Q4 2017 Holdings
Filed 2018-02-13 | 55 holdings | $228.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Conocophillips(COP) | COM | 20825C104 | $21.2M | 387,100 | 9.3% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $22.5M | 121,000 | 9.8% |
| Autonation Inc(AN) | COM | 05329W102 | $27.3M | 531,648 | 11.9% |
| Carmax Inc(KMX) | COM | 143130102 | $63.4M | 988,684 | 27.7% |
| Allegheny Technologies Inc(ATI) | COM | 01741R102 | $91.2M | 3,776,892 | 39.8% |