whalepapers
Overview/ Bridgewater Associates, LP/ Q1 2020

Bridgewater Associates, LP

CIK 0001350694 · As of Q1 2020 · filed May 14, 2020

Q1 2020

Holdings

399 positions · Δ vs prior quarter
SPY SS SPDR S&P 500 ETF TRUST-US
$918.6M
18.2%
3,564,043 −3,425,622 −49.0% Reduced
GLD SPDR GOLD SHARES
$600.6M
11.9%
4,056,627 Held
VWO VANGUARD FTSE EMERGING MARKE
$465.5M
9.2%
13,875,259 −10,882,387 −44.0% Reduced
IVV ISHARES CORE S&P 500 ETF
$332.0M
6.6%
1,284,789 −903,214 −41.3% Reduced
TLT ISHARES 20+ YEAR TREASURY BD
$279.1M
5.5%
1,692,081 −247,248 −12.7% Reduced
LQD ISHR IBX USD INVGD CB ETF-UI
$227.0M
4.5%
1,838,061 −492,872 −21.1% Reduced
EWZ ISHARES MSCI BRAZIL ETF
$192.6M
3.8%
8,176,542 −2,810,792 −25.6% Reduced
IAUUSD ISHARES GOLD TRUST
$176.0M
3.5%
11,679,855 Held
IEMG ISHARES CORE MSCI EMERGING
$134.6M
2.7%
3,324,674 −4,591,883 −58.0% Reduced
HYG ISHR IBX USD HIYLD CB ETF-UI
$115.2M
2.3%
1,494,298 −1,566,560 −51.2% Reduced
EEM ISHARES MSCI EMERGING MARKET
$114.1M
2.3%
3,344,072 −227,071 −6.4% Reduced
EWY ISHARES MSCI SOUTH KOREA ETF
$98.6M
2.0%
2,101,769 −767,433 −26.7% Reduced
INDA ISHARES MSCI INDIA ETF
$91.7M
1.8%
3,802,938 +40,343 +1.1% Added
EFA ISHARES MSCI EAFE ETF
$88.1M
1.7%
1,647,365 −1,066,944 −39.3% Reduced
VEA VANGUARD FTSE DEVELOPED ETF
$86.8M
1.7%
2,602,332 −1,675,214 −39.2% Reduced
EMB ISHARES JP MORGAN USD EMERGI
$78.6M
1.6%
812,571 −499,138 −38.1% Reduced
IEFA ISHARES CORE MSCI EAFE ETF
$74.3M
1.5%
1,490,060 −1,180,447 −44.2% Reduced
EWT ISHARES MSCI TAIWAN ETF
$66.8M
1.3%
2,026,453 −2,381,445 −54.0% Reduced
BABA ALIBABA GROUP HOLDING-SP ADR
$54.1M
1.1%
278,156 −33,048 −10.6% Reduced
RY ROYAL BANK OF CANADA
$28.5M
0.6%
465,072 −5,846 −1.2% Reduced
TD TORONTO-DOMINION BANK
$24.9M
0.5%
593,053 −8,091 −1.3% Reduced
MCHI ISHARES MSCI CHINA ETF
$22.4M
0.4%
391,569 −267,226 −40.6% Reduced
TIP ISHARES TIPS BOND ETF
$22.1M
0.4%
187,449 −103,710 −35.6% Reduced
FXI ISHARES CHINA LARGE-CAP ETF
$21.9M
0.4%
584,306 −356,313 −37.9% Reduced
CNI CANADIAN NATL RAILWAY CO
$18.2M
0.4%
234,870 −3,085 −1.3% Reduced
BNS BANK OF NOVA SCOTIA
$16.4M
0.3%
405,297 −6,240 −1.5% Reduced
JD JD.COM INC-ADR
$16.0M
0.3%
394,926 −72,990 −15.6% Reduced
EWW ISHARES MSCI MEXICO ETF
$14.3M
0.3%
504,987 −468,583 −48.1% Reduced
NTES NETEASE INC-ADR
$14.0M
0.3%
43,758 −8,151 −15.7% Reduced
TRP TC ENERGY CORP
$13.5M
0.3%
307,128 −4,385 −1.4% Reduced
BROOKFIELD ASSET MGMT INC
$12.0M
0.2%
273,392 −4,432 −1.6% Reduced
BCE BCE INC
$10.5M
0.2%
258,557 −628 −0.2% Reduced
BMO BANK OF MONTREAL
$10.3M
0.2%
205,615 −2,405 −1.2% Reduced
CANADIAN PAC RY LTD
$10.3M
0.2%
46,984 −872 −1.8% Reduced
SHW SHERWIN-WILLIAMS CO
$10.2M
0.2%
22,209 +7,751 +53.6% Added
ABX BARRICK GOLD CORP
$10.0M
0.2%
547,194 −70,829 −11.5% Reduced
HD HOME DEPOT INC
$9.8M
0.2%
52,251 +18,143 +53.2% Added
BIDU BAIDU INC - SPON ADR
$9.6M
0.2%
94,836 −13,985 −12.9% Reduced
SU SUNCOR ENERGY INC
$9.3M
0.2%
589,873 −12,227 −2.0% Reduced
LOW LOWE'S COS INC
$8.9M
0.2%
103,146 +43,058 +71.7% Added
TSLA TESLA INC
$8.5M
0.2%
16,301 −26,183 −61.6% Reduced
CM CAN IMPERIAL BK OF COMMERCE
$7.9M
0.2%
136,637 −864 −0.6% Reduced
MFC MANULIFE FINANCIAL CORP
$7.4M
0.1%
599,128 −3,942 −0.7% Reduced
FNV FRANCO-NEVADA CORP
$6.9M
0.1%
69,964 −12,192 −14.8% Reduced
NTR NUTRIEN LTD
$6.8M
0.1%
202,650 −4,443 −2.1% Reduced
SLF SUN LIFE FINANCIAL INC
$6.5M
0.1%
203,879 −4,055 −2.0% Reduced
TU TELUS CORP
$6.3M
0.1%
403,006 +198,357 +96.9% Added
CNQ CANADIAN NATURAL RESOURCES
$6.2M
0.1%
455,797 −14,664 −3.1% Reduced
LULU LULULEMON ATHLETICA INC
$6.1M
0.1%
32,090 −15,595 −32.7% Reduced
TAL TAL EDUCATION GROUP- ADR
$5.8M
0.1%
108,953 +1,724 +1.6% Added
THOMSON REUTERS CORP
$5.7M
0.1%
83,890 −4,284 −4.9% Reduced
ORLY O'REILLY AUTOMOTIVE INC
$5.6M
0.1%
18,560 +6,145 +49.5% Added
NEW ORIENTAL ED & TECH GRP I
$5.6M
0.1%
51,365 −4,054 −7.3% Reduced
UNH UNITEDHEALTH GROUP INC
$5.5M
0.1%
21,977 +21,977 New
MCD MCDONALD'S CORP
$5.4M
0.1%
32,541 +32,541 New
YUMC YUM CHINA HOLDINGS INC
$5.3M
0.1%
124,394 −23,292 −15.8% Reduced
LMT LOCKHEED MARTIN CORP
$5.2M
0.1%
15,345 +15,345 New
FTS FORTIS INC
$5.2M
0.1%
135,438 −437 −0.3% Reduced
WPM WHEATON PRECIOUS METALS CORP
$5.1M
0.1%
188,057 −41,937 −18.2% Reduced
PDD PDD HOLDINGS INC
$5.1M
0.1%
140,348 +12,859 +10.1% Added
PM PHILIP MORRIS INTERNATIONAL
$4.9M
0.1%
67,447 +67,447 New
PPG PPG INDUSTRIES INC
$4.8M
0.1%
57,883 −28,673 −33.1% Reduced
VFC VF CORP
$4.7M
0.1%
87,014 −44,587 −33.9% Reduced
GIB CGI INC
$4.7M
0.1%
87,856 −2,325 −2.6% Reduced
RCI ROGERS COMMUNICATIONS INC-B
$4.7M
0.1%
112,935 −1,138 −1.0% Reduced
PEP PEPSICO INC
$4.5M
0.1%
37,889 +37,889 New
ACN ACCENTURE PLC-CL A
$4.5M
0.1%
27,763 +27,763 New
HTHT H WORLD GROUP LTD-ADR
$4.4M
0.1%
154,310 −17,280 −10.1% Reduced
JCI JOHNSON CONTROLS INTERNATION
$4.4M
0.1%
162,427 −84,399 −34.2% Reduced
WCN WASTE CONNECTIONS INC
$4.3M
0.1%
56,304 +5,132 +10.0% Added
SPGI S&P GLOBAL INC
$4.3M
0.1%
17,634 +17,634 New
ABT ABBOTT LABORATORIES
$4.3M
0.1%
54,586 +54,586 New
HONGBP HONEYWELL INTERNATIONAL INC
$4.2M
0.1%
31,048 +31,048 New
AEM AGNICO EAGLE MINES LTD
$4.1M
0.1%
104,251 −11,623 −10.0% Reduced
FIS FIDELITY NATIONAL INFO SERV
$4.1M
0.1%
33,824 +33,824 New
LLY ELI LILLY & CO
$4.0M
0.1%
28,770 +28,770 New
AMT AMERICAN TOWER CORP
$4.0M
0.1%
18,187 +18,187 New
MO ALTRIA GROUP INC
$3.9M
0.1%
101,832 +101,832 New
BMY BRISTOL-MYERS SQUIBB CO
$3.9M
0.1%
69,134 +69,134 New
TMO THERMO FISHER SCIENTIFIC INC
$3.7M
0.1%
12,913 +12,913 New
KO COCA-COLA CO
$3.7M
0.1%
82,584 +82,584 New
PG PROCTER & GAMBLE CO
$3.7M
0.1%
33,217 +33,217 New
MRK MERCK & CO. INC.
$3.6M
0.1%
47,304 +47,304 New
CI THE CIGNA GROUP
$3.6M
0.1%
20,141 +20,141 New
UTXCHF RTX CORP
$3.5M
0.1%
37,614 +37,614 New
FISV FISERV INC
$3.5M
0.1%
37,346 +37,346 New
TCOM TRIP.COM GROUP LTD-ADR
$3.5M
0.1%
148,640 +4,992 +3.5% Added
SYK STRYKER CORP
$3.3M
0.1%
20,046 +20,046 New
ADP AUTOMATIC DATA PROCESSING
$3.2M
0.1%
23,718 +23,718 New
MDLZ MONDELEZ INTERNATIONAL INC-A
$3.1M
0.1%
62,701 +62,701 New
QSR RESTAURANT BRANDS INTERN
$3.1M
0.1%
78,793 −134 −0.2% Reduced
APTIV PLC
$3.1M
0.1%
62,598 −30,952 −33.1% Reduced
DHI DR HORTON INC
$3.1M
0.1%
90,231 −44,550 −33.1% Reduced
LEN LENNAR CORP-A
$3.0M
0.1%
77,540 −38,736 −33.3% Reduced
ATHM AUTOHOME INC-ADR
$2.9M
0.1%
40,874 −7,038 −14.7% Reduced
VIPS VIPSHOP HOLDINGS LTD - ADR
$2.9M
0.1%
185,093 −26,998 −12.7% Reduced
PBA PEMBINA PIPELINE CORP
$2.9M
0.1%
155,104 −770 −0.5% Reduced
MGA MAGNA INTERNATIONAL INC
$2.9M
0.1%
90,816 −856 −0.9% Reduced
NOC NORTHROP GRUMMAN CORP
$2.8M
0.1%
9,167 +9,167 New
PFE PFIZER INC
$2.7M
0.1%
84,142 +84,142 New
TMUS T-MOBILE US INC
$2.6M
0.1%
31,469 +31,469 New
ODFL OLD DOMINION FREIGHT LINE
$2.6M
0.1%
19,626 −9,608 −32.9% Reduced
IFF INTL FLAVORS & FRAGRANCES
$2.6M
0.1%
25,145 −12,408 −33.0% Reduced
TJX TJX COMPANIES INC
$2.5M
0.0%
52,646 +52,646 New
JBHT HUNT (JB) TRANSPRT SVCS INC
$2.4M
0.0%
26,159 −12,851 −32.9% Reduced
GPC GENUINE PARTS CO
$2.4M
0.0%
35,615 −17,566 −33.0% Reduced
PGR PROGRESSIVE CORP
$2.4M
0.0%
32,009 +32,009 New
MAS MASCO CORP
$2.3M
0.0%
67,800 −36,323 −34.9% Reduced
CCI CROWN CASTLE INC
$2.3M
0.0%
16,207 +16,207 New
GDS GDS HOLDINGS LTD - ADR
$2.3M
0.0%
39,860 +102 +0.3% Added
NVR NVR INC
$2.3M
0.0%
891 −458 −34.0% Reduced
HUM HUMANA INC
$2.3M
0.0%
7,267 +7,267 New
CB CHUBB LTD
$2.2M
0.0%
19,732 +19,732 New
OTEX OPEN TEXT CORP
$2.2M
0.0%
63,460 −44 −0.1% Reduced
KGC KINROSS GOLD CORP
$2.2M
0.0%
546,636 −95,751 −14.9% Reduced
KMX CARMAX INC
$2.2M
0.0%
40,301 −20,041 −33.2% Reduced
CE CELANESE CORP
$2.2M
0.0%
29,374 −15,015 −33.8% Reduced
WM WASTE MANAGEMENT INC
$2.2M
0.0%
23,288 +23,288 New
EL ESTEE LAUDER COMPANIES-CL A
$2.1M
0.0%
13,331 +13,331 New
SJR/BEUR SHAW COMMUNICATIONS INC-B
$2.1M
0.0%
131,617 −317 −0.2% Reduced
GD GENERAL DYNAMICS CORP
$2.1M
0.0%
15,892 +15,892 New
ALLE ALLEGION PLC
$2.1M
0.0%
22,827 −11,211 −32.9% Reduced
TGT TARGET CORP
$2.1M
0.0%
22,556 +22,556 New
CL COLGATE-PALMOLIVE CO
$2.1M
0.0%
31,361 +31,361 New
AAP ADVANCE AUTO PARTS INC
$2.0M
0.0%
21,620 +3,804 +21.4% Added
COST COSTCO WHOLESALE CORP
$2.0M
0.0%
6,987 +6,987 New
BDX BECTON DICKINSON AND CO
$2.0M
0.0%
8,509 +8,509 New
UBER UBER TECHNOLOGIES INC
$2.0M
0.0%
69,892 −61,710 −46.9% Reduced
PSA PUBLIC STORAGE
$1.9M
0.0%
9,598 +9,598 New
VZ VERIZON COMMUNICATIONS INC
$1.9M
0.0%
35,476 +35,476 New
RPM RPM INTERNATIONAL INC
$1.9M
0.0%
32,017 −15,431 −32.5% Reduced
MRSH MARSH & MCLENNAN COS
$1.9M
0.0%
22,003 +22,003 New
IBM INTL BUSINESS MACHINES CORP
$1.9M
0.0%
17,098 +17,098 New
GPN GLOBAL PAYMENTS INC
$1.9M
0.0%
13,067 +13,067 New
CVS CVS HEALTH CORP
$1.9M
0.0%
31,529 +31,529 New
WBA* WALGREENS BOOTS ALLIANCE INC
$1.8M
0.0%
39,074 +39,074 New
GIS GENERAL MILLS INC
$1.8M
0.0%
33,275 +33,275 New
DG DOLLAR GENERAL CORP
$1.7M
0.0%
11,548 +11,548 New
BHC BAUSCH HEALTH COS INC
$1.7M
0.0%
113,257 −1,309 −1.1% Reduced
LII LENNOX INTERNATIONAL INC
$1.7M
0.0%
9,432 −4,660 −33.1% Reduced
DWDPEUR DUPONT DE NEMOURS INC
$1.7M
0.0%
49,280 −35,691 −42.0% Reduced
HCA HCA HEALTHCARE INC
$1.7M
0.0%
18,582 +18,582 New
KHC KRAFT HEINZ CO
$1.7M
0.0%
67,067 +67,067 New
TECK TECK RESOURCES LTD-CLS B
$1.6M
0.0%
217,793 −734 −0.3% Reduced
F FORD MOTOR CO
$1.6M
0.0%
337,931 −214,009 −38.8% Reduced
ELV ELEVANCE HEALTH INC
$1.6M
0.0%
7,167 +7,167 New
KMB KIMBERLY-CLARK CORP
$1.6M
0.0%
12,647 +12,647 New
ZTO ZTO EXPRESS CAYMAN INC-ADR
$1.6M
0.0%
60,865 +27,470 +82.3% Added
SBUX STARBUCKS CORP
$1.6M
0.0%
24,434 +24,434 New
ALL ALLSTATE CORP
$1.6M
0.0%
17,501 +17,501 New
LKQ LKQ CORP
$1.5M
0.0%
75,543 −36,588 −32.6% Reduced
HSY HERSHEY CO
$1.5M
0.0%
11,435 +11,435 New
AOS SMITH (A.O.) CORP
$1.5M
0.0%
39,990 −19,652 −32.9% Reduced
STZ CONSTELLATION BRANDS INC-A
$1.5M
0.0%
10,481 +10,481 New
FBIN FORTUNE BRANDS INNOVATIONS I
$1.5M
0.0%
34,339 −16,577 −32.6% Reduced
PHM PULTEGROUP INC
$1.5M
0.0%
66,473 −32,691 −33.0% Reduced
ALB ALBEMARLE CORP
$1.5M
0.0%
25,974 −12,824 −33.1% Reduced
UHAL U-HAUL HOLDING CO
$1.4M
0.0%
4,829 −2,325 −32.5% Reduced
TRV TRAVELERS COS INC
$1.4M
0.0%
14,058 +14,058 New
CMCSA COMCAST CORP-CLASS A
$1.4M
0.0%
40,468 +40,468 New
ROST ROSS STORES INC
$1.4M
0.0%
15,983 +15,983 New
NEM NEWMONT CORP
$1.4M
0.0%
30,588 −70,094 −69.6% Reduced
GENERAL ELECTRIC CO
$1.4M
0.0%
174,061 +174,061 New
HRL HORMEL FOODS CORP
$1.4M
0.0%
29,565 +29,565 New
GNTX GENTEX CORP
$1.4M
0.0%
61,886 −30,663 −33.1% Reduced
IMO IMPERIAL OIL LTD
$1.4M
0.0%
121,706 −6,557 −5.1% Reduced
BAX BAXTER INTERNATIONAL INC
$1.3M
0.0%
16,606 +16,606 New
MHK MOHAWK INDUSTRIES INC
$1.3M
0.0%
17,644 −8,643 −32.9% Reduced
WHR WHIRLPOOL CORP
$1.3M
0.0%
15,490 −7,566 −32.8% Reduced
KNX KNIGHT-SWIFT TRANSPORTATION
$1.3M
0.0%
40,298 −19,398 −32.5% Reduced
RSG REPUBLIC SERVICES INC
$1.3M
0.0%
17,547 +17,547 New
KR KROGER CO
$1.3M
0.0%
42,253 +42,253 New
SYY SYSCO CORP
$1.3M
0.0%
27,856 +27,856 New
VMRK VIVMARK RESIDENTIAL
$1.3M
0.0%
20,429 +20,429 New
SBAC SBA COMMUNICATIONS CORP
$1.2M
0.0%
4,616 +4,616 New
PAYX PAYCHEX INC
$1.2M
0.0%
19,703 +19,703 New
BWA BORGWARNER INC
$1.2M
0.0%
50,835 −24,699 −32.7% Reduced
RL RALPH LAUREN CORP
$1.2M
0.0%
18,151 −9,147 −33.5% Reduced
LEA LEAR CORP
$1.2M
0.0%
14,835 −7,353 −33.1% Reduced
SCCO SOUTHERN COPPER CORP
$1.2M
0.0%
42,665 −39,161 −47.9% Reduced
CLX CLOROX COMPANY
$1.2M
0.0%
6,861 +6,861 New
MOMOUSD MOMO INC-SPON ADR
$1.2M
0.0%
54,760 −6,029 −9.9% Reduced
AEP AMERICAN ELECTRIC POWER
$1.2M
0.0%
14,529 +14,529 New
TSN TYSON FOODS INC-CL A
$1.2M
0.0%
20,085 +20,085 New
CCJ CAMECO CORP
$1.1M
0.0%
151,675 −2,671 −1.7% Reduced
AVB* AVALONBAY COMMUNITIES INC
$1.1M
0.0%
7,721 +7,721 New
RIO RIO TINTO PLC-SPON ADR
$1.1M
0.0%
24,406 −20,717 −45.9% Reduced
VALE VALE SA-SP ADR
$1.1M
0.0%
133,093 −67,093 −33.5% Reduced
V VISA INC-CLASS A SHARES
$1.1M
0.0%
6,805 +6,805 New
AFL AFLAC INC
$1.1M
0.0%
31,686 +31,686 New
COP CONOCOPHILLIPS
$1.1M
0.0%
34,995 −6,073 −14.8% Reduced
PBR PETROLEO BRASILEIRO-SPON ADR
$1.1M
0.0%
196,014 +34,981 +21.7% Added
JNJ JOHNSON & JOHNSON
$1.1M
0.0%
8,215 +8,215 New
CERNCHF CERNER CORP
$1.1M
0.0%
17,078 +17,078 New
EXMOC EXXON MOBIL CORP
$1.1M
0.0%
28,334 −6,492 −18.6% Reduced
BHP BHP GROUP LTD-SPON ADR
$1.1M
0.0%
29,296 −18,656 −38.9% Reduced
BP BP PLC-SPONS ADR
$1.1M
0.0%
43,944 −17,228 −28.2% Reduced
CVX CHEVRON CORP
$1.1M
0.0%
14,777 −5,621 −27.6% Reduced
OC OWENS CORNING
$1.0M
0.0%
26,911 −12,887 −32.4% Reduced
MRKTEUR IHS MARKIT LTD
$1.0M
0.0%
17,401 +17,401 New
EOG EOG RESOURCES INC
$1.0M
0.0%
29,025 −497 −1.7% Reduced
UAA UNDER ARMOUR INC-CLASS A
$1.0M
0.0%
111,039 −54,119 −32.8% Reduced
AXTA AXALTA COATING SYSTEMS LTD
$999K
0.0%
57,852 −27,974 −32.6% Reduced
CTAS CINTAS CORP
$990K
0.0%
5,714 +5,714 New
ALV AUTOLIV INC
$989K
0.0%
21,487 −10,421 −32.7% Reduced
IQ IQIYI INC-ADR
$953K
0.0%
53,535 +12,748 +31.3% Added
SO SOUTHERN CO
$940K
0.0%
17,361 +17,361 New
MCK MCKESSON CORP
$935K
0.0%
6,910 +6,910 New
SPG SIMON PROPERTY GROUP INC
$925K
0.0%
16,856 +16,856 New
AZO AUTOZONE INC
$915K
0.0%
1,081 +1,081 New
GIL GILDAN ACTIVEWEAR INC
$910K
0.0%
72,220 −1,749 −2.4% Reduced
YUM YUM! BRANDS INC
$900K
0.0%
13,127 +13,127 New
KEL KELLANOVA
$895K
0.0%
14,921 +14,921 New
XEL XCEL ENERGY INC
$895K
0.0%
14,845 +14,845 New
BF/B BROWN-FORMAN CORP-CLASS B
$881K
0.0%
15,863 +15,863 New
TPR TAPESTRY INC
$875K
0.0%
67,539 −33,429 −33.1% Reduced
LP1 LEGGETT & PLATT INC
$866K
0.0%
32,450 −15,673 −32.6% Reduced
CHD CHURCH & DWIGHT CO INC
$865K
0.0%
13,478 +13,478 New
ADM ARCHER-DANIELS-MIDLAND CO
$855K
0.0%
24,302 +24,302 New
WEC WEC ENERGY GROUP INC
$847K
0.0%
9,610 +9,610 New
D DOMINION ENERGY INC
$845K
0.0%
11,701 +11,701 New
KLN KIRKLAND LAKE GOLD LTD
$826K
0.0%
28,353 −9,720 −25.5% Reduced
MKC MCCORMICK & CO-NON VTG SHRS
$821K
0.0%
5,814 +5,814 New
JOBSUSD 51JOB INC-ADR
$820K
0.0%
13,354 −1,846 −12.1% Reduced
SRE SEMPRA
$817K
0.0%
7,231 +7,231 New
JOYY JOYY INC-ADR
$811K
0.0%
15,227 −1,033 −6.4% Reduced
WSM WILLIAMS-SONOMA INC
$808K
0.0%
18,993 −9,418 −33.1% Reduced
CVE CENOVUS ENERGY INC
$796K
0.0%
398,815 −9,660 −2.4% Reduced
EFX EQUIFAX INC
$792K
0.0%
6,634 +6,634 New
BXP BXP INC
$786K
0.0%
8,518 +8,518 New
ES EVERSOURCE ENERGY
$786K
0.0%
10,048 +10,048 New
CAG CONAGRA BRANDS INC
$785K
0.0%
26,769 +26,769 New
ED CONSOLIDATED EDISON INC
$784K
0.0%
10,055 +10,055 New
CPB THE CAMPBELL'S COMPANY
$767K
0.0%
16,615 +16,615 New
GM GENERAL MOTORS CO
$755K
0.0%
36,335 −43,062 −54.2% Reduced
DLTR DOLLAR TREE INC
$753K
0.0%
10,247 +10,247 New
ASH ASHLAND INC
$743K
0.0%
14,832 −7,143 −32.5% Reduced
WDAY WORKDAY INC-CLASS A
$738K
0.0%
5,667 −47,232 −89.3% Reduced
TME TENCENT MUSIC ENTERTAINM-ADR
$727K
0.0%
72,262 +6,145 +9.3% Added
T AT&T INC
$724K
0.0%
24,845 +24,845 New
BB BLACKBERRY LTD
$715K
0.0%
176,258 −2,242 −1.3% Reduced
CRI CARTER'S INC
$708K
0.0%
10,775 −5,424 −33.5% Reduced
HN9 HANESBRANDS INC
$702K
0.0%
89,166 −43,079 −32.6% Reduced
MKL MARKEL GROUP INC
$698K
0.0%
752 +752 New
AU3EUR ANGLOGOLD ASHANTI-SPON ADR
$696K
0.0%
41,861 −31,548 −43.0% Reduced
SJM JM SMUCKER CO
$695K
0.0%
6,261 +6,261 New
WUBAUSD 58.COM INC-ADR
$685K
0.0%
14,050 +5,594 +66.2% Added
PEG PUBLIC SERVICE ENTERPRISE GP
$678K
0.0%
15,087 +15,087 New
SINA SINA CORP
$678K
0.0%
21,281 −3,975 −15.7% Reduced
LABORATORY CORP AMER HLDGS
$677K
0.0%
5,355 +5,355 New
PVH PVH CORP
$676K
0.0%
17,947 −9,276 −34.1% Reduced
CINF CINCINNATI FINANCIAL CORP
$675K
0.0%
8,949 +8,949 New
DOC HEALTHPEAK PROPERTIES INC
$660K
0.0%
27,660 +27,660 New
DLR DIGITAL REALTY TRUST INC
$656K
0.0%
4,720 +4,720 New
IDXX IDEXX LABORATORIES INC
$655K
0.0%
2,702 +2,702 New
ROL ROLLINS INC
$649K
0.0%
17,958 +17,958 New
FE FIRSTENERGY CORP
$647K
0.0%
16,154 +16,154 New
POOL POOL CORP
$645K
0.0%
3,276 −885 −21.3% Reduced
ZBH ZIMMER BIOMET HOLDINGS INC
$642K
0.0%
6,355 +6,355 New
CPRT COPART INC
$637K
0.0%
9,297 +9,297 New
ACGL ARCH CAPITAL GROUP LTD
$634K
0.0%
22,280 +22,280 New
AWK AMERICAN WATER WORKS CO INC
$629K
0.0%
5,263 +5,263 New
EXC EXELON CORP
$618K
0.0%
16,782 +16,782 New
AN AUTONATION INC
$617K
0.0%
21,998 −10,618 −32.6% Reduced
TOL TOLL BROTHERS INC
$614K
0.0%
31,873 −20,191 −38.8% Reduced
RGLD ROYAL GOLD INC
$601K
0.0%
6,854 −5,380 −44.0% Reduced
EIX EDISON INTERNATIONAL
$597K
0.0%
10,890 +10,890 New
PXDEUR PIONEER NATURAL RESOURCES CO
$597K
0.0%
8,515 +51 +0.6% Added
CDW CDW CORP/DE
$589K
0.0%
6,310 +6,310 New
DGX QUEST DIAGNOSTICS INC
$586K
0.0%
7,300 +7,300 New
GRA1EUR WR GRACE & CO
$585K
0.0%
16,436 −7,965 −32.6% Reduced
SGI SOMNIGROUP INTERNATIONAL INC
$579K
0.0%
13,236 −6,599 −33.3% Reduced
ETR ENTERGY CORP
$562K
0.0%
5,982 +5,982 New
L LOEWS CORP
$555K
0.0%
15,928 +15,928 New
THO THOR INDUSTRIES INC
$551K
0.0%
13,062 −5,195 −28.5% Reduced
DTE DTE ENERGY COMPANY
$540K
0.0%
5,686 +5,686 New
CCEP COCA-COLA EUROPACIFIC PARTNE
$536K
0.0%
14,294 +14,294 New
PPL PPL CORP
$534K
0.0%
21,623 +21,623 New
AEE AMEREN CORPORATION
$533K
0.0%
7,320 +7,320 New
DVA DAVITA INC
$526K
0.0%
6,913 +6,913 New
WRB WR BERKLEY CORP
$525K
0.0%
10,065 +10,065 New
OMC OMNICOM GROUP
$520K
0.0%
9,464 +9,464 New
BSX BOSTON SCIENTIFIC CORP
$516K
0.0%
15,808 +15,808 New
WB WEIBO CORP-SPON ADR
$516K
0.0%
15,584 +5,485 +54.3% Added
AHC HESS CORP
$513K
0.0%
15,418 −376 −2.4% Reduced
LYFT LYFT INC-A
$510K
0.0%
18,978 −13,145 −40.9% Reduced
CMS CMS ENERGY CORP
$504K
0.0%
8,584 +8,584 New
RMD RESMED INC
$497K
0.0%
3,371 +3,371 New
SPLKCHF SPLUNK INC
$485K
0.0%
3,842 −31,272 −89.1% Reduced
UHS UNIVERSAL HEALTH SERVICES-B
$472K
0.0%
4,760 +4,760 New
HLT HILTON WORLDWIDE HOLDINGS IN
$469K
0.0%
6,873 −58,876 −89.5% Reduced
EW EDWARDS LIFESCIENCES CORP
$464K
0.0%
2,462 +2,462 New
LW LAMB WESTON HOLDINGS INC
$459K
0.0%
8,031 +8,031 New
LUV SOUTHWEST AIRLINES CO
$455K
0.0%
12,781 −109,300 −89.5% Reduced
OXY OCCIDENTAL PETROLEUM CORP
$451K
0.0%
38,926 −6,869 −15.0% Reduced
DUK DUKE ENERGY CORP
$444K
0.0%
5,491 +5,491 New
FAST FASTENAL CO
$442K
0.0%
14,147 −118,918 −89.4% Reduced
NOW SERVICENOW INC
$438K
0.0%
1,530 −8,556 −84.8% Reduced
GFI GOLD FIELDS LTD-SPONS ADR
$435K
0.0%
91,536 −59,045 −39.2% Reduced
CTLEUR CENTURYLINK INC
$429K
0.0%
45,344 +45,344 New
ERIE ERIE INDEMNITY COMPANY-CL A
$426K
0.0%
2,872 +2,872 New
GL GLOBE LIFE INC
$423K
0.0%
5,873 +5,873 New
CXOEUR CONCHO RESOURCES INC
$417K
0.0%
9,720 −451 −4.4% Reduced
SNAP SNAP INC - A
$415K
0.0%
34,887 −288,663 −89.2% Reduced
COOPER COS INC
$413K
0.0%
1,498 +1,498 New
KDP KEURIG DR PEPPER INC
$413K
0.0%
17,007 +17,007 New
DOX AMDOCS LTD
$406K
0.0%
7,392 +7,392 New
AGREUR AVANGRID INC
$405K
0.0%
9,261 +9,261 New
LDOS LEIDOS HOLDINGS INC
$404K
0.0%
4,412 +4,412 New
CAH CARDINAL HEALTH INC
$398K
0.0%
8,303 +8,303 New
HSIC HENRY SCHEIN INC
$398K
0.0%
7,874 +7,874 New
KBH KB HOME
$397K
0.0%
21,930 −10,421 −32.2% Reduced
CPRI CAPRI HOLDINGS LTD
$394K
0.0%
36,536 −18,913 −34.1% Reduced
SCI SERVICE CORP INTERNATIONAL
$389K
0.0%
9,936 +9,936 New
ANETEUR ARISTA NETWORKS INC
$382K
0.0%
1,885 −15,834 −89.4% Reduced
WAT WATERS CORP
$378K
0.0%
2,074 +2,074 New
EVRG EVERGY INC
$375K
0.0%
6,808 +6,808 New
IRM IRON MOUNTAIN INC
$375K
0.0%
15,775 +15,775 New
AIY ACTIVISION BLIZZARD INC
$372K
0.0%
6,262 −34,830 −84.8% Reduced
AVY AVERY DENNISON CORP
$370K
0.0%
3,632 +3,632 New
HRC HILL-ROM HOLDINGS INC
$370K
0.0%
3,678 +3,678 New
DRI DARDEN RESTAURANTS INC
$363K
0.0%
6,674 +6,674 New
LNT ALLIANT ENERGY CORP
$359K
0.0%
7,442 +7,442 New
APD AIR PRODUCTS & CHEMICALS INC
$358K
0.0%
1,792 −10,004 −84.8% Reduced
MDC1USD MDC HOLDINGS INC
$357K
0.0%
15,394 −7,561 −32.9% Reduced
ATO ATMOS ENERGY CORP
$356K
0.0%
3,587 +3,587 New
VMC VULCAN MATERIALS CO
$352K
0.0%
3,253 −27,432 −89.4% Reduced
AFG AMERICAN FINANCIAL GROUP INC
$348K
0.0%
4,968 +4,968 New
R RYDER SYSTEM INC
$347K
0.0%
13,122 −6,403 −32.8% Reduced
YRI YAMANA GOLD INC
$343K
0.0%
124,591 −73,545 −37.1% Reduced
AIZ ASSURANT INC
$341K
0.0%
3,278 +3,278 New
EG EVEREST GROUP LTD
$339K
0.0%
1,764 +1,764 New
GT GOODYEAR TIRE & RUBBER CO
$333K
0.0%
57,298 −27,915 −32.8% Reduced
PAAS PAN AMERICAN SILVER CORP
$332K
0.0%
23,173 −14,291 −38.1% Reduced
SBSW SIBANYE-STILLWATER LTD-ADR
$331K
0.0%
70,052 +70,052 New
VC VISTEON CORP
$330K
0.0%
6,885 −3,362 −32.8% Reduced
CTRA COTERRA ENERGY INC
$320K
0.0%
18,609 −2,523 −11.9% Reduced
BTG B2GOLD CORP
$314K
0.0%
105,023 −82,129 −43.9% Reduced
NSC NORFOLK SOUTHERN CORP
$314K
0.0%
2,148 −36,560 −94.5% Reduced
SMG SCOTTS MIRACLE-GRO CO
$312K
0.0%
3,045 +3,045 New
WY WEYERHAEUSER CO
$311K
0.0%
18,335 −154,501 −89.4% Reduced
FEDERAL REALTY INVT TR
$309K
0.0%
4,138 +4,138 New
VAREUR VARIAN MEDICAL SYSTEMS INC
$309K
0.0%
3,008 +3,008 New
IP INTERNATIONAL PAPER CO
$295K
0.0%
9,464 −81,363 −89.6% Reduced
NI NISOURCE INC
$291K
0.0%
11,670 +11,670 New
HCM HUTCHMED CHINA-ADR
$288K
0.0%
16,133 −689 −4.1% Reduced
MLM MARTIN MARIETTA MATERIALS
$288K
0.0%
1,522 −12,990 −89.5% Reduced
XRAY DENTSPLY SIRONA INC
$285K
0.0%
7,348 +7,348 New
ADSK AUTODESK INC
$280K
0.0%
1,792 −9,991 −84.8% Reduced
MAR MARRIOTT INTERNATIONAL -CL A
$276K
0.0%
3,685 −46,440 −92.6% Reduced
PRGO PERRIGO CO PLC
$275K
0.0%
5,720 +5,720 New
WTRG ESSENTIAL UTILITIES INC
$272K
0.0%
6,679 +6,679 New
FTV FORTIVE CORP
$268K
0.0%
4,847 −56,210 −92.1% Reduced
TAP MOLSON COORS BEVERAGE CO - B
$268K
0.0%
6,863 +6,863 New
NUE NUCOR CORP
$268K
0.0%
7,448 −63,091 −89.4% Reduced
LVS LAS VEGAS SANDS CORP
$264K
0.0%
6,207 −34,866 −84.9% Reduced
RVTY REVVITY INC
$264K
0.0%
3,513 +3,513 New
BZUN BAOZUN INC-SPN ADR
$258K
0.0%
9,248 +2,354 +34.1% Added
PNW PINNACLE WEST CAPITAL
$257K
0.0%
3,395 +3,395 New
ORI OLD REPUBLIC INTL CORP
$255K
0.0%
16,702 +16,702 New
BGUSD BUNGE LTD
$253K
0.0%
6,175 +6,175 New
PPC PILGRIM'S PRIDE CORP
$248K
0.0%
13,708 +13,708 New
SRCLEUR STERICYCLE INC
$243K
0.0%
5,009 +5,009 New
FDS FACTSET RESEARCH SYSTEMS INC
$242K
0.0%
928 −7,914 −89.5% Reduced
COLM COLUMBIA SPORTSWEAR CO
$241K
0.0%
3,448 −2,807 −44.9% Reduced
FLO FLOWERS FOODS INC
$238K
0.0%
11,612 +11,612 New
EA* ELECTRONIC ARTS INC
$237K
0.0%
2,367 −13,319 −84.9% Reduced
NOAH NOAH HOLDINGS LTD-SPON ADS
$237K
0.0%
9,153 +1,207 +15.2% Added
CNP CENTERPOINT ENERGY INC
$231K
0.0%
14,958 +14,958 New
WU WESTERN UNION CO
$231K
0.0%
12,755 +12,755 New
INGR INGREDION INC
$220K
0.0%
2,918 +2,918 New
MZTI MARZETTI COMPANY
$219K
0.0%
1,511 +1,511 New
CW CURTISS-WRIGHT CORP
$216K
0.0%
2,337 +2,337 New
HTZ-WEUR HERTZ GLOBAL HOLDINGS INC
$216K
0.0%
34,924 −17,042 −32.8% Reduced
OVV OVINTIV INC
$214K
0.0%
78,908 +78,908 New
USFD US FOODS HOLDING CORP
$214K
0.0%
12,084 +12,084 New
NIO NIO INC - ADR
$211K
0.0%
75,843 +38,859 +105.1% Added
CTB COOPER TIRE & RUBBER
$202K
0.0%
12,371 −6,006 −32.7% Reduced
PKG PACKAGING CORP OF AMERICA
$202K
0.0%
2,332 −19,632 −89.4% Reduced
FANG DIAMONDBACK ENERGY INC
$201K
0.0%
7,677 −286 −3.6% Reduced
ADNT ADIENT PLC
$196K
0.0%
21,617 −10,386 −32.5% Reduced
CLRUSD CONTINENTAL RESOURCES INC/OK
$174K
0.0%
22,757 +3,376 +17.4% Added
BBBYEUR 20230930-DK-BUTTERFLY-1 INC
$168K
0.0%
40,021 +7,932 +24.7% Added
UNM UNUM GROUP
$167K
0.0%
11,098 +11,098 New
ZNGA ZYNGA INC - CL A
$160K
0.0%
23,410 −196,019 −89.3% Reduced
SSRM SSR MINING INC
$151K
0.0%
13,311 −7,692 −36.6% Reduced
NBL2EUR NOBLE ENERGY INC
$150K
0.0%
24,765 +1,144 +4.8% Added
MGM MGM RESORTS INTERNATIONAL
$146K
0.0%
12,361 −106,946 −89.6% Reduced
DVN DEVON ENERGY CORP
$145K
0.0%
20,919 +2,051 +10.9% Added
COTY COTY INC-CL A
$143K
0.0%
27,667 +27,667 New
NWL NEWELL BRANDS INC
$139K
0.0%
10,436 −87,826 −89.4% Reduced
MRO* MARATHON OIL CORP
$134K
0.0%
40,699 −76 −0.2% Reduced
CRESCENT PT ENERGY CORP
$114K
0.0%
149,511 −18,659 −11.1% Reduced
IAG IAMGOLD CORP
$106K
0.0%
46,987 −37,661 −44.5% Reduced
PVG1EUR PRETIUM RESOURCES INC
$105K
0.0%
18,453 −15,625 −45.9% Reduced
9990302D APACHE CORP
$94K
0.0%
22,447 +5,164 +29.9% Added
FCX FREEPORT-MCMORAN INC
$80K
0.0%
11,827 −65,855 −84.8% Reduced
ODPEUR OFFICE DEPOT INC
$22K
0.0%
13,188 −113,603 −89.6% Reduced
CCO CLEAR CHANNEL OUTDOOR HOLDIN
$7K
0.0%
11,489 −96,595 −89.4% Reduced

Sold positions

253 closed in Q1 2020 · shares & value as of prior filing
Holding Shares sold Prior value
JPM JPMORGAN CHASE & CO
649,376 $90.5M
BAC BANK OF AMERICA CORP
1,877,448 $66.1M
WFC WELLS FARGO & CO
883,420 $47.5M
C CITIGROUP INC
452,049 $36.1M
USB US BANCORP
325,383 $19.3M
GS GOLDMAN SACHS GROUP INC
76,326 $17.6M
MS MORGAN STANLEY
335,701 $17.2M
BLKCHF BLACKROCK INC
32,065 $16.1M
PNC PNC FINANCIAL SERVICES GROUP
90,809 $14.5M
BFH BREAD FINANCIAL HOLDINGS INC
119,534 $13.4M
SCHW SCHWAB (CHARLES) CORP
266,344 $12.7M
AON PLC
48,399 $10.1M
BNY BANK OF NEW YORK MELLON CORP
190,786 $9.6M
TFC TRUIST FINANCIAL CORP
158,273 $8.9M
UPS UNITED PARCEL SERVICE-CL B
75,872 $8.9M
CSX CSX CORP
87,787 $6.4M
DAL DELTA AIR LINES INC
104,149 $6.1M
STT STATE STREET CORP
75,155 $5.9M
TROW T ROWE PRICE GROUP INC
48,530 $5.9M
NTRS NORTHERN TRUST CORP
43,847 $4.7M
MTB M & T BANK CORP
27,364 $4.6M
FITB FIFTH THIRD BANCORP
148,808 $4.6M
UNP UNION PACIFIC CORP
24,638 $4.5M
AMP AMERIPRISE FINANCIAL INC
26,339 $4.4M
ROP ROPER TECHNOLOGIES INC
11,919 $4.2M
KEY KEYCORP
204,154 $4.1M
FRCB FIRST REPUBLIC BANK/CA
34,823 $4.1M
CFG CITIZENS FINANCIAL GROUP
91,722 $3.7M
AJG ARTHUR J GALLAGHER & CO
38,591 $3.7M
RF REGIONS FINANCIAL CORP
199,378 $3.4M
HBAN HUNTINGTON BANCSHARES INC
213,494 $3.2M
PFG PRINCIPAL FINANCIAL GROUP
57,469 $3.2M
ADBE ADOBE INC
9,292 $3.1M
VMW* VMWARE INC-CLASS A
19,987 $3.0M
MKTX MARKETAXESS HOLDINGS INC
7,810 $3.0M
URI UNITED RENTALS INC
17,569 $2.9M
NCLH NORWEGIAN CRUISE LINE HOLDIN
49,372 $2.9M
GWW WW GRAINGER INC
8,086 $2.7M
YUSD ALLEGHANY CORP
3,351 $2.7M
BEN FRANKLIN TEMPLETON INC
103,048 $2.7M
SIVBEUR SVB FINANCIAL GROUP
10,658 $2.7M
RJF RAYMOND JAMES FINANCIAL INC
28,492 $2.5M
AXA EQUITABLE HLDGS INC
101,155 $2.5M
ITW ILLINOIS TOOL WORKS
13,617 $2.4M
AMAT APPLIED MATERIALS INC
38,340 $2.3M
BRO BROWN & BROWN INC
58,384 $2.3M
DE DEERE & CO
12,428 $2.2M
H HYATT HOTELS CORP - CL A
23,961 $2.1M
CMA COMERICA INC
29,668 $2.1M
ETRA E*TRADE FINANCIAL CORP
46,884 $2.1M
CSL CARLISLE COS INC
13,113 $2.1M
WLK WESTLAKE CORP
29,742 $2.1M
LAMR LAMAR ADVERTISING CO-A
23,301 $2.1M
PAYC PAYCOM SOFTWARE INC
7,716 $2.0M
SEIC SEI INVESTMENTS COMPANY
31,026 $2.0M
CAT CATERPILLAR INC
13,660 $2.0M
CHRW C.H. ROBINSON WORLDWIDE INC
25,456 $2.0M
TTC TORO CO
24,714 $2.0M
ALK ALASKA AIR GROUP INC
28,634 $1.9M
RNG RINGCENTRAL INC-CLASS A
11,201 $1.9M
EMR EMERSON ELECTRIC CO
24,603 $1.9M
CCL1EUR CARNIVAL CORP LTD
36,736 $1.9M
HUBB HUBBELL INC
12,626 $1.9M
RS RELIANCE INC
15,466 $1.9M
ENCANA CORP
392,316 $1.8M
LRCXEUR LAM RESEARCH CORP
6,259 $1.8M
ZION ZIONS BANCORP NA
35,220 $1.8M
MU MICRON TECHNOLOGY INC
33,953 $1.8M
PNR PENTAIR PLC
39,076 $1.8M
ADI ANALOG DEVICES INC
15,055 $1.8M
STLD STEEL DYNAMICS INC
50,055 $1.7M
RHI ROBERT HALF INC
26,958 $1.7M
VOYA VOYA FINANCIAL INC
27,871 $1.7M
IVZ INVESCO LTD
93,831 $1.7M
ETN EATON CORP PLC
17,635 $1.7M
ARCC ARES CAPITAL CORP
88,271 $1.6M
APH AMPHENOL CORP-CL A
15,141 $1.6M
FDX FEDEX CORP
10,815 $1.6M
CBSH COMMERCE BANCSHARES INC
23,343 $1.6M
HDSUSD HD SUPPLY HOLDINGS INC
39,227 $1.6M
ACM AECOM
36,555 $1.6M
LYB LYONDELLBASELL INDU-CL A
16,441 $1.6M
LPLA LPL FINANCIAL HOLDINGS INC
16,812 $1.6M
GWRE GUIDEWIRE SOFTWARE INC
14,078 $1.5M
CDK CDK GLOBAL INC
28,166 $1.5M
SBNY SIGNATURE BANK
11,213 $1.5M
TXN TEXAS INSTRUMENTS INC
11,776 $1.5M
RCL ROYAL CARIBBEAN CRUISES LTD
11,213 $1.5M
OSK OSHKOSH CORP
15,801 $1.5M
JWNUSD NORDSTROM INC
36,017 $1.5M
EWBC EAST WEST BANCORP INC
30,092 $1.5M
BERY* BERRY GLOBAL GROUP INC
30,695 $1.5M
SON SONOCO PRODUCTS CO
23,269 $1.4M
AMD ADVANCED MICRO DEVICES
31,104 $1.4M
MIDD MIDDLEBY CORP
13,025 $1.4M
MSI MOTOROLA SOLUTIONS INC
8,748 $1.4M
BWXT BWX TECHNOLOGIES INC
22,099 $1.4M
PBCTEUR PEOPLE'S UNITED FINANCIAL
81,154 $1.4M
INGERSOLL-RAND PLC
10,165 $1.4M
A AGILENT TECHNOLOGIES INC
15,787 $1.3M
PWR QUANTA SERVICES INC
33,034 $1.3M
ALSN ALLISON TRANSMISSION HOLDING
27,732 $1.3M
CHH CHOICE HOTELS INTL INC
12,928 $1.3M
HOG HARLEY-DAVIDSON INC
35,779 $1.3M
JEF JEFFERIES FINANCIAL GROUP IN
62,004 $1.3M
UI UBIQUITI INC
6,899 $1.3M
BOKF BOK FINANCIAL CORPORATION
14,648 $1.3M
CFR CULLEN/FROST BANKERS INC
12,930 $1.3M
AYI ACUITY INC
9,154 $1.3M
JBLU JETBLUE AIRWAYS CORP
66,981 $1.3M
NYT NEW YORK TIMES CO-A
38,558 $1.2M
SIBANYE STILLWATER
123,234 $1.2M
LBEUR L BRANDS INC
66,575 $1.2M
CR1USD CRANE CO
13,945 $1.2M
KLAC KLA CORP
6,743 $1.2M
SYU1 SYNOVUS FINANCIAL CORP
30,503 $1.2M
BPOP POPULAR INC
19,966 $1.2M
CMI CUMMINS INC
6,505 $1.2M
NYCBEUR NEW YORK COMMUNITY BANCORP
96,612 $1.2M
AKX ANSYS INC
4,502 $1.2M
TEL1USD TE CONNECTIVITY LTD
12,059 $1.2M
FSLR FIRST SOLAR INC
20,603 $1.2M
PANW PALO ALTO NETWORKS INC
4,979 $1.2M
PCAR PACCAR INC
14,428 $1.1M
TFSL TFS FINANCIAL CORP
57,875 $1.1M
PH PARKER HANNIFIN CORP
5,511 $1.1M
HPQ HP INC
54,150 $1.1M
GLW CORNING INC
37,710 $1.1M
EVEUR EATON VANCE CORP
23,507 $1.1M
DECK DECKERS OUTDOOR CORP
6,487 $1.1M
BALL BALL CORP
16,805 $1.1M
WYNEUR WYNDHAM DESTINATIONS INC
21,036 $1.1M
MCHP MICROCHIP TECHNOLOGY INC
10,329 $1.1M
ZEN1EUR ZENDESK INC
13,912 $1.1M
FHN FIRST HORIZON CORP
64,309 $1.1M
XLNXEUR XILINX INC
10,842 $1.1M
CDNS CADENCE DESIGN SYS INC
15,011 $1.0M
MSM MSC INDUSTRIAL DIRECT CO-A
12,812 $1.0M
UAL UNITED AIRLINES HOLDINGS INC
11,339 $999K
ROK ROCKWELL AUTOMATION INC
4,913 $996K
GRMN GARMIN LTD
10,170 $992K
KEYS KEYSIGHT TECHNOLOGIES IN
9,579 $983K
AME AMETEK INC
9,817 $979K
FTNT FORTINET INC
9,164 $978K
PACWUSD PACWEST BANCORP
24,772 $948K
QCOM QUALCOMM INC
10,609 $936K
TFX TELEFLEX INC
2,480 $934K
AA ALCOA CORP
43,035 $926K
M MACY'S INC
53,154 $904K
HPE HEWLETT PACKARD ENTERPRISE
56,851 $902K
SWKS SKYWORKS SOLUTIONS INC
7,348 $888K
AMG AFFILIATED MANAGERS GROUP
10,274 $871K
MIC2EUR MACQUARIE INFRASTRUCTURE HOL
20,040 $859K
TGNA TEGNA INC
50,350 $840K
KBR KBR INC
27,506 $839K
FEYECHF MANDIANT INC
49,490 $818K
OZK BANK OZK
26,656 $813K
KSUEUR KANSAS CITY SOUTHERN
5,301 $812K
AVX CORP NEW
39,310 $805K
WYNN WYNN RESORTS LTD
5,743 $798K
BOH BANK OF HAWAII CORP
8,349 $794K
NVDA NVIDIA CORP
3,363 $791K
VLY VALLEY NATIONAL BANCORP
68,563 $785K
BYD BOYD GAMING CORP
25,778 $772K
CTXSEUR CITRIX SYSTEMS INC
6,948 $771K
TKR TIMKEN CO
13,099 $738K
ZBRA ZEBRA TECHNOLOGIES CORP-CL A
2,891 $738K
NTAP NETAPP INC
11,702 $728K
ASB ASSOCIATED BANC-CORP
32,915 $725K
AMKR AMKOR TECHNOLOGY INC
55,596 $723K
MXIM MAXIM INTEGRATED PRODUCTS
11,733 $722K
DOV DOVER CORP
6,199 $714K
VSH VISHAY INTERTECHNOLOGY INC
33,514 $714K
EXPD EXPEDITORS INTL WASH INC
9,117 $711K
KMT KENNAMETAL INC
19,264 $711K
VIAV VIAVI SOLUTIONS INC
46,600 $699K
FMC FMC CORP
6,942 $693K
PENN PENN ENTERTAINMENT INC
26,885 $687K
QURATE RETAIL INC
80,946 $682K
SKAA SKECHERS USA INC-CL A
15,800 $682K
FHI FEDERATED HERMES INC
20,904 $681K
GATX GATX CORP
8,158 $676K
NAV NAVISTAR INTERNATIONAL CORP
23,038 $667K
DAY DAYFORCE INC
9,577 $650K
LMEUR LEGG MASON INC
17,918 $643K
JECUSD JACOBS ENGINEERING GROUP INC
7,123 $640K
SAVEEUR SPIRIT AIRLINES INC
15,881 $640K
OLN OLIN CORP
37,053 $639K
STAYUSD EXTENDED STAY AMERICA INC
42,836 $637K
WAB WABTEC CORP
8,119 $632K
TRN TRINITY INDUSTRIES INC
28,470 $631K
CBT CABOT CORP
13,260 $630K
CMC COMMERCIAL METALS CO
27,402 $610K
XYL XYLEM INC
7,680 $605K
WAFD WAFD INC
16,298 $597K
QRVO QORVO INC
4,986 $580K
EMN EASTMAN CHEMICAL CO
7,272 $576K
MLKN MILLERKNOLL INC
13,704 $571K
GJB STEELCASE INC-CL A
27,217 $557K
CRS CARPENTER TECHNOLOGY
11,096 $552K
TXT TEXTRON INC
12,215 $545K
IEX IDEX CORP
3,159 $543K
WOR WORTHINGTON ENTERPRISES INC
12,765 $538K
TRMB TRIMBLE INC
12,714 $530K
UFS DOMTAR CORP
13,698 $524K
HUBS HUBSPOT INC
3,252 $515K
SNA SNAP-ON INC
2,939 $498K
GEF GREIF INC-CL A
11,211 $496K
CGNX COGNEX CORP
8,815 $494K
DLX DELUXE CORP
9,787 $489K
TEX TEREX CORP
16,385 $488K
MTD METTLER-TOLEDO INTERNATIONAL
614 $487K
TER TERADYNE INC
7,109 $485K
ATI ATI INC
22,635 $468K
OLED UNIVERSAL DISPLAY CORP
2,262 $466K
PTC PTC INC
6,147 $460K
X UNITED STATES STEEL CORP
39,438 $450K
ZS ZSCALER INC
9,638 $448K
NWSA NEWS CORP - CLASS A
31,462 $445K
ON ON SEMICONDUCTOR
17,748 $433K
XRX XEROX HOLDINGS CORP
11,707 $432K
DDS DILLARDS INC-CL A
5,872 $431K
FFIV F5 INC
3,080 $430K
JNPR* JUNIPER NETWORKS INC
17,434 $429K
IPGP IPG PHOTONICS CORP
2,776 $402K
NDSN NORDSON CORP
2,458 $400K
CREE INC
8,635 $399K
CFFN CAPITOL FEDERAL FINANCIAL IN
28,497 $391K
GHC GRAHAM HOLDINGS CO-CLASS B
580 $371K
ST SENSATA TECHNOLOGIES HOLDPLC
6,884 $371K
ARW ARROW ELECTRONICS INC
4,366 $370K
GGG GRACO INC
6,923 $360K
RMBS RAMBUS INC
25,868 $356K
GDI1EUR GARDNER DENVER HOLDINGS INC
9,652 $354K
MDPUSD MEREDITH CORP
10,525 $342K
FLEX FLEX LTD
26,585 $336K
JBL JABIL INC
8,002 $331K
MATX MATSON INC
8,088 $330K
AAL AMERICAN AIRLINES GROUP INC
11,460 $329K
SEALED AIR CORP NEW
8,268 $329K
DCI DONALDSON CO INC
5,484 $316K
MAN MANPOWERGROUP INC
3,169 $308K
HUN HUNTSMAN CORP
12,015 $290K
NATIONAL INSTRS CORP
6,684 $283K
ATR APTARGROUP INC
2,350 $272K
SSYS STRATASYS LTD
12,628 $255K
AGCO AGCO CORP
3,271 $253K
LECO LINCOLN ELECTRIC HOLDINGS
2,606 $252K
TIVOEUR TIVO CORP
29,350 $249K
WDR WADDELL & REED FINANCIAL-A
14,712 $246K
DDD 3D SYSTEMS CORP
27,211 $238K
AVT AVNET INC
5,422 $230K
KELYA KELLY SERVICES INC -A
9,068 $205K

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.