|
MCK
|
US |
MCKESSON CORP |
38,661 |
$22M |
6.69% |
0.1%
|
- |
|
EQT
|
US |
EQT CORP |
451,435 |
$21M |
6.32% |
0.2%
|
- |
|
RUSHA
|
US |
RUSH ENTERPRISES INC-CL A |
371,978 |
$20M |
6.19% |
0.1%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
38,172 |
$17M |
5.25% |
0.1%
|
- |
|
NMIH
|
US |
NMI HOLDINGS INC |
463,893 |
$17M |
5.18% |
0.0%
|
- |
|
AAPL
|
US |
APPLE INC |
63,056 |
$16M |
4.79% |
0.2%
|
- |
|
BGC
|
US |
BGC GROUP INC-A |
1,734,758 |
$16M |
4.77% |
0.2%
|
- |
|
MTZ
|
US |
MASTEC INC |
105,504 |
$14M |
4.36% |
0.2%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
32,038 |
$14M |
4.10% |
0.3%
|
- |
|
UNH
|
US |
UNITEDHEALTH GROUP INC |
25,265 |
$13M |
3.88% |
0.2%
|
- |
|
TGNA
|
US |
TEGNA INC |
691,332 |
$13M |
3.84% |
0.3%
|
- |
|
SLB
|
US |
SCHLUMBERGER LTD |
315,827 |
$12M |
3.68% |
0.2%
|
- |
|
WAB
|
US |
WABTEC CORP |
62,484 |
$12M |
3.60% |
0.3%
|
- |
|
OXY
|
US |
OCCIDENTAL PETROLEUM CORP |
237,967 |
$12M |
3.57% |
0.3%
|
- |
|
AEM
|
US |
AGNICO EAGLE MINES LTD |
150,532 |
$12M |
3.57% |
100.0%
|
- |
|
RGLD
|
US |
ROYAL GOLD INC |
86,978 |
$11M |
3.48% |
0.3%
|
- |
|
URI
|
US |
UNITED RENTALS INC |
15,375 |
$11M |
3.29% |
0.3%
|
- |
|
PHM
|
US |
PULTEGROUP INC |
98,071 |
$11M |
3.24% |
0.3%
|
- |
|
NEM
|
US |
NEWMONT CORP |
282,103 |
$10M |
3.19% |
0.3%
|
- |
|
TMHC
|
US |
TAYLOR MORRISON HOME CORP |
155,280 |
$10M |
2.88% |
0.3%
|
- |