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CIK 0001582633 • 6 13F filings • May 14, 2025 – Aug 12, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AFFILIATED MANAGERS GROUP IN | COM | $68.2M | 14.8%Prev: 13.6% | 236,414 SH | Increased-47,400 SH |
| AMBEV SA | SPONSORED ADR | $23.3M | 5.1%Prev: 4.9% | 9,445,900 SH | Decreased-1,599,800 SH |
| CARMAX INC | COM | $17.1M | 3.7%Prev: 3.4% | 442,200 SH | Increased+65,600 SH |
| CIGNA CORP NEW | COM | $24.9M | 5.4%Prev: 5.7% | 90,413 SH | Decreased-7,387 SH |
| COMCAST CORP NEW | CL A | $28.9M | 6.3%Prev: 6.8% | 968,361 SH | Decreased-116,500 SH |
| CVS HEALTH CORP | COM | $35.1M | 7.6%Prev: 8.0% | 441,768 SH | Decreased-88,400 SH |
| DOLLAR GEN CORP NEW | COM | $42.0M | 9.1%Prev: 7.9% | 316,500 SH | Increased-63,300 SH |
| EBAY INC. | COM | $10.5M | 2.3%Prev: 2.6% | 120,194 SH | Decreased-23,600 SH |
| EXXON MOBIL CORP | COM | $5.5M | 1.2%Prev: 1.2% | 45,583 SH | Decreased-8,200 SH |
| FEDEX CORP | COM | $7.9M | 1.7%Prev: 1.5% | 27,200 SH | Increased-5,000 SH |
| GENPACT LIMITED | SHS | $5.1M | 1.1%Prev: 1.1% | 108,350 SH | Decreased-21,600 SH |
| GILEAD SCIENCES INC | COM | $14.9M | 3.2%Prev: 3.2% | 121,300 SH | Decreased-24,500 SH |
| HARLEY DAVIDSON INC | COM | $4.0M | 0.9%Prev: 1.3% | 193,320 SH | Decreased-35,000 SH |
| HCA HEALTHCARE INC | COM | $16.7M | 3.6%Prev: 3.6% | 35,800 SH | Decreased-6,900 SH |
| LIBERTY GLOBAL PLC | SHS CL A | $8.3M | 1.8%Prev: 2.1% | 746,337 SH | Decreased-146,500 SH |
| LKQ CORP | COM | $15.0M | 3.2%Prev: 1.4% | 495,500 SH | Increased+264,600 SH |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | $10.3M | 2.2%Prev: 2.4% | 236,900 SH | Decreased-12,100 SH |
| MEDTRONIC PLC | SHS | $17.4M | 3.8%Prev: 4.1% | 180,761 SH | Decreased-35,800 SH |
| NOV INC | COM | $6.2M | 1.3%Prev: 1.3% | 397,400 SH | Decreased-80,700 SH |
| PVH CORPORATION | COM | $3.6M | 0.8% | 53,900 SH | New |
| ROBERT HALF INC. | COM | $10.5M | 2.3%Prev: 3.1% | 386,500 SH | Decreased-75,900 SH |
| SOLVENTUM CORP | COM SHS | $6.3M | 1.4%Prev: 1.4% | 78,909 SH | Decreased-14,091 SH |
| SOUTHWEST AIRLS CO | COM | $29.5M | 6.4%Prev: 5.5% | 713,283 SH | Increased-142,100 SH |
| STANLEY BLACK & DECKER INC | COM | $11.5M | 2.5%Prev: 2.7% | 154,500 SH | Decreased-30,000 SH |
| SYSCO CORP | COM | $9.0M | 1.9%Prev: 2.4% | 121,500 SH | Decreased-23,400 SH |
| TENARIS S A | COM | $9.6M | 2.1%Prev: 2.1% | 248,859 SH | Decreased-49,600 SH |
| UNITED PARCEL SERVICE INC | CL B | $5.7M | 1.2%Prev: 1.1% | 57,500 SH | Decreased-10,900 SH |
| VALE S A | SPONSORED ADS | $15.1M | 3.3%Prev: 3.0% | 1,157,336 SH | Decreased-237,600 SH |
| 13F-HR |
| 0000929638-26-003011 |
| $412.1M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0000950123-25-007666 | $497.3M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0000929638-26-001860 | $371.7M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0000950123-25-005081 | $524.7M | View |