Q2 2020 Holdings
Filed 2020-08-13 | 55 holdings | $60.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $4.0M | 32,406 | 6.6% |
| Allegheny Technologies Inc(ATI) | COM | 01741R102 | $9.6M | 941,201 | 15.8% |
| Conocophillips(COP) | COM | 20825C104 | $12.1M | 287,426 | 19.9% |
| Carmax Inc(KMX) | COM | 143130102 | $16.0M | 179,180 | 26.4% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $16.1M | 53,137 | 26.5% |