Q2 2020 Holdings
Filed 2020-08-14 | 105 holdings | $655.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cbiz Inc(CBZ) | COM | 124805102 | $41.2M | 1,720,439 | 6.3% |
| CGI Inc(GIB) | CL A SUB VTG | 12532H104 | $78.6M | 1,252,905 | 12.0% |
| American Homes 4 Rent REIT(AMH) | CL A | 02665T306 | $100.8M | 3,747,108 | 15.4% |
| Carrier Global Corp(CARR) | COM | 14448C104 | $209.7M | 9,436,491 | 32.0% |
| Autozone Inc(AZO) | COM | 053332102 | $215.4M | 190,975 | 32.9% |