Основные владения компаниями
| Компания | Доля, % |
|---|---|
| NewMarket Corporation | 6.9 |
| UniFirst Corporation | 6.22 |
| Armstrong World Industries | 6.04 |
| Moelis & Company | 5.2 |
| Post Holdings, Inc. | 3.68 |
| MBIA Inc. | 2.93 |
| STORE Capital Corporation | 2.84 |
| Allison Transmission Holdings, Inc. | 2.8 |
| Revolve Group, Inc. | 2.57 |
| White Mountains Insurance Group, Ltd. | 2.51 |
| Black Knight | 2.43 |
| Churchill Downs | 2.32 |
| AerCap Holdings N.V. | 2.1 |
| Perrigo | 2.06 |
| Lamb Weston Holdings | 1.81 |
| Cincinnati | 1.7 |
| Cannae Holdings, Inc. | 1.69 |
| Diageo plc | 0.26 |
Компании по секторам
| Сектор | Количество |
|---|---|
| Industrials | 4 |
| Financials | 4 |
| Consumer Discretionary | 3 |
| Real Estate | 1 |
| High Tech | 1 |
| Technology | 1 |
| Healthcare | 1 |
| Consumer Staples | 1 |
