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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| DFS | DISCOVER FINL SVCS | 9.08% | 3,310,077 | $433,917,994 | 676,910 | 25.71% | $131.09 | 13F |
| OMF | ONEMAIN HLDGS INC | 7.13% | 6,672,264 | $340,885,968 | 255,464 | 3.98% | $51.09 | 13F |
| LEN | LENNAR CORP | 3.65% | 1,014,441 | $174,463,563 | 442,874 | 77.48% | $171.98 | 13F |
| AN | AUTONATION INC | 3.25% | 937,763 | $155,274,798 | 815,328 | 665.93% | $165.58 | 13F |
| DHI | D R HORTON INC | 2.79% | 810,136 | $133,307,879 | 42,778 | 5.57% | $164.55 | 13F |
| MPLX | MPLX LP | 2.63% | 3,025,609 | $125,744,310 | 3,008,609 | 17697.7% | $41.56 | 13F |