|
APO
|
US |
APOLLO GLOBAL MANAGEMENT INC |
308,403 |
$51M |
14.06% |
-25.6%
|
- |
|
MTG
|
US |
MGIC INVESTMENT CORP |
1,895,198 |
$45M |
12.40% |
-0.2%
|
- |
|
WEST
|
US |
WESTROCK COFFEE CO |
4,047,562 |
$26M |
7.17% |
0.1%
|
- |
|
02079k107
|
- |
ALPHABET INC CAP STK CL C |
117,881 |
$22M |
6.20% |
-0.8%
|
- |
|
G3075p101
|
- |
ENSTAR GROUP LIMITED |
65,514 |
$21M |
5.82% |
-0.7%
|
- |
|
PGR
|
US |
PROGRESSIVE CORP |
87,733 |
$21M |
5.80% |
-0.1%
|
- |
|
AZO
|
US |
AUTOZONE INC |
6,203 |
$20M |
5.48% |
-0.2%
|
- |
|
DAR
|
US |
DARLING INGREDIENTS INC |
476,026 |
$16M |
4.43% |
-0.6%
|
- |
|
LEN/B
|
US |
LENNAR CORP - B SHS |
120,770 |
$16M |
4.40% |
32.1%
|
- |
|
AXP
|
US |
AMERICAN EXPRESS CO |
42,325 |
$13M |
3.47% |
-0.7%
|
- |
|
TFIN
|
US |
TRIUMPH FINANCIAL INC |
135,405 |
$12M |
3.40% |
-1.8%
|
- |
|
STWD
|
US |
STARWOOD PROPERTY TRUST INC |
638,310 |
$12M |
3.34% |
0.4%
|
- |
|
EG
|
US |
EVEREST GROUP LTD |
30,410 |
$11M |
3.04% |
-0.1%
|
- |
|
FHN
|
US |
FIRST HORIZON CORP |
496,175 |
$10M |
2.76% |
-0.2%
|
- |
|
82983n108
|
- |
SITIO ROYALTIES CORP |
395,564 |
$8M |
2.09% |
0.1%
|
- |
|
AIG
|
US |
AMERICAN INTERNATIONAL GROUP |
103,138 |
$8M |
2.07% |
-
|
- |
|
ORI
|
US |
OLD REPUBLIC INTL CORP |
193,200 |
$7M |
1.93% |
0.1%
|
- |
|
29273v100
|
- |
ENERGY TRANSFER LP |
309,000 |
$6M |
1.67% |
442.1%
|
- |
|
RRC
|
US |
RANGE RESOURCES CORP |
149,507 |
$5M |
1.48% |
100.0%
|
- |
|
49456b101
|
- |
KINDER MORGAN INC DEL |
182,559 |
$5M |
1.38% |
-0.8%
|
- |