|
META
|
US |
META PLATFORMS INC-CLASS A |
500,000 |
$293M |
11.95% |
-
|
- |
|
WAL
|
US |
WESTERN ALLIANCE BANCORP |
2,500,000 |
$209M |
8.52% |
-
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
1,000,000 |
$190M |
7.77% |
-
|
- |
|
GPN
|
US |
GLOBAL PAYMENTS INC |
1,400,000 |
$157M |
6.40% |
-
|
- |
|
CB
|
US |
CHUBB LTD |
450,000 |
$124M |
5.07% |
-
|
- |
|
STT
|
US |
STATE STREET CORP |
1,200,000 |
$118M |
4.81% |
-
|
- |
|
WBS
|
US |
WEBSTER FINANCIAL CORP |
2,000,000 |
$110M |
4.51% |
-
|
- |
|
CRBG
|
US |
COREBRIDGE FINANCIAL INC |
3,500,000 |
$105M |
4.27% |
16.7%
|
- |
|
AX
|
US |
AXOS FINANCIAL INC |
1,457,219 |
$102M |
4.15% |
-2.9%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
300,000 |
$95M |
3.87% |
-
|
- |
|
MKL
|
US |
MARKEL GROUP INC |
50,000 |
$86M |
3.52% |
-
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
180,000 |
$82M |
3.33% |
-10.0%
|
- |
|
BRK/A
|
US |
BERKSHIRE HATHAWAY INC-CL A |
120 |
$82M |
3.33% |
-
|
- |
|
CG
|
US |
CARLYLE GROUP INC/THE |
1,500,000 |
$76M |
3.09% |
-
|
- |
|
SFBS
|
US |
SERVISFIRST BANCSHARES INC |
763,562 |
$65M |
2.64% |
-7.3%
|
- |
|
MTB
|
US |
M & T BANK CORP |
325,000 |
$61M |
2.49% |
-5.8%
|
- |
|
EQR
|
US |
EQUITY RESIDENTIAL |
800,000 |
$57M |
2.34% |
-20.0%
|
- |
|
ACGL
|
US |
ARCH CAPITAL GROUP LTD |
550,000 |
$51M |
2.07% |
-
|
- |
|
FSBC
|
US |
FIVE STAR BANCORP |
1,511,500 |
$45M |
1.86% |
-
|
- |
|
MA
|
US |
MASTERCARD INC - A |
85,000 |
$45M |
1.83% |
-
|
- |