whalepapers
Overview/ Bridgewater Associates, LP/ Q4 2019

Bridgewater Associates, LP

CIK 0001350694 · As of Q4 2019 · filed Feb 13, 2020

Q4 2019

Holdings

471 positions · Δ vs prior quarter
SPY SS SPDR S&P 500 ETF TRUST-US
$2.25B
23.0%
6,989,665 −48,801 −0.7% Reduced
VWO VANGUARD FTSE EMERGING MARKE
$1.10B
11.2%
24,757,646 −12,622,423 −33.8% Reduced
IVV ISHARES CORE S&P 500 ETF
$707.3M
7.2%
2,188,003 Held
GLD SPDR GOLD SHARES
$579.7M
5.9%
4,056,627 Held
EWZ ISHARES MSCI BRAZIL ETF
$521.3M
5.3%
10,987,334 −1,703,027 −13.4% Reduced
IEMG ISHARES CORE MSCI EMERGING
$425.6M
4.3%
7,916,557 −9,384,182 −54.2% Reduced
LQD ISHR IBX USD INVGD CB ETF-UI
$298.3M
3.0%
2,330,933 −801 −0.0% Reduced
HYG ISHR IBX USD HIYLD CB ETF-UI
$269.2M
2.7%
3,060,858 −4,334 −0.1% Reduced
TLT ISHARES 20+ YEAR TREASURY BD
$262.7M
2.7%
1,939,329 +30,431 +1.6% Added
EFA ISHARES MSCI EAFE ETF
$188.5M
1.9%
2,714,309 Held
VEA VANGUARD FTSE DEVELOPED ETF
$188.5M
1.9%
4,277,546 Held
EWT ISHARES MSCI TAIWAN ETF
$181.3M
1.9%
4,407,898 +411,376 +10.3% Added
EWY ISHARES MSCI SOUTH KOREA ETF
$178.4M
1.8%
2,869,202 −676,268 −19.1% Reduced
IEFA ISHARES CORE MSCI EAFE ETF
$174.2M
1.8%
2,670,507 Held
IAUUSD ISHARES GOLD TRUST
$169.4M
1.7%
11,679,855 Held
EEM ISHARES MSCI EMERGING MARKET
$160.2M
1.6%
3,571,143 −8,993,071 −71.6% Reduced
EMB ISHARES JP MORGAN USD EMERGI
$150.3M
1.5%
1,311,709 −30,120 −2.2% Reduced
INDA ISHARES MSCI INDIA ETF
$132.3M
1.4%
3,762,595 +107,208 +2.9% Added
JPM JPMORGAN CHASE & CO
$90.5M
0.9%
649,376 +649,376 New
BAC BANK OF AMERICA CORP
$66.1M
0.7%
1,877,448 +1,877,448 New
BABA ALIBABA GROUP HOLDING-SP ADR
$66.0M
0.7%
311,204 −10,573 −3.3% Reduced
WFC WELLS FARGO & CO
$47.5M
0.5%
883,420 +883,420 New
EWW ISHARES MSCI MEXICO ETF
$43.8M
0.4%
973,570 +117,595 +13.7% Added
MCHI ISHARES MSCI CHINA ETF
$42.2M
0.4%
658,795 +56,075 +9.3% Added
FXI ISHARES CHINA LARGE-CAP ETF
$41.0M
0.4%
940,619 +81,116 +9.4% Added
RY ROYAL BANK OF CANADA
$37.3M
0.4%
470,918 −3,914 −0.8% Reduced
C CITIGROUP INC
$36.1M
0.4%
452,049 +452,049 New
TIP ISHARES TIPS BOND ETF
$33.9M
0.3%
291,159 +23,077 +8.6% Added
TD TORONTO-DOMINION BANK
$33.8M
0.3%
601,144 −5,591 −0.9% Reduced
BNS BANK OF NOVA SCOTIA
$23.3M
0.2%
411,537 −4,490 −1.1% Reduced
CNI CANADIAN NATL RAILWAY CO
$21.6M
0.2%
237,955 −2,102 −0.9% Reduced
SU SUNCOR ENERGY INC
$19.8M
0.2%
602,100 −4,876 −0.8% Reduced
USB US BANCORP
$19.3M
0.2%
325,383 +325,383 New
TSLA TESLA INC
$17.8M
0.2%
42,484 +42,484 New
GS GOLDMAN SACHS GROUP INC
$17.6M
0.2%
76,326 +76,326 New
MS MORGAN STANLEY
$17.2M
0.2%
335,701 +335,701 New
TRP TC ENERGY CORP
$16.6M
0.2%
311,513 −3,079 −1.0% Reduced
JD JD.COM INC-ADR
$16.5M
0.2%
467,916 −6,137 −1.3% Reduced
BMO BANK OF MONTREAL
$16.1M
0.2%
208,020 −1,562 −0.7% Reduced
BLKCHF BLACKROCK INC
$16.1M
0.2%
32,065 +32,065 New
BROOKFIELD ASSET MGMT INC
$16.1M
0.2%
277,824 −3,239 −1.2% Reduced
NTES NETEASE INC-ADR
$15.9M
0.2%
51,909 −202 −0.4% Reduced
CNQ CANADIAN NATURAL RESOURCES
$15.2M
0.2%
470,461 −542 −0.1% Reduced
PNC PNC FINANCIAL SERVICES GROUP
$14.5M
0.1%
90,809 +90,809 New
BIDU BAIDU INC - SPON ADR
$13.8M
0.1%
108,821 −366 −0.3% Reduced
BFH BREAD FINANCIAL HOLDINGS INC
$13.4M
0.1%
119,534 −447,310 −78.9% Reduced
VFC VF CORP
$13.1M
0.1%
131,601 +131,601 New
SCHW SCHWAB (CHARLES) CORP
$12.7M
0.1%
266,344 +266,344 New
MFC MANULIFE FINANCIAL CORP
$12.3M
0.1%
603,070 −3,437 −0.6% Reduced
CANADIAN PAC RY LTD
$12.2M
0.1%
47,856 −661 −1.4% Reduced
BCE BCE INC
$12.0M
0.1%
259,185 −1,040 −0.4% Reduced
PPG PPG INDUSTRIES INC
$11.6M
0.1%
86,556 +86,556 New
ABX BARRICK GOLD CORP
$11.5M
0.1%
618,023 +14,178 +2.3% Added
CM CAN IMPERIAL BK OF COMMERCE
$11.5M
0.1%
137,501 −775 −0.6% Reduced
LULU LULULEMON ATHLETICA INC
$11.0M
0.1%
47,685 +47,685 New
AON PLC
$10.1M
0.1%
48,399 +48,399 New
JCI JOHNSON CONTROLS INTERNATION
$10.0M
0.1%
246,826 +246,826 New
NTR NUTRIEN LTD
$9.9M
0.1%
207,093 −3,491 −1.7% Reduced
BNY BANK OF NEW YORK MELLON CORP
$9.6M
0.1%
190,786 +190,786 New
SLF SUN LIFE FINANCIAL INC
$9.5M
0.1%
207,934 −3,122 −1.5% Reduced
TFC TRUIST FINANCIAL CORP
$8.9M
0.1%
158,273 +158,273 New
APTIV PLC
$8.9M
0.1%
93,550 +49,224 +111.0% Added
UPS UNITED PARCEL SERVICE-CL B
$8.9M
0.1%
75,872 +75,872 New
WDAY WORKDAY INC-CLASS A
$8.7M
0.1%
52,899 +52,899 New
FNV FRANCO-NEVADA CORP
$8.5M
0.1%
82,156 +685 +0.8% Added
SHW SHERWIN-WILLIAMS CO
$8.4M
0.1%
14,458 +14,458 New
TU TELUS CORP
$7.9M
0.1%
204,649 −2,372 −1.1% Reduced
MAR MARRIOTT INTERNATIONAL -CL A
$7.6M
0.1%
50,125 +50,125 New
GIB CGI INC
$7.6M
0.1%
90,181 −1,889 −2.1% Reduced
NSC NORFOLK SOUTHERN CORP
$7.5M
0.1%
38,708 +38,708 New
HD HOME DEPOT INC
$7.4M
0.1%
34,108 +34,108 New
HLT HILTON WORLDWIDE HOLDINGS IN
$7.3M
0.1%
65,749 +65,749 New
LOW LOWE'S COS INC
$7.2M
0.1%
60,088 +49,997 +495.5% Added
AEM AGNICO EAGLE MINES LTD
$7.1M
0.1%
115,874 +3,004 +2.7% Added
DHI DR HORTON INC
$7.1M
0.1%
134,781 +134,781 New
YUMC YUM CHINA HOLDINGS INC
$7.1M
0.1%
147,686 −517 −0.3% Reduced
HTHT H WORLD GROUP LTD-ADR
$6.9M
0.1%
171,590 −5,595 −3.2% Reduced
WPM WHEATON PRECIOUS METALS CORP
$6.8M
0.1%
229,994 +6,144 +2.7% Added
NEW ORIENTAL ED & TECH GRP I
$6.7M
0.1%
55,419 +2,389 +4.5% Added
LUV SOUTHWEST AIRLINES CO
$6.6M
0.1%
122,081 +71,023 +139.1% Added
LEN LENNAR CORP-A
$6.5M
0.1%
116,276 +111,641 +2408.7% Added
CSX CSX CORP
$6.4M
0.1%
87,787 +3,575 +4.2% Added
THOMSON REUTERS CORP
$6.3M
0.1%
88,174 −3,747 −4.1% Reduced
DAL DELTA AIR LINES INC
$6.1M
0.1%
104,149 +95,353 +1084.0% Added
STT STATE STREET CORP
$5.9M
0.1%
75,155 +75,155 New
TROW T ROWE PRICE GROUP INC
$5.9M
0.1%
48,530 +48,530 New
PBA PEMBINA PIPELINE CORP
$5.8M
0.1%
155,874 −828 −0.5% Reduced
RCI ROGERS COMMUNICATIONS INC-B
$5.7M
0.1%
114,073 −744 −0.6% Reduced
GPC GENUINE PARTS CO
$5.6M
0.1%
53,181 +47,502 +836.5% Added
FTS FORTIS INC
$5.6M
0.1%
135,875 −673 −0.5% Reduced
ODFL OLD DOMINION FREIGHT LINE
$5.5M
0.1%
29,234 +29,234 New
CE CELANESE CORP
$5.5M
0.1%
44,389 +44,389 New
DWDPEUR DUPONT DE NEMOURS INC
$5.5M
0.1%
84,971 +84,971 New
ORLY O'REILLY AUTOMOTIVE INC
$5.4M
0.1%
12,415 +12,415 New
KMX CARMAX INC
$5.3M
0.1%
60,342 +60,342 New
SNAP SNAP INC - A
$5.3M
0.1%
323,550 +323,550 New
SPLKCHF SPLUNK INC
$5.3M
0.1%
35,114 +35,114 New
WY WEYERHAEUSER CO
$5.2M
0.1%
172,836 +172,836 New
TAL TAL EDUCATION GROUP- ADR
$5.2M
0.1%
107,229 +7,123 +7.1% Added
NVR NVR INC
$5.1M
0.1%
1,349 +780 +137.1% Added
F FORD MOTOR CO
$5.1M
0.1%
551,940 +453,836 +462.6% Added
QSR RESTAURANT BRANDS INTERN
$5.0M
0.1%
78,927 −229 −0.3% Reduced
MGA MAGNA INTERNATIONAL INC
$5.0M
0.1%
91,672 −584 −0.6% Reduced
MAS MASCO CORP
$5.0M
0.1%
104,123 −341,099 −76.6% Reduced
FAST FASTENAL CO
$4.9M
0.1%
133,065 +133,065 New
IFF INTL FLAVORS & FRAGRANCES
$4.8M
0.0%
37,553 +37,553 New
PDD PDD HOLDINGS INC
$4.8M
0.0%
127,489 +12,969 +11.3% Added
TCOM TRIP.COM GROUP LTD-ADR
$4.8M
0.0%
143,648 +143,648 New
FTV FORTIVE CORP
$4.7M
0.0%
61,057 +61,057 New
NTRS NORTHERN TRUST CORP
$4.7M
0.0%
43,847 +43,847 New
WCN WASTE CONNECTIONS INC
$4.7M
0.0%
51,172 −1,423 −2.7% Reduced
MTB M & T BANK CORP
$4.6M
0.0%
27,364 +27,364 New
FITB FIFTH THIRD BANCORP
$4.6M
0.0%
148,808 +72,707 +95.5% Added
JBHT HUNT (JB) TRANSPRT SVCS INC
$4.6M
0.0%
39,010 +34,635 +791.7% Added
UNP UNION PACIFIC CORP
$4.5M
0.0%
24,638 −34,890 −58.6% Reduced
VMC VULCAN MATERIALS CO
$4.4M
0.0%
30,685 +30,685 New
AMP AMERIPRISE FINANCIAL INC
$4.4M
0.0%
26,339 +26,339 New
NEM NEWMONT CORP
$4.4M
0.0%
100,682 −568,442 −85.0% Reduced
ALLE ALLEGION PLC
$4.2M
0.0%
34,038 +28,625 +528.8% Added
ROP ROPER TECHNOLOGIES INC
$4.2M
0.0%
11,919 +10,290 +631.7% Added
IP INTERNATIONAL PAPER CO
$4.2M
0.0%
90,827 −276,738 −75.3% Reduced
CVE CENOVUS ENERGY INC
$4.2M
0.0%
408,475 +5,194 +1.3% Added
KEY KEYCORP
$4.1M
0.0%
204,154 +204,154 New
FRCB FIRST REPUBLIC BANK/CA
$4.1M
0.0%
34,823 +34,823 New
MLM MARTIN MARIETTA MATERIALS
$4.1M
0.0%
14,512 −72,801 −83.4% Reduced
LKQ LKQ CORP
$4.0M
0.0%
112,131 +112,131 New
NUE NUCOR CORP
$4.0M
0.0%
70,539 +16,881 +31.5% Added
MGM MGM RESORTS INTERNATIONAL
$4.0M
0.0%
119,307 +119,307 New
UBER UBER TECHNOLOGIES INC
$3.9M
0.0%
131,602 +131,602 New
PHM PULTEGROUP INC
$3.8M
0.0%
99,164 −124,849 −55.7% Reduced
ATHM AUTOHOME INC-ADR
$3.8M
0.0%
47,912 −81 −0.2% Reduced
TECK TECK RESOURCES LTD-CLS B
$3.8M
0.0%
218,527 −1,671 −0.8% Reduced
CFG CITIZENS FINANCIAL GROUP
$3.7M
0.0%
91,722 +91,722 New
AJG ARTHUR J GALLAGHER & CO
$3.7M
0.0%
38,591 +38,591 New
RPM RPM INTERNATIONAL INC
$3.6M
0.0%
47,448 +47,448 New
ANETEUR ARISTA NETWORKS INC
$3.6M
0.0%
17,719 +17,719 New
MHK MOHAWK INDUSTRIES INC
$3.6M
0.0%
26,287 −32,785 −55.5% Reduced
UAA UNDER ARMOUR INC-CLASS A
$3.6M
0.0%
165,158 +165,158 New
SCCO SOUTHERN COPPER CORP
$3.5M
0.0%
81,826 +20,985 +34.5% Added
LII LENNOX INTERNATIONAL INC
$3.4M
0.0%
14,092 +11,858 +530.8% Added
BHC BAUSCH HEALTH COS INC
$3.4M
0.0%
114,566 −846 −0.7% Reduced
RF REGIONS FINANCIAL CORP
$3.4M
0.0%
199,378 +199,378 New
WHR WHIRLPOOL CORP
$3.4M
0.0%
23,056 +23,056 New
IMO IMPERIAL OIL LTD
$3.4M
0.0%
128,263 −898 −0.7% Reduced
FBIN FORTUNE BRANDS INNOVATIONS I
$3.3M
0.0%
50,916 +41,067 +417.0% Added
BWA BORGWARNER INC
$3.3M
0.0%
75,534 −261,054 −77.6% Reduced
HBAN HUNTINGTON BANCSHARES INC
$3.2M
0.0%
213,494 +213,494 New
RL RALPH LAUREN CORP
$3.2M
0.0%
27,298 −475,950 −94.6% Reduced
PFG PRINCIPAL FINANCIAL GROUP
$3.2M
0.0%
57,469 +57,469 New
ADBE ADOBE INC
$3.1M
0.0%
9,292 +9,292 New
KGC KINROSS GOLD CORP
$3.1M
0.0%
642,387 +3,599 +0.6% Added
LEA LEAR CORP
$3.0M
0.0%
22,188 +16,694 +303.9% Added
VMW* VMWARE INC-CLASS A
$3.0M
0.0%
19,987 +5,727 +40.2% Added
VIPS VIPSHOP HOLDINGS LTD - ADR
$3.0M
0.0%
212,091 −702 −0.3% Reduced
MKTX MARKETAXESS HOLDINGS INC
$3.0M
0.0%
7,810 +7,810 New
URI UNITED RENTALS INC
$2.9M
0.0%
17,569 −161,904 −90.2% Reduced
GM GENERAL MOTORS CO
$2.9M
0.0%
79,397 +58,033 +271.6% Added
NCLH NORWEGIAN CRUISE LINE HOLDIN
$2.9M
0.0%
49,372 +49,372 New
PVH PVH CORP
$2.9M
0.0%
27,223 −167,177 −86.0% Reduced
AAP ADVANCE AUTO PARTS INC
$2.9M
0.0%
17,816 +17,816 New
NOW SERVICENOW INC
$2.8M
0.0%
10,086 +10,086 New
AOS SMITH (A.O.) CORP
$2.8M
0.0%
59,642 +59,642 New
LVS LAS VEGAS SANDS CORP
$2.8M
0.0%
41,073 +41,073 New
ALB ALBEMARLE CORP
$2.8M
0.0%
38,798 +38,798 New
OTEX OPEN TEXT CORP
$2.8M
0.0%
63,504 −4 −0.0% Reduced
APD AIR PRODUCTS & CHEMICALS INC
$2.8M
0.0%
11,796 +11,796 New
GWW WW GRAINGER INC
$2.7M
0.0%
8,086 +8,086 New
TPR TAPESTRY INC
$2.7M
0.0%
100,968 +100,968 New
ALV AUTOLIV INC
$2.7M
0.0%
31,908 +29,204 +1080.0% Added
UHAL U-HAUL HOLDING CO
$2.7M
0.0%
7,154 +7,154 New
GNTX GENTEX CORP
$2.7M
0.0%
92,549 +85,128 +1147.1% Added
SJR/BEUR SHAW COMMUNICATIONS INC-B
$2.7M
0.0%
131,934 −526 −0.4% Reduced
YUSD ALLEGHANY CORP
$2.7M
0.0%
3,351 +3,351 New
RIO RIO TINTO PLC-SPON ADR
$2.7M
0.0%
45,123 −267 −0.6% Reduced
BEN FRANKLIN TEMPLETON INC
$2.7M
0.0%
103,048 −348,473 −77.2% Reduced
SIVBEUR SVB FINANCIAL GROUP
$2.7M
0.0%
10,658 +10,658 New
COP CONOCOPHILLIPS
$2.7M
0.0%
41,068 −330,984 −89.0% Reduced
VALE VALE SA-SP ADR
$2.6M
0.0%
200,186 −4,635 −2.3% Reduced
BHP BHP GROUP LTD-SPON ADR
$2.6M
0.0%
47,952 Held
AXTA AXALTA COATING SYSTEMS LTD
$2.6M
0.0%
85,826 +85,826 New
OC OWENS CORNING
$2.6M
0.0%
39,798 +39,798 New
PBR PETROLEO BRASILEIRO-SPON ADR
$2.6M
0.0%
161,033 +165 +0.1% Added
RJF RAYMOND JAMES FINANCIAL INC
$2.5M
0.0%
28,492 +28,492 New
AXA EQUITABLE HLDGS INC
$2.5M
0.0%
101,155 +101,155 New
EOG EOG RESOURCES INC
$2.5M
0.0%
29,522 −40,956 −58.1% Reduced
PKG PACKAGING CORP OF AMERICA
$2.5M
0.0%
21,964 +19,595 +827.1% Added
CVX CHEVRON CORP
$2.5M
0.0%
20,398 +653 +3.3% Added
ITW ILLINOIS TOOL WORKS
$2.4M
0.0%
13,617 +13,617 New
LP1 LEGGETT & PLATT INC
$2.4M
0.0%
48,123 +37,673 +360.5% Added
AIY ACTIVISION BLIZZARD INC
$2.4M
0.0%
41,092 +41,092 New
EXMOC EXXON MOBIL CORP
$2.4M
0.0%
34,826 +1,671 +5.0% Added
FDS FACTSET RESEARCH SYSTEMS INC
$2.4M
0.0%
8,842 −10,406 −54.1% Reduced
AMAT APPLIED MATERIALS INC
$2.3M
0.0%
38,340 +38,340 New
BP BP PLC-SPONS ADR
$2.3M
0.0%
61,172 Held
BRO BROWN & BROWN INC
$2.3M
0.0%
58,384 +58,384 New
GIL GILDAN ACTIVEWEAR INC
$2.2M
0.0%
73,969 −1,400 −1.9% Reduced
ADSK AUTODESK INC
$2.2M
0.0%
11,783 +11,783 New
DE DEERE & CO
$2.2M
0.0%
12,428 +12,428 New
H HYATT HOTELS CORP - CL A
$2.1M
0.0%
23,961 +12,514 +109.3% Added
KNX KNIGHT-SWIFT TRANSPORTATION
$2.1M
0.0%
59,696 +59,696 New
CMA COMERICA INC
$2.1M
0.0%
29,668 −246,177 −89.2% Reduced
ETRA E*TRADE FINANCIAL CORP
$2.1M
0.0%
46,884 +46,884 New
CSL CARLISLE COS INC
$2.1M
0.0%
13,113 +13,113 New
CPRI CAPRI HOLDINGS LTD
$2.1M
0.0%
55,449 −511,172 −90.2% Reduced
WSM WILLIAMS-SONOMA INC
$2.1M
0.0%
28,411 +21,499 +311.0% Added
WLK WESTLAKE CORP
$2.1M
0.0%
29,742 +22,608 +316.9% Added
LAMR LAMAR ADVERTISING CO-A
$2.1M
0.0%
23,301 +17,070 +274.0% Added
TOL TOLL BROTHERS INC
$2.1M
0.0%
52,064 +19,990 +62.3% Added
GDS GDS HOLDINGS LTD - ADR
$2.1M
0.0%
39,758 +2,449 +6.6% Added
PAYC PAYCOM SOFTWARE INC
$2.0M
0.0%
7,716 +7,716 New
MOMOUSD MOMO INC-SPON ADR
$2.0M
0.0%
60,789 −175 −0.3% Reduced
SEIC SEI INVESTMENTS COMPANY
$2.0M
0.0%
31,026 +31,026 New
CAT CATERPILLAR INC
$2.0M
0.0%
13,660 −44 −0.3% Reduced
CHRW C.H. ROBINSON WORLDWIDE INC
$2.0M
0.0%
25,456 +25,456 New
TTC TORO CO
$2.0M
0.0%
24,714 +24,714 New
HN9 HANESBRANDS INC
$2.0M
0.0%
132,245 +102,196 +340.1% Added
ALK ALASKA AIR GROUP INC
$1.9M
0.0%
28,634 +17,918 +167.2% Added
NWL NEWELL BRANDS INC
$1.9M
0.0%
98,262 +98,262 New
RNG RINGCENTRAL INC-CLASS A
$1.9M
0.0%
11,201 +11,201 New
OXY OCCIDENTAL PETROLEUM CORP
$1.9M
0.0%
45,795 −202,554 −81.6% Reduced
EMR EMERSON ELECTRIC CO
$1.9M
0.0%
24,603 −71,810 −74.5% Reduced
CCL1EUR CARNIVAL CORP LTD
$1.9M
0.0%
36,736 −332,973 −90.1% Reduced
HUBB HUBBELL INC
$1.9M
0.0%
12,626 +12,626 New
RS RELIANCE INC
$1.9M
0.0%
15,466 +6,695 +76.3% Added
ENCANA CORP
$1.8M
0.0%
392,316 −3,400 −0.9% Reduced
LRCXEUR LAM RESEARCH CORP
$1.8M
0.0%
6,259 +6,259 New
ZION ZIONS BANCORP NA
$1.8M
0.0%
35,220 +35,220 New
MU MICRON TECHNOLOGY INC
$1.8M
0.0%
33,953 −344,386 −91.0% Reduced
PNR PENTAIR PLC
$1.8M
0.0%
39,076 +39,076 New
ADI ANALOG DEVICES INC
$1.8M
0.0%
15,055 +15,055 New
CRI CARTER'S INC
$1.8M
0.0%
16,199 +13,307 +460.1% Added
SGI SOMNIGROUP INTERNATIONAL INC
$1.7M
0.0%
19,835 +19,835 New
GRA1EUR WR GRACE & CO
$1.7M
0.0%
24,401 +24,401 New
STLD STEEL DYNAMICS INC
$1.7M
0.0%
50,055 +39,519 +375.1% Added
RHI ROBERT HALF INC
$1.7M
0.0%
26,958 +18,096 +204.2% Added
VOYA VOYA FINANCIAL INC
$1.7M
0.0%
27,871 +27,871 New
IVZ INVESCO LTD
$1.7M
0.0%
93,831 −1,437,629 −93.9% Reduced
EA* ELECTRONIC ARTS INC
$1.7M
0.0%
15,686 −25,830 −62.2% Reduced
ASH ASHLAND INC
$1.7M
0.0%
21,975 +21,975 New
KLN KIRKLAND LAKE GOLD LTD
$1.7M
0.0%
38,073 +2,865 +8.1% Added
ETN EATON CORP PLC
$1.7M
0.0%
17,635 −27,349 −60.8% Reduced
ARCC ARES CAPITAL CORP
$1.6M
0.0%
88,271 +88,271 New
AU3EUR ANGLOGOLD ASHANTI-SPON ADR
$1.6M
0.0%
73,409 +379 +0.5% Added
APH AMPHENOL CORP-CL A
$1.6M
0.0%
15,141 +10,852 +253.0% Added
FDX FEDEX CORP
$1.6M
0.0%
10,815 −31,076 −74.2% Reduced
AN AUTONATION INC
$1.6M
0.0%
32,616 +32,616 New
CBSH COMMERCE BANCSHARES INC
$1.6M
0.0%
23,343 +23,343 New
HDSUSD HD SUPPLY HOLDINGS INC
$1.6M
0.0%
39,227 +39,227 New
ACM AECOM
$1.6M
0.0%
36,555 +36,555 New
LYB LYONDELLBASELL INDU-CL A
$1.6M
0.0%
16,441 −165,646 −91.0% Reduced
LPLA LPL FINANCIAL HOLDINGS INC
$1.6M
0.0%
16,812 +16,812 New
GWRE GUIDEWIRE SOFTWARE INC
$1.5M
0.0%
14,078 +14,078 New
CDK CDK GLOBAL INC
$1.5M
0.0%
28,166 +28,166 New
SBNY SIGNATURE BANK
$1.5M
0.0%
11,213 +11,213 New
TXN TEXAS INSTRUMENTS INC
$1.5M
0.0%
11,776 +2,564 +27.8% Added
RCL ROYAL CARIBBEAN CRUISES LTD
$1.5M
0.0%
11,213 −15,277 −57.7% Reduced
OSK OSHKOSH CORP
$1.5M
0.0%
15,801 +15,801 New
RGLD ROYAL GOLD INC
$1.5M
0.0%
12,234 −1,113 −8.3% Reduced
JWNUSD NORDSTROM INC
$1.5M
0.0%
36,017 −994,200 −96.5% Reduced
EWBC EAST WEST BANCORP INC
$1.5M
0.0%
30,092 +30,092 New
BERY* BERRY GLOBAL GROUP INC
$1.5M
0.0%
30,695 +30,695 New
SON SONOCO PRODUCTS CO
$1.4M
0.0%
23,269 +19,038 +450.0% Added
AMD ADVANCED MICRO DEVICES
$1.4M
0.0%
31,104 +31,104 New
MIDD MIDDLEBY CORP
$1.4M
0.0%
13,025 +13,025 New
MSI MOTOROLA SOLUTIONS INC
$1.4M
0.0%
8,748 +8,748 New
LYFT LYFT INC-A
$1.4M
0.0%
32,123 +32,123 New
CCJ CAMECO CORP
$1.4M
0.0%
154,346 −271 −0.2% Reduced
BWXT BWX TECHNOLOGIES INC
$1.4M
0.0%
22,099 +22,099 New
PBCTEUR PEOPLE'S UNITED FINANCIAL
$1.4M
0.0%
81,154 +81,154 New
THO THOR INDUSTRIES INC
$1.4M
0.0%
18,257 +14,359 +368.4% Added
INGERSOLL-RAND PLC
$1.4M
0.0%
10,165 +10,165 New
A AGILENT TECHNOLOGIES INC
$1.3M
0.0%
15,787 +15,787 New
PWR QUANTA SERVICES INC
$1.3M
0.0%
33,034 +18,484 +127.0% Added
ZNGA ZYNGA INC - CL A
$1.3M
0.0%
219,429 +219,429 New
ALSN ALLISON TRANSMISSION HOLDING
$1.3M
0.0%
27,732 +27,732 New
CHH CHOICE HOTELS INTL INC
$1.3M
0.0%
12,928 +3,357 +35.1% Added
HOG HARLEY-DAVIDSON INC
$1.3M
0.0%
35,779 +27,725 +344.2% Added
GT GOODYEAR TIRE & RUBBER CO
$1.3M
0.0%
85,213 +70,206 +467.8% Added
JEF JEFFERIES FINANCIAL GROUP IN
$1.3M
0.0%
62,004 +29,835 +92.7% Added
UI UBIQUITI INC
$1.3M
0.0%
6,899 +6,899 New
JOBSUSD 51JOB INC-ADR
$1.3M
0.0%
15,200 −547 −3.5% Reduced
PXDEUR PIONEER NATURAL RESOURCES CO
$1.3M
0.0%
8,464 −3,248 −27.7% Reduced
BOKF BOK FINANCIAL CORPORATION
$1.3M
0.0%
14,648 +14,648 New
CFR CULLEN/FROST BANKERS INC
$1.3M
0.0%
12,930 +12,930 New
AYI ACUITY INC
$1.3M
0.0%
9,154 +9,154 New
JBLU JETBLUE AIRWAYS CORP
$1.3M
0.0%
66,981 +66,981 New
NYT NEW YORK TIMES CO-A
$1.2M
0.0%
38,558 +38,558 New
SIBANYE STILLWATER
$1.2M
0.0%
123,234 +9,184 +8.1% Added
LBEUR L BRANDS INC
$1.2M
0.0%
66,575 −2,661,163 −97.6% Reduced
CR1USD CRANE CO
$1.2M
0.0%
13,945 +13,945 New
KLAC KLA CORP
$1.2M
0.0%
6,743 +6,743 New
SYU1 SYNOVUS FINANCIAL CORP
$1.2M
0.0%
30,503 +30,503 New
BPOP POPULAR INC
$1.2M
0.0%
19,966 +19,966 New
CMI CUMMINS INC
$1.2M
0.0%
6,505 −7,077 −52.1% Reduced
NYCBEUR NEW YORK COMMUNITY BANCORP
$1.2M
0.0%
96,612 +96,612 New
AKX ANSYS INC
$1.2M
0.0%
4,502 +2,292 +103.7% Added
TEL1USD TE CONNECTIVITY LTD
$1.2M
0.0%
12,059 +12,059 New
FSLR FIRST SOLAR INC
$1.2M
0.0%
20,603 +20,603 New
PANW PALO ALTO NETWORKS INC
$1.2M
0.0%
4,979 +4,979 New
BB BLACKBERRY LTD
$1.1M
0.0%
178,500 −1,509 −0.8% Reduced
PCAR PACCAR INC
$1.1M
0.0%
14,428 +14,428 New
TFSL TFS FINANCIAL CORP
$1.1M
0.0%
57,875 +57,875 New
PH PARKER HANNIFIN CORP
$1.1M
0.0%
5,511 +5,511 New
HPQ HP INC
$1.1M
0.0%
54,150 +54,150 New
KBH KB HOME
$1.1M
0.0%
32,351 +32,351 New
GLW CORNING INC
$1.1M
0.0%
37,710 +37,710 New
EVEUR EATON VANCE CORP
$1.1M
0.0%
23,507 +23,507 New
DECK DECKERS OUTDOOR CORP
$1.1M
0.0%
6,487 +6,487 New
BALL BALL CORP
$1.1M
0.0%
16,805 +12,039 +252.6% Added
WYNEUR WYNDHAM DESTINATIONS INC
$1.1M
0.0%
21,036 +21,036 New
MCHP MICROCHIP TECHNOLOGY INC
$1.1M
0.0%
10,329 +10,329 New
ZEN1EUR ZENDESK INC
$1.1M
0.0%
13,912 +13,912 New
FHN FIRST HORIZON CORP
$1.1M
0.0%
64,309 +64,309 New
R RYDER SYSTEM INC
$1.1M
0.0%
19,525 +19,525 New
XLNXEUR XILINX INC
$1.1M
0.0%
10,842 −246,250 −95.8% Reduced
AHC HESS CORP
$1.1M
0.0%
15,794 +1,513 +10.6% Added
CDNS CADENCE DESIGN SYS INC
$1.0M
0.0%
15,011 −87 −0.6% Reduced
FCX FREEPORT-MCMORAN INC
$1.0M
0.0%
77,682 +77,682 New
SINA SINA CORP
$1.0M
0.0%
25,256 −63 −0.2% Reduced
MSM MSC INDUSTRIAL DIRECT CO-A
$1.0M
0.0%
12,812 +12,812 New
UAL UNITED AIRLINES HOLDINGS INC
$999K
0.0%
11,339 +11,339 New
ROK ROCKWELL AUTOMATION INC
$996K
0.0%
4,913 +4,913 New
GFI GOLD FIELDS LTD-SPONS ADR
$994K
0.0%
150,581 +9,424 +6.7% Added
GRMN GARMIN LTD
$992K
0.0%
10,170 +10,170 New
KEYS KEYSIGHT TECHNOLOGIES IN
$983K
0.0%
9,579 +9,579 New
AME AMETEK INC
$979K
0.0%
9,817 +9,817 New
FTNT FORTINET INC
$978K
0.0%
9,164 +3,253 +55.0% Added
PACWUSD PACWEST BANCORP
$948K
0.0%
24,772 +24,772 New
QCOM QUALCOMM INC
$936K
0.0%
10,609 +10,609 New
TFX TELEFLEX INC
$934K
0.0%
2,480 +2,480 New
AA ALCOA CORP
$926K
0.0%
43,035 +43,035 New
M MACY'S INC
$904K
0.0%
53,154 −3,337,749 −98.4% Reduced
HPE HEWLETT PACKARD ENTERPRISE
$902K
0.0%
56,851 +56,851 New
CXOEUR CONCHO RESOURCES INC
$891K
0.0%
10,171 +10 +0.1% Added
PAAS PAN AMERICAN SILVER CORP
$888K
0.0%
37,464 +455 +1.2% Added
SWKS SKYWORKS SOLUTIONS INC
$888K
0.0%
7,348 +7,348 New
VC VISTEON CORP
$887K
0.0%
10,247 +10,247 New
POOL POOL CORP
$884K
0.0%
4,161 +4,161 New
MDC1USD MDC HOLDINGS INC
$876K
0.0%
22,955 +22,955 New
AMG AFFILIATED MANAGERS GROUP
$871K
0.0%
10,274 +10,274 New
IQ IQIYI INC-ADR
$861K
0.0%
40,787 +6,175 +17.8% Added
MIC2EUR MACQUARIE INFRASTRUCTURE HOL
$859K
0.0%
20,040 +20,040 New
JOYY JOYY INC-ADR
$858K
0.0%
16,260 +16,260 New
TGNA TEGNA INC
$840K
0.0%
50,350 +50,350 New
KBR KBR INC
$839K
0.0%
27,506 +6,709 +32.3% Added
FEYECHF MANDIANT INC
$818K
0.0%
49,490 +49,490 New
HTZ-WEUR HERTZ GLOBAL HOLDINGS INC
$818K
0.0%
51,966 +51,966 New
OZK BANK OZK
$813K
0.0%
26,656 +26,656 New
KSUEUR KANSAS CITY SOUTHERN
$812K
0.0%
5,301 +5,301 New
AVX CORP NEW
$805K
0.0%
39,310 +39,310 New
WYNN WYNN RESORTS LTD
$798K
0.0%
5,743 +5,743 New
BOH BANK OF HAWAII CORP
$794K
0.0%
8,349 +8,349 New
NVDA NVIDIA CORP
$791K
0.0%
3,363 −23,876 −87.7% Reduced
VLY VALLEY NATIONAL BANCORP
$785K
0.0%
68,563 +68,563 New
YRI YAMANA GOLD INC
$783K
0.0%
198,136 +6,190 +3.2% Added
ZTO ZTO EXPRESS CAYMAN INC-ADR
$780K
0.0%
33,395 +11,325 +51.3% Added
TME TENCENT MUSIC ENTERTAINM-ADR
$776K
0.0%
66,117 +6,203 +10.4% Added
BYD BOYD GAMING CORP
$772K
0.0%
25,778 +25,778 New
CTXSEUR CITRIX SYSTEMS INC
$771K
0.0%
6,948 +6,948 New
BTG B2GOLD CORP
$752K
0.0%
187,152 +16,207 +9.5% Added
CRESCENT PT ENERGY CORP
$751K
0.0%
168,170 −17,063 −9.2% Reduced
FANG DIAMONDBACK ENERGY INC
$739K
0.0%
7,963 +72 +0.9% Added
TKR TIMKEN CO
$738K
0.0%
13,099 +13,099 New
ZBRA ZEBRA TECHNOLOGIES CORP-CL A
$738K
0.0%
2,891 +2,891 New
NTAP NETAPP INC
$728K
0.0%
11,702 +11,702 New
ASB ASSOCIATED BANC-CORP
$725K
0.0%
32,915 +32,915 New
AMKR AMKOR TECHNOLOGY INC
$723K
0.0%
55,596 +55,596 New
MXIM MAXIM INTEGRATED PRODUCTS
$722K
0.0%
11,733 +11,733 New
DOV DOVER CORP
$714K
0.0%
6,199 +6,199 New
VSH VISHAY INTERTECHNOLOGY INC
$714K
0.0%
33,514 +33,514 New
EXPD EXPEDITORS INTL WASH INC
$711K
0.0%
9,117 +9,117 New
KMT KENNAMETAL INC
$711K
0.0%
19,264 +19,264 New
VIAV VIAVI SOLUTIONS INC
$699K
0.0%
46,600 +46,600 New
FMC FMC CORP
$693K
0.0%
6,942 +6,942 New
PENN PENN ENTERTAINMENT INC
$687K
0.0%
26,885 +26,885 New
QURATE RETAIL INC
$682K
0.0%
80,946 +61,400 +314.1% Added
SKAA SKECHERS USA INC-CL A
$682K
0.0%
15,800 +15,800 New
FHI FEDERATED HERMES INC
$681K
0.0%
20,904 +20,904 New
ADNT ADIENT PLC
$680K
0.0%
32,003 +32,003 New
GATX GATX CORP
$676K
0.0%
8,158 +8,158 New
NAV NAVISTAR INTERNATIONAL CORP
$667K
0.0%
23,038 +23,038 New
CLRUSD CONTINENTAL RESOURCES INC/OK
$665K
0.0%
19,381 −67,213 −77.6% Reduced
DAY DAYFORCE INC
$650K
0.0%
9,577 +9,577 New
LMEUR LEGG MASON INC
$643K
0.0%
17,918 +17,918 New
JECUSD JACOBS ENGINEERING GROUP INC
$640K
0.0%
7,123 +942 +15.2% Added
SAVEEUR SPIRIT AIRLINES INC
$640K
0.0%
15,881 +15,881 New
OLN OLIN CORP
$639K
0.0%
37,053 +37,053 New
STAYUSD EXTENDED STAY AMERICA INC
$637K
0.0%
42,836 +42,836 New
WAB WABTEC CORP
$632K
0.0%
8,119 +8,119 New
TRN TRINITY INDUSTRIES INC
$631K
0.0%
28,470 +28,470 New
CBT CABOT CORP
$630K
0.0%
13,260 +13,260 New
COLM COLUMBIA SPORTSWEAR CO
$627K
0.0%
6,255 +3,768 +151.5% Added
CMC COMMERCIAL METALS CO
$610K
0.0%
27,402 +27,402 New
XYL XYLEM INC
$605K
0.0%
7,680 +7,680 New
WAFD WAFD INC
$597K
0.0%
16,298 +16,298 New
NBL2EUR NOBLE ENERGY INC
$587K
0.0%
23,621 +64 +0.3% Added
QRVO QORVO INC
$580K
0.0%
4,986 +4,986 New
EMN EASTMAN CHEMICAL CO
$576K
0.0%
7,272 −139,649 −95.1% Reduced
MLKN MILLERKNOLL INC
$571K
0.0%
13,704 +13,704 New
GJB STEELCASE INC-CL A
$557K
0.0%
27,217 +27,217 New
BBBYEUR 20230930-DK-BUTTERFLY-1 INC
$555K
0.0%
32,089 +32,089 New
MRO* MARATHON OIL CORP
$554K
0.0%
40,775 −832,219 −95.3% Reduced
CRS CARPENTER TECHNOLOGY
$552K
0.0%
11,096 +11,096 New
WUBAUSD 58.COM INC-ADR
$547K
0.0%
8,456 +2,323 +37.9% Added
TXT TEXTRON INC
$545K
0.0%
12,215 −23,930 −66.2% Reduced
IEX IDEX CORP
$543K
0.0%
3,159 +3,159 New
WOR WORTHINGTON ENTERPRISES INC
$538K
0.0%
12,765 +12,765 New
TRMB TRIMBLE INC
$530K
0.0%
12,714 +12,714 New
CTB COOPER TIRE & RUBBER
$528K
0.0%
18,377 +18,377 New
UFS DOMTAR CORP
$524K
0.0%
13,698 +6,179 +82.2% Added
HUBS HUBSPOT INC
$515K
0.0%
3,252 +3,252 New
SNA SNAP-ON INC
$498K
0.0%
2,939 +271 +10.2% Added
GEF GREIF INC-CL A
$496K
0.0%
11,211 +11,211 New
CGNX COGNEX CORP
$494K
0.0%
8,815 +8,815 New
DVN DEVON ENERGY CORP
$490K
0.0%
18,868 +178 +1.0% Added
DLX DELUXE CORP
$489K
0.0%
9,787 +2,569 +35.6% Added
TEX TEREX CORP
$488K
0.0%
16,385 +16,385 New
MTD METTLER-TOLEDO INTERNATIONAL
$487K
0.0%
614 +614 New
TER TERADYNE INC
$485K
0.0%
7,109 +7,109 New
ATI ATI INC
$468K
0.0%
22,635 +6,774 +42.7% Added
WB WEIBO CORP-SPON ADR
$468K
0.0%
10,099 +2,331 +30.0% Added
OLED UNIVERSAL DISPLAY CORP
$466K
0.0%
2,262 +2,262 New
PTC PTC INC
$460K
0.0%
6,147 −771 −11.1% Reduced
X UNITED STATES STEEL CORP
$450K
0.0%
39,438 +39,438 New
ZS ZSCALER INC
$448K
0.0%
9,638 +9,638 New
NWSA NEWS CORP - CLASS A
$445K
0.0%
31,462 +6,913 +28.2% Added
9990302D APACHE CORP
$442K
0.0%
17,283 +304 +1.8% Added
ON ON SEMICONDUCTOR
$433K
0.0%
17,748 +17,748 New
XRX XEROX HOLDINGS CORP
$432K
0.0%
11,707 +11,707 New
DDS DILLARDS INC-CL A
$431K
0.0%
5,872 +5,872 New
FFIV F5 INC
$430K
0.0%
3,080 −49,327 −94.1% Reduced
JNPR* JUNIPER NETWORKS INC
$429K
0.0%
17,434 −140,178 −88.9% Reduced
HCM HUTCHMED CHINA-ADR
$422K
0.0%
16,822 +324 +2.0% Added
SSRM SSR MINING INC
$405K
0.0%
21,003 −521 −2.4% Reduced
IPGP IPG PHOTONICS CORP
$402K
0.0%
2,776 +2,776 New
NDSN NORDSON CORP
$400K
0.0%
2,458 +2,458 New
CREE INC
$399K
0.0%
8,635 +8,635 New
CFFN CAPITOL FEDERAL FINANCIAL IN
$391K
0.0%
28,497 +28,497 New
PVG1EUR PRETIUM RESOURCES INC
$379K
0.0%
34,078 +2,793 +8.9% Added
GHC GRAHAM HOLDINGS CO-CLASS B
$371K
0.0%
580 +580 New
ST SENSATA TECHNOLOGIES HOLDPLC
$371K
0.0%
6,884 +6,884 New
ARW ARROW ELECTRONICS INC
$370K
0.0%
4,366 +4,366 New
CTRA COTERRA ENERGY INC
$368K
0.0%
21,132 −730,877 −97.2% Reduced
GGG GRACO INC
$360K
0.0%
6,923 +6,923 New
RMBS RAMBUS INC
$356K
0.0%
25,868 +25,868 New
GDI1EUR GARDNER DENVER HOLDINGS INC
$354K
0.0%
9,652 +9,652 New
ODPEUR OFFICE DEPOT INC
$347K
0.0%
126,791 +126,791 New
MDPUSD MEREDITH CORP
$342K
0.0%
10,525 +10,525 New
FLEX FLEX LTD
$336K
0.0%
26,585 +15,136 +132.2% Added
JBL JABIL INC
$331K
0.0%
8,002 +8,002 New
MATX MATSON INC
$330K
0.0%
8,088 +8,088 New
AAL AMERICAN AIRLINES GROUP INC
$329K
0.0%
11,460 +11,460 New
SEALED AIR CORP NEW
$329K
0.0%
8,268 +8,268 New
IAG IAMGOLD CORP
$317K
0.0%
84,648 +4,687 +5.9% Added
DCI DONALDSON CO INC
$316K
0.0%
5,484 +5,484 New
CCO CLEAR CHANNEL OUTDOOR HOLDIN
$309K
0.0%
108,084 +108,084 New
MAN MANPOWERGROUP INC
$308K
0.0%
3,169 +3,169 New
HUN HUNTSMAN CORP
$290K
0.0%
12,015 +12,015 New
NATIONAL INSTRS CORP
$283K
0.0%
6,684 +6,684 New
NOAH NOAH HOLDINGS LTD-SPON ADS
$281K
0.0%
7,946 +357 +4.7% Added
ATR APTARGROUP INC
$272K
0.0%
2,350 −395 −14.4% Reduced
SSYS STRATASYS LTD
$255K
0.0%
12,628 +12,628 New
AGCO AGCO CORP
$253K
0.0%
3,271 +3,271 New
LECO LINCOLN ELECTRIC HOLDINGS
$252K
0.0%
2,606 +2,606 New
TIVOEUR TIVO CORP
$249K
0.0%
29,350 +29,350 New
WDR WADDELL & REED FINANCIAL-A
$246K
0.0%
14,712 +14,712 New
DDD 3D SYSTEMS CORP
$238K
0.0%
27,211 +27,211 New
AVT AVNET INC
$230K
0.0%
5,422 +5,422 New
BZUN BAOZUN INC-SPN ADR
$228K
0.0%
6,894 +1,170 +20.4% Added
KELYA KELLY SERVICES INC -A
$205K
0.0%
9,068 +9,068 New
NIO NIO INC - ADR
$149K
0.0%
36,984 +15,153 +69.4% Added

Sold positions

120 closed in Q4 2019 · shares & value as of prior filing
Holding Shares sold Prior value
BIIB BIOGEN INC
237,455 $55.3M
XECEUR CIMAREX ENERGY CO
976,604 $46.8M
WBA* WALGREENS BOOTS ALLIANCE INC
844,790 $46.7M
ALXN ALEXION PHARMACEUTICALS INC
475,487 $46.6M
DVA DAVITA INC
727,788 $41.5M
CBS CORP NEW
945,703 $38.2M
WOO FOOT LOCKER INC
819,402 $35.4M
COR CENCORA INC
399,252 $32.9M
KSS KOHLS CORP
654,710 $32.5M
ELV ELEVANCE HEALTH INC
129,345 $31.1M
SW5 SOUTHWESTERN ENERGY CO
15,747,929 $30.4M
CLF CLEVELAND-CLIFFS INC
4,081,690 $29.5M
CLX CLOROX COMPANY
180,535 $27.4M
EQT EQT CORP
2,529,370 $26.9M
SPG SIMON PROPERTY GROUP INC
164,059 $25.5M
MCK MCKESSON CORP
168,575 $23.0M
PGR PROGRESSIVE CORP
297,206 $23.0M
BRK/B BERKSHIRE HATHAWAY INC-CL B
109,054 $22.7M
CMCSA COMCAST CORP-CLASS A
493,221 $22.2M
AMT AMERICAN TOWER CORP
98,842 $21.9M
NRG NRG ENERGY INC
545,769 $21.6M
IPG INTERPUBLIC GROUP OF COS INC
960,978 $20.7M
VZ VERIZON COMMUNICATIONS INC
328,512 $19.8M
REGN REGENERON PHARMACEUTICALS
61,705 $17.1M
URBN URBAN OUTFITTERS INC
594,197 $16.7M
CAH CARDINAL HEALTH INC
349,452 $16.5M
SLB SLB LTD
481,696 $16.5M
MO ALTRIA GROUP INC
344,301 $14.1M
DISCAUSD DISCOVERY INC - A
510,926 $13.6M
CVS CVS HEALTH CORP
210,030 $13.2M
HFCUSD HOLLYFRONTIER CORP
211,860 $11.4M
CF CF INDUSTRIES HOLDINGS INC
228,328 $11.2M
BMY BRISTOL-MYERS SQUIBB CO
219,568 $11.1M
INTC INTEL CORP
215,421 $11.1M
MPC MARATHON PETROLEUM CORP
176,371 $10.7M
UNH UNITEDHEALTH GROUP INC
49,256 $10.7M
CNX CNX RESOURCES CORP
1,348,555 $9.8M
GOOGL ALPHABET INC-CL A
7,221 $8.8M
BXP BXP INC
67,657 $8.8M
BKNG BOOKING HOLDINGS INC
4,343 $8.5M
GILD GILEAD SCIENCES INC
122,718 $7.8M
DUK DUKE ENERGY CORP
78,390 $7.5M
NOC NORTHROP GRUMMAN CORP
20,047 $7.5M
ERIE ERIE INDEMNITY COMPANY-CL A
38,474 $7.1M
MNST MONSTER BEVERAGE CORP
120,857 $7.0M
CNP CENTERPOINT ENERGY INC
230,529 $7.0M
ORCL ORACLE CORP
111,155 $6.1M
ISRG INTUITIVE SURGICAL INC
11,210 $6.1M
AXP AMERICAN EXPRESS CO
48,583 $5.7M
VRTX VERTEX PHARMACEUTICALS INC
32,260 $5.5M
META META PLATFORMS INC-CLASS A
29,811 $5.3M
ADP AUTOMATIC DATA PROCESSING
32,865 $5.3M
LBTYAUSD LIBERTY GLOBAL PLC-A
199,008 $4.9M
AKAM AKAMAI TECHNOLOGIES INC
53,107 $4.9M
MMM 3M CO
27,853 $4.6M
GIS GENERAL MILLS INC
79,781 $4.4M
V VISA INC-CLASS A SHARES
23,455 $4.0M
DISH DISH NETWORK CORP-A
118,291 $4.0M
EL ESTEE LAUDER COMPANIES-CL A
20,161 $4.0M
CTRPUSD CTRIP.COM INTERNATIONAL-ADR
133,692 $3.9M
DRI DARDEN RESTAURANTS INC
29,586 $3.5M
CVI CVR ENERGY INC
79,121 $3.5M
IBM INTL BUSINESS MACHINES CORP
23,587 $3.4M
CMG CHIPOTLE MEXICAN GRILL INC
4,068 $3.4M
CSCO CISCO SYSTEMS INC
68,892 $3.4M
SPGI S&P GLOBAL INC
13,735 $3.4M
TRIP TRIPADVISOR INC
82,306 $3.2M
PSX PHILLIPS 66
29,236 $3.0M
HST HOST HOTELS & RESORTS INC
162,752 $2.8M
CTSH COGNIZANT TECH SOLUTIONS-A
42,308 $2.5M
UTXCHF RTX CORP
16,892 $2.3M
KO COCA-COLA CO
39,025 $2.1M
EW EDWARDS LIFESCIENCES CORP
9,581 $2.1M
AMT TD AMERITRADE HOLDING CORP
43,946 $2.1M
AAPL APPLE INC
8,311 $1.9M
KR KROGER CO
69,154 $1.8M
SBAC SBA COMMUNICATIONS CORP
7,177 $1.7M
IRM IRON MOUNTAIN INC
48,484 $1.6M
LMT LOCKHEED MARTIN CORP
3,986 $1.6M
CL COLGATE-PALMOLIVE CO
20,802 $1.5M
SWK STANLEY BLACK & DECKER INC
10,453 $1.5M
EFX EQUIFAX INC
10,539 $1.5M
NLYEUR ANNALY CAPITAL MANAGEMENT IN
148,372 $1.3M
FISV FISERV INC
10,569 $1.1M
BSX BOSTON SCIENTIFIC CORP
26,571 $1.1M
VRSN VERISIGN INC
5,670 $1.1M
IDXX IDEXX LABORATORIES INC
3,646 $991K
EXR EXTRA SPACE STORAGE INC
7,907 $924K
LLY ELI LILLY & CO
8,135 $910K
YYEUR YY INC-ADR
14,961 $841K
EAT BRINKER INTERNATIONAL INC
17,755 $758K
AMCX AMC GLOBAL MEDIA INC
13,820 $679K
MRK MERCK & CO. INC.
7,891 $664K
PLD PROLOGIS INC
7,102 $605K
UHS UNIVERSAL HEALTH SERVICES-B
3,968 $590K
VAREUR VARIAN MEDICAL SYSTEMS INC
4,809 $573K
T86 TRI POINTE HOMES INC
37,147 $559K
DPZ DOMINO'S PIZZA INC
2,139 $523K
CAKE CHEESECAKE FACTORY INC
12,507 $521K
JKHY JACK HENRY & ASSOCIATES INC
3,328 $486K
SNPS SYNOPSYS INC
3,381 $464K
CVLT COMMVAULT SYSTEMS INC
10,366 $463K
CRL CHARLES RIVER LABORATORIES
3,406 $451K
ULTA ULTA BEAUTY INC
1,776 $445K
TECH BIO-TECHNE CORP
2,110 $413K
OIEUR OWENS-ILLINOIS INC
32,952 $338K
MORN MORNINGSTAR INC
2,297 $336K
BKIEUR BLACK KNIGHT INC
5,349 $327K
WLY WILEY (JOHN) & SONS-CLASS A
7,317 $322K
GPN GLOBAL PAYMENTS INC
1,988 $316K
IT GARTNER INC
2,159 $309K
CACI CACI INTERNATIONAL INC -CL A
1,314 $304K
AWK AMERICAN WATER WORKS CO INC
2,254 $280K
PCH POTLATCHDELTIC CORP
6,333 $260K
WRKUSD WESTROCK CO
6,840 $249K
TSCO TRACTOR SUPPLY COMPANY
2,269 $205K
AES AES CORP
11,856 $194K
GU9 GUESS? INC
10,109 $187K
AEO AMERICAN EAGLE OUTFITTERS
11,007 $179K
SBH SALLY BEAUTY HOLDINGS INC
11,716 $174K

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.