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Institutional Investment Manager
Convergence Investment Partners, LLC
Convergence Investment Partners, LLC (CIK: 0001456133) incorporated in Delaware, located at 3801 Pga Blvd., Palm Beach Gardens, FL. Institutional holdings reported to the SEC.

Institutional Holdings (2017Q1)
Portfolio Summary: 331 holdings with a total value of $712,272,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 SPRINT CORP 14,418 125,000 0.02%
2 MERCURY GENL CORP NEW 3,366 205,000 0.03%
3 US BANCORP DEL 4,008 206,000 0.03%
4 ARCBEST CORP COM 8,020 209,000 0.03%
5 WALGREENS BOOTS ALLIANCE INC 2,681 223,000 0.03%
6 GENERAL MTRS CO 6,922 245,000 0.03%
7 CHEVRON CORP NEW 2,293 246,000 0.03%
8 STEWART INFORMATION SVCS COR 6,069 268,000 0.04%
9 DISNEY WALT CO 2,373 269,000 0.04%
10 MERCK & CO INC 4,367 277,000 0.04%
11 DTE ENERGY CO 2,785 284,000 0.04%
12 LXP INDUSTRIAL TRUST COM 28,982 289,000 0.04%
13 ORACLE CORP 6,653 297,000 0.04%
14 COMCAST CORP NEW 8,041 302,000 0.04%
15 FACEBOOK INC 2,153 306,000 0.04%
16 CALIFORNIA RES CORP 20,702 311,000 0.04%
17 INSPERITY INC COM 3,510 311,000 0.04%
18 CNA FINL CORP 7,408 327,000 0.05%
19 NORDSON CORP 2,680 329,000 0.05%
20 Verisign Inc 3,844 335,000 0.05%
21 TORO CO 5,380 336,000 0.05%
22 F5 NETWORKS INC 2,382 340,000 0.05%
23 DAVITA INC 5,095 346,000 0.05%
24 DISCOVER FINL SVCS 5,418 371,000 0.05%
25 INTEGER HLDGS CORP COM 9,628 387,000 0.05%
26 MYR GROUP INC DEL COM 9,862 404,000 0.06%
27 HP INC 23,298 417,000 0.06%
28 MAIDEN HOLDINGS LTD 31,919 447,000 0.06%
29 WORLD ACCEP CORPORATION COM 8,690 450,000 0.06%
30 PHIBRO ANIMAL HEALTH CORP CL A COM 16,937 476,000 0.07%
31 UNIT CORP COM 20,283 490,000 0.07%
32 RENT A CENTER INC-NEW 58,185 516,000 0.07%
33 MILLERKNOLL INC 16,445 519,000 0.07%
34 ESTERLINE TECHNOLOGIES CORP 6,208 534,000 0.07%
35 FTI CONSULTING INC 13,282 547,000 0.08%
36 ATWOOD OCEANICS INC 57,794 551,000 0.08%
37 SPARTANNASH CO COM 16,012 560,000 0.08%
38 VALIDUS HOLDINGS LTD 9,983 563,000 0.08%
39 EAGLE PHARMACEUTICALS INC COM 6,982 579,000 0.08%
40 EXTERRAN CORP 18,955 596,000 0.08%
41 COGENT COMMUNICATIONS HLDGS IN COM NEW 14,019 604,000 0.08%
42 UNITED NATURAL FOODSINC 14,091 609,000 0.09%
43 BERKSHIRE HATHAWAY INC DEL 3,659 610,000 0.09%
44 KB HOME 31,407 624,000 0.09%
45 CAREER EDUCATION CRP 72,487 631,000 0.09%
46 PROASSURANCE CORP COM 10,504 633,000 0.09%
47 BRUNSWICK CORP 10,500 643,000 0.09%
48 GARMIN LTD 12,889 659,000 0.09%
49 MEDPACE HLDGS INC 22,224 663,000 0.09%
50 FIRST INTST BANCSYSTEM INC 16,751 664,000 0.09%
Page 1 of 7

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001580642-17-002993, filed 2017.05.15).

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.