Holdings
| Janus Henderson Group plc | $1.36B | 34.9% | 31,867,800 | — | — | Held |
| GE GENERAL ELECTRIC | $672.2M | 17.3% | 4,030,213 | — | — | Held |
| SOLV SOLVENTUM CORP | $559.1M | 14.4% | 8,462,819 | +1,336,564 | +18.8% | Added |
| WEN WENDY'S CO | $497.6M | 12.8% | 30,525,029 | +12,434 | +0.0% | Added |
| IVZ INVESCO LTD | $405.1M | 10.4% | 23,173,442 | — | — | Held |
| FERG1GBX FERGUSON PLC | $214.8M | 5.5% | 1,237,274 | −33,536 | −2.6% | Reduced |
| UHAL/B U-HAUL HOLDING CO-NON VOTING | $72.0M | 1.9% | 1,124,700 | +75,645 | +7.2% | Added |
| The Allstate Corporation | $59.1M | 1.5% | 306,722 | −306,725 | −50.0% | Reduced |
| UHAL U-HAUL HOLDING CO | $45.0M | 1.2% | 652,000 | +202,405 | +45.0% | Added |
| GEHC GE HEALTHCARE TECHNOLOGY | $315K | 0.0% | 4,029 | — | — | 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.