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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| LEN | Lennar Corporation - A (LEN) | 11.82% | 11,316,279 | $1,024,010,087 | 684,148 | 6.43% | $90.49 | 13F |
| GM | General Motors Co (GM) | 11.46% | 12,873,506 | $992,289,842 | 347,371 | 2.77% | $77.08 | 13F |
| DHI | D R Horton, Inc. (DHI) | 6.59% | 3,505,800 | $571,024,704 | 38,880 | 1.12% | $162.88 | 13F |
| ICLR | Icon Plc (ICLR) | 6.22% | 3,100,615 | $538,607,832 | 1,098,204 | 54.84% | $173.71 | 13F |
| OSK | Oshkosh Corp (OSK) | 4.53% | 2,558,680 | $392,706,206 | 27,675 | 1.09% | $153.48 | 13F |
| AVTR | Avantor Inc (AVTR) | 2.82% | 24,637,310 | $243,909,369 | 2,043,472 | 9.04% | $9.9 | 13F |
| DNOW | Dnow Inc (DNOW) | 0.65% | 4,343,617 | $56,336,712 | 3,519,130 | 426.83% | $12.97 | 13F |