|
COOP
|
US |
MR COOPER GROUP INC |
2,860,600 |
$275M |
10.39% |
-
|
- |
|
ET
|
US |
ENERGY TRANSFER LP |
12,660,000 |
$248M |
9.39% |
-
|
- |
|
VRT
|
US |
VERTIV HOLDINGS CO-A |
2,100,000 |
$239M |
9.03% |
-
|
- |
|
APO
|
US |
APOLLO GLOBAL MANAGEMENT INC |
1,387,000 |
$229M |
8.67% |
-
|
- |
|
WSC
|
US |
WILLSCOT HOLDINGS CORP |
4,031,016 |
$135M |
5.10% |
10.5%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
650,000 |
$123M |
4.66% |
-
|
- |
|
MIR
|
US |
MIRION TECHNOLOGIES INC |
7,025,000 |
$123M |
4.64% |
-12.5%
|
- |
|
LAD
|
US |
LITHIA MOTORS INC |
317,602 |
$114M |
4.30% |
-23.7%
|
- |
|
ASH
|
US |
ASHLAND INC |
1,453,465 |
$104M |
3.93% |
33.3%
|
- |
|
ELV
|
US |
ELEVANCE HEALTH INC |
278,400 |
$103M |
3.89% |
62.8%
|
- |
|
KBR
|
US |
KBR INC |
1,461,402 |
$85M |
3.20% |
100.0%
|
- |
|
RRX
|
US |
REGAL REXNORD CORP |
535,401 |
$83M |
3.14% |
-23.5%
|
- |
|
FI
|
US |
FISERV INC |
380,000 |
$78M |
2.95% |
-20.8%
|
- |
|
LVS
|
US |
LAS VEGAS SANDS CORP |
1,500,000 |
$77M |
2.92% |
100.0%
|
- |
|
FIHL
|
US |
FIDELIS INSURANCE HOLDINGS L |
3,763,759 |
$68M |
2.58% |
7.5%
|
- |
|
CI
|
US |
THE CIGNA GROUP |
240,655 |
$66M |
2.52% |
-
|
- |
|
MP
|
US |
MP MATERIALS CORP |
3,600,000 |
$56M |
2.13% |
3.9%
|
- |
|
MSI
|
US |
MOTOROLA SOLUTIONS INC |
100,000 |
$46M |
1.75% |
-
|
- |
|
MANU
|
US |
MANCHESTER UNITED PLC-CL A |
2,601,705 |
$45M |
1.71% |
3.1%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
105,705 |
$45M |
1.69% |
-
|
- |