Q1 2021 Holdings
Filed 2021-05-17 | 11 holdings | $190.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| First Amern Finl Corp(FAF) | COM | 31847R102 | $27.0K | 476,782 | 14.2% |
| Aercap Holdings NV(AER) | SHS | N00985106 | $22.7K | 386,673 | 11.9% |
| Valvoline Inc(VVV) | COM | 92047W101 | $21.8K | 834,460 | 11.4% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $20.5K | 136,233 | 10.7% |
| Progressive Corp(PGR) | COM | 743315103 | $19.3K | 202,200 | 10.1% |
| AON PLC(AON) | SHS CL A | G0403H108 | $16.8K | 72,900 | 8.8% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $16.1K | 298,061 | 8.5% |
| Fiserv Inc(FISV) | COM | 337738108 | $13.4K | 112,193 | 7.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $13.2K | 69,979 | 6.9% |
| Insperity Inc(NSP) | COM | 45778Q107 | $11.9K | 142,108 | 6.2% |
| Willis Towers Watson PLC LTD(WTW) | SHS | G96629103 | $8.2K | 35,700 | 4.3% |