| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | US FOODS HLDG CORP | 83,333,332 | 1,967,500,000 | 40.38% | ||
| 2 | Atkore International Group Inc. | 50,010,377 | 937,194,000 | 19.23% | ||
| 3 | UNIVAR INC COM | 40,606,496 | 887,252,000 | 18.21% | ||
| 4 | SITEONE LANDSCAPE | 17,799,678 | 639,542,000 | 13.12% | ||
| 5 | NCI BLDG SYS INC | 30,003,494 | 437,736,000 | 8.98% | ||
| 6 | GRAPHIC PACKAGING HLDG CO | 214,935 | 3,007,000 | 0.06% | ||
| 7 | HD Supply Holdings Inc | 15,081 | 482,000 | 0.01% | ||
| 8 | Servicemaster Global Hldgs I | 10,068 | 339,000 | 0.01% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001104659-16-157291, filed 2016.11.15).
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.
