VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. Diversified Active

CIK: 0001021642 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 13, 2018

Total Value ($000): $8,579,172 (100.0% shares, 0.0% debt)

Holdings (189)

KOSMOS ENERGY LTD 1.9%
Value ($000) $165,076 Shares 17,655,215 Est. Cost $7.36 Unrealized
MSFT MICROSOFT CORP 1.9%
Value ($000) $159,488 Shares 1,394,492 Est. Cost $40.39 Unrealized +149.6%
SHW SHERWIN WILLIAMS CO 1.7%
Value ($000) $142,491 Shares 313,021 Est. Cost $109.06 Unrealized +27.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.6%
Value ($000) $139,193 Shares 650,097 Est. Cost $160.23 Unrealized +28.1%
T AT&T INC 1.5%
Value ($000) $132,268 Shares 3,938,894 Est. Cost $14.94 Unrealized -3.1%
HD HOME DEPOT INC 1.5%
Value ($000) $131,734 Shares 635,936 Est. Cost $129.31 Unrealized +29.9%
UNH UNITEDHEALTH GROUP INC 1.5%
Value ($000) $131,513 Shares 494,331 Est. Cost $69.73 Unrealized +230.8%
ROP ROPER TECHNOLOGIES INC 1.5%
Value ($000) $129,200 Shares 436,175 Est. Cost $271.48 Unrealized +4.0%
SNA SNAP ON INC 1.5%
Value ($000) $127,174 Shares 692,665 Est. Cost $119.19 Unrealized +20.8%
NXST NEXSTAR MEDIA GROUP INC 1.5%
Value ($000) $126,922 Shares 1,559,248 Est. Cost $49.72 Unrealized +27.6%
CACI CACI INTL INC 1.5%
Value ($000) $126,445 Shares 686,640 Est. Cost $84.52 Unrealized +118.4%
CHEMICAL FINL CORP 1.3%
Value ($000) $113,690 Shares 2,129,044 Est. Cost $45.70 Unrealized
OPLN KAR AUCTION SVCS INC 1.2%
Value ($000) $105,225 Shares 1,762,839 Est. Cost $10.92 Unrealized +111.4%
ARCC ARES CAP CORP 1.2%
Value ($000) $102,533 Shares 5,964,651 Est. Cost $6.11 Unrealized +38.6%
BCO BRINKS CO 1.1%
Value ($000) $93,159 Shares 1,335,612 Est. Cost $64.38 Unrealized +10.5%
AYI ACUITY BRANDS INC 1.1%
Value ($000) $92,750 Shares 590,015 Est. Cost $140.00 Unrealized 0.0%
NTB BANK OF NT BUTTERFIELD&SON LTD 1.0%
Value ($000) $88,791 Shares 1,712,125 Est. Cost $23.96 Unrealized +47.6%
WPX ENERGY INC 1.0%
Value ($000) $87,215 Shares 4,334,775 Est. Cost $13.12 Unrealized
CCJ CAMECO CORP 1.0%
Value ($000) $86,059 Shares 7,548,919 Est. Cost $9.56 Unrealized +6.7%
ECL ECOLAB INC 1.0%
Value ($000) $81,867 Shares 522,180 Est. Cost $137.00 Unrealized 0.0%
MA MASTERCARD INCORPORATED 1.0%
Value ($000) $81,830 Shares 367,596 Est. Cost $95.64 Unrealized +109.5%
KNX KNIGHT SWIFT TRANSN HLDGS INC 0.9%
Value ($000) $81,221 Shares 2,355,575 Est. Cost $32.54 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.9%
Value ($000) $80,032 Shares 390,932 Est. Cost $126.80 Unrealized +30.4%
C CITIGROUP INC 0.9%
Value ($000) $77,396 Shares 1,078,832 Est. Cost $54.21 Unrealized +1.0%
CNC CENTENE CORP DEL 0.9%
Value ($000) $74,094 Shares 511,765 Est. Cost $32.77 Unrealized +111.9%
TXN TEXAS INSTRS INC 0.9%
Value ($000) $73,364 Shares 683,788 Est. Cost $62.48 Unrealized +44.4%
MTG MGIC INVT CORP WIS 0.8%
Value ($000) $72,774 Shares 5,467,587 Est. Cost $11.63 Unrealized +6.6%
INTEGRATED DEVICE TECHNOLOGY 0.8%
Value ($000) $72,052 Shares 1,532,686 Est. Cost $24.39 Unrealized
FFBC FIRST FINL BANCORP OH 0.8%
Value ($000) $70,204 Shares 2,363,802 Est. Cost $12.95 Unrealized +76.8%
EL LAUDER ESTEE COS INC 0.8%
Value ($000) $69,812 Shares 480,402 Est. Cost $95.96 Unrealized +31.8%
SWX SOUTHWEST GAS HOLDINGS INC 0.8%
Value ($000) $69,244 Shares 876,175 Est. Cost $73.40 Unrealized +7.7%
MASONITE INTL CORP NEW 0.8%
Value ($000) $68,821 Shares 1,073,656 Est. Cost $70.11 Unrealized
GRFS GRIFOLS S A 0.8%
Value ($000) $68,366 Shares 3,199,176 Est. Cost $21.22 Unrealized
RITM NEW RESIDENTIAL INVT CORP 0.8%
Value ($000) $67,453 Shares 3,785,200 Est. Cost $12.15 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.8%
Value ($000) $67,390 Shares 276,102 Est. Cost $137.96 Unrealized +63.5%
UCB UNITED CMNTY BKS BLAIRSVLE GA 0.8%
Value ($000) $64,960 Shares 2,329,139 Est. Cost $28.23 Unrealized +7.4%
FRME FIRST MERCHANTS CORP 0.8%
Value ($000) $64,906 Shares 1,442,672 Est. Cost $19.73 Unrealized +88.9%
LPLA LPL FINL HLDGS INC 0.8%
Value ($000) $64,869 Shares 1,005,551 Est. Cost $54.95 Unrealized +20.7%
CCK CROWN HOLDINGS INC 0.8%
Value ($000) $64,774 Shares 1,349,450 Est. Cost $46.69 Unrealized -9.6%
UNION BANKSHARES CORP NEW 0.7%
Value ($000) $63,671 Shares 1,652,490 Est. Cost $26.03 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP 0.7%
Value ($000) $63,161 Shares 1,272,635 Est. Cost $23.25 Unrealized +83.8%
PACIFIC PREMIER BANCORP 0.7%
Value ($000) $61,223 Shares 1,645,782 Est. Cost $29.57 Unrealized
SR SPIRE INC 0.7%
Value ($000) $59,800 Shares 813,049 Est. Cost $69.62 Unrealized
FAF FIRST AMERN FINL CORP 0.7%
Value ($000) $59,772 Shares 1,158,591 Est. Cost $24.13 Unrealized +76.6%
FIS FIDELITY NATL INFORMATION SVCS 0.7%
Value ($000) $59,754 Shares 547,835 Est. Cost $54.10 Unrealized +73.6%
GPN GLOBAL PMTS INC 0.7%
Value ($000) $58,147 Shares 456,415 Est. Cost $51.27 Unrealized +123.3%
MULTI COLOR CORP 0.7%
Value ($000) $57,540 Shares 924,343 Est. Cost $61.44 Unrealized
CONTINENTAL RESOURCES INC 0.7%
Value ($000) $57,325 Shares 839,540 Est. Cost $51.13 Unrealized
AIR AAR CORP 0.7%
Value ($000) $56,861 Shares 1,187,345 Est. Cost $40.67 Unrealized +11.3%
ATLANTICA YIELD PLC 0.7%
Value ($000) $55,840 Shares 2,713,330 Est. Cost $21.36 Unrealized
EA ELECTRONIC ARTS INC 0.7%
Value ($000) $55,793 Shares 463,060 Est. Cost $125.34 Unrealized 0.0%
MCO MOODYS CORP 0.6%
Value ($000) $55,602 Shares 332,545 Est. Cost $73.75 Unrealized +123.6%
CXW CORECIVIC INC 0.6%
Value ($000) $54,986 Shares 2,260,039 Est. Cost $19.25 Unrealized +9.0%
RS RELIANCE STEEL & ALUMINUM CO 0.6%
Value ($000) $53,198 Shares 623,730 Est. Cost $68.72 Unrealized +28.8%
CRI CARTERS INC 0.6%
Value ($000) $53,076 Shares 538,300 Est. Cost $85.50 Unrealized -1.2%
BRO BROWN & BROWN INC 0.6%
Value ($000) $52,596 Shares 1,778,695 Est. Cost $20.50 Unrealized +37.2%
GPK GRAPHIC PACKAGING HLDG CO 0.6%
Value ($000) $52,477 Shares 3,745,666 Est. Cost $10.77 Unrealized +34.0%
MXL MAXLINEAR INC 0.6%
Value ($000) $52,291 Shares 2,630,334 Est. Cost $24.23 Unrealized -24.9%
SIX FLAGS ENTMT CORP NEW 0.6%
Value ($000) $51,743 Shares 741,085 Est. Cost $64.15 Unrealized
IQV IQVIA HLDGS INC 0.6%
Value ($000) $51,309 Shares 395,475 Est. Cost $102.40 Unrealized +17.3%
CYRUSONE INC 0.6%
Value ($000) $51,291 Shares 809,005 Est. Cost $55.57 Unrealized
EFSC ENTERPRISE FINL SVCS CORP 0.6%
Value ($000) $51,149 Shares 964,150 Est. Cost $45.13 Unrealized +6.4%
LIVN LIVANOVA PLC 0.6%
Value ($000) $50,264 Shares 405,457 Est. Cost $79.39 Unrealized +48.6%
FN FABRINET 0.6%
Value ($000) $50,178 Shares 1,084,711 Est. Cost $33.78 Unrealized +27.2%
PERSPECTA INC 0.6%
Value ($000) $49,984 Shares 1,943,375 Est. Cost $22.21 Unrealized
ES EVERSOURCE ENERGY 0.6%
Value ($000) $49,540 Shares 806,310 Est. Cost $44.09 Unrealized +7.0%
GRAFTECH INTL LTD 0.6%
Value ($000) $48,716 Shares 2,496,975 Est. Cost $18.75 Unrealized
VST VISTRA ENERGY CORP 0.6%
Value ($000) $48,705 Shares 1,957,580 Est. Cost $19.66 Unrealized +0.1%
CMS CMS ENERGY CORP 0.6%
Value ($000) $47,970 Shares 978,990 Est. Cost $36.09 Unrealized +8.7%
AEE AMEREN CORP 0.6%
Value ($000) $47,645 Shares 753,640 Est. Cost $46.22 Unrealized +10.5%
TGNA TEGNA INC 0.6%
Value ($000) $47,398 Shares 3,963,036 Est. Cost $13.42 Unrealized -15.4%
WEC WEC ENERGY GROUP INC 0.6%
Value ($000) $47,378 Shares 709,670 Est. Cost $48.74 Unrealized +8.2%
TWO HBRS INVT CORP 0.5%
Value ($000) $46,783 Shares 3,133,450 Est. Cost $15.39 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.5%
Value ($000) $46,398 Shares 700,035 Est. Cost $57.27 Unrealized +8.3%
AARONS INC 0.5%
Value ($000) $46,233 Shares 848,925 Est. Cost $46.06 Unrealized
DIS DISNEY WALT CO 0.5%
Value ($000) $45,984 Shares 393,220 Est. Cost $106.57 Unrealized 0.0%
MKL MARKEL CORP 0.5%
Value ($000) $45,900 Shares 38,620 Est. Cost $958.19 Unrealized +22.8%
WMIH CORP 0.5%
Value ($000) $45,363 Shares 32,635,925 Est. Cost $1.39 Unrealized
FMC F M C CORP 0.5%
Value ($000) $44,794 Shares 513,810 Est. Cost $60.71 Unrealized +1.4%
RGA REINSURANCE GROUP AMER INC 0.5%
Value ($000) $44,317 Shares 306,560 Est. Cost $83.07 Unrealized +70.2%
AJG GALLAGHER ARTHUR J & CO 0.5%
Value ($000) $43,836 Shares 588,885 Est. Cost $38.66 Unrealized +68.0%
EXTENDED STAY AMER INC 0.5%
Value ($000) $43,701 Shares 2,160,210 Est. Cost $19.49 Unrealized
CYBERARK SOFTWARE LTD 0.5%
Value ($000) $43,477 Shares 544,550 Est. Cost $51.02 Unrealized
DUNKIN BRANDS GROUP INC 0.5%
Value ($000) $43,181 Shares 585,753 Est. Cost $54.05 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD 0.5%
Value ($000) $42,267 Shares 359,195 Est. Cost $76.90 Unrealized +47.7%
BFH ALLIANCE DATA SYSTEMS CORP 0.5%
Value ($000) $42,133 Shares 178,405 Est. Cost $152.76 Unrealized +8.5%
ELDORADO RESORTS INC 0.5%
Value ($000) $41,573 Shares 855,416 Est. Cost $25.65 Unrealized
QEP RES INC 0.5%
Value ($000) $41,303 Shares 3,648,700 Est. Cost $15.81 Unrealized
ATHENE HLDG LTD 0.5%
Value ($000) $40,771 Shares 789,240 Est. Cost $49.99 Unrealized
CONSTELLIUM NV 0.5%
Value ($000) $40,423 Shares 3,273,025 Est. Cost $9.39 Unrealized
SLAB SILICON LABORATORIES INC 0.5%
Value ($000) $40,042 Shares 436,191 Est. Cost $52.69 Unrealized +85.5%
AAPL APPLE INC 0.5%
Value ($000) $39,921 Shares 176,846 Est. Cost $27.24 Unrealized +80.9%
FORUM ENERGY TECHNOLOGIES INC 0.5%
Value ($000) $39,727 Shares 3,838,501 Est. Cost $17.37 Unrealized
FELE FRANKLIN ELEC INC 0.5%
Value ($000) $39,551 Shares 837,063 Est. Cost $28.17 Unrealized +57.7%
ARMK ARAMARK 0.5%
Value ($000) $39,431 Shares 916,580 Est. Cost $23.51 Unrealized +13.1%
MIDD MIDDLEBY CORP 0.5%
Value ($000) $39,327 Shares 304,035 Est. Cost $122.85 Unrealized -7.1%
LAUR LAUREATE EDUCATION INC 0.5%
Value ($000) $39,253 Shares 2,542,355 Est. Cost $14.68 Unrealized +4.8%
PLATFORM SPECIALTY PRODS CORP 0.5%
Value ($000) $38,749 Shares 3,107,375 Est. Cost $12.47 Unrealized
AMWD AMERICAN WOODMARK CORPORATION 0.4%
Value ($000) $38,362 Shares 488,989 Est. Cost $87.83 Unrealized -2.8%
NDAQ NASDAQ INC 0.4%
Value ($000) $38,317 Shares 446,580 Est. Cost $12.21 Unrealized +125.4%
MHK MOHAWK INDS INC 0.4%
Value ($000) $37,233 Shares 212,335 Est. Cost $198.02 Unrealized -1.0%
PACWEST BANCORP DEL 0.4%
Value ($000) $37,149 Shares 779,620 Est. Cost $44.08 Unrealized
LKFN LAKELAND FINL CORP 0.4%
Value ($000) $36,944 Shares 794,822 Est. Cost $25.38 Unrealized +56.8%
PRA HEALTH SCIENCES INC 0.4%
Value ($000) $36,718 Shares 333,229 Est. Cost $38.27 Unrealized
LSTR LANDSTAR SYS INC 0.4%
Value ($000) $36,294 Shares 297,490 Est. Cost $122.00 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $35,897 Shares 259,800 Est. Cost $89.31 Unrealized +21.0%
LFUS LITTELFUSE INC 0.4%
Value ($000) $35,498 Shares 179,380 Est. Cost $168.27 Unrealized +30.7%
HILLENBRAND INC 0.4%
Value ($000) $35,388 Shares 676,633 Est. Cost $28.23 Unrealized
SEIC SEI INVESTMENTS CO 0.4%
Value ($000) $35,258 Shares 577,050 Est. Cost $35.85 Unrealized +56.8%
AIN ALBANY INTL CORP 0.4%
Value ($000) $35,210 Shares 442,892 Est. Cost $44.72 Unrealized +47.8%
PVH PVH CORP 0.4%
Value ($000) $34,838 Shares 241,260 Est. Cost $111.17 Unrealized +31.6%
LOGMEIN INC 0.4%
Value ($000) $34,555 Shares 387,835 Est. Cost $103.25 Unrealized
ADI ANALOG DEVICES INC 0.4%
Value ($000) $34,545 Shares 373,625 Est. Cost $67.50 Unrealized +24.2%
WIDEOPENWEST INC 0.4%
Value ($000) $34,037 Shares 3,036,345 Est. Cost $13.59 Unrealized
GENESEE & WYO INC 0.4%
Value ($000) $33,864 Shares 372,178 Est. Cost $70.13 Unrealized
TCPC BLACKROCK TCP CAP CORP 0.4%
Value ($000) $33,486 Shares 2,353,178 Est. Cost $14.63 Unrealized 0.0%
PRESIDIO INC 0.4%
Value ($000) $32,711 Shares 2,144,941 Est. Cost $15.77 Unrealized
CVSA ADTALEM GLOBAL ED INC 0.4%
Value ($000) $32,687 Shares 678,150 Est. Cost $50.38 Unrealized 0.0%
CPS COOPER STD HLDGS INC 0.4%
Value ($000) $32,651 Shares 272,137 Est. Cost $123.82 Unrealized +8.3%
ALTABA INC 0.4%
Value ($000) $32,214 Shares 472,908 Est. Cost $57.21 Unrealized
SERVICEMASTER GLOBAL HLDGS INC 0.4%
Value ($000) $32,188 Shares 518,915 Est. Cost $29.76 Unrealized
CISION LTD 0.4%
Value ($000) $31,426 Shares 1,870,600 Est. Cost $15.01 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.4%
Value ($000) $31,275 Shares 189,824 Est. Cost $150.19 Unrealized
NSA NATIONAL STORAGE AFFILIATES TR 0.4%
Value ($000) $31,233 Shares 1,227,724 Est. Cost $23.66 Unrealized
WWW WOLVERINE WORLD WIDE INC 0.4%
Value ($000) $31,072 Shares 795,725 Est. Cost $28.05 Unrealized +13.1%
BRC BRADY CORP 0.4%
Value ($000) $30,874 Shares 705,675 Est. Cost $34.99 Unrealized 0.0%
LUXOFT HLDG INC 0.4%
Value ($000) $30,647 Shares 647,250 Est. Cost $47.35 Unrealized
ALLEGION PUB LTD CO 0.3%
Value ($000) $29,458 Shares 325,250 Est. Cost $90.57 Unrealized
TKR TIMKEN CO 0.3%
Value ($000) $29,333 Shares 588,425 Est. Cost $47.93 Unrealized -1.5%
OSK OSHKOSH CORP 0.3%
Value ($000) $29,144 Shares 409,110 Est. Cost $76.12 Unrealized -16.1%
NPKI NEWPARK RES INC 0.3%
Value ($000) $28,655 Shares 2,768,600 Est. Cost $10.18 Unrealized +0.4%
GIL GILDAN ACTIVEWEAR INC 0.3%
Value ($000) $27,753 Shares 912,025 Est. Cost $25.61 Unrealized +0.6%
AVY AVERY DENNISON CORP 0.3%
Value ($000) $27,457 Shares 253,420 Est. Cost $43.96 Unrealized +114.5%
FISV FISERV INC 0.3%
Value ($000) $27,023 Shares 328,025 Est. Cost $51.12 Unrealized +53.6%
POLYONE CORP 0.3%
Value ($000) $26,881 Shares 614,865 Est. Cost $38.94 Unrealized
PB PROSPERITY BANCSHARES INC 0.3%
Value ($000) $26,843 Shares 387,071 Est. Cost $41.42 Unrealized +38.2%
DIOD DIODES INC 0.3%
Value ($000) $26,780 Shares 804,430 Est. Cost $36.16 Unrealized 0.0%
REV GROUP INC 0.3%
Value ($000) $26,135 Shares 1,664,708 Est. Cost $24.34 Unrealized
BERRY GLOBAL GROUP INC 0.3%
Value ($000) $26,122 Shares 539,845 Est. Cost $54.78 Unrealized
FIRSTCASH INC 0.3%
Value ($000) $25,801 Shares 314,644 Est. Cost $50.46 Unrealized
SYF SYNCHRONY FINL 0.3%
Value ($000) $25,339 Shares 815,285 Est. Cost $25.37 Unrealized +4.3%
VENATOR MATLS PLC 0.3%
Value ($000) $24,566 Shares 2,729,525 Est. Cost $17.37 Unrealized
HUBB HUBBELL INC 0.3%
Value ($000) $24,510 Shares 183,500 Est. Cost $99.68 Unrealized +6.2%
IART INTEGRA LIFESCIENCES HLDGS CP 0.3%
Value ($000) $24,312 Shares 369,082 Est. Cost $36.26 Unrealized +71.4%
PFGC PERFORMANCE FOOD GROUP CO 0.3%
Value ($000) $24,200 Shares 726,750 Est. Cost $35.22 Unrealized 0.0%
OASIS PETE INC NEW 0.3%
Value ($000) $23,142 Shares 1,632,052 Est. Cost $9.60 Unrealized
UNIT CORP 0.3%
Value ($000) $23,035 Shares 883,925 Est. Cost $19.76 Unrealized
AMZN AMAZON COM INC 0.3%
Value ($000) $22,984 Shares 11,475 Est. Cost $52.71 Unrealized +78.4%
CALLON PETE CO DEL 0.3%
Value ($000) $22,678 Shares 1,891,482 Est. Cost $13.42 Unrealized
NUVASIVE INC 0.3%
Value ($000) $21,938 Shares 309,075 Est. Cost $52.21 Unrealized
MOG/A MOOG INC 0.3%
Value ($000) $21,715 Shares 252,585 Est. Cost $79.26 Unrealized -7.6%
PUMP PROPETRO HLDG CORP 0.2%
Value ($000) $20,817 Shares 1,262,425 Est. Cost $18.08 Unrealized -10.8%
BDN BRANDYWINE RLTY TR 0.2%
Value ($000) $20,558 Shares 1,307,826 Est. Cost $17.53 Unrealized
SIG SIGNET JEWELERS LIMITED 0.2%
Value ($000) $20,500 Shares 310,925 Est. Cost $80.07 Unrealized -33.9%
BKR BAKER HUGHES A GE CO 0.2%
Value ($000) $20,422 Shares 603,660 Est. Cost $27.90 Unrealized -4.1%
LNTH LANTHEUS HLDGS INC 0.2%
Value ($000) $20,149 Shares 1,347,775 Est. Cost $15.39 Unrealized -5.1%
NWL NEWELL BRANDS INC 0.2%
Value ($000) $19,844 Shares 977,624 Est. Cost $31.85 Unrealized -47.9%
MILACRON HLDGS CORP 0.2%
Value ($000) $19,741 Shares 974,885 Est. Cost $15.50 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORP 0.2%
Value ($000) $19,280 Shares 109,033 Est. Cost $74.03 Unrealized +116.4%
CWST CASELLA WASTE SYS INC 0.2%
Value ($000) $19,194 Shares 617,975 Est. Cost $22.09 Unrealized +28.8%
RNG RINGCENTRAL INC 0.2%
Value ($000) $19,080 Shares 205,035 Est. Cost $18.74 Unrealized +360.3%
VERITIV CORP 0.2%
Value ($000) $18,694 Shares 513,550 Est. Cost $39.12 Unrealized
PKG PACKAGING CORP AMER 0.2%
Value ($000) $18,013 Shares 164,215 Est. Cost $43.60 Unrealized +106.3%
OIS OIL STS INTL INC 0.2%
Value ($000) $16,826 Shares 506,800 Est. Cost $32.65 Unrealized 0.0%
AMN AMN HEALTHCARE SERVICES INC 0.2%
Value ($000) $15,085 Shares 275,775 Est. Cost $36.17 Unrealized +58.3%
NVT NVENT ELECTRIC PLC 0.2%
Value ($000) $15,010 Shares 552,680 Est. Cost $21.84 Unrealized +6.4%
RDN RADIAN GROUP INC 0.2%
Value ($000) $14,846 Shares 718,260 Est. Cost $15.37 Unrealized +3.4%
SUPERIOR ENERGY SVCS INC 0.2%
Value ($000) $14,728 Shares 1,512,075 Est. Cost $9.74 Unrealized
ESNT ESSENT GROUP LTD 0.2%
Value ($000) $13,788 Shares 311,600 Est. Cost $35.37 Unrealized +3.8%
EPD ENTERPRISE PRODS PARTNERS L P 0.1%
Value ($000) $11,919 Shares 414,850 Est. Cost $26.84 Unrealized
US XPRESS ENTERPRISES INC 0.1%
Value ($000) $10,679 Shares 773,850 Est. Cost $13.80 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $1,720 Shares 15,245 Est. Cost $58.94 Unrealized +57.2%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $1,691 Shares 13,830 Est. Cost $69.70 Unrealized +26.1%
MRK MERCK & CO INC 0.0%
Value ($000) $1,653 Shares 23,300 Est. Cost $34.13 Unrealized +48.4%
EMR EMERSON ELEC CO 0.0%
Value ($000) $1,608 Shares 21,000 Est. Cost $46.41 Unrealized +33.5%
PFE PFIZER INC 0.0%
Value ($000) $1,553 Shares 35,250 Est. Cost $22.86 Unrealized +21.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $1,534 Shares 19,825 Est. Cost $39.96 Unrealized +41.0%
AVGO BROADCOM INC 0.0%
Value ($000) $1,505 Shares 6,100 Est. Cost $19.96 Unrealized -8.5%
CSCO CISCO SYS INC 0.0%
Value ($000) $1,484 Shares 30,500 Est. Cost $24.71 Unrealized +45.9%
KO COCA COLA CO 0.0%
Value ($000) $1,386 Shares 30,000 Est. Cost $30.05 Unrealized +20.8%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $1,375 Shares 25,750 Est. Cost $27.75 Unrealized +28.4%
OXY OCCIDENTAL PETE CORP DEL 0.0%
Value ($000) $1,348 Shares 16,400 Est. Cost $53.28 Unrealized +27.1%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $1,340 Shares 15,764 Est. Cost $57.77 Unrealized +0.7%
D DOMINION ENERGY INC 0.0%
Value ($000) $1,291 Shares 18,375 Est. Cost $35.93 Unrealized +41.9%
INTC INTEL CORP 0.0%
Value ($000) $1,277 Shares 27,000 Est. Cost $17.18 Unrealized +141.7%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $1,168 Shares 10,000 Est. Cost $57.13 Unrealized +54.8%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $1,094 Shares 13,675 Est. Cost $41.63 Unrealized +44.2%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $919 Shares 17,480 Est. Cost $36.45 Unrealized +27.6%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $502 Shares 10,050 Est. Cost $34.05 Unrealized +27.9%