- Subscribe
- Premium
- C-Suite
- Insiders
- M&A
- Gurus
- Spinoffs
- Buybacks
- More
| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| EGO | ELDORADO GOLD CORP | 4.82% | 8,767,454 | $272,580,145 | 1,492,186 | 20.51% | $31.09 | 13F |
| SM | SM ENERGY CO | 3.53% | 7,647,594 | $199,602,203 | 438,695 | 6.09% | $26.1 | 13F |
| MOS | THE MOSAIC COMPANY | 2.9% | 7,723,547 | $163,661,961 | 3,105,856 | 67.26% | $21.19 | 13F |
| PFSI | PENNYMAC FINANCIAL SERVICES | 2.9% | 1,882,201 | $163,939,707 | 509,997 | 37.17% | $87.1 | 13F |
| HMC | HONDA MOTOR CO ADR | 1.94% | 4,042,521 | $109,592,744 | 555,346 | 15.93% | $27.11 | 13F |
| KBH | KB HOME | 1.92% | 1,735,927 | $108,651,671 | 544,513 | 45.7% | $62.59 | 13F |
| GAU | GALIANO GOLD INC | 0.87% | 26,339,874 | $49,255,564 | 3,238,558 | 14.02% | $1.87 | 13F |
| RYZ | RYERSON HOLDING CORP | 0.87% | 1,992,517 | $49,035,843 | 35,584 | 1.82% | $24.61 | 13F |
| MHK | MOHAWK INDUSTRIES INC | 0.75% | 347,455 | $42,156,715 | 56,890 | 19.58% | $121.33 | 13F |
| TWI | TITAN INTERNATIONAL INC | 0.72% | 5,309,428 | $40,935,690 | 368,271 | 7.45% | $7.71 | 13F |
| NMIH | NMI HOLDINGS INC | 0.64% | 882,495 | $36,261,720 | 484,896 | 121.96% | $41.09 | 13F |
| GSM | FERROGLOBE PLC | 0.46% | 8,126,773 | $25,843,138 | 2,692,069 | 49.53% | $3.18 | 13F |
| WF | WOORI FINANCIAL | 0.23% | 682,280 | $13,054,291 | 134,590 | 24.57% | $19.13 | 13F |
| JRVR | JAMES RIVER GROUP HOLDINGS | 0.19% | 2,440,347 | $10,737,527 | 619,378 | 34.01% | $4.4 | 13F |
| AFLYY | AIR FRANCE KLM | 0.12% | 4,590,104 | $6,793,354 | 8,677 | 0.19% | $1.48 | 13F |
| KELYA | KELLY SERVICES INC | 0.1% | 464,504 | $5,704,109 | 32,600 | 7.55% | $12.28 | 13F |
| RJET | REPUBLIC AIRWAYS HOLDINGS INC. | 0.1% | 273,129 | $5,738,440 | 181,379 | 197.69% | $21.01 | 13F |