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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| SHC | SOTERA HEALTH CO | 2.15% | 27,000,000 | $479,250,000 | 1,000,000 | 3.85% | $17.75 | 13F |
| HCA | HCA HEALTHCARE INC | 1.93% | 1,100,000 | $428,879,000 | 350,000 | 46.67% | $389.89 | 13F |
| DKS | DICKS SPORTING GOODS INC | 1.53% | 1,500,000 | $340,215,000 | 125,000 | 9.09% | $226.81 | 13F |
| WMG | WARNER MUSIC GROUP CORP | 1.45% | 11,943,199 | $323,302,397 | 93,199 | 0.79% | $27.07 | 13F |
| WING | WINGSTOP INC | 1.17% | 1,500,000 | $260,115,000 | 250,000 | 20% | $173.41 | 13F |