| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 58 | 14,159,000 | 15.71% | ||
| 2 | UNITED THERAPEUTICS | 26,851 | 3,851,000 | 4.27% | ||
| 3 | ROBERT HALF | 75,517 | 3,684,000 | 4.09% | ||
| 4 | APPLE INC | 29,333 | 3,397,000 | 3.77% | ||
| 5 | GREENBRIER COS INC COM | 81,104 | 3,370,000 | 3.74% | ||
| 6 | WABASH NATL CORP | 210,398 | 3,329,000 | 3.69% | ||
| 7 | SCRIPPS NETWORKS INTERACT IN | 45,604 | 3,255,000 | 3.61% | ||
| 8 | WESTLAKE CHEM CORP | 57,126 | 3,198,000 | 3.55% | ||
| 9 | MOLINA HEALTHCARE INC | 58,031 | 3,149,000 | 3.49% | ||
| 10 | TRINITY INDS INC | 110,007 | 3,054,000 | 3.39% | ||
| 11 | ANTHEM INC | 20,824 | 2,994,000 | 3.32% | ||
| 12 | GILEAD SCIENCES INC | 41,209 | 2,951,000 | 3.28% | ||
| 13 | INTERDIGITAL INC | 31,005 | 2,832,000 | 3.14% | ||
| 14 | WELLCARE HEALTH PLANS INC COM | 20,210 | 2,770,000 | 3.07% | ||
| 15 | CISCO SYS INC | 88,231 | 2,666,000 | 2.96% | ||
| 16 | KULICKE & SOFFA INDS INC COM | 148,600 | 2,370,000 | 2.63% | ||
| 17 | LYONDELLBASELL INDUSTRIES N | 27,458 | 2,355,000 | 2.61% | ||
| 18 | NATIONAL OILWELL | 61,569 | 2,305,000 | 2.56% | ||
| 19 | MYRIAD GENETICS INC | 135,911 | 2,266,000 | 2.51% | ||
| 20 | HP INC | 149,600 | 2,220,000 | 2.46% | ||
| 21 | BUCKLE INC | 95,249 | 2,172,000 | 2.41% | ||
| 22 | PILGRIMS PRIDE CORP NEW | 110,000 | 2,089,000 | 2.32% | ||
| 23 | FITBIT INC | 282,677 | 2,069,000 | 2.30% | ||
| 24 | MICHAEL KORS HLDGS LTD | 47,529 | 2,043,000 | 2.27% | ||
| 25 | EXPRESS INC COM NEW | 184,215 | 1,982,000 | 2.20% | ||
| 26 | MICROSOFT CORP | 31,163 | 1,936,000 | 2.15% | ||
| 27 | GAP INC DEL | 80,226 | 1,800,000 | 2.00% | ||
| 28 | GAMESTOP CORP NEW CL A | 62,768 | 1,586,000 | 1.76% | ||
| 29 | FOSSIL GROUP INC | 61,077 | 1,579,000 | 1.75% | ||
| 30 | BED BATH & BEYOND INC | 35,746 | 1,453,000 | 1.61% | ||
| 31 | TERADATA CORP DEL | 44,862 | 1,219,000 | 1.35% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-17-000759, filed 2017.02.14).
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.
