| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LIBERTY GLOBAL PLC-A | 17,971,225 | 996,463,000 | 46.94% | ||
| 2 | WESTERN DIGITAL CORP | 6,758,714 | 615,111,000 | 28.98% | ||
| 3 | MICRON TECHNOLOGY | 14,394,258 | 390,516,000 | 18.40% | ||
| 4 | PEABODY ENERGY CORP | 14,115,255 | 69,447,000 | 3.27% | ||
| 5 | PITNEY BOWES INC | 2,202,511 | 51,363,000 | 2.42% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001629996-15-000007, filed 2015.04.16).
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.