Q4 2018 Holdings
Filed 2019-02-07 | 1098 holdings | $3.8B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cummins Inc(CMI) | COM | 231021106 | $488.3M | 3,654,138 | 12.8% |
| DXC Technology Co(DXC) | COM | 23355L106 | $511.4M | 9,618,304 | 13.4% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $1.4B | 33,457,502 | 37.9% |