Holdings
| FERG1GBX FERGUSON PLC | $1.42B | 31.2% | 12,826,611 | +1,423,880 | +12.5% | Added |
| IVZ INVESCO LTD | $899.4M | 19.8% | 55,758,634 | +1,724,600 | +3.2% | Added |
| Janus Henderson Group plc | $749.2M | 16.5% | 31,867,800 | — | — | Held |
| SYY SYSCO CORP | $744.9M | 16.4% | 8,793,157 | −2,710,672 | −23.6% | Reduced |
| WEN WENDY'S CO | $478.3M | 10.5% | 25,333,339 | — | — | Held |
| GE GENERAL ELECTRIC | $256.4M | 5.6% | 4,026,615 | +494 | +0.0% | Added |
| MDLZ MONDELEZ INTERNATIONAL INC-A | $1.0M | 0.0% | 16,239 | −434,028 | −96.4% | Reduced |
| PG PROCTER & GAMBLE CO | $785K | 0.0% | 5,457 | — | — | Held |
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.