| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | COMMSCOPE HLDG COMPANY INCORPORATED | 15,355,114 | 476,469,000 | 25.07% | ||
| 2 | CBS CORP NEW | 6,849,839 | 372,905,000 | 19.62% | ||
| 3 | EXPRESS SCRIPTS HLDG CO | 4,166,522 | 315,822,000 | 16.62% | ||
| 4 | HANESBRANDS INC | 12,025,603 | 302,203,000 | 15.90% | ||
| 5 | TEMPUR SEALY INTL INC COM | 3,714,848 | 205,505,000 | 10.81% | ||
| 6 | LABORATORY CORP AMER HLDGS | 1,102,068 | 143,566,000 | 7.55% | ||
| 7 | UNITEDHEALTH GROUP INC | 596,702 | 84,254,000 | 4.43% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-003875, 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.
