 |
67,181 |
2.53% |
|
|
| 16 |
UNION PAC CORP |
612,665 |
66,425 |
2.50% |
|
|
| 17 |
ISHARES TR |
2,923,300 |
65,745 |
2.47% |
Call |
|
| 18 |
DELTA AIRLINES INC DEL |
1,676,509 |
60,606 |
2.28% |
|
|
| 19 |
WESTLAKE CHEM CORP |
614,331 |
53,195 |
2.00% |
|
|
| 20 |
TAKE-TWO INTERACTIVE SOFTWAR |
2,273,214 |
52,443 |
1.97% |
|
|
| 21 |
NXP SEMICONDUCTORS N V |
743,387 |
50,870 |
1.91% |
|
|
| 22 |
METHANEX CORP |
737,300 |
49,252 |
1.85% |
|
|
| 23 |
ROCKWELL AUTOMATION INC |
439,199 |
48,259 |
1.81% |
|
|
| 24 |
WEYERHAEUSER CO |
1,451,241 |
46,237 |
1.74% |
|
|
| 25 |
BOEING CO |
342,954 |
43,685 |
1.64% |
|
|
| 26 |
FLOWSERVE CORP |
600,064 |
42,317 |
1.59% |
|
|
| 27 |
POTASH CORP SASK INC |
1,194,403 |
41,279 |
1.55% |
|
|
| 28 |
FEDEX CORP |
236,385 |
38,164 |
1.43% |
|
|
| 29 |
APPLE INC |
359,559 |
36,226 |
1.36% |
|
|
| 30 |
HANESBRANDS INC |
295,715 |
31,772 |
1.19% |
|
|
| 31 |
KIRBY CORP |
264,288 |
31,146 |
1.17% |
|
|
| 32 |
NOW INC |
1,003,706 |
30,523 |
1.15% |
|
|
| 33 |
FORESIGHT ENERGY LP |
1,525,175 |
27,850 |
1.05% |
|
|
| 34 |
LYON WILLIAM HOMES CL A NEW |
1,241,970 |
27,448 |
1.03% |
|
|
| 35 |
UNIFI INC COM NEW |
1,026,640 |
26,590 |
1.00% |
|
|
| 36 |
GENERAL MTRS CO |
740,876 |
23,664 |
0.89% |
|
|
| 37 |
MADDEN STEVEN LTD COM |
707,562 |
22,805 |
0.86% |
|
|
| 38 |
FLEETCOR TECHNOLOGIES INC |
140,620 |
19,985 |
0.75% |
|
|
| 39 |
INTREPID POTASH INC |
1,152,875 |
17,812 |
0.67% |
|
|
| 40 |
MOBILEYE N V AMSTELVEEN |
236,950 |
12,698 |
0.48% |
|
|
| 41 |
LENNAR |
237,700 |
9,230 |
0.35% |
Call |
|
| 42 |
INTEL CORP |
234,000 |
8,148 |
0.31% |
|
|
| 43 |
Con-Way Inc |
159,548 |
7,579 |
0.28% |
|
|
| 44 |
The Ryland Group Inc (Acquired 10/1/15) |
196,200 |
6,522 |
0.25% |
Call |
|
| 45 |
MARINEMAX INC COM |
367,562 |
6,193 |
0.23% |
|
|
| 46 |
GEEKNET INC |
450,000 |
4,185 |
0.16% |
|
|
| 47 |
SPDR S&P 500 ETF TR |
20,476 |
4,034 |
0.15% |
|
|
| 48 |
MARRIOTT INTL INC NEW |
46,084 |
3,221 |
0.12% |
|
|
| 49 |
H&E EQUIPMENT SERVICES LLC COM |
74,467 |
3,000 |
0.11% |
|
|
| 50 |
CONSTELLATION BRANDS INC |
30,185 |
2,631 |
0.10% |
|
|
