Q1 2017 Holdings
Filed 2017-05-09 | 104 holdings | $978.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| American Homes 4 Rent Real Estate Investment Trust(AMH) | COM | 02665T306 | $91.6M | 3,990,451 | 9.4% |
| Autonation Inc.(AN) | COM | 05329W102 | $133.2M | 3,149,521 | 13.6% |
| Cisco Systems Inc.(CSCO) | COM | 17275R102 | $267.3M | 7,909,079 | 27.3% |
| AutoZone, Inc.(AZO) | COM | 053332102 | $290.1M | 401,278 | 29.6% |