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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| CNX | CNX RES CORP | 7.61% | 4,014,111 | $154,743,979 | -721,713 | -15.24% | $38.55 | 13F |
| REGN | REGENERON PHARMACEUTICALS | 4.97% | 130,662 | $100,954,687 | -35,130 | -21.19% | $772.64 | 13F |
| KHC | KRAFT HEINZ CO | 4.37% | 3,948,713 | $88,806,555 | -539,403 | -12.02% | $22.49 | 13F |
| FDX | FEDEX CORP | 4.34% | 247,495 | $88,152,769 | -111,627 | -31.08% | $356.18 | 13F |
| MGM | MGM RESORTS INTERNATIONAL | 3.03% | 1,662,961 | $61,546,187 | -370,408 | -18.22% | $37.01 | 13F |
| BIO | BIO RAD LABS INC | 2.23% | 162,804 | $45,381,615 | -64,826 | -28.48% | $278.75 | 13F |
| WTM | WHITE MTNS INS GROUP LTD | 2.04% | 18,864 | $41,443,454 | -12,788 | -40.4% | $2196.96 | 13F |
| ACMR | ACM RESH INC | 1.52% | 782,900 | $30,807,115 | -897,281 | -53.4% | $39.35 | 13F |
| AVTR | AVANTOR INC | 1.36% | 3,520,212 | $27,598,462 | -28,306 | -0.8% | $7.84 | 13F |
| SAM | BOSTON BEER INC | 1.34% | 118,401 | $27,279,590 | -29,596 | -20% | $230.4 | 13F |
| SN | SHARKNINJA INC | 1.31% | 250,666 | $26,545,529 | -38,600 | -13.34% | $105.9 | 13F |
| ALX | ALEXANDERS INC | 1.15% | 99,013 | $23,386,870 | -23,699 | -19.31% | $236.2 | 13F |
| CAH | CARDINAL HEALTH INC | 0.08% | 7,337 | $1,550,381 | -1,312 | -15.17% | $211.31 | 13F |
| XPO | XPO INC | 0.06% | 6,336 | $1,232,669 | -6,676 | -51.31% | $194.55 | 13F |
| PYPL | PAYPAL HLDGS INC | 0.05% | 22,463 | $1,016,001 | -531,611 | -95.95% | $45.23 | 13F |