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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| CVI | CVR Energy Inc | 23.89% | 71,201,875 | $1,960,899,637 | No Change | $27.54 | 13F | |
| UAN | CVR Partners, LP | 5.66% | 4,164,274 | $464,233,266 | No Change | $111.48 | 13F | |
| CTRI | Centuri Holdings, Inc. | 5.28% | 14,336,044 | $433,521,971 | No Change | $30.24 | 13F | |
| IFF | International Flavors and Fragrances Inc. | 4.13% | 4,275,000 | $338,665,500 | No Change | $79.22 | 13F | |
| ECHO | EchoStar Corporation | 1.74% | 1,404,542 | $142,561,013 | No Change | $101.5 | 13F | |
| MNRO | Monro, Inc. | 1.06% | 5,078,573 | $86,894,384 | No Change | $17.11 | 13F | |
| CZR | Caesars Entertainment, Inc. | 0.90% | 2,440,109 | $73,642,490 | No Change | $30.18 | 13F | |
| BLCO | Bausch Plus Lomb Corp. | 0.71% | 3,500,000 | $57,960,000 | No Change | $16.56 | 13F |