whalepapers
Overview/ Maverick Capital Ltd/ Q1 2024

Maverick Capital Ltd

Lee Ainslie · As of Q1 2024 · filed May 15, 2024

Q1 2024

Holdings

405 positions · Δ vs prior quarter
CPNG COUPANG INC
$965.2M
18.1%
54,256,308 −18,781,036 −25.7% Reduced
AMZN AMAZON.COM INC
$225.0M
4.2%
1,247,318 −188,564 −13.1% Reduced
NVDA NVIDIA CORP
$190.4M
3.6%
210,759 +12,542 +6.3% Added
PM PHILIP MORRIS INTERNATIONAL
$172.7M
3.2%
1,884,414 +326,064 +20.9% Added
JLL JONES LANG LASALLE INC
$158.3M
3.0%
811,390 +160,297 +24.6% Added
NU NU HOLDINGS LTD/CAYMAN ISL-A
$143.8M
2.7%
12,053,051 −2,275,537 −15.9% Reduced
CNM PUT CORE & MAIN INC-CLASS A
$133.8M
2.5%
2,336,900 +1,580,000 +208.7% Added
V VISA INC-CLASS A SHARES
$128.3M
2.4%
459,858 −17,356 −3.6% Reduced
CRM SALESFORCE INC
$127.7M
2.4%
424,011 +53,735 +14.5% Added
SWX SOUTHWEST GAS HOLDINGS INC
$126.4M
2.4%
1,660,089 +538,101 +48.0% Added
CPT CAMDEN PROPERTY TRUST
$110.4M
2.1%
1,121,458 +407,496 +57.1% Added
STX SEAGATE TECHNOLOGY HOLDINGS
$108.6M
2.0%
1,166,616 +62,883 +5.7% Added
RCKT ROCKET PHARMACEUTICALS INC
$104.8M
2.0%
3,888,312 −145,756 −3.6% Reduced
SWTXUSD SPRINGWORKS THERAPEUTICS INC
$93.9M
1.8%
1,908,630 −964,586 −33.6% Reduced
EA* ELECTRONIC ARTS INC
$93.2M
1.8%
702,830 +702,830 New
GFL GFL ENVIRONMENTAL INC-SUB VT
$92.8M
1.7%
2,690,397 +2,690,397 New
DASH DOORDASH INC - A
$92.8M
1.7%
673,507 −263,798 −28.1% Reduced
SCHW SCHWAB (CHARLES) CORP
$92.1M
1.7%
1,273,057 +302,840 +31.2% Added
BAX BAXTER INTERNATIONAL INC
$90.6M
1.7%
2,119,759 −56,455 −2.6% Reduced
CART MAPLEBEAR INC
$88.4M
1.7%
2,369,782 +1,190,510 +101.0% Added
LPLA LPL FINANCIAL HOLDINGS INC
$87.3M
1.6%
330,432 −154,668 −31.9% Reduced
UBER UBER TECHNOLOGIES INC
$84.5M
1.6%
1,097,134 −506,709 −31.6% Reduced
MSFT MICROSOFT CORP
$77.3M
1.5%
183,831 −18,373 −9.1% Reduced
META META PLATFORMS INC-CLASS A
$74.1M
1.4%
152,689 −158,297 −50.9% Reduced
ALAB ASTERA LABS INC
$73.9M
1.4%
996,750 +996,750 New
NTRA NATERA INC
$73.0M
1.4%
798,682 +798,682 New
TSM TAIWAN SEMICONDUCTOR-SP ADR
$68.6M
1.3%
504,022 +8,310 +1.7% Added
QDEL QUIDELORTHO CORP
$65.0M
1.2%
1,356,251 +1,356,251 New
MELI MERCADOLIBRE INC
$61.6M
1.2%
40,765 +9,720 +31.3% Added
DHR DANAHER CORP
$55.0M
1.0%
220,195 −67,921 −23.6% Reduced
SBUX STARBUCKS CORP
$53.7M
1.0%
587,158 +550,280 +1492.2% Added
AMD ADVANCED MICRO DEVICES
$52.4M
1.0%
290,269 +284,610 +5029.3% Added
IVVD INVIVYD INC
$52.2M
1.0%
11,765,787 +2,421,838 +25.9% Added
DPZ DOMINO'S PIZZA INC
$51.0M
1.0%
102,556 −176,690 −63.3% Reduced
TWLO TWILIO INC - A
$48.9M
0.9%
798,989 +203,102 +34.1% Added
WAVE LIFE SCIENCES LTD
$47.4M
0.9%
7,688,079 −759,725 −9.0% Reduced
VRDN VIRIDIAN THERAPEUTICS INC
$47.1M
0.9%
2,692,414 +366,573 +15.8% Added
HUM HUMANA INC
$47.1M
0.9%
135,837 −101,814 −42.8% Reduced
SHC SOTERA HEALTH CO
$42.8M
0.8%
3,567,120 +3,567,120 New
NDAQ NASDAQ INC
$39.7M
0.7%
629,193 +629,193 New
TMUS T-MOBILE US INC
$37.7M
0.7%
230,720 −149,583 −39.3% Reduced
EL ESTEE LAUDER COMPANIES-CL A
$34.3M
0.6%
222,665 +213,230 +2260.0% Added
W WAYFAIR INC- CLASS A
$33.5M
0.6%
493,710 +493,710 New
COHR COHERENT CORP
$33.2M
0.6%
548,133 +548,133 New
GUTS FRACTYL HEALTH INC
$31.5M
0.6%
4,254,668 +4,254,668 New
PLNT PLANET FITNESS INC - CL A
$31.3M
0.6%
500,371 +500,371 New
CNC CENTENE CORP
$30.2M
0.6%
384,406 Held
LRCXEUR LAM RESEARCH CORP
$28.6M
0.5%
29,462 +1,756 +6.3% Added
I9SA VERONA PHARMA PLC - ADR
$28.6M
0.5%
1,775,809 +119,317 +7.2% Added
HDB CALL HDFC BANK LTD-ADR
$27.4M
0.5%
489,800 +489,800 New
SGI SOMNIGROUP INTERNATIONAL INC
$27.2M
0.5%
479,475 +479,475 New
PCVX VAXCYTE INC
$24.3M
0.5%
355,131 +355,131 New
ARES ARES MANAGEMENT CORP - A
$23.2M
0.4%
174,739 +174,739 New
DAWNGBX DAY ONE BIOPHARMACEUTICALS I
$20.8M
0.4%
1,256,570 +1,256,570 New
TROW T ROWE PRICE GROUP INC
$18.9M
0.4%
155,248 +155,248 New
MCO MOODY'S CORP
$15.6M
0.3%
39,736 +38,503 +3122.7% Added
EVR EVERCORE INC - A
$15.4M
0.3%
79,903 +79,903 New
AHCO ADAPTHEALTH CORP
$15.2M
0.3%
1,320,503 +67,268 +5.4% Added
RDDT REDDIT INC-CL A
$14.8M
0.3%
300,000 +300,000 New
GLOBAL TECHNOLGY ACQSTN CORP
$13.1M
0.2%
1,200,000 Held
JANUS HENDERSON GROUP PLC
$7.9M
0.1%
241,638 +241,638 New
CRISEUR CURIS INC
$6.3M
0.1%
582,273 Held
GAP GAP INC
$5.7M
0.1%
206,586 +206,586 New
WING WINGSTOP INC
$4.9M
0.1%
13,277 +13,277 New
ABNB AIRBNB INC-CLASS A
$4.5M
0.1%
27,321 +27,321 New
FDX FEDEX CORP
$4.0M
0.1%
13,722 −355 −2.5% Reduced
SFM SPROUTS FARMERS MARKET INC
$3.8M
0.1%
59,101 +59,101 New
KMX CARMAX INC
$3.5M
0.1%
40,202 +40,202 New
EBAY EBAY INC
$3.4M
0.1%
63,932 +33,178 +107.9% Added
CRBU CARIBOU BIOSCIENCES INC
$3.4M
0.1%
652,542 Held
MTCH MATCH GROUP INC
$3.2M
0.1%
89,370 +89,370 New
JACK JACK IN THE BOX INC
$3.2M
0.1%
46,884 +9,700 +26.1% Added
HRB H&R BLOCK INC
$3.1M
0.1%
62,260 +62,260 New
UPS UNITED PARCEL SERVICE-CL B
$3.0M
0.1%
20,025 +2,379 +13.5% Added
PANW PALO ALTO NETWORKS INC
$2.9M
0.1%
10,226 +2,065 +25.3% Added
AAP ADVANCE AUTO PARTS INC
$2.8M
0.1%
32,948 +32,948 New
ANF ABERCROMBIE & FITCH CO-CL A
$2.7M
0.1%
21,607 +21,607 New
SPOT SPOTIFY TECHNOLOGY SA
$2.7M
0.1%
10,119 −8,701 −46.2% Reduced
EYE NATIONAL VISION HOLDINGS INC
$2.6M
0.0%
117,484 +117,484 New
WIX WIX.COM LTD
$2.5M
0.0%
18,094 +9,906 +121.0% Added
NFLX NETFLIX INC
$2.4M
0.0%
3,963 −4,289 −52.0% Reduced
ORLY O'REILLY AUTOMOTIVE INC
$2.4M
0.0%
2,085 +2,085 New
AZO AUTOZONE INC
$2.3M
0.0%
733 +733 New
EAT BRINKER INTERNATIONAL INC
$2.3M
0.0%
45,778 +45,778 New
JWNUSD NORDSTROM INC
$2.2M
0.0%
110,951 +65,355 +143.3% Added
BOOT BOOT BARN HOLDINGS INC
$2.1M
0.0%
22,539 +10,886 +93.4% Added
MU MICRON TECHNOLOGY INC
$2.1M
0.0%
17,884 −5,025 −21.9% Reduced
UAA UNDER ARMOUR INC-CLASS A
$2.1M
0.0%
280,394 +280,394 New
FND FLOOR & DECOR HOLDINGS INC-A
$2.0M
0.0%
15,294 +15,294 New
ADBE ADOBE INC
$1.9M
0.0%
3,804 +1,207 +46.5% Added
JBL JABIL INC
$1.9M
0.0%
14,087 +10,219 +264.2% Added
ANETEUR ARISTA NETWORKS INC
$1.7M
0.0%
5,904 +3,449 +140.5% Added
GRMN GARMIN LTD
$1.7M
0.0%
11,288 +11,288 New
WEN WENDY'S CO
$1.7M
0.0%
88,890 +88,890 New
SHW SHERWIN-WILLIAMS CO
$1.7M
0.0%
4,820 +4,820 New
YUM YUM! BRANDS INC
$1.7M
0.0%
11,959 +11,959 New
LOGI LOGITECH INTERNATIONAL-REG
$1.6M
0.0%
18,024 +15,717 +681.3% Added
HPQ HP INC
$1.6M
0.0%
52,112 +27,082 +108.2% Added
ORCL ORACLE CORP
$1.6M
0.0%
12,454 +12,454 New
CMG CHIPOTLE MEXICAN GRILL INC
$1.6M
0.0%
537 +355 +195.1% Added
AAL AMERICAN AIRLINES GROUP INC
$1.5M
0.0%
99,281 +99,281 New
TPR TAPESTRY INC
$1.5M
0.0%
30,598 −10,491 −25.5% Reduced
ROKU ROKU INC
$1.5M
0.0%
22,278 +22,278 New
ZBRA ZEBRA TECHNOLOGIES CORP-CL A
$1.4M
0.0%
4,741 +4,741 New
HLT HILTON WORLDWIDE HOLDINGS IN
$1.4M
0.0%
6,634 +6,634 New
SBH SALLY BEAUTY HOLDINGS INC
$1.4M
0.0%
108,774 +68,464 +169.8% Added
DRI DARDEN RESTAURANTS INC
$1.3M
0.0%
7,857 +2,989 +61.4% Added
GD GENERAL DYNAMICS CORP
$1.3M
0.0%
4,566 +3,570 +358.4% Added
CROX CROCS INC
$1.3M
0.0%
8,846 +8,846 New
CAT CATERPILLAR INC
$1.3M
0.0%
3,425 +3,425 New
UI UBIQUITI INC
$1.3M
0.0%
10,829 +7,118 +191.8% Added
GDDY GODADDY INC - CLASS A
$1.2M
0.0%
10,355 +4,922 +90.6% Added
IMKTA INGLES MARKETS INC-CLASS A
$1.2M
0.0%
15,461 +5,971 +62.9% Added
HD HOME DEPOT INC
$1.2M
0.0%
3,062 +3,062 New
CCL1EUR CARNIVAL CORP LTD
$1.2M
0.0%
71,515 +36,095 +101.9% Added
RHI ROBERT HALF INC
$1.2M
0.0%
14,560 +2,488 +20.6% Added
COST COSTCO WHOLESALE CORP
$1.1M
0.0%
1,557 +1,557 New
COLM COLUMBIA SPORTSWEAR CO
$1.1M
0.0%
13,838 +13,838 New
TNL TRAVEL + LEISURE CO
$1.1M
0.0%
22,734 +5,190 +29.6% Added
CRWD CROWDSTRIKE HOLDINGS INC - A
$1.1M
0.0%
3,391 +338 +11.1% Added
CW CURTISS-WRIGHT CORP
$1.1M
0.0%
4,207 +4,207 New
PCAR PACCAR INC
$1.1M
0.0%
8,687 +8,687 New
GO GROCERY OUTLET HOLDING CORP
$1.1M
0.0%
36,604 +36,604 New
TXT TEXTRON INC
$1.1M
0.0%
10,949 +10,949 New
HWM HOWMET AEROSPACE INC
$1.0M
0.0%
15,325 +8,795 +134.7% Added
SHOE SHOE STATION GROUP INC
$1.0M
0.0%
28,557 +14,601 +104.6% Added
GPOR GULFPORT ENERGY CORP
$986K
0.0%
6,160 +6,160 New
DBI DESIGNER BRANDS INC-CLASS A
$974K
0.0%
89,096 +72,660 +442.1% Added
MCHP MICROCHIP TECHNOLOGY INC
$964K
0.0%
10,748 −1,385 −11.4% Reduced
OC OWENS CORNING
$960K
0.0%
5,755 +2,233 +63.4% Added
BERY* BERRY GLOBAL GROUP INC
$958K
0.0%
15,837 +12,505 +375.3% Added
PDCOEUR PATTERSON COS INC
$958K
0.0%
34,634 +16,785 +94.0% Added
MTN VAIL RESORTS INC
$953K
0.0%
4,277 +2,821 +193.8% Added
CVLT COMMVAULT SYSTEMS INC
$947K
0.0%
9,337 +2,926 +45.6% Added
QCOM QUALCOMM INC
$944K
0.0%
5,573 +2,115 +61.2% Added
HSY HERSHEY CO
$931K
0.0%
4,789 −918 −16.1% Reduced
BKNG BOOKING HOLDINGS INC
$914K
0.0%
252 −222 −46.8% Reduced
OXM OXFORD INDUSTRIES INC
$910K
0.0%
8,098 +8,098 New
WAB WABTEC CORP
$898K
0.0%
6,163 +2,949 +91.8% Added
BTU PEABODY ENERGY CORP
$896K
0.0%
36,916 +36,916 New
CASY CASEY'S GENERAL STORES INC
$891K
0.0%
2,799 +2,799 New
ALSN ALLISON TRANSMISSION HOLDING
$889K
0.0%
10,952 +5,310 +94.1% Added
SPB SPECTRUM BRANDS HOLDINGS INC
$886K
0.0%
9,949 +4,187 +72.7% Added
TDOC TELADOC HEALTH INC
$861K
0.0%
57,027 −15,897 −21.8% Reduced
VRSN VERISIGN INC
$854K
0.0%
4,504 +1,995 +79.5% Added
SLG SL GREEN REALTY CORP
$848K
0.0%
15,380 +15,380 New
GM GENERAL MOTORS CO
$840K
0.0%
18,530 +10,299 +125.1% Added
RVLV REVOLVE GROUP INC
$836K
0.0%
39,502 +20,476 +107.6% Added
TGT TARGET CORP
$834K
0.0%
4,704 −8,867 −65.3% Reduced
CAREMAX INC
$814K
0.0%
168,968 +168,968 New
BAH BOOZ ALLEN HAMILTON HOLDINGS
$813K
0.0%
5,475 +5,475 New
TEVA TEVA PHARMACEUTICAL-SP ADR
$812K
0.0%
57,545 −5,502 −8.7% Reduced
WTS WATTS WATER TECHNOLOGIES-A
$802K
0.0%
3,773 +2,743 +266.3% Added
CEIXEUR CONSOL ENERGY INC
$792K
0.0%
9,456 +9,456 New
CPRI CAPRI HOLDINGS LTD
$785K
0.0%
17,330 −16,775 −49.2% Reduced
ENR ENERGIZER HOLDINGS INC
$778K
0.0%
26,411 −8,889 −25.2% Reduced
CPB THE CAMPBELL'S COMPANY
$775K
0.0%
17,445 −30,100 −63.3% Reduced
LNG CHENIERE ENERGY INC
$760K
0.0%
4,711 +4,711 New
LYV LIVE NATION ENTERTAINMENT IN
$755K
0.0%
7,142 +1,630 +29.6% Added
NSC NORFOLK SOUTHERN CORP
$751K
0.0%
2,946 +1,247 +73.4% Added
NOC NORTHROP GRUMMAN CORP
$746K
0.0%
1,559 +1,559 New
PINS PINTEREST INC- CLASS A
$744K
0.0%
21,459 +13,893 +183.6% Added
AFRM AFFIRM HOLDINGS INC
$741K
0.0%
19,886 +19,886 New
SAIC SCIENCE APPLICATIONS INTE
$705K
0.0%
5,406 +5,406 New
VEEV VEEVA SYSTEMS INC-CLASS A
$704K
0.0%
3,038 +1,623 +114.7% Added
DFSEUR DISCOVER FINANCIAL SERVICES
$699K
0.0%
5,334 +5,334 New
TGNA TEGNA INC
$698K
0.0%
46,746 +46,746 New
PGR PROGRESSIVE CORP
$686K
0.0%
3,318 +138 +4.3% Added
0VVB PARAMOUNT GLOBAL-CLASS B
$682K
0.0%
57,982 +8,069 +16.2% Added
BL BLACKLINE INC
$668K
0.0%
10,349 +10,349 New
BN BROOKFIELD CORP
$663K
0.0%
15,841 +15,841 New
CAR AVIS BUDGET GROUP INC
$663K
0.0%
5,416 +3,751 +225.3% Added
CHWY CHEWY INC - CLASS A
$652K
0.0%
41,003 +41,003 New
FVRR FIVERR INTERNATIONAL LTD
$642K
0.0%
30,480 +30,480 New
PAYX PAYCHEX INC
$639K
0.0%
5,207 −3,779 −42.1% Reduced
WRKUSD WESTROCK CO
$630K
0.0%
12,731 +12,731 New
RELX RELX PLC - SPON ADR
$627K
0.0%
14,481 +5,921 +69.2% Added
QLYS QUALYS INC
$625K
0.0%
3,745 +1,596 +74.3% Added
HPE HEWLETT PACKARD ENTERPRISE
$618K
0.0%
34,871 +11,447 +48.9% Added
AWI ARMSTRONG WORLD INDUSTRIES
$609K
0.0%
4,903 +4,903 New
HXL HEXCEL CORP
$607K
0.0%
8,327 +8,327 New
ZTS ZOETIS INC
$601K
0.0%
3,550 +3,550 New
EXPE EXPEDIA GROUP INC
$596K
0.0%
4,324 +4,324 New
NTNX NUTANIX INC - A
$595K
0.0%
9,634 +386 +4.2% Added
DVA DAVITA INC
$594K
0.0%
4,305 +4,305 New
IBP INSTALLED BUILDING PRODUCTS
$589K
0.0%
2,277 +2,277 New
KMPR KEMPER CORP
$588K
0.0%
9,490 +9,490 New
OZK BANK OZK
$585K
0.0%
12,865 +12,865 New
AMG AFFILIATED MANAGERS GROUP
$580K
0.0%
3,464 +3,464 New
VC VISTEON CORP
$579K
0.0%
4,925 +4,925 New
GRPN GROUPON INC
$571K
0.0%
42,807 +42,807 New
BLMN BLOOMIN' BRANDS INC
$570K
0.0%
19,858 −65,596 −76.8% Reduced
EXMOC EXXON MOBIL CORP
$562K
0.0%
4,831 +4,831 New
BKD BROOKDALE SENIOR LIVING INC
$558K
0.0%
84,370 +44,640 +112.4% Added
UNP UNION PACIFIC CORP
$554K
0.0%
2,253 +2,253 New
IP INTERNATIONAL PAPER CO
$541K
0.0%
13,874 +13,874 New
YOU CLEAR SECURE INC -CLASS A
$541K
0.0%
25,444 +25,444 New
HUDSON PAC PPTYS INC
$541K
0.0%
83,856 +83,856 New
TKR TIMKEN CO
$541K
0.0%
6,185 +6,185 New
SHOO STEVEN MADDEN LTD
$539K
0.0%
12,751 +12,751 New
CTAS CINTAS CORP
$538K
0.0%
783 +783 New
KEX KIRBY CORP
$535K
0.0%
5,610 +5,610 New
RACE FERRARI NV
$533K
0.0%
1,223 +125 +11.4% Added
FIVN FIVE9 INC
$533K
0.0%
8,582 +8,582 New
LPX LOUISIANA-PACIFIC CORP
$530K
0.0%
6,311 +6,311 New
MATX MATSON INC
$524K
0.0%
4,659 +2,740 +142.8% Added
CHH CHOICE HOTELS INTL INC
$520K
0.0%
4,118 +4,118 New
HAE HAEMONETICS CORP/MASS
$518K
0.0%
6,074 +6,074 New
LZB LA-Z-BOY INC
$515K
0.0%
13,693 −6,363 −31.7% Reduced
OKTA OKTA INC
$513K
0.0%
4,907 +4,907 New
EQIX EQUINIX INC
$513K
0.0%
621 +621 New
TKO TKO GROUP HOLDINGS INC
$508K
0.0%
5,882 +5,882 New
AKX ANSYS INC
$507K
0.0%
1,460 +1,460 New
ENOV ENOVIS CORP
$505K
0.0%
8,092 +8,092 New
TENB TENABLE HOLDINGS INC
$505K
0.0%
10,222 +10,222 New
AX AXOS FINANCIAL INC
$505K
0.0%
9,345 +9,345 New
AMP AMERIPRISE FINANCIAL INC
$504K
0.0%
1,150 +443 +62.7% Added
JAZZ JAZZ PHARMACEUTICALS PLC
$504K
0.0%
4,187 +4,187 New
DHT DHT HOLDINGS INC
$502K
0.0%
43,650 +43,650 New
HBM HUDBAY MINERALS INC
$501K
0.0%
71,537 +26,760 +59.8% Added
PERIMETER SOLUTIONS SA
$497K
0.0%
67,045 +19,110 +39.9% Added
GPK GRAPHIC PACKAGING HOLDING CO
$495K
0.0%
16,955 +16,955 New
MDLZ MONDELEZ INTERNATIONAL INC-A
$494K
0.0%
7,058 −4,783 −40.4% Reduced
MOG/A MOOG INC-CLASS A
$491K
0.0%
3,073 +3,073 New
GMS1EUR GMS INC
$490K
0.0%
5,034 +5,034 New
STEP STEPSTONE GROUP INC-CLASS A
$487K
0.0%
13,632 −456,784 −97.1% Reduced
TEL1USD TE CONNECTIVITY LTD
$487K
0.0%
3,351 +422 +14.4% Added
CF CF INDUSTRIES HOLDINGS INC
$486K
0.0%
5,841 +5,841 New
WEX WEX INC
$486K
0.0%
2,044 +805 +65.0% Added
G GENPACT LTD
$478K
0.0%
14,503 +5,922 +69.0% Added
MOH MOLINA HEALTHCARE INC
$478K
0.0%
1,163 +1,163 New
CARG CARGURUS INC
$477K
0.0%
20,674 +20,674 New
MCK MCKESSON CORP
$477K
0.0%
888 −81 −8.4% Reduced
TDG TRANSDIGM GROUP INC
$475K
0.0%
386 +386 New
CNI CANADIAN NATL RAILWAY CO
$468K
0.0%
3,555 +961 +37.0% Added
MNRO MONRO INC
$467K
0.0%
14,794 +14,794 New
MIR MIRION TECHNOLOGIES INC
$464K
0.0%
40,774 +40,774 New
MTD METTLER-TOLEDO INTERNATIONAL
$463K
0.0%
348 −54 −13.4% Reduced
STLA STELLANTIS NV
$461K
0.0%
16,299 +5,605 +52.4% Added
KKR KKR & CO INC
$458K
0.0%
4,550 +4,550 New
NSP INSPERITY INC
$454K
0.0%
4,142 +4,142 New
JPM JPMORGAN CHASE & CO
$453K
0.0%
2,263 −1,312 −36.7% Reduced
WFC WELLS FARGO & CO
$453K
0.0%
7,818 +7,818 New
XPER XPERI INC
$453K
0.0%
37,531 +37,531 New
MBC MASTERBRAND INC
$449K
0.0%
23,985 +23,985 New
AXTA AXALTA COATING SYSTEMS LTD
$449K
0.0%
13,043 +493 +3.9% Added
RNG RINGCENTRAL INC-CLASS A
$448K
0.0%
12,890 +12,890 New
LAMR LAMAR ADVERTISING CO-A
$447K
0.0%
3,743 +3,743 New
KO COCA-COLA CO
$445K
0.0%
7,272 −18,004 −71.2% Reduced
LBTYK LIBERTY GLOBAL LTD-C
$444K
0.0%
25,163 +14,006 +125.5% Added
PLD PROLOGIS INC
$439K
0.0%
3,372 +3,372 New
STT STATE STREET CORP
$437K
0.0%
5,646 +5,646 New
REXR REXFORD INDUSTRIAL REALTY IN
$436K
0.0%
8,670 +8,670 New
TMO THERMO FISHER SCIENTIFIC INC
$435K
0.0%
749 −772 −50.8% Reduced
LP1 LEGGETT & PLATT INC
$435K
0.0%
22,702 +8,886 +64.3% Added
PODD INSULET CORP
$434K
0.0%
2,531 +2,531 New
CAKE CHEESECAKE FACTORY INC
$433K
0.0%
11,983 −39,902 −76.9% Reduced
BILI BILIBILI INC-SPONSORED ADR
$432K
0.0%
38,593 +38,593 New
DSGX DESCARTES SYSTEMS GRP
$432K
0.0%
4,721 +4,721 New
EQH EQUITABLE HOLDINGS INC
$424K
0.0%
11,162 +4,058 +57.1% Added
NXPI NXP SEMICONDUCTORS NV
$423K
0.0%
1,706 +1,706 New
IRDM IRIDIUM COMMUNICATIONS INC
$422K
0.0%
16,149 +16,149 New
UAL UNITED AIRLINES HOLDINGS INC
$422K
0.0%
8,812 +8,812 New
ACN ACCENTURE PLC-CL A
$422K
0.0%
1,217 −688 −36.1% Reduced
CMPR CIMPRESS PLC
$422K
0.0%
4,765 +4,765 New
GE GENERAL ELECTRIC
$421K
0.0%
2,396 +2,396 New
JBI JANUS INTERNATIONAL GROUP IN
$420K
0.0%
27,760 +8,835 +46.7% Added
PEGA PEGASYSTEMS INC
$420K
0.0%
6,494 +6,494 New
ITT ITT INC
$417K
0.0%
3,068 +3,068 New
EPR EPR PROPERTIES
$416K
0.0%
9,789 +9,789 New
NVS NOVARTIS AG-SPONSORED ADR
$415K
0.0%
4,291 +4,291 New
PAGS PAGSEGURO DIGITAL LTD-CL A
$412K
0.0%
28,878 +28,878 New
CLVT CLARIVATE PLC
$409K
0.0%
55,110 +22,372 +68.3% Added
GRAB GRAB HOLDINGS LTD - CL A
$405K
0.0%
129,125 +59,849 +86.4% Added
ZD ZIFF DAVIS INC
$404K
0.0%
6,416 +3,079 +92.3% Added
GTX GARRETT MOTION INC
$396K
0.0%
39,866 +20,068 +101.4% Added
OLED UNIVERSAL DISPLAY CORP
$396K
0.0%
2,349 +487 +26.2% Added
BSX BOSTON SCIENTIFIC CORP
$394K
0.0%
5,748 −3,083 −34.9% Reduced
MDB MONGODB INC
$393K
0.0%
1,097 +1,097 New
WST WEST PHARMACEUTICAL SERVICES
$393K
0.0%
994 +994 New
ELAN ELANCO ANIMAL HEALTH INC
$388K
0.0%
23,813 +23,813 New
DLB DOLBY LABORATORIES INC-CL A
$384K
0.0%
4,582 +1,529 +50.1% Added
GPN GLOBAL PAYMENTS INC
$383K
0.0%
2,867 −747 −20.7% Reduced
VAC MARRIOTT VACATIONS WORLD
$382K
0.0%
3,546 +3,546 New
COR CENCORA INC
$382K
0.0%
1,571 +1,571 New
MWA MUELLER WATER PRODUCTS INC-A
$381K
0.0%
23,685 +23,685 New
ATKR ATKORE INC
$380K
0.0%
1,994 +1,994 New
DOCS DOXIMITY INC-CLASS A
$379K
0.0%
14,066 +14,066 New
SWKS SKYWORKS SOLUTIONS INC
$378K
0.0%
3,494 +3,494 New
RMD RESMED INC
$378K
0.0%
1,909 +1,909 New
HCC WARRIOR MET COAL INC
$375K
0.0%
6,171 +6,171 New
LRN STRIDE INC
$374K
0.0%
5,932 +5,932 New
PPG PPG INDUSTRIES INC
$373K
0.0%
2,577 +2,577 New
PL0 PLAYA HOTELS & RESORTS NV
$371K
0.0%
38,280 +14,423 +60.5% Added
AYI ACUITY INC
$369K
0.0%
1,372 +1,372 New
CDNS CADENCE DESIGN SYS INC
$368K
0.0%
1,183 −464 −28.2% Reduced
CALM CAL-MAINE FOODS INC
$368K
0.0%
6,252 +6,252 New
TSEM TOWER SEMICONDUCTOR LTD
$368K
0.0%
10,991 +10,991 New
DELL DELL TECHNOLOGIES -C
$367K
0.0%
3,212 +3,212 New
ACHC ACADIA HEALTHCARE CO INC
$363K
0.0%
4,588 +4,588 New
ZIP ZIPRECRUITER INC-A
$363K
0.0%
31,563 +11,469 +57.1% Added
THO THOR INDUSTRIES INC
$363K
0.0%
3,090 +3,090 New
TFC TRUIST FINANCIAL CORP
$362K
0.0%
9,295 +9,295 New
DBRG DIGITALBRIDGE GROUP INC
$361K
0.0%
18,712 +18,712 New
NUE NUCOR CORP
$354K
0.0%
1,791 +1,791 New
PH PARKER HANNIFIN CORP
$354K
0.0%
637 +637 New
AHC HESS CORP
$354K
0.0%
2,316 −5,346 −69.8% Reduced
STZ CONSTELLATION BRANDS INC-A
$351K
0.0%
1,292 −340,200 −99.6% Reduced
SYM SYMBOTIC INC
$350K
0.0%
7,781 +7,781 New
DBX DROPBOX INC-CLASS A
$349K
0.0%
14,377 −6,443 −30.9% Reduced
YETI YETI HOLDINGS INC
$348K
0.0%
9,038 +9,038 New
SONO SONOS INC
$344K
0.0%
18,074 +18,074 New
COLL COLLEGIUM PHARMACEUTICAL INC
$344K
0.0%
8,873 +8,873 New
PTC PTC INC
$344K
0.0%
1,820 −260,002 −99.3% Reduced
EXLS EXLSERVICE HOLDINGS INC
$342K
0.0%
10,752 +10,752 New
MPC MARATHON PETROLEUM CORP
$339K
0.0%
1,683 +112 +7.1% Added
SMARGBP SMARTSHEET INC-CLASS A
$337K
0.0%
8,743 +8,743 New
8HH AVANOS MEDICAL INC
$336K
0.0%
16,898 +6,807 +67.5% Added
TTEK TETRA TECH INC
$335K
0.0%
1,812 +1,812 New
POR PORTLAND GENERAL ELECTRIC CO
$334K
0.0%
7,956 +7,956 New
IART INTEGRA LIFESCIENCES HOLDING
$334K
0.0%
9,419 +767 +8.9% Added
ILMN ILLUMINA INC
$333K
0.0%
2,424 +2,424 New
PFGC PERFORMANCE FOOD GROUP CO
$333K
0.0%
4,456 +4,456 New
NI NISOURCE INC
$332K
0.0%
12,017 +12,017 New
CL COLGATE-PALMOLIVE CO
$331K
0.0%
3,680 +3,680 New
VSTOEUR VISTA OUTDOOR INC
$331K
0.0%
10,099 +10,099 New
AME AMETEK INC
$331K
0.0%
1,809 +1,809 New
BLD* TOPBUILD CORP
$330K
0.0%
748 +748 New
MAT MATTEL INC
$329K
0.0%
16,601 −74,816 −81.8% Reduced
CRC CALIFORNIA RESOURCES CORP
$328K
0.0%
5,945 +5,945 New
CCI CROWN CASTLE INC
$324K
0.0%
3,065 −3,537 −53.6% Reduced
TEAM ATLASSIAN CORP-CL A
$323K
0.0%
1,657 +1,657 New
PFSI PENNYMAC FINANCIAL SERVICES
$323K
0.0%
3,547 +568 +19.1% Added
WMS ADVANCED DRAINAGE SYSTEMS IN
$322K
0.0%
1,872 +1,872 New
WED WEBSTER FINANCIAL CORP
$321K
0.0%
6,332 +6,332 New
SPNT SIRIUSPOINT LTD
$321K
0.0%
25,229 +8,372 +49.7% Added
8QR CONFLUENT INC-CLASS A
$320K
0.0%
10,481 −1,154,617 −99.1% Reduced
ANIP ANI PHARMACEUTICALS INC
$319K
0.0%
4,610 +4,610 New
SAVEEUR SPIRIT AIRLINES INC
$318K
0.0%
65,621 −4,963 −7.0% Reduced
SPSC SPS COMMERCE INC
$314K
0.0%
1,697 +115 +7.3% Added
NWG NATWEST GROUP PLC -SPON ADR
$314K
0.0%
46,114 +7,141 +18.3% Added
P EVERPURE INC-A
$313K
0.0%
6,018 −258 −4.1% Reduced
CTSH COGNIZANT TECH SOLUTIONS-A
$312K
0.0%
4,263 +1,092 +34.4% Added
SU SUNCOR ENERGY INC
$312K
0.0%
8,449 +8,449 New
COOP MR COOPER GROUP INC
$306K
0.0%
3,923 +3,923 New
SKAA SKECHERS USA INC-CL A
$305K
0.0%
4,975 +4,975 New
UNH UNITEDHEALTH GROUP INC
$305K
0.0%
616 +616 New
MLI MUELLER INDUSTRIES INC
$304K
0.0%
5,642 +5,642 New
MTX MINERALS TECHNOLOGIES INC
$304K
0.0%
4,033 +4,033 New
DOX AMDOCS LTD
$303K
0.0%
3,348 +3,348 New
SMPL SIMPLY GOOD FOODS CO
$295K
0.0%
8,678 +937 +12.1% Added
WRB WR BERKLEY CORP
$289K
0.0%
3,267 +3,267 New
CC CHEMOURS CO
$289K
0.0%
10,993 +10,993 New
DDS DILLARDS INC-CL A
$289K
0.0%
612 −2,634 −81.1% Reduced
IQV IQVIA HOLDINGS INC
$281K
0.0%
1,112 −1,254 −53.0% Reduced
CLF CLEVELAND-CLIFFS INC
$280K
0.0%
12,335 +12,335 New
BMBL BUMBLE INC-A
$279K
0.0%
24,566 +24,566 New
PII POLARIS INC
$276K
0.0%
2,755 +2,755 New
SNBRQ SLEEP NUMBER CORP
$275K
0.0%
17,156 +17,156 New
DECK DECKERS OUTDOOR CORP
$274K
0.0%
291 +291 New
FWRDUSD FORWARD AIR CORP
$270K
0.0%
8,689 +8,689 New
NVO NOVO-NORDISK A/S-SPONS ADR
$270K
0.0%
2,105 +2,105 New
BC BRUNSWICK CORP
$270K
0.0%
2,797 +2,797 New
EEFT EURONET WORLDWIDE INC
$270K
0.0%
2,454 −141 −5.4% Reduced
IRM IRON MOUNTAIN INC
$270K
0.0%
3,363 −10,349 −75.5% Reduced
MSCI MSCI INC
$270K
0.0%
481 −481 −50.0% Reduced
Z ZILLOW GROUP INC - C
$268K
0.0%
5,494 +5,494 New
CSX CSX CORP
$265K
0.0%
7,149 +7,149 New
CINF CINCINNATI FINANCIAL CORP
$264K
0.0%
2,129 −55 −2.5% Reduced
KTB KONTOOR BRANDS INC
$258K
0.0%
4,281 +4,281 New
NOW SERVICENOW INC
$258K
0.0%
338 −220 −39.4% Reduced
SHO SUNSTONE HOTEL INVESTORS INC
$257K
0.0%
23,085 +23,085 New
DXC DXC TECHNOLOGY CO
$257K
0.0%
12,114 +1,234 +11.3% Added
TREX TREX COMPANY INC
$254K
0.0%
2,543 +2,543 New
ITCIEUR INTRA-CELLULAR THERAPIES INC
$253K
0.0%
3,660 +3,660 New
HLF HERBALIFE LTD
$252K
0.0%
25,103 +25,103 New
MKTX MARKETAXESS HOLDINGS INC
$250K
0.0%
1,142 +1,142 New
OSUR ORASURE TECHNOLOGIES INC
$248K
0.0%
40,400 +40,400 New
VMI VALMONT INDUSTRIES
$247K
0.0%
1,082 +1,082 New
FRSH FRESHWORKS INC-CL A
$243K
0.0%
13,360 +13,360 New
EXP EAGLE MATERIALS INC
$243K
0.0%
893 +893 New
CELH CELSIUS HOLDINGS INC
$242K
0.0%
2,924 +2,924 New
PEB PEBBLEBROOK HOTEL TRUST
$240K
0.0%
15,603 +15,603 New
TM TOYOTA MOTOR CORP -SPON ADR
$237K
0.0%
943 +943 New
KBR KBR INC
$236K
0.0%
3,708 +3,708 New
AMT AMERICAN TOWER CORP
$235K
0.0%
1,188 +1,188 New
LKQ LKQ CORP
$232K
0.0%
4,338 +4,338 New
BEN FRANKLIN TEMPLETON INC
$228K
0.0%
8,127 +8,127 New
ROK ROCKWELL AUTOMATION INC
$228K
0.0%
782 +782 New
ADM ARCHER-DANIELS-MIDLAND CO
$227K
0.0%
3,608 +3,608 New
DHI DR HORTON INC
$220K
0.0%
1,334 −3,206 −70.6% Reduced
ADP AUTOMATIC DATA PROCESSING
$218K
0.0%
873 −656 −42.9% Reduced
AMKR AMKOR TECHNOLOGY INC
$217K
0.0%
6,735 +6,735 New
AIT APPLIED INDUSTRIAL TECH INC
$217K
0.0%
1,096 +1,096 New
R6G REDFIN CORP
$209K
0.0%
31,419 +31,419 New
IVZ INVESCO LTD
$208K
0.0%
12,564 +12,564 New
FANG DIAMONDBACK ENERGY INC
$208K
0.0%
1,048 +1,048 New
TDC TERADATA CORP
$205K
0.0%
5,308 −517 −8.9% Reduced
CHTR CHARTER COMMUNICATIONS INC-A
$202K
0.0%
696 +50 +7.7% Added
GIS GENERAL MILLS INC
$202K
0.0%
2,884 −18,219 −86.3% Reduced
SNAP SNAP INC - A
$188K
0.0%
16,342 +16,342 New
HTZ HERTZ GLOBAL HLDGS INC
$173K
0.0%
22,117 −16,327 −42.5% Reduced
EXTR EXTREME NETWORKS INC
$140K
0.0%
12,113 −52,001 −81.1% Reduced
GNL GLOBAL NET LEASE INC
$100K
0.0%
12,847 +12,847 New
FVICHF FORTUNA SILVER MINES INC
$73K
0.0%
19,591 +19,591 New

Sold positions

169 closed in Q1 2024 · shares & value as of prior filing
Holding Shares sold Prior value
IMGNEUR IMMUNOGEN INC
2,493,217 $73.9M
BABA CALL ALIBABA GROUP HOLDING-SP ADR
850,000 $65.9M
WDAY WORKDAY INC-CLASS A
235,949 $65.1M
QRVO QORVO INC
511,781 $57.6M
CBRE CBRE GROUP INC - A
557,201 $51.9M
RCI ROGERS COMMUNICATIONS INC-B
904,237 $42.3M
CRH CRH PLC
555,239 $38.4M
BABA ALIBABA GROUP HOLDING-SP ADR
472,185 $36.6M
NWSA NEWS CORP - CLASS A
1,404,235 $34.5M
USFD US FOODS HOLDING CORP
753,552 $34.2M
BABA PUT ALIBABA GROUP HOLDING-SP ADR
249,200 $19.3M
INSTRUCTURE HLDGS INC
676,965 $18.3M
SYM CALL SYMBOTIC INC
320,200 $16.4M
CRGX CARGO THERAPEUTICS INC
400,000 $9.3M
ULTA ULTA BEAUTY INC
9,483 $4.6M
ROST ROSS STORES INC
29,658 $4.1M
ASO ACADEMY SPORTS & OUTDOORS IN
53,359 $3.5M
GOOGL ALPHABET INC-CL A
23,498 $3.3M
WSM WILLIAMS-SONOMA INC
16,226 $3.3M
SIG SIGNET JEWELERS LTD
28,690 $3.1M
FIVE FIVE BELOW
14,397 $3.1M
TXRH TEXAS ROADHOUSE INC
23,587 $2.9M
ABT ABBOTT LABORATORIES
24,977 $2.7M
LYFT LYFT INC-A
178,262 $2.7M
CBRL CRACKER BARREL OLD COUNTRY
33,714 $2.6M
CAREMAX INC
5,068,770 $2.5M
WMT WALMART INC
15,115 $2.4M
KHC KRAFT HEINZ CO
63,578 $2.4M
BBWI BATH & BODY WORKS INC
54,442 $2.3M
IBM INTL BUSINESS MACHINES CORP
13,532 $2.2M
DKNG DRAFTKINGS INC-CL A
57,716 $2.0M
DG DOLLAR GENERAL CORP
14,527 $2.0M
BBY BEST BUY CO INC
22,900 $1.8M
A AGILENT TECHNOLOGIES INC
11,585 $1.6M
MKC MCCORMICK & CO-NON VTG SHRS
22,928 $1.6M
TAP MOLSON COORS BEVERAGE CO - B
25,399 $1.6M
REGN REGENERON PHARMACEUTICALS
1,758 $1.5M
WOO FOOT LOCKER INC
49,466 $1.5M
LOW LOWE'S COS INC
6,812 $1.5M
FIZZ NATIONAL BEVERAGE CORP
25,478 $1.3M
BURL BURLINGTON STORES INC
6,492 $1.3M
PEP PEPSICO INC
7,425 $1.3M
WDFC WD-40 CO
5,229 $1.3M
PXDEUR PIONEER NATURAL RESOURCES CO
5,486 $1.2M
KEL KELLANOVA
22,030 $1.2M
LLY ELI LILLY & CO
2,002 $1.2M
CAG CONAGRA BRANDS INC
40,503 $1.2M
BGS B&G FOODS INC
106,317 $1.1M
T4H TREEHOUSE FOODS INC
26,900 $1.1M
CHS1USD CHICO'S FAS INC
135,500 $1.0M
DKS DICK'S SPORTING GOODS INC
6,918 $1.0M
ELV ELEVANCE HEALTH INC
2,057 $970K
LW LAMB WESTON HOLDINGS INC
8,969 $969K
LULU LULULEMON ATHLETICA INC
1,890 $966K
LEN LENNAR CORP-A
6,422 $957K
PATH UIPATH INC - CLASS A
38,347 $953K
DLTR DOLLAR TREE INC
6,662 $946K
MRK MERCK & CO. INC.
8,389 $915K
GPC GENUINE PARTS CO
6,593 $913K
FIS FIDELITY NATIONAL INFO SERV
15,059 $905K
GS GOLDMAN SACHS GROUP INC
2,311 $892K
DAL DELTA AIR LINES INC
21,977 $884K
KDP KEURIG DR PEPPER INC
25,183 $839K
IDXX IDEXX LABORATORIES INC
1,481 $822K
THC TENET HEALTHCARE CORP
10,153 $767K
JNPR* JUNIPER NETWORKS INC
24,451 $721K
TSCO TRACTOR SUPPLY COMPANY
3,257 $700K
CNK CINEMARK HOLDINGS INC
49,549 $698K
INFY INFOSYS LTD-SP ADR
36,253 $666K
ISRG INTUITIVE SURGICAL INC
1,959 $661K
PRKS UNITED PARKS & RESORTS INC
12,475 $659K
KLAC KLA CORP
1,131 $657K
BAC BANK OF AMERICA CORP
19,453 $655K
ST SENSATA TECHNOLOGIES HOLDPLC
16,405 $616K
DXCM DEXCOM INC
4,876 $605K
FTNT FORTINET INC
10,139 $593K
SNPS SYNOPSYS INC
1,069 $550K
MMM 3M CO
4,995 $546K
BDX BECTON DICKINSON AND CO
2,197 $536K
ALK ALASKA AIR GROUP INC
13,324 $521K
D DOMINION ENERGY INC
10,995 $517K
TOL TOLL BROTHERS INC
4,913 $505K
NTAP NETAPP INC
5,711 $503K
RIG TRANSOCEAN LTD
78,587 $499K
ETN EATON CORP PLC
2,067 $498K
LUV SOUTHWEST AIRLINES CO
17,176 $496K
BRSL BRIGHTSTAR LOTTERY PLC
17,488 $479K
TER TERADYNE INC
4,337 $471K
DAN DANA INC
31,867 $466K
URI UNITED RENTALS INC
804 $461K
SHAK SHAKE SHACK INC - CLASS A
6,209 $460K
FTDR FRONTDOOR INC
13,066 $460K
NCNO NCINO INC
13,662 $459K
ZUMZ ZUMIEZ INC
22,336 $454K
NWL NEWELL BRANDS INC
51,619 $448K
FITB FIFTH THIRD BANCORP
12,758 $440K
SUM SUMMIT MATERIALS INC -CL A
11,240 $432K
SCCO SOUTHERN COPPER CORP
5,022 $432K
PRI PRIMERICA INC
2,083 $429K
GATES INDL CORP PLC
31,755 $426K
ITRI ITRON INC
5,640 $426K
ASX ASE TECHNOLOGY HOLDING -ADR
44,480 $419K
EMN EASTMAN CHEMICAL CO
4,614 $414K
BIIB BIOGEN INC
1,600 $414K
JCI JOHNSON CONTROLS INTERNATION
7,108 $410K
LEA LEAR CORP
2,865 $405K
FUL H.B. FULLER CO.
4,929 $401K
AMAT APPLIED MATERIALS INC
2,475 $401K
ITW ILLINOIS TOOL WORKS
1,528 $400K
SSNC SS&C TECHNOLOGIES HOLDINGS
6,481 $396K
MZTI MARZETTI COMPANY
2,372 $395K
SIRIEUR SIRIUS XM HOLDINGS INC
71,093 $389K
RPM RPM INTERNATIONAL INC
3,423 $382K
C CITIGROUP INC
7,369 $379K
SEIC SEI INVESTMENTS COMPANY
5,963 $379K
JJSF J & J SNACK FOODS CORP
2,230 $373K
MPWR MONOLITHIC POWER SYSTEMS INC
588 $371K
WWD WOODWARD INC
2,724 $371K
NBR NABORS INDUSTRIES LTD
4,525 $369K
DB DEUTSCHE BANK AG-REGISTERED
26,966 $365K
ASML ASML HOLDING NV-NY REG SHS
471 $354K
SRCLEUR STERICYCLE INC
6,729 $333K
VRTX VERTEX PHARMACEUTICALS INC
812 $330K
NEM NEWMONT CORP
7,918 $328K
ROP ROPER TECHNOLOGIES INC
587 $320K
RL RALPH LAUREN CORP
2,214 $319K
MET METLIFE INC
4,823 $319K
LIN LINDE PLC
768 $315K
FCN FTI CONSULTING INC
1,574 $313K
GLW CORNING INC
10,248 $312K
UNM UNUM GROUP
6,844 $309K
ATR APTARGROUP INC
2,494 $308K
IT GARTNER INC
673 $304K
CACC CREDIT ACCEPTANCE CORP
561 $299K
AM ANTERO MIDSTREAM CORP
23,717 $297K
AEP AMERICAN ELECTRIC POWER
3,658 $297K
BNY BANK OF NEW YORK MELLON CORP
5,702 $297K
WU WESTERN UNION CO
24,799 $296K
ENB ENBRIDGE INC
8,176 $295K
SLGN SILGAN HOLDINGS INC
6,447 $292K
NEE NEXTERA ENERGY INC
4,782 $290K
OMF ONEMAIN HOLDINGS INC
5,877 $289K
VRNS VARONIS SYSTEMS INC
6,317 $286K
WCN WASTE CONNECTIONS INC
1,910 $285K
PKG PACKAGING CORP OF AMERICA
1,743 $284K
KMI KINDER MORGAN INC
15,976 $282K
BKR BAKER HUGHES CO
8,055 $275K
UNFI UNITED NATURAL FOODS INC
16,825 $273K
SPLKCHF SPLUNK INC
1,772 $270K
AON AON PLC-CLASS A
904 $263K
SYF SYNCHRONY FINANCIAL
6,788 $259K
AROC ARCHROCK INC
16,263 $250K
TRP TC ENERGY CORP
6,312 $247K
SO SOUTHERN CO
3,464 $243K
PBA PEMBINA PIPELINE CORP
7,036 $242K
WM WASTE MANAGEMENT INC
1,326 $237K
RSG REPUBLIC SERVICES INC
1,429 $236K
T AT&T INC
13,674 $229K
EW EDWARDS LIFESCIENCES CORP
2,977 $227K
BCE BCE INC
5,713 $225K
CR CRANE CO
1,849 $218K
CMC COMMERCIAL METALS CO
4,345 $217K
WMB WILLIAMS COS INC
6,114 $213K
RCL ROYAL CARIBBEAN CRUISES LTD
1,612 $209K
EXC EXELON CORP
5,664 $203K
GLNG GOLAR LNG LTD
8,844 $203K
XRX XEROX HOLDINGS CORP
10,546 $193K
KGC KINROSS GOLD CORP
28,435 $172K
ENHABIT INC
14,828 $153K

Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.