| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | EAGLE MATERIALS INC | 514,516 | 45,617,000 | 1.00% | ||
| 52 | LENNAR | 1,419,307 | 56,233,000 | 1.23% | ||
| 53 | KB HOME | 3,371,110 | 57,275,000 | 1.25% | ||
| 54 | NAVISTAR INTL CORP NEW | 1,768,553 | 59,901,000 | 1.31% | ||
| 55 | FIRST AMERN FINL CORP | 2,321,242 | 61,629,000 | 1.35% | ||
| 56 | ETHAN ALLEN INTERIORS INC COM | 2,550,632 | 64,914,000 | 1.42% | ||
| 57 | POLYONE CORP | 1,859,227 | 68,159,000 | 1.49% | ||
| 58 | SANCHEZ ENERGY CORP COM | 2,399,274 | 71,090,000 | 1.55% | ||
| 59 | DANA INCORPORATED | 3,455,695 | 80,414,000 | 1.76% | ||
| 60 | BERKSHIRE HATHAWAY INC DEL | 665,900 | 83,218,000 | 1.82% | ||
| 61 | QUANEX BLDG PRODS CORP COM | 4,085,000 | 84,478,000 | 1.85% | ||
| 62 | SWIFT TRANSN CO | 3,653,700 | 90,429,000 | 1.98% | ||
| 63 | UNITED RENTALS INC | 1,031,093 | 97,892,000 | 2.14% | ||
| 64 | WELLS FARGO & CO NEW | 2,856,285 | 142,072,000 | 3.11% | ||
| 65 | PULTE GROUP INC | 7,748,040 | 148,685,000 | 3.25% | ||
| 66 | AVIS BUDGET GROUP | 3,149,146 | 153,363,000 | 3.35% | ||
| 67 | ISHARES NASDAQ BIOTECHNOLOGY ETF | 157,035 | 175,017,000 | 3.83% | ||
| 68 | The Ryland Group Inc (Acquired 10/1/15) | 4,643,464 | 185,414,000 | 4.05% | ||
| 69 | WHIRLPOOL CORP | 1,319,545 | 197,219,000 | 4.31% | ||
| 70 | BANK AMER CORP | 11,472,083 | 197,320,000 | 4.31% | ||
| 71 | LYONDELLBASELL INDUSTRIES N | 2,246,023 | 199,762,000 | 4.37% | ||
| 72 | CF INDS HLDGS INC | 874,625 | 227,962,000 | 4.98% | ||
| 73 | SIGNET JEWELERS LIMITED | 2,568,719 | 271,924,000 | 5.94% | ||
| 74 | D R HORTON INC | 14,660,403 | 317,398,000 | 6.94% | ||
| 75 | PACCAR INC | 4,832,334 | 325,893,000 | 7.12% | ||
| 76 | DELTA AIRLINES INC DEL | 12,290,225 | 425,856,000 | 9.31% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-14-021462, filed 2014.05.15).
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.
