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CIK 0000764532 • 6 13F filings • May 14, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Accenture PLC | COM | $191.0M | 2.1% | 711,815 SH | New |
| Allegion PLC | COM | $161.7M | 1.8%Prev: 1.4% | 1,015,783 SH | Increased+227,035 SH |
| Alphabet Inc - Cl A | COM | $251.2M | 2.8%Prev: 2.1% | 802,679 SH | Increased-65,410 SH |
| Applied Ind. Tech. | COM | $55.5M | 0.6%Prev: 0.6% | 216,149 SH | Decreased-17,656 SH |
| AptarGroup Inc. | COM | $152.2M | 1.7%Prev: 1.5% | 1,247,557 SH | Decreased+104,667 SH |
| Aramark | COM | $423.0M | 4.7%Prev: 4.8% | 11,476,736 SH | Decreased-893,505 SH |
| Arch Capital Group | COM | $106.7M | 1.2% | 1,112,203 SH | New |
| Arrow Electronics Inc. | COM | $176.8M | 1.9%Prev: 2.1% | 1,604,380 SH | Decreased-88,316 SH |
| Ashtead Group PLC | COM | $1.9M | 0.0%Prev: 0.0% | 26,208 SH | Increased+19,655 SH |
| Avery Dennison Corp. | COM | $254.8M | 2.8%Prev: 2.5% | 1,400,814 SH | Increased-104,885 SH |
| B&M European Value | COM | $113K | 0.0%Prev: 0.0% | 12,546 SH | Decreased-46,338 SH |
| Becton Dickinson | COM | $214.1M | 2.4%Prev: 2.3% | 1,103,441 SH | Decreased-86,747 SH |
| Berkshire Hath. Cl B | COM | $173.9M | 1.9%Prev: 1.9% | 346,000 SH | Decreased-25,441 SH |
| BJ's Wholesale Club | COM | $65.2M | 0.7%Prev: 0.7% | 724,153 SH | Decreased-41,107 SH |
| Booking Holdings Inc | COM | $391.5M | 4.3%Prev: 4.4% | 73,097 SH | Decreased-7,118 SH |
| Capital One Financial | COM | $159.2M | 1.8%Prev: 1.5% | 656,735 SH | Increased-51,146 SH |
| Carlisle Cos. Inc. | COM | $171.3M | 1.9%Prev: 1.9% | 535,581 SH | Decreased-29,487 SH |
| Carrier Global | COM | $209.9M | 2.3%Prev: 2.3% | 3,972,009 SH | Decreased+198,951 SH |
| Cavco Industries | COM | $115.6M | 1.3%Prev: 1.0% | 195,713 SH | Increased+24,488 SH |
| CDW Corp | COM | $139.4M | 1.5%Prev: 1.8% | 1,023,679 SH | Decreased-89,319 SH |
| Charles Schwab Corp | COM | $386.9M | 4.3%Prev: 4.1% | 3,872,312 SH | Decreased-334,699 SH |
| Coca-Cola Europacific | COM | $91.6M | 1.0%Prev: 1.1% | 1,010,460 SH | Decreased-149,676 SH |
| Core & Main | COM | $135.8M | 1.5%Prev: 1.5% | 2,612,944 SH | Decreased-108,880 SH |
| CSX Corp | COM | $145.6M | 1.6%Prev: 2.1% | 4,016,503 SH | Decreased-1,838,317 SH |
| CTS Corp | COM | $46.5M | 0.5%Prev: 0.5% | 1,084,545 SH | Decreased-93,236 SH |
| Dollar Tree | COM | $145.6M | 1.6%Prev: 1.2% | 1,183,752 SH | Increased-108,092 SH |
| Donaldson Co. Inc. | COM | $205.7M | 2.3%Prev: 2.1% | 2,320,281 SH | Increased-155,319 SH |
| Edenred | COM | $131K | 0.0%Prev: 0.0% | 11,787 SH | Decreased-57 SH |
| Ferguson Enterprises | COM | $330.9M | 3.6%Prev: 4.5% | 1,486,106 SH | Decreased-495,516 SH |
| FirstCash Inc. | COM | $153.7M | 1.7%Prev: 2.1% | 964,280 SH | Decreased-320,231 SH |
| Fortune Brands Innov. | COM | $106.4M | 1.2%Prev: 1.2% | 2,127,508 SH | Decreased-146,128 SH |
| Fresenius Med. Care | COM | $118.2M | 1.3%Prev: 1.5% | 4,961,969 SH | Decreased-495,419 SH |
| Gates Industrial | COM | $149.3M | 1.6%Prev: 1.9% | 6,954,532 SH | Decreased-449,016 SH |
| Hayward Holdings | COM | $140.4M | 1.5%Prev: 1.2% | 9,089,866 SH | Increased+1,063,380 SH |
| Henry Schein Inc. | COM | $173.4M | 1.9%Prev: 1.6% | 2,293,597 SH | Increased-146,742 SH |
| Houlihan Lokey Inc. | COM | $121.5M | 1.3%Prev: 1.6% | 697,293 SH | Decreased-50,539 SH |
| Huron Consulting | COM | $90.7M | 1.0% | 524,325 SH | New |
| Icon Plc | COM | $87.6M | 1.0%Prev: 1.0% | 480,996 SH | Decreased-79,942 SH |
| Informa PLC | COM | $291K | 0.0%Prev: 0.0% | 12,081 SH | Decreased+13 SH |
| Insight Enterprises | COM | $107.7M | 1.2%Prev: 1.6% | 1,322,558 SH | Decreased-66,952 SH |
| iShares S&P 500 | COM | $2.6M | 0.0%Prev: 0.0% | 3,688 SH | Increased+2,922 SH |
| iShares S&P 600 | COM | $7.3M | 0.1% | 60,880 SH | New |
| Koninklijke Philips NV | COM | $177.2M | 1.9%Prev: 2.0% | 6,543,122 SH | Decreased-636,112 SH |
| Louisiana-Pacific Corp. | COM | $88.7M | 1.0%Prev: 0.8% | 1,098,133 SH | Increased+211,513 SH |
| Masco Corp | COM | $167.3M | 1.8%Prev: 2.1% | 2,636,618 SH | Decreased-253,244 SH |
| MSA Safety | COM | $114.6M | 1.3%Prev: 1.1% | 715,443 SH | Increased+81,249 SH |
| Mueller Water Prod. | COM | $75.4M | 0.8% | 3,165,392 SH | New |
| OneMain Holdings | COM | $190.0M | 2.1%Prev: 1.7% | 2,813,028 SH | Increased-161,979 SH |
| Plexus Corp | COM | $189.7M | 2.1%Prev: 2.0% | 1,290,446 SH | Decreased-60,916 SH |
| Primerica Inc. | COM | $157.9M | 1.7%Prev: 1.8% | 611,281 SH | Decreased-28,976 SH |
| Progressive Corp. | COM | $92.9M | 1.0%Prev: 1.1% | 408,081 SH | Decreased-31,842 SH |
| Quest Diagnostics | COM | $181.7M | 2.0%Prev: 2.2% | 1,046,921 SH | Decreased-100,613 SH |
| Rexel | COM | $264K | 0.0%Prev: 0.0% | 6,737 SH | Increased-4 SH |
| Robert Half Inc. | COM | $47.9M | 0.5%Prev: 0.6% | 1,765,109 SH | Decreased-105,569 SH |
| Ryanair Holdings | COM | $110.8M | 1.2%Prev: 1.1% | 1,534,931 SH | Increased-259,551 SH |
| Simpson Mfg. Co. | COM | $73.5M | 0.8%Prev: 1.7% | 455,195 SH | Decreased-562,371 SH |
| SLB | COM | $162.3M | 1.8%Prev: 1.7% | 4,227,636 SH | Decreased-541,581 SH |
| Sodexo | COM | $1.4M | 0.0%Prev: 0.0% | 139,046 SH | Increased+35,436 SH |
| Sony Group Corp. | COM | $143.3M | 1.6%Prev: 1.8% | 5,597,452 SH | Decreased-459,606 SH |
| Sysco Corp. | COM | $155.3M | 1.7%Prev: 1.9% | 2,107,864 SH | Decreased-190,227 SH |
| Unilever PLC ADR | COM | $168.0M | 1.8%Prev: 1.9% | 2,568,718 SH | Decreased-589,483 SH |
| UnitedHealth Group | COM | $129.8M | 1.4%Prev: 1.5% | 393,157 SH | Decreased-38,072 SH |
| Valvoline Inc. | COM | $144.5M | 1.6%Prev: 1.7% | 4,972,363 SH | Decreased+220,642 SH |
| Weir Group PLC | COM | $2.3M | 0.0%Prev: 0.0% | 60,813 SH | Decreased-6,392 SH |
| White Mountains Ins. | COM | $187.7M | 2.1%Prev: 1.6% | 90,333 SH | Increased-4,050 SH |
| Zions Bancorporation | COM | $169.5M | 1.9%Prev: 1.7% | 2,894,607 SH | Decreased-134,682 SH |
| 13F-HR |
| 0000764532-26-000007 |
| $7.03B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0000764532-25-000009 | $10.41B | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0000764532-26-000003 | $8.15B | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0000764532-25-000008 | $10.35B | View |