| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & CO NEW | 406,000 | 22,375,000 | 17.43% | ||
| 2 | Travelport Worldwide Ltd | 1,308,000 | 18,443,000 | 14.37% | ||
| 3 | SPIRIT AEROSYSTEMS HLDGS INC COM CL A | 312,500 | 18,234,000 | 14.20% | ||
| 4 | WEBSITE PROS INC COM | 766,000 | 16,201,000 | 12.62% | ||
| 5 | OFFICE DEPOT INC | 3,406,000 | 15,395,000 | 11.99% | ||
| 6 | MCKESSON CORP | 105,000 | 14,747,000 | 11.49% | ||
| 7 | SKECHERS U S A INC | 511,000 | 12,560,000 | 9.78% | ||
| 8 | BEST BUY | 141,000 | 6,016,000 | 4.69% | ||
| 9 | LENDINGTREE INC NEW COM | 27,000 | 2,736,000 | 2.13% | ||
| 10 | ZEBRA TECHNOLOGIES CORPORATION CL A | 10,000 | 858,000 | 0.67% | ||
| 11 | J2 GLOBAL INC | 10,000 | 818,000 | 0.64% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-17-006762, filed 2017.02.08).
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.
