|
CI
|
US |
THE CIGNA GROUP |
1,143,900 |
$316M |
19.24% |
-
|
Call |
|
PGR
|
US |
PROGRESSIVE CORP |
679,122 |
$160M |
9.73% |
-
|
- |
|
CPAY
|
US |
CORPAY INC |
378,598 |
$128M |
7.80% |
-
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
556,000 |
$106M |
6.45% |
-
|
Call |
|
AON
|
US |
AON PLC-CLASS A |
294,606 |
$106M |
6.44% |
-
|
- |
|
PNFP
|
US |
PINNACLE FINANCIAL PARTNERS |
898,305 |
$103M |
6.26% |
-
|
- |
|
DHI
|
US |
DR HORTON INC |
667,256 |
$93M |
5.68% |
-
|
- |
|
CIGI
|
US |
COLLIERS INTL GR-SUBORD VOT |
661,194 |
$90M |
5.48% |
-
|
- |
|
BKNG
|
US |
BOOKING HOLDINGS INC |
17,892 |
$89M |
5.41% |
-
|
- |
|
HCA
|
US |
HCA HEALTHCARE INC |
286,950 |
$86M |
5.25% |
-
|
- |
|
CBZ
|
US |
CBIZ INC |
1,040,332 |
$85M |
5.18% |
-
|
- |
|
CHTR
|
US |
CHARTER COMMUNICATIONS INC-A |
185,200 |
$63M |
3.87% |
-
|
Call |
|
WRB
|
US |
WR BERKLEY CORP |
762,399 |
$45M |
2.72% |
-
|
- |
|
ECPG
|
US |
ENCORE CAPITAL GROUP INC |
902,488 |
$43M |
2.63% |
-
|
- |
|
NFLX
|
US |
NETFLIX INC |
36,459 |
$32M |
1.98% |
-
|
- |
|
HUM
|
US |
HUMANA INC |
121,806 |
$31M |
1.88% |
-
|
- |
|
CI
|
US |
THE CIGNA GROUP |
102,350 |
$28M |
1.72% |
-
|
- |
|
RXO
|
US |
RXO INC |
591,474 |
$14M |
0.86% |
35.4%
|
- |
|
CACC
|
US |
CREDIT ACCEPTANCE CORP |
17,618 |
$8M |
0.50% |
-
|
- |
|
CVNA
|
US |
CARVANA CO |
12,500 |
$3M |
0.15% |
-
|
Call |