| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | STEWART INFORMATION SERVICES | 1,557,225 | 61,978,000 | 17.19% | ||
| 2 | ALLEGHANY CORP DEL | 303,964 | 54,157,000 | 15.03% | ||
| 3 | Kraft Heinz Company | 362,400 | 30,855,000 | 8.56% | ||
| 4 | CIGNA CORPORATION | 167,009 | 27,055,000 | 7.51% | ||
| 5 | WRIGHT MEDICAL GROUP NV | 855,330 | 22,461,000 | 6.23% | ||
| 6 | TRINITY INDUSTRIES INC | 803,905 | 21,247,000 | 5.89% | ||
| 7 | ENDO INTERNATIONAL PLC | 230,003 | 18,320,000 | 5.08% | ||
| 8 | MARTIN MARIETTA MATERIALS | 127,991 | 18,112,000 | 5.02% | ||
| 9 | HCA HOLDINGS INC | 178,155 | 16,162,000 | 4.48% | ||
| 10 | CDW CORP | 468,830 | 16,071,000 | 4.46% | ||
| 11 | WP GLIMCHER IN COM | 1,166,700 | 15,785,000 | 4.38% | ||
| 12 | DAVITA INC | 197,838 | 15,722,000 | 4.36% | ||
| 13 | AMERICAN INTL GROUP INC | 174,476 | 10,786,000 | 2.99% | ||
| 14 | ECHOSTAR CORP | 217,508 | 10,588,000 | 2.94% | ||
| 15 | GILEAD SCIENCES INC | 72,461 | 8,484,000 | 2.35% | ||
| 16 | THERAVANCE BIOPHARMA INC | 583,881 | 7,602,000 | 2.11% | ||
| 17 | BARRICK GOLD CORP (USD) | 474,367 | 5,057,000 | 1.40% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000921895-15-001952, filed 2015.08.14).
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.
