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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| UAN | CVR Partners, LP | 5.97% | 4,164,274 | $527,488,588 | No Change | $126.67 | 13F | |
| CTRI | Centuri Holdings, Inc. | 4.74% | 14,336,044 | $418,755,845 | No Change | $29.21 | 13F | |
| IFF | International Flavors and Fragrances Inc. | 3.51% | 4,275,000 | $310,151,250 | No Change | $72.55 | 13F | |
| AEP | American Electric Power Company | 1.79% | 1,205,300 | $157,990,724 | No Change | $131.08 | 13F | |
| MNRO | Monro, Inc. | 0.92% | 5,078,573 | $81,460,311 | No Change | $16.04 | 13F | |
| CZR | Caesars Entertainment, Inc. | 0.73% | 2,440,109 | $64,492,081 | No Change | $26.43 | 13F | |
| BLCO | Bausch Plus Lomb Corp. | 0.63% | 3,500,000 | $55,650,000 | No Change | $15.9 | 13F |