- Subscribe
- Premium
- C-Suite
- Insiders
- M&A
- Gurus
- Spinoffs
- Buybacks
- More
| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| SUNB | SUNBELT RENTALS HOLDINGS INC | 4.06% | 3,185,284 | $207,330,000 | 3,185,284 | New | $65.09 | 13F |
| WMB | WILLIAMS COS INC | 2.53% | 1,775,909 | $129,251,000 | 1,775,909 | New | $72.78 | 13F |
| SYK | STRYKER CORPORATION | 1.61% | 249,883 | $82,109,000 | 249,883 | New | $328.59 | 13F |
| APD | AIR PRODUCTS AND CHEMICALS I | 1.33% | 233,356 | $67,788,000 | 233,356 | New | $290.49 | 13F |
| CSL | CARLISLE COS INC | 1.32% | 201,377 | $67,183,000 | 201,377 | New | $333.62 | 13F |
| RELX | RELX PLC | 0.02% | 23,447 | $777,000 | 23,447 | New | $33.14 | 13F |