|
CI
|
US |
THE CIGNA GROUP |
355,107 |
$98M |
8.80% |
17.4%
|
- |
|
ELV
|
US |
ELEVANCE HEALTH INC |
178,650 |
$66M |
5.91% |
79.5%
|
- |
|
SW
|
US |
SMURFIT WESTROCK PLC |
1,160,297 |
$62M |
5.61% |
5.9%
|
- |
|
KMPR
|
US |
KEMPER CORP |
938,090 |
$62M |
5.59% |
-8.7%
|
- |
|
GPI
|
US |
GROUP 1 AUTOMOTIVE INC |
142,226 |
$60M |
5.38% |
-43.9%
|
- |
|
C
|
US |
CITIGROUP INC |
846,500 |
$60M |
5.34% |
48.0%
|
- |
|
SSNC
|
US |
SS&C TECHNOLOGIES HOLDINGS |
647,954 |
$49M |
4.40% |
24.4%
|
- |
|
SIG
|
US |
SIGNET JEWELERS LTD |
596,000 |
$48M |
4.31% |
12.0%
|
- |
|
BC
|
US |
BRUNSWICK CORP |
680,467 |
$44M |
3.95% |
-7.6%
|
- |
|
FAF
|
US |
FIRST AMERICAN FINANCIAL |
697,604 |
$44M |
3.91% |
-
|
- |
|
CMCSA
|
US |
COMCAST CORP-CLASS A |
1,110,748 |
$42M |
3.74% |
-13.8%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
216,680 |
$41M |
3.68% |
-12.2%
|
- |
|
C
|
US |
CITIGROUP INC |
572,000 |
$40M |
3.61% |
48.0%
|
Call |
|
SHC
|
US |
SOTERA HEALTH CO |
2,647,739 |
$36M |
3.25% |
17.3%
|
- |
|
ABG
|
US |
ASBURY AUTOMOTIVE GROUP |
128,629 |
$31M |
2.80% |
-7.4%
|
- |
|
AXTA
|
US |
AXALTA COATING SYSTEMS LTD |
827,897 |
$28M |
2.54% |
-7.8%
|
- |
|
GPN
|
US |
GLOBAL PAYMENTS INC |
244,300 |
$27M |
2.46% |
5.6%
|
- |
|
IBIT
|
US |
ISHARES BITCOIN TRUST ETF |
512,760 |
$27M |
2.44% |
62.6%
|
- |
|
GDRX
|
US |
GOODRX HOLDINGS INC-CLASS A |
4,885,747 |
$23M |
2.04% |
31.3%
|
- |
|
ARW
|
US |
ARROW ELECTRONICS INC |
199,360 |
$23M |
2.02% |
100.0%
|
- |