| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNDERHILL INVESTMENT MANAGEMENT LLC | 369,350 | 14,094,000 | 85.88% | ||
| 2 | Convergence Investment Partners, LLC | 41,296 | 1,576,000 | 9.60% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 7,918 | 302,000 | 1.84% | ||
| 4 | ROTHSCHILD INVESTMENT LLC /IL | 6,100 | 233,000 | 1.42% | ||
| 5 | Veritable, L.P. | 5,411 | 206,000 | 1.26% |
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.