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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| LIN | LINDE PLC | 5.88% | 1,068,371 | $529,655,607 | 1,068,371 | New | $495.76 | 13F |
| NVDA | NVIDIA CORPORATION | 5.18% | 2,675,018 | $466,523,139 | 2,675,018 | New | $174.4 | 13F |
| DVN | DEVON ENERGY CORP NEW | 3.64% | 6,525,140 | $328,345,045 | 6,525,140 | New | $50.32 | 13F |
| CNQ | CANADIAN NAT RES LTD MED TER | 3.07% | 5,690,211 | $277,056,374 | 5,690,211 | New | $48.69 | 13F |
| MDLN | MEDLINE INC | 2.16% | 4,365,802 | $194,278,189 | 4,365,802 | New | $44.5 | 13F |
| ACGL | ARCH CAP GROUP LTD | 1.19% | 1,116,922 | $107,213,343 | 1,116,922 | New | $95.99 | 13F |
| AWI | ARMSTRONG WORLD INDS INC NEW | 0.82% | 448,036 | $73,836,333 | 448,036 | New | $164.8 | 13F |