Q4 2019 Holdings
Filed 2020-02-14 | 103 holdings | $346.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cbiz Inc.(CBZ) | COM | 124805102 | $63.7M | 2,361,027 | 18.4% |
| American Homes 4 Rent Real Estate Investment Trust(AMH) | CL A | 02665T306 | $100.0M | 3,816,082 | 28.9% |
| AutoZone, Inc.(AZO) | COM | 053332102 | $167.6M | 140,678 | 48.4% |