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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| NVR | NVR INC | 4.13% | 28,248 | $192,467,935 | 6,710 | 31.15% | $6813.51 | 13F |
| LEN | LENNAR CORP | 3.92% | 2,020,441 | $182,829,716 | 434,216 | 27.37% | $90.49 | 13F |
| FITB | FIFTH THIRD BANCORP | 3.84% | 3,171,824 | $178,795,730 | 340,401 | 12.02% | $56.37 | 13F |
| WAL | WESTERN ALLIANCE BANCORP | 2.81% | 1,594,678 | $131,082,512 | 239,087 | 17.64% | $82.2 | 13F |
| FRO | FRONTLINE PLC | 0.47% | 633,773 | $21,978,273 | 23,079 | 3.78% | $34.68 | 13F |
| GTX | GARRETT MOTION INC | 0.21% | 275,064 | $9,965,569 | 20,154 | 7.91% | $36.23 | 13F |
| WFG | WEST FRASER TIMBER CO LTD | 0.18% | 123,878 | $8,378,083 | 9,100 | 7.93% | $67.63 | 13F |