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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| BLDR | BUILDERS FIRSTSOURCE INC | 6.72% | 523,597 | $43,107,741 | 96,606 | 22.62% | $82.33 | 13F |
| CVCO | CAVCO INDS INC DEL | 2.45% | 32,388 | $15,685,184 | 687 | 2.17% | $484.29 | 13F |
| ABG | ASBURY AUTOMOTIVE GROUP | 1.11% | 36,508 | $7,134,028 | 16,077 | 78.69% | $195.41 | 13F |
| SKY | CHAMPION HOMES INC | 1.05% | 90,346 | $6,719,032 | 20,305 | 28.99% | $74.37 | 13F |
| SDRL | SEADRILL 2021 LTD | 0.94% | 131,860 | $5,999,630 | 112,950 | 597.3% | $45.5 | 13F |
| CSIQ | CANADIAN SOLAR INC | 0.86% | 398,070 | $5,513,270 | 55,500 | 16.2% | $13.85 | 13F |
| UHALB | U HAUL HOLDING COMPANY | 0.33% | 47,000 | $2,099,490 | 7,000 | 17.5% | $44.67 | 13F |
| SE | SEA LTD | 0.32% | 25,000 | $2,070,250 | 10,000 | 66.67% | $82.81 | 13F |
| AMRZ | AMRIZE LTD | 0.13% | 15,000 | $840,300 | 4,000 | 36.36% | $56.02 | 13F |