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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| EA | ELECTRONIC ARTS INC | 7.33% | 275,994 | $56,266,897 | 275,994 | New | $203.87 | 13F |
| QRVO | QORVO INC | 6.27% | 621,975 | $48,140,865 | 621,975 | New | $77.4 | 13F |
| WBD | WARNER BROS DISCOVERY INC | 3.22% | 900,000 | $24,714,000 | 900,000 | New | $27.46 | 13F |
| ATKR | ATKORE INC | 2.34% | 305,000 | $17,967,550 | 305,000 | New | $58.91 | 13F |
| AMCR | AMCOR PLC | 2.24% | 431,885 | $17,167,429 | 431,885 | New | $39.75 | 13F |
| PFSI | PENNYMAC FINL SVCS INC NEW | 2.13% | 187,500 | $16,387,500 | 187,500 | New | $87.4 | 13F |
| OCFC | OCEANFIRST FINL CORP | 1.44% | 613,230 | $11,062,669 | 613,230 | New | $18.04 | 13F |
| JHX | JAMES HARDIE INDS PLC | 0.98% | 398,700 | $7,551,378 | 398,700 | New | $18.94 | 13F |
| FFIC | FLUSHING FINL CORP | 0.18% | 91,155 | $1,400,141 | 91,155 | New | $15.36 | 13F |