CY2025 Q1
| Company | Value | End Date | SEC Filing |
|---|---|---|---|
| U-Haul Holding Company | $25,600,000.00 | 2025-03-31 | View |
| DYCOM INDUSTRIES, INC. | $55,248,000.00 | 2025-04-26 | View |
| ROLLINS, INC. | $70,551,000.00 | 2025-03-31 | View |
| RPC, INC. | $13,942,000.00 | 2025-03-31 | View |
| CRH public limited company | $284,000,000.00 | 2025-03-31 | View |
| COVENANT LOGISTICS GROUP, INC. | $27,862,000.00 | 2025-03-31 | View |
| SUBURBAN PROPANE PARTNERS LP | $44,144,000.00 | 2025-03-29 | View |
| Domino’s Pizza, Inc. | $32,667,000.00 | 2025-03-23 | View |
| ORION GROUP HOLDINGS, INC. | $351,000.00 | 2025-03-31 | View |
| Keurig Dr Pepper Inc. | $98,000,000.00 | 2025-03-31 | View |
| Knight-Swift Transportation Holdings Inc. | $344,379,000.00 | 2025-03-31 | View |
| Genie Energy Ltd. | $70,104,000.00 | 2025-03-31 | View |
| BLOOMIN’ BRANDS, INC. | $36,499,000.00 | 2025-03-30 | View |
| Installed Building Products, Inc. | $22,900,000.00 | 2025-03-31 | View |
| TopBuild Corp | $57,728,000.00 | 2025-03-31 | View |
| Schneider National, Inc. | $151,000,000.00 | 2025-03-31 | View |
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