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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| FAF | FIRST AMERN FINL CORP | 21.25% | 6,075,000 | $370,878,750 | -925,000 | -13.21% | $61.05 | 13F |
| R | RYDER SYS INC | 14.98% | 2,175,000 | $261,413,250 | -275,000 | -11.22% | $120.19 | 13F |
| PLYA | PLAYA HOTELS & RESORTS NV | 6.81% | 12,250,000 | $118,825,000 | -250,000 | -2% | $9.7 | 13F |
| GBTG | GLOBAL BUSINESS TRAVEL GROUP | 2.65% | 7,700,000 | $46,277,000 | -50,000 | -0.65% | $6.01 | 13F |
| ODP | THE ODP CORP | 2.28% | 750,000 | $39,787,500 | -2,250,000 | -75% | $53.05 | 13F |