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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| TPL | TEXAS PACIFIC LAND CORPORATI | 4.14% | 13,097 | $11,587,440 | -1,322 | -9.17% | $884.74 | 13F |
| KLAC | KLA CORP | 3.53% | 12,774 | $9,892,313 | -874 | -6.4% | $774.41 | 13F |
| BKE | BUCKLE INC | 3.35% | 213,261 | $9,377,086 | -3,191 | -1.47% | $43.97 | 13F |
| VLO | VALERO ENERGY CORP | 2.75% | 57,094 | $7,709,403 | -2,678 | -4.48% | $135.03 | 13F |
| KLIC | KULICKE & SOFFA INDS INC | 2.04% | 126,486 | $5,708,313 | -37,884 | -23.05% | $45.13 | 13F |
| HUN | HUNTSMAN CORP | 1.93% | 223,377 | $5,405,723 | -71,931 | -24.36% | $24.2 | 13F |
| GNTX | GENTEX CORP | 1.7% | 160,199 | $4,756,308 | -17,829 | -10.01% | $29.69 | 13F |
| MGA | MAGNA INTL INC | 0.29% | 19,654 | $806,600 | -79,413 | -80.16% | $41.04 | 13F |