|
SBAC
|
US |
SBA COMMUNICATIONS CORP |
596,280 |
$122M |
41.85% |
5.2%
|
- |
|
PBI
|
US |
PITNEY BOWES INC |
2,400,000 |
$17M |
5.98% |
-16.4%
|
- |
|
IDCC
|
US |
INTERDIGITAL INC |
70,589 |
$14M |
4.71% |
-
|
- |
|
EXPE
|
US |
EXPEDIA GROUP INC |
73,000 |
$14M |
4.68% |
-22.7%
|
- |
|
FTDR
|
US |
FRONTDOOR INC |
227,600 |
$12M |
4.29% |
-
|
- |
|
PYPL
|
US |
PAYPAL HOLDINGS INC |
130,000 |
$11M |
3.82% |
-
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
54,911 |
$10M |
3.60% |
-
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
17,000 |
$10M |
3.43% |
-
|
- |
|
MTG
|
US |
MGIC INVESTMENT CORP |
391,350 |
$9M |
3.20% |
-
|
- |
|
GEN
|
US |
GEN DIGITAL INC |
325,000 |
$9M |
3.06% |
-
|
- |
|
RRC
|
US |
RANGE RESOURCES CORP |
228,850 |
$8M |
2.84% |
-
|
- |
|
MTCH
|
US |
MATCH GROUP INC |
245,000 |
$8M |
2.76% |
-
|
- |
|
OTEX
|
US |
OPEN TEXT CORP |
280,000 |
$8M |
2.73% |
-
|
- |
|
HPQ
|
US |
HP INC |
219,000 |
$7M |
2.46% |
-
|
- |
|
WDC
|
US |
WESTERN DIGITAL CORP |
113,050 |
$7M |
2.32% |
-
|
- |
|
SIG
|
US |
SIGNET JEWELERS LTD |
81,000 |
$7M |
2.25% |
-
|
- |
|
CVS
|
US |
CVS HEALTH CORP |
125,500 |
$6M |
1.94% |
-
|
- |
|
QRTEA
|
US |
QURATE RETAIL INC-SERIES A |
7,500,000 |
$2M |
0.85% |
-1.3%
|
- |
|
SATS
|
US |
ECHOSTAR CORP-A |
105,263 |
$2M |
0.83% |
-
|
- |
|
BRK/A
|
US |
BERKSHIRE HATHAWAY INC-CL A |
2 |
$1M |
0.47% |
-
|
- |