| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| FERG | FERGUSON ENTERPRISES INC | 4.99% | 2,233,326 | $486,306,737 | 2,233,326 | New | $217.75 | 13F |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 3.04% | 2,051,434 | $296,083,469 | 2,051,434 | New | $144.33 | 13F |
| BSX | BOSTON SCIENTIFIC CORP | 1.81% | 1,640,956 | $176,255,084 | 1,640,956 | New | $107.41 | 13F |
| BLDR | BUILDERS FIRSTSOURCE INC | 0.31% | 262,628 | $30,646,061 | 262,628 | New | $116.69 | 13F |