| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| ELV | ELEVANCE HEALTH INC FORMERLY | 13.54% | 1,834,002 | $592,602,726 | 724,349 | 65.28% | $323.12 | 13F |
| SLM | SLM CORP | 7.37% | 11,659,418 | $322,732,690 | 1,118,513 | 10.61% | $27.68 | 13F |
| MRP | Millrose Properties, Inc. | 5.72% | 8,600,224 | $250,438,523 | 3,224,632 | 59.99% | 13G | |
| MPLX | MPLX LP | 5.10% | 4,467,474 | $223,150,326 | 192,441 | 4.5% | $49.95 | 13F |
| FNF | FIDELITY NATIONAL FINANCIAL | 4.82% | 3,489,314 | $211,068,604 | 2,156 | 0.06% | $60.49 | 13F |