| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LKQ Corporation | 1,116,525 | 31,665,000 | 11.61% | ||
| 2 | WALGREENS BOOTS ALLIANCE INCCOM | 362,638 | 30,135,000 | 11.05% | ||
| 3 | ADVANCE AUTO PARTS INC | 154,422 | 29,268,000 | 10.73% | ||
| 4 | FEDEX CORP | 183,406 | 26,407,000 | 9.68% | ||
| 5 | DYCOM INDUSTRIES INC | 333,240 | 24,113,000 | 8.84% | ||
| 6 | MOBILE MINI INC | 728,493 | 22,430,000 | 8.22% | ||
| 7 | Adt Corp | 707,727 | 21,161,000 | 7.76% | ||
| 8 | PACKAGING CORP OF AMERICA | 296,063 | 17,811,000 | 6.53% | ||
| 9 | CLEAN HARBORS INC | 390,059 | 17,151,000 | 6.29% | ||
| 10 | WERNER ENTERPRISES INC | 646,890 | 16,240,000 | 5.95% | ||
| 11 | THOR INDUSTRIES INC | 307,285 | 15,917,000 | 5.84% | ||
| 12 | SWIFT TRANSN CO | 717,304 | 10,774,000 | 3.95% | ||
| 13 | MARTEN TRANSPORT LTD | 470,922 | 7,615,000 | 2.79% | ||
| 14 | CenterState Banks, Inc. | 79,501 | 1,169,000 | 0.43% | ||
| 15 | AUTOZONE INC | 1,200 | 869,000 | 0.32% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001633703-15-000009, filed 2015.11.12).
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.
