Q4 2018 Holdings
Filed 2019-02-14 | 105 holdings | $550.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Walgreens Boots Alliance, Inc.(WBA) | COM | 931427108 | $480.9K | 7,037,664 | 0.1% |
| Armstrong Flooring Inc.(AFIIQ) | COM | 04238R106 | $8.9M | 748,913 | 1.6% |
| Cbiz Inc.(CBZ) | COM | 124805102 | $73.8M | 3,748,653 | 13.4% |
| American Homes 4 Rent Real Estate Investment Trust(AMH) | CL A | 02665T306 | $85.2M | 4,292,539 | 15.5% |
| AutoZone, Inc.(AZO) | COM | 053332102 | $373.3M | 445,235 | 67.9% |