| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BWX TECHNOLOGIES INC COM | 10,561,086 | 377,770,000 | 15.65% | ||
| 2 | XILINX INC | 7,773,945 | 358,612,000 | 14.86% | ||
| 3 | INVESTORS BANCORP INC NEW | 30,162,428 | 334,200,000 | 13.85% | ||
| 4 | AGCO | 6,670,400 | 314,376,000 | 13.03% | ||
| 5 | AVNET INC | 6,193,796 | 250,911,000 | 10.40% | ||
| 6 | RACKSPACE HOSTING INC | 11,746,039 | 245,022,000 | 10.15% | ||
| 7 | ROWAN COMPANIES PLC SHS CL A | 9,992,812 | 176,473,000 | 7.31% | ||
| 8 | ALLSCRIPTS HEALTHCARE | 11,259,695 | 142,998,000 | 5.92% | ||
| 9 | F5 NETWORKS INC | 966,742 | 110,054,000 | 4.56% | ||
| 10 | FERROGLOBE PLC SHS | 7,226,831 | 62,223,000 | 2.58% | ||
| 11 | BABCOCK & WILCOX ENTERPRIS INC COM | 2,675,937 | 39,310,000 | 1.63% | ||
| 12 | INOVALON HLDGS INC COM CL A | 89,313 | 1,609,000 | 0.07% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-076570, filed 2016.08.15).
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.
