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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| OMF | ONEMAIN HLDGS INC | 10.08% | 7,585,152 | $462,466,717 | -118,155 | -1.53% | $60.97 | 13F |
| SNX | TD SYNNEX CORPORATION | 8.4% | 1,441,630 | $385,405,364 | -1,612,014 | -52.79% | $267.34 | 13F |
| ELV | ELEVANCE HEALTH INC FORMERLY | 8.23% | 976,885 | $377,790,736 | -145,423 | -12.96% | $386.73 | 13F |
| SLM | SLM CORP | 7.56% | 13,381,145 | $347,106,901 | -203,223 | -1.5% | $25.94 | 13F |
| AN | AUTONATION INC | 6.17% | 1,524,124 | $283,166,998 | -23,604 | -1.53% | $185.79 | 13F |
| PRI | PRIMERICA INC | 5.36% | 865,863 | $246,078,265 | -13,460 | -1.53% | $284.2 | 13F |
| LEN | LENNAR CORP | 4.68% | 2,373,177 | $214,748,787 | -36,873 | -1.53% | $90.49 | 13F |
| BLDR | BUILDERS FIRSTSOURCE INC | 4.56% | 2,340,571 | $209,434,293 | -31,721 | -1.34% | $89.48 | 13F |
| COF | CAPITAL ONE FINL CORP | 4.32% | 988,973 | $198,407,763 | -15,331 | -1.53% | $200.62 | 13F |
| MRP | MILLROSE PPTYS INC | 3.95% | 6,030,725 | $181,223,286 | -2,485,172 | -29.18% | $30.05 | 13F |
| MPLX | MPLX LP | 3.9% | 3,180,534 | $179,159,480 | -72,990 | -2.24% | $56.33 | 13F |
| FNF | FIDELITY NATL FINL INC | 3.54% | 3,446,864 | $162,554,106 | -55,349 | -1.58% | $47.16 | 13F |
| DHI | D R HORTON INC | 2.43% | 684,478 | $111,487,777 | -9,083 | -1.31% | $162.88 | 13F |
| FG | F&G ANNUITIES & LIFE INC | 1.44% | 2,482,417 | $66,007,468 | -2,870,724 | -53.63% | $26.59 | 13F |
| AM | ANTERO MIDSTREAM CORP | 0.9% | 1,823,631 | $41,487,605 | -16,248 | -0.88% | $22.75 | 13F |