| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VISA INC | 855,000 | 65,390,000 | 22.49% | ||
| 2 | ECOLAB INC | 440,000 | 49,069,000 | 16.87% | ||
| 3 | EAGLE MATERIALS INC | 640,000 | 44,870,000 | 15.43% | ||
| 4 | CANADIAN PAC RY LTD | 330,000 | 43,846,000 | 15.08% | ||
| 5 | PULTEGROUP | 2,200,000 | 41,162,000 | 14.16% | ||
| 6 | UNION PAC CORP | 270,000 | 21,479,000 | 7.39% | ||
| 7 | CLEAN HARBORS INC | 400,000 | 19,736,000 | 6.79% | ||
| 8 | BEAZER HOMES USA INC | 600,000 | 5,232,000 | 1.80% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-003309, filed 2016.05.16).
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.
