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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| AYI | ACUITY INC | -370,529 | Exited | 13F | ||||
| COF | CAPITAL ONE FINL CORP | -340,394 | Exited | 13F | ||||
| CRS | CARPENTER TECHNOLOGY CORP | -367,701 | Exited | 13F | ||||
| CLH | CLEAN HARBORS INC | -569,991 | Exited | 13F | ||||
| CMCSA | COMCAST CORP NEW | -3,476,179 | Exited | 13F | ||||
| DLTR | DOLLAR TREE INC | -223,700 | Exited | 13F | ||||
| META | META PLATFORMS INC | -191,932 | Exited | 13F | ||||
| INFY | INFOSYS LTD | -2,709,445 | Exited | 13F | ||||
| LUMN | LUMEN TECHNOLOGIES INC | -11,167,585 | Exited | 13F | ||||
| PCOR | PROCORE TECHNOLOGIES INC | -250,000 | Exited | 13F | ||||
| UAL | UNITED AIRLS HLDGS INC | -412,889 | Exited | 13F | ||||
| CRH | CRH PLC | -674,483 | Exited | 13F |