| 1 |
MICROSOFT CORP |
610,648 |
28,310 |
11.74% |
|
|
| 2 |
WELLS FARGO & CO NEW |
455,638 |
23,634 |
9.80% |
|
|
| 3 |
HOWARD HUGHES CORP |
143,725 |
21,559 |
8.94% |
|
|
| 4 |
AMERICAN EXPRESS CO |
212,613 |
18,612 |
7.72% |
|
|
| 5 |
CABELAS INC |
315,900 |
18,607 |
7.71% |
|
|
| 6 |
Anthem, Inc. |
132,665 |
15,869 |
6.58% |
|
|
| 7 |
PROGRESSIVE CORP OHIO |
603,079 |
15,246 |
6.32% |
|
|
| 8 |
NVR INC |
13,111 |
14,816 |
6.14% |
|
|
| 9 |
CBS CORP NEW |
267,790 |
14,327 |
5.94% |
|
|
| 10 |
DISCOVERY COMMUNICATNS NEW |
364,445 |
13,776 |
5.71% |
|
|
| 11 |
VAIL RESORTS INC |
130,595 |
11,330 |
4.70% |
|
|
| 12 |
ALLISON TRANSMISSION HLDGS INC COM |
353,800 |
10,080 |
4.18% |
|
|
| 13 |
MARRIOTT INTL INC NEW |
122,030 |
8,530 |
3.54% |
|
|
| 14 |
HERTZ GLOBAL HOLDINGS INC COM |
303,640 |
7,709 |
3.20% |
|
|
| 15 |
MOTOROLA SOLUTIONS INC |
118,950 |
7,527 |
3.12% |
|
|
| 16 |
SYNOPSYS INC |
278,155 |
7,393 |
3.07% |
|
|
| 17 |
FIDELITY NATIONAL FINANCIAL IN FNFV GROUP COM |
280,527 |
3,860 |
1.60% |
|
|
