| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J2 GLOBAL INC | 10,000 | 839,000 | 0.61% | ||
| 2 | LENDINGTREE INC NEW COM | 27,000 | 3,384,000 | 2.47% | ||
| 3 | BEST BUY INC | 141,000 | 6,930,000 | 5.05% | ||
| 4 | SKECHERS U S A INC | 480,500 | 13,190,000 | 9.62% | ||
| 5 | WEBSITE PROS INC COM | 882,000 | 17,023,000 | 12.41% | ||
| 6 | OFFICE DEPOT INC | 3,774,000 | 17,606,000 | 12.84% | ||
| 7 | SPIRIT AEROSYSTEMS HLDGS INC | 315,000 | 18,245,000 | 13.31% | ||
| 8 | MCKESSON CORP | 124,400 | 18,444,000 | 13.45% | ||
| 9 | TRAVELPORT WORLDWIDE LTD SHS | 1,603,000 | 18,867,000 | 13.76% | ||
| 10 | WELLS FARGO & CO NEW | 406,000 | 22,598,000 | 16.48% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-17-025540, filed 2017.05.09).
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.
