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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| SBAC | SBA COMMUNICATIONS CORP | 15.24% | 3,594,860 | $634,348,996 | 3,594,860 | New | $176.46 | 13F |
| CHDN | CHURCHILL DOWNS INC | 3.43% | 1,593,676 | $142,857,116 | 1,593,676 | New | $89.64 | 13F |
| FERG | FERGUSON ENTERPRISES INC | 2.36% | 414,000 | $98,254,620 | 414,000 | New | $237.33 | 13F |
| BLDR | BUILDERS FIRSTSOURCE INC | 2.11% | 983,000 | $87,958,840 | 983,000 | New | $89.48 | 13F |
| ELS | EQUITY LIFESTYLE PROPERTIES | 1.9% | 1,224,976 | $78,949,704 | 1,224,976 | New | $64.45 | 13F |
| HD | HOME DEPOT INC | 1% | 118,000 | $41,616,240 | 118,000 | New | $352.68 | 13F |
| LOW | LOWES COS INC | 0.94% | 177,000 | $39,026,732 | 177,000 | New | $220.49 | 13F |
| LPX | LOUISIANA PAC CORP | 0.71% | 376,000 | $29,576,160 | 376,000 | New | $78.66 | 13F |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | 0.48% | 379,144 | $20,037,760 | 379,144 | New | $52.85 | 13F |
| FBIN | FORTUNE BRANDS INNOVATIONS I | 0.16% | 120,000 | $6,588,000 | 120,000 | New | $54.9 | 13F |