| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | COMMSCOPE HLDG COMPANY INCORPORATED | 15,300,015 | 460,683,000 | 26.56% | ||
| 2 | HANESBRANDS INC | 12,565,734 | 317,285,000 | 18.29% | ||
| 3 | EXPRESS SCRIPTS HLDG CO | 4,143,027 | 292,208,000 | 16.84% | ||
| 4 | CBS CORP NEW | 4,841,699 | 265,035,000 | 15.28% | ||
| 5 | TEMPUR SEALY INTL INC COM | 3,352,883 | 190,243,000 | 10.97% | ||
| 6 | LABORATORY CORP AMER HLDGS | 1,021,277 | 140,405,000 | 8.09% | ||
| 7 | UNITEDHEALTH GROUP INC | 492,402 | 68,936,000 | 3.97% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-004307, filed 2016.11.14).
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.
