| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | COMMSCOPE HLDG COMPANY INCORPORATED | 11,810,634 | 439,356,000 | 21.87% | ||
| 2 | HANESBRANDS INC | 19,280,352 | 415,877,000 | 20.70% | ||
| 3 | EXPRESS SCRIPTS HLDG CO | 4,890,182 | 336,396,000 | 16.74% | ||
| 4 | CBS CORP NEW | 4,225,324 | 268,815,000 | 13.38% | ||
| 5 | TEMPUR SEALY INTL INC COM | 3,364,827 | 229,750,000 | 11.44% | ||
| 6 | HCA HOLDINGS INC | 1,915,645 | 141,796,000 | 7.06% | ||
| 7 | LABORATORY CORP AMER HLDGS | 775,505 | 99,559,000 | 4.96% | ||
| 8 | UNITEDHEALTH GROUP INC | 484,919 | 77,606,000 | 3.86% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-17-000741, filed 2017.02.14).
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.
