Q1 2020 Holdings
Filed 2020-05-14 | 103 holdings | $360.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cbiz Inc.(CBZ) | COM | 124805102 | $35.4M | 1,691,399 | 9.8% |
| American Homes 4 Rent Real Estate Investment Trust(AMH) | CL A | 02665T306 | $86.1M | 3,709,382 | 23.9% |
| AutoZone, Inc.(AZO) | COM | 053332102 | $204.5M | 241,776 | 56.7% |