Q4 2021 Holdings
Filed 2022-01-14 | 303 holdings | $595.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| D R Horton Inc(DHI) | COM | 23331A109 | $49.5M | 456,675 | 8.3% |
| AMN Healthcare SVS(AMN) | COM | 001744101 | $66.4M | 542,690 | 11.2% |
| Darling Ingredients, Inc(DAR) | COM | 237266101 | $144.3M | 2,082,501 | 24.2% |