River Road Asset Management, LLC Diversified Active

CIK: 0001341401 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 13, 2025

Total Value ($000): $7,354,480 (100.0% shares, 0.0% debt)

Holdings (181)

BJ BJ's Wholesale Club Holdings, 3.8%
Value ($000) $280,306 Shares 2,456,667 Est. Cost $55.62 Unrealized +85.1%
WTM White Mountains Insurance Grou 2.9%
Value ($000) $211,194 Shares 109,665 Est. Cost $878.74 Unrealized +114.2%
MGRC McGrath RentCorp 2.9%
Value ($000) $211,071 Shares 1,894,709 Est. Cost $98.87 Unrealized +19.5%
MUSA Murphy USA, Inc. 2.5%
Value ($000) $186,224 Shares 396,382 Est. Cost $206.05 Unrealized +129.3%
CXW CoreCivic, Inc. 2.4%
Value ($000) $177,067 Shares 8,726,818 Est. Cost $8.85 Unrealized +127.4%
AXS Axis Capital Holdings Limited 2.3%
Value ($000) $168,863 Shares 1,684,582 Est. Cost $43.40 Unrealized +110.9%
LKQ LKQ Corporation 2.0%
Value ($000) $145,371 Shares 3,417,284 Est. Cost $34.06 Unrealized +12.7%
NWE NorthWestern Energy Group, Inc 1.9%
Value ($000) $137,499 Shares 2,376,005 Est. Cost $48.46 Unrealized +7.4%
UNF UniFirst Corporation 1.9%
Value ($000) $137,360 Shares 789,426 Est. Cost $168.82 Unrealized +22.8%
GNW Genworth Financial, Inc. 1.6%
Value ($000) $121,127 Shares 17,084,167 Est. Cost $3.52 Unrealized +97.4%
GXO GXO Logistics Inc 1.5%
Value ($000) $109,990 Shares 2,814,485 Est. Cost $49.14 Unrealized -15.0%
CACI Caci International Inc Class A 1.4%
Value ($000) $105,600 Shares 287,802 Est. Cost $390.40 Unrealized -2.0%
WEX WEX Inc. 1.4%
Value ($000) $103,664 Shares 660,198 Est. Cost $164.94 Unrealized -0.2%
TAP Molson Coors Beverage Company 1.4%
Value ($000) $100,974 Shares 1,658,850 Est. Cost $52.02 Unrealized +7.1%
AGO Assured Guaranty Ltd. 1.4%
Value ($000) $99,709 Shares 1,131,771 Est. Cost $81.47 Unrealized +9.3%
LAD Lithia Motors, Inc. 1.3%
Value ($000) $95,810 Shares 326,395 Est. Cost $262.15 Unrealized +29.9%
WTW Willis Towers Watson Public Li 1.3%
Value ($000) $93,752 Shares 277,414 Est. Cost $234.25 Unrealized +37.6%
RTO Rentokil Initial plc Sponsored 1.3%
Value ($000) $92,409 Shares 4,035,348 Est. Cost $25.00 Unrealized
TLN Talen Energy Corp 1.2%
Value ($000) $90,073 Shares 451,107 Est. Cost $138.87 Unrealized +56.2%
HAE Haemonetics Corporation 1.2%
Value ($000) $88,656 Shares 1,395,052 Est. Cost $68.01 Unrealized 0.0%
CNNE Cannae Holdings, Inc. 1.2%
Value ($000) $85,764 Shares 4,678,876 Est. Cost $28.08 Unrealized -34.8%
PLUS ePlus inc. 1.2%
Value ($000) $84,640 Shares 1,386,853 Est. Cost $62.50 Unrealized +13.1%
PRKS United Parks & Resorts Inc. 1.1%
Value ($000) $82,553 Shares 1,815,952 Est. Cost $52.48 Unrealized -1.6%
SNN Smith & Nephew plc Sponsored A 1.1%
Value ($000) $82,538 Shares 2,909,334 Est. Cost $28.52 Unrealized
VNT Vontier Corp 1.1%
Value ($000) $82,194 Shares 2,502,104 Est. Cost $28.27 Unrealized +28.8%
SWX Southwest Gas Holdings, Inc. 1.1%
Value ($000) $81,406 Shares 1,133,782 Est. Cost $66.44 Unrealized +11.4%
OPLN OPENLANE, Inc. 1.1%
Value ($000) $79,648 Shares 4,131,108 Est. Cost $16.73 Unrealized +23.4%
TXNM TXNM Energy, Inc. 1.1%
Value ($000) $78,486 Shares 1,467,586 Est. Cost $39.81 Unrealized +26.1%
CNH CNH Industrial NV 1.1%
Value ($000) $78,145 Shares 6,363,598 Est. Cost $10.48 Unrealized +17.5%
NOMD Nomad Foods Ltd. 1.0%
Value ($000) $76,836 Shares 3,910,211 Est. Cost $18.30 Unrealized -0.2%
PZZA Papa John's International, Inc 1.0%
Value ($000) $75,385 Shares 1,835,071 Est. Cost $46.84 Unrealized -13.3%
CRH CRH public limited company 1.0%
Value ($000) $72,843 Shares 828,045 Est. Cost $59.97 Unrealized +62.8%
KR Kroger Co. 1.0%
Value ($000) $72,179 Shares 1,066,317 Est. Cost $44.74 Unrealized +39.2%
SNX TD SYNNEX Corporation 1.0%
Value ($000) $70,821 Shares 681,230 Est. Cost $94.12 Unrealized +40.0%
NSP Insperity, Inc. 1.0%
Value ($000) $70,246 Shares 787,250 Est. Cost $77.57 Unrealized +2.6%
MAA Mid-America Apartment Communit 1.0%
Value ($000) $70,078 Shares 418,175 Est. Cost $129.25 Unrealized +18.6%
PSMT PriceSmart, Inc. 0.9%
Value ($000) $68,960 Shares 784,972 Est. Cost $88.34 Unrealized -0.5%
EVTC EVERTEC, Inc. 0.9%
Value ($000) $68,929 Shares 1,874,607 Est. Cost $34.29 Unrealized +0.4%
PR Permian Resources Corporation 0.9%
Value ($000) $68,448 Shares 4,942,067 Est. Cost $7.06 Unrealized +102.8%
PRSU Pursuit Attractions and Hospit 0.9%
Value ($000) $66,788 Shares 1,887,193 Est. Cost $33.58 Unrealized +16.3%
HII Huntington Ingalls Industries, 0.9%
Value ($000) $66,015 Shares 323,541 Est. Cost $210.12 Unrealized -11.5%
LH Labcorp Holdings Inc. 0.9%
Value ($000) $64,792 Shares 278,387 Est. Cost $204.77 Unrealized +17.3%
IMKTA Ingles Markets, Incorporated C 0.9%
Value ($000) $63,555 Shares 975,819 Est. Cost $42.90 Unrealized +47.3%
LGIH LGI Homes, Inc. 0.8%
Value ($000) $62,443 Shares 939,410 Est. Cost $100.00 Unrealized -19.2%
BRK/B Berkshire Hathaway Inc. Class 0.8%
Value ($000) $61,087 Shares 114,700 Est. Cost $224.17 Unrealized +116.9%
GMS, Inc. 0.8%
Value ($000) $60,930 Shares 832,721 Est. Cost $73.17 Unrealized
WCC WESCO International, Inc. 0.8%
Value ($000) $60,334 Shares 388,501 Est. Cost $168.37 Unrealized +5.3%
ALIT Alight, Inc. Class A 0.8%
Value ($000) $59,583 Shares 10,047,680 Est. Cost $9.67 Unrealized -34.6%
CSX CSX Corporation 0.8%
Value ($000) $58,614 Shares 1,991,628 Est. Cost $33.04 Unrealized -5.2%
DK Delek US Holdings Inc 0.8%
Value ($000) $58,068 Shares 3,853,188 Est. Cost $23.95 Unrealized -31.0%
BDX Becton, Dickinson and Company 0.8%
Value ($000) $57,713 Shares 251,954 Est. Cost $226.23 Unrealized +0.5%
DOLE Dole PLC 0.8%
Value ($000) $57,260 Shares 3,962,604 Est. Cost $14.71 Unrealized -7.2%
MTN Vail Resorts, Inc. 0.8%
Value ($000) $56,546 Shares 353,369 Est. Cost $183.63 Unrealized -9.5%
CASY Casey's General Stores, Inc. 0.8%
Value ($000) $55,957 Shares 128,921 Est. Cost $352.00 Unrealized +15.9%
RPC P10, Inc. Class A 0.8%
Value ($000) $55,524 Shares 4,725,477 Est. Cost $8.50 Unrealized +49.6%
RDN Radian Group Inc. 0.7%
Value ($000) $54,756 Shares 1,655,765 Est. Cost $17.63 Unrealized +79.9%
AWI Armstrong World Industries, In 0.7%
Value ($000) $54,696 Shares 388,244 Est. Cost $72.04 Unrealized +103.0%
ELV Elevance Health, Inc. 0.7%
Value ($000) $54,327 Shares 124,900 Est. Cost $472.28 Unrealized -16.5%
ENOV Enovis Corporation 0.7%
Value ($000) $53,184 Shares 1,391,887 Est. Cost $44.30 Unrealized -4.2%
SM SM Energy Company 0.7%
Value ($000) $52,655 Shares 1,758,090 Est. Cost $31.64 Unrealized +9.2%
TRIP TripAdvisor, Inc. 0.7%
Value ($000) $52,616 Shares 3,713,222 Est. Cost $18.87 Unrealized -17.0%
HHH Howard Hughes Holdings Inc. 0.7%
Value ($000) $52,259 Shares 705,435 Est. Cost $76.52 Unrealized -1.3%
CNA CNA Financial Corporation 0.7%
Value ($000) $49,801 Shares 980,535 Est. Cost $23.81 Unrealized +93.3%
ATKR Atkore Inc 0.6%
Value ($000) $47,051 Shares 784,321 Est. Cost $58.17 Unrealized +20.0%
GPN Global Payments Inc. 0.6%
Value ($000) $46,542 Shares 475,302 Est. Cost $105.08 Unrealized -1.5%
WSC WillScot Holdings Corporation 0.6%
Value ($000) $45,493 Shares 1,636,424 Est. Cost $39.09 Unrealized -13.0%
GEHC GE Healthcare Technologies Inc 0.6%
Value ($000) $45,110 Shares 558,914 Est. Cost $84.00 Unrealized +2.2%
YELP Yelp Inc. 0.6%
Value ($000) $44,393 Shares 1,198,829 Est. Cost $35.12 Unrealized +7.1%
HCC Warrior Met Coal, Inc. 0.6%
Value ($000) $43,261 Shares 906,557 Est. Cost $60.85 Unrealized -16.1%
AER AerCap Holdings NV 0.6%
Value ($000) $42,848 Shares 419,379 Est. Cost $95.06 Unrealized +3.4%
EMBC Embecta Corporation 0.6%
Value ($000) $41,156 Shares 3,227,891 Est. Cost $16.23 Unrealized -5.7%
AGX Argan, Inc. 0.5%
Value ($000) $40,241 Shares 306,785 Est. Cost $34.41 Unrealized +302.2%
CSL Carlisle Companies Incorporate 0.5%
Value ($000) $39,784 Shares 116,840 Est. Cost $329.79 Unrealized +7.3%
JBI Janus International Group, Inc 0.5%
Value ($000) $37,716 Shares 5,238,338 Est. Cost $8.78 Unrealized -9.6%
GEO GEO Group Inc 0.5%
Value ($000) $37,169 Shares 1,272,469 Est. Cost $9.55 Unrealized +200.2%
KMI Kinder Morgan Inc Class P 0.5%
Value ($000) $36,207 Shares 1,269,087 Est. Cost $14.85 Unrealized +79.9%
SSNC SS&C Technologies Holdings, In 0.5%
Value ($000) $35,599 Shares 426,188 Est. Cost $75.52 Unrealized +9.6%
Unilever PLC Sponsored ADR 0.5%
Value ($000) $35,263 Shares 592,165 Est. Cost $51.14 Unrealized
TRS Trimas Corporation 0.4%
Value ($000) $32,624 Shares 1,392,394 Est. Cost $27.15 Unrealized -12.8%
KKR KKR & Co Inc 0.4%
Value ($000) $32,346 Shares 279,789 Est. Cost $96.04 Unrealized +42.5%
UNH UnitedHealth Group Incorporate 0.4%
Value ($000) $30,781 Shares 58,770 Est. Cost $476.59 Unrealized +4.8%
QSR Restaurant Brands Internationa 0.4%
Value ($000) $30,204 Shares 453,236 Est. Cost $64.48 Unrealized 0.0%
ICUI ICU Medical, Inc. 0.4%
Value ($000) $29,470 Shares 212,229 Est. Cost $155.20 Unrealized 0.0%
LEN Lennar Corporation Class A 0.4%
Value ($000) $27,346 Shares 238,243 Est. Cost $151.14 Unrealized -18.5%
LULU Lululemon Athletica Inc. 0.4%
Value ($000) $25,918 Shares 91,565 Est. Cost $271.41 Unrealized +35.2%
TGT Target Corporation 0.4%
Value ($000) $25,768 Shares 246,919 Est. Cost $123.63 Unrealized -2.8%
DINO HF Sinclair Corporation 0.3%
Value ($000) $25,705 Shares 781,794 Est. Cost $35.55 Unrealized -5.7%
VYX NCR Voyix Corporation 0.3%
Value ($000) $24,936 Shares 2,557,586 Est. Cost $19.14 Unrealized -38.7%
SU Suncor Energy Inc. 0.3%
Value ($000) $24,878 Shares 642,500 Est. Cost $33.75 Unrealized +11.0%
WMB Williams Companies, Inc. 0.3%
Value ($000) $24,056 Shares 402,544 Est. Cost $23.29 Unrealized +138.0%
BLCO Bausch Lomb Corporation 0.3%
Value ($000) $23,085 Shares 1,592,037 Est. Cost $16.02 Unrealized +2.6%
ORCL Oracle Corporation 0.3%
Value ($000) $23,081 Shares 165,087 Est. Cost $73.78 Unrealized +119.0%
HUBG Hub Group, Inc. Class A 0.3%
Value ($000) $22,886 Shares 615,699 Est. Cost $44.85 Unrealized -7.1%
ABG Asbury Automotive Group, Inc. 0.3%
Value ($000) $19,888 Shares 90,056 Est. Cost $220.05 Unrealized +18.6%
ITB iShares U.S. Home Construction 0.2%
Value ($000) $18,097 Shares 190,071 Est. Cost $95.21 Unrealized
PGR Progressive Corporation 0.2%
Value ($000) $17,524 Shares 61,920 Est. Cost $96.91 Unrealized +153.1%
PNC PNC Financial Services Group, 0.2%
Value ($000) $17,478 Shares 99,437 Est. Cost $99.12 Unrealized +85.0%
PGNY Progyny, Inc. 0.2%
Value ($000) $17,098 Shares 765,373 Est. Cost $15.52 Unrealized +38.8%
CB Chubb Limited 0.2%
Value ($000) $17,040 Shares 56,425 Est. Cost $148.34 Unrealized +86.2%
AMT American Tower Corporation 0.2%
Value ($000) $16,826 Shares 77,327 Est. Cost $202.60 Unrealized -6.5%
PKE Park Aerospace Corp. 0.2%
Value ($000) $16,361 Shares 1,216,456 Est. Cost $14.07 Unrealized -0.1%
CMCSA Comcast Corporation Class A 0.2%
Value ($000) $15,673 Shares 424,751 Est. Cost $34.97 Unrealized +0.2%
BXC BlueLinx Holdings Inc. 0.2%
Value ($000) $15,608 Shares 208,163 Est. Cost $100.58 Unrealized -7.7%
ITRN Ituran Location and Control Lt 0.2%
Value ($000) $14,974 Shares 414,095 Est. Cost $22.80 Unrealized +58.1%
CCOI Cogent Communications Holdings 0.2%
Value ($000) $14,754 Shares 240,652 Est. Cost $49.60 Unrealized +39.7%
RPRX Royalty Pharma Plc Class A 0.2%
Value ($000) $14,232 Shares 457,185 Est. Cost $29.07 Unrealized +9.1%
RPAY Repay Holdings Corp. Class A 0.2%
Value ($000) $13,882 Shares 2,492,210 Est. Cost $8.63 Unrealized -20.3%
OVV Ovintiv Inc 0.2%
Value ($000) $12,985 Shares 303,388 Est. Cost $43.16 Unrealized -1.1%
MU Micron Technology, Inc. 0.2%
Value ($000) $12,568 Shares 144,642 Est. Cost $63.45 Unrealized +50.9%
USB U.S. Bancorp 0.2%
Value ($000) $12,391 Shares 293,482 Est. Cost $37.49 Unrealized +17.9%
GPC Genuine Parts Company 0.2%
Value ($000) $12,281 Shares 103,084 Est. Cost $122.25 Unrealized -4.4%
IDA IDACORP, Inc. 0.2%
Value ($000) $12,265 Shares 105,534 Est. Cost $96.46 Unrealized +16.2%
PAYC Paycom Software, Inc. 0.2%
Value ($000) $12,075 Shares 55,268 Est. Cost $170.67 Unrealized +22.8%
KMB Kimberly-Clark Corporation 0.2%
Value ($000) $11,998 Shares 84,363 Est. Cost $82.61 Unrealized +57.1%
OIH VanEck Oil Services ETF 0.2%
Value ($000) $11,926 Shares 45,500 Est. Cost $262.12 Unrealized
ACIW ACI Worldwide, Inc. 0.2%
Value ($000) $11,775 Shares 215,231 Est. Cost $31.87 Unrealized +66.5%
WMG Warner Music Group Corp. Class 0.2%
Value ($000) $11,723 Shares 373,934 Est. Cost $30.21 Unrealized +4.5%
AMGN Amgen Inc. 0.2%
Value ($000) $11,617 Shares 37,287 Est. Cost $120.43 Unrealized +138.5%
GOOG Alphabet Inc. Class C 0.2%
Value ($000) $11,420 Shares 73,096 Est. Cost $150.26 Unrealized +21.4%
UPS United Parcel Service, Inc. Cl 0.2%
Value ($000) $11,119 Shares 101,093 Est. Cost $116.74 Unrealized -3.5%
DUK Duke Energy Corporation 0.1%
Value ($000) $10,932 Shares 89,630 Est. Cost $85.82 Unrealized +28.8%
EXPD Expeditors International Of Wa 0.1%
Value ($000) $10,548 Shares 87,719 Est. Cost $108.72 Unrealized +4.6%
APG Api Group Corporation 0.1%
Value ($000) $10,510 Shares 293,893 Est. Cost $17.49 Unrealized +43.2%
BMY Bristol-Myers Squibb Company 0.1%
Value ($000) $10,243 Shares 167,941 Est. Cost $44.43 Unrealized +24.9%
AES AES Corporation 0.1%
Value ($000) $9,853 Shares 793,314 Est. Cost $14.68 Unrealized -25.0%
EXE Expand Energy Corporation 0.1%
Value ($000) $9,725 Shares 87,357 Est. Cost $89.24 Unrealized +13.2%
MSM MSC Industrial Direct Co., Inc 0.1%
Value ($000) $9,666 Shares 124,444 Est. Cost $82.45 Unrealized -2.9%
Dun & Bradstreet Holdings Inc 0.1%
Value ($000) $9,321 Shares 1,042,620 Est. Cost $16.31 Unrealized
INMD InMode Ltd. 0.1%
Value ($000) $9,106 Shares 513,306 Est. Cost $17.74 Unrealized +1.5%
ABBV AbbVie, Inc. 0.1%
Value ($000) $8,943 Shares 42,681 Est. Cost $58.58 Unrealized +223.3%
AAP Advance Auto Parts, Inc. 0.1%
Value ($000) $8,902 Shares 227,039 Est. Cost $97.01 Unrealized -56.8%
CRM Salesforce, Inc. 0.1%
Value ($000) $8,606 Shares 32,069 Est. Cost $264.39 Unrealized +16.9%
EOG EOG Resources, Inc. 0.1%
Value ($000) $8,448 Shares 65,879 Est. Cost $114.62 Unrealized +9.2%
DNOW DNOW Inc. 0.1%
Value ($000) $8,412 Shares 492,500 Est. Cost $10.33 Unrealized +46.6%
PEP PepsiCo, Inc. 0.1%
Value ($000) $8,343 Shares 55,639 Est. Cost $76.56 Unrealized +87.4%
TNC Tennant Company 0.1%
Value ($000) $8,290 Shares 103,946 Est. Cost $83.41 Unrealized 0.0%
AVT Avnet, Inc. 0.1%
Value ($000) $7,633 Shares 158,724 Est. Cost $47.23 Unrealized +4.5%
EXPE Expedia Group, Inc. 0.1%
Value ($000) $7,587 Shares 45,133 Est. Cost $123.95 Unrealized +45.9%
GLW Corning Inc 0.1%
Value ($000) $7,464 Shares 163,031 Est. Cost $23.32 Unrealized +108.2%
SBUX Starbucks Corporation 0.1%
Value ($000) $7,410 Shares 75,541 Est. Cost $78.06 Unrealized +29.4%
EPM Evolution Petroleum Corporatio 0.1%
Value ($000) $6,836 Shares 1,319,742 Est. Cost $4.36 Unrealized +8.6%
CSCO Cisco Systems, Inc. 0.1%
Value ($000) $6,831 Shares 110,696 Est. Cost $36.68 Unrealized +63.8%
JNJ Johnson & Johnson 0.1%
Value ($000) $6,428 Shares 38,759 Est. Cost $145.21 Unrealized +5.0%
VOYA Voya Financial, Inc. 0.1%
Value ($000) $6,409 Shares 94,590 Est. Cost $68.40 Unrealized 0.0%
RHI Robert Half Inc. 0.1%
Value ($000) $6,380 Shares 116,959 Est. Cost $68.93 Unrealized -11.5%
PFE Pfizer Inc. 0.1%
Value ($000) $6,349 Shares 250,546 Est. Cost $35.77 Unrealized -30.9%
CNC Centene Corporation 0.1%
Value ($000) $6,129 Shares 100,953 Est. Cost $77.48 Unrealized -22.0%
FNF Fidelity National Financial, I 0.1%
Value ($000) $6,049 Shares 92,940 Est. Cost $29.73 Unrealized +88.5%
CSGS CSG Systems International, Inc 0.1%
Value ($000) $5,821 Shares 96,268 Est. Cost $42.41 Unrealized +37.6%
ACN Accenture Plc Class A 0.1%
Value ($000) $5,776 Shares 18,510 Est. Cost $349.45 Unrealized 0.0%
ARE Alexandria Real Estate Equitie 0.1%
Value ($000) $5,666 Shares 61,246 Est. Cost $97.83 Unrealized -5.9%
ACI Albertsons Companies, Inc. Cla 0.1%
Value ($000) $5,655 Shares 257,159 Est. Cost $19.99 Unrealized -0.1%
VMI Valmont Industries, Inc. 0.1%
Value ($000) $5,526 Shares 19,364 Est. Cost $280.96 Unrealized +16.1%
TXN Texas Instruments Incorporated 0.1%
Value ($000) $5,346 Shares 29,750 Est. Cost $151.81 Unrealized +20.0%
VAL Valaris Ltd. 0.1%
Value ($000) $5,231 Shares 133,243 Est. Cost $56.23 Unrealized -23.8%
EPD Enterprise Products Partners L 0.1%
Value ($000) $4,915 Shares 143,976 Est. Cost $26.83 Unrealized
FERG Ferguson Enterprises Inc. 0.1%
Value ($000) $4,855 Shares 30,299 Est. Cost $188.22 Unrealized -9.4%
KELYA Kelly Services, Inc. Class A 0.1%
Value ($000) $4,817 Shares 365,760 Est. Cost $18.24 Unrealized -26.8%
JOE St. Joe Company 0.1%
Value ($000) $4,717 Shares 100,465 Est. Cost $46.61 Unrealized +0.4%
BATRK Atlanta Braves Holdings Inc Cl 0.1%
Value ($000) $4,709 Shares 117,708 Est. Cost $38.28 Unrealized +1.9%
EL Estee Lauder Companies Inc. Cl 0.1%
Value ($000) $4,643 Shares 70,353 Est. Cost $71.20 Unrealized 0.0%
PSX Phillips 66 0.1%
Value ($000) $4,525 Shares 36,647 Est. Cost $119.26 Unrealized 0.0%
Hewlett Packard Enterprise Co. 0.1%
Value ($000) $4,401 Shares 92,182 Est. Cost $59.47 Unrealized
NTAP NetApp, Inc. 0.1%
Value ($000) $4,245 Shares 48,325 Est. Cost $117.12 Unrealized -7.5%
CCL Carnival Corporation 0.1%
Value ($000) $4,136 Shares 211,794 Est. Cost $23.78 Unrealized 0.0%
DAL Delta Air Lines, Inc. 0.1%
Value ($000) $4,050 Shares 92,891 Est. Cost $38.83 Unrealized +51.0%
HUM Humana Inc. 0.0%
Value ($000) $3,571 Shares 13,495 Est. Cost $263.59 Unrealized +1.2%
NKE NIKE, Inc. Class B 0.0%
Value ($000) $3,492 Shares 55,017 Est. Cost $75.42 Unrealized -4.5%
STZ Constellation Brands, Inc. Cla 0.0%
Value ($000) $3,418 Shares 18,623 Est. Cost $177.78 Unrealized 0.0%
TH Target Hospitality Corp. 0.0%
Value ($000) $3,271 Shares 497,085 Est. Cost $8.03 Unrealized 0.0%
CCI Crown Castle Inc. 0.0%
Value ($000) $2,999 Shares 28,772 Est. Cost $102.41 Unrealized -13.0%
FSK FS KKR Capital Corp. 0.0%
Value ($000) $2,905 Shares 138,662 Est. Cost $11.73 Unrealized +64.0%
Interpublic Group of Companies 0.0%
Value ($000) $2,827 Shares 104,069 Est. Cost $17.46 Unrealized +51.8%
WSO Watsco, Inc. 0.0%
Value ($000) $2,725 Shares 5,361 Est. Cost $268.26 Unrealized +83.7%
TDW Tidewater Inc 0.0%
Value ($000) $2,313 Shares 54,731 Est. Cost $64.23 Unrealized -22.6%
DE Deere & Company 0.0%
Value ($000) $1,176 Shares 2,506 Est. Cost $461.52 Unrealized 0.0%
CNI Canadian National Railway Comp 0.0%
Value ($000) $1,001 Shares 10,269 Est. Cost $99.37 Unrealized 0.0%
APO Apollo Global Management Inc 0.0%
Value ($000) $466 Shares 3,405 Est. Cost $151.84 Unrealized 0.0%
NVR NVR, Inc. 0.0%
Value ($000) $406 Shares 56 Est. Cost $7605.45 Unrealized 0.0%
CPAY Corpay, Inc. 0.0%
Value ($000) $368 Shares 1,054 Est. Cost $361.31 Unrealized 0.0%
ARES Ares Management Corporation 0.0%
Value ($000) $345 Shares 2,352 Est. Cost $168.35 Unrealized 0.0%