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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| HOG | HARLEY DAVIDSON INC | 4.77% | 1,369,000 | $27,681,180 | 1,369,000 | New | $20.22 | 13F |
| SM | SM ENERGY COMPANY | 2.96% | 551,769 | $17,204,157 | 551,769 | New | $31.18 | 13F |
| RDN | RADIAN GROUP INC | 1.68% | 295,274 | $9,767,664 | 295,274 | New | $33.08 | 13F |
| ACTG | ACACIA RESH CORP | 0.41% | 491,086 | $2,362,124 | 491,086 | New | $4.81 | 13F |
| WFG | WEST FRASER TIMBER LTD | 0.04% | 3,142 | $204,588 | 3,142 | New | $65.11 | 13F |
| DC | DAKOTA GOLD CORP | 0.03% | 30,000 | $151,500 | 30,000 | New | $5.05 | 13F |