Q2 2017 Holdings
Filed 2017-08-09 | 606 holdings | $256.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| D R Horton Inc(DHI) | COMMON STOCK | 23331A109 | $20.8M | 601,952 | 8.1% |
| Carmax Inc(KMX) | COMMON STOCK | 143130102 | $21.5M | 341,647 | 8.4% |
| Crown Castle Intl Corp(CCI) | COMMON STOCK | 22822V101 | $25.8M | 257,147 | 10.1% |
| Constellation Brands Inc(STZ) | COMMON STOCK | 21036P108 | $26.4M | 136,277 | 10.3% |
| Costco Wholesale Corp(COST) | COMMON STOCK | 22160K105 | $27.1M | 169,247 | 10.6% |
| Cisco Systems Inc(CSCO) | COMMON STOCK | 17275R102 | $31.4M | 1,002,946 | 12.2% |