| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & CO NEW | 8,667,375 | 419,154,000 | 28.13% | ||
| 2 | SCHWAB CHARLES CORP | 11,856,900 | 332,230,000 | 22.29% | ||
| 3 | BANK AMER CORP | 18,215,000 | 246,267,000 | 16.53% | ||
| 4 | VULCAN MATLS CO | 1,987,772 | 209,849,000 | 14.08% | ||
| 5 | S&P GLOBAL INC | 1,371,000 | 135,702,000 | 9.11% | ||
| 6 | MOHAWK INDS | 538,000 | 102,704,000 | 6.89% | ||
| 7 | BANK AMER CORP | 6,878,737 | 26,758,000 | 1.80% | ||
| 8 | SUMMIT MATLS INC CL A | 901,320 | 17,531,000 | 1.18% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919574-16-012862, filed 2016.05.13).
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.
