CY2020 Q2
| Company | Value | End Date | SEC Filing |
|---|---|---|---|
| DYCOM INDUSTRIES, INC. | $67,303,000.00 | 2020-07-25 | View |
| ROLLINS, INC. | $35,520,000.00 | 2020-06-30 | View |
| BRINKER INTERNATIONAL, INC. | $33,700,000.00 | 2020-06-24 | View |
| REGIS CORP | $20,301,000.00 | 2020-06-30 | View |
| RPC, INC. | $12,995,000.00 | 2020-06-30 | View |
| COVENANT LOGISTICS GROUP, INC. | $37,036,000.00 | 2020-06-30 | View |
| SUBURBAN PROPANE PARTNERS LP | $53,862,000.00 | 2020-06-27 | View |
| NiSource Inc. | $85,400,000.00 | 2020-06-30 | View |
| AlerisLife Inc. | $33,381,000.00 | 2020-06-30 | View |
| DOMINOS PIZZA INC | $37,185,000.00 | 2020-06-14 | View |
| ORION GROUP HOLDINGS, INC. | $362,000.00 | 2020-06-30 | View |
| Keurig Dr Pepper Inc. | $72,000,000.00 | 2020-06-30 | View |
| Knight-Swift Transportation Holdings Inc. | $186,317,000.00 | 2020-06-30 | View |
| BLOOMIN’ BRANDS, INC. | $32,740,000.00 | 2020-06-28 | View |
| Installed Building Products, Inc. | $18,445,000.00 | 2020-06-30 | View |
| PATRIOT TRANSPORTATION HOLDING, INC. | $1,339,000.00 | 2020-06-30 | View |
| TopBuild Corp | $50,608,000.00 | 2020-06-30 | View |
| Schneider National, Inc. | $138,000,000.00 | 2020-06-30 | View |
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