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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | RESTAURANT BRANDS INTL INC | $551.3M | 8,080,112 | 10.44% |
| 2 | AMAZON COM INC | $489.7M | 2,121,391 | 9.28% |
| 3 | WILLIS TOWERS WATSON PLC LTD | $446.1M | 1,357,601 | 8.45% |
| 4 | ELEVANCE HEALTH INC FORMERLY | $445.0M | 1,269,302 | 8.43% |
| 5 | UNION PAC CORP | $376.4M | 1,627,254 | 7.13% |
| 6 | WESCO INTL INC | $347.1M | 1,418,831 | 6.58% |
| 7 | ALPHABET INC | $341.2M | 1,087,181 | 6.46% |
| 8 | FIDELITY NATL INFORMATION SV | $299.3M | 4,503,801 | 5.67% |
| 9 | DOLLAR GEN CORP NEW | $273.9M | 2,062,821 | 5.19% |
| 10 | FERGUSON ENTERPRISES INC | $253.1M | 1,137,035 | 4.80% |
| 11 | EAGLE MATLS INC | $245.0M | 1,185,248 | 4.64% |
| 12 | LIBERTY GLOBAL LTD | $230.6M | 20,884,781 | 4.37% |
| 13 | GENUINE PARTS CO | $182.7M | 1,486,088 | 3.46% |
| 14 | FISERV INC | $147.8M | 2,200,000 | 2.80% |
| 15 | CRH PLC | $133.9M | 1,072,957 | 2.54% |
| 16 | HERBALIFE LTD | $119.4M | 9,259,844 | 2.26% |
| 17 | MOLINA HEALTHCARE INC | $108.5M | 625,000 | 2.05% |
| 18 | GRUPO AEROMEXICO SAB DE CV | $106.6M | 4,855,180 | 2.02% |
| 19 | GDS HLDGS LTD | $106.3M | 3,044,818 | 2.01% |
| 20 | AMERICOLD REALTY TRUST INC | $44.7M | 3,475,685 | 0.85% |
| 21 | LIBERTY GLOBAL LTD | $23.2M | 2,080,456 | 0.44% |
| 22 | TAMBORAN RES CORP | $7.0M | 257,226 | 0.13% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.