Q2 2019 Holdings
Filed 2019-08-14 | 103 holdings | $332.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cbiz Inc.(CBZ) | COM | 124805102 | $64.3M | 3,281,510 | 19.3% |
| American Homes 4 Rent Real Estate Investment Trust(AMH) | CL A | 02665T306 | $93.2M | 3,833,916 | 28.0% |
| AutoZone, Inc.(AZO) | COM | 053332102 | $158.8M | 144,396 | 47.8% |