CY2023 Q2
| Company | Value | End Date | SEC Filing |
|---|---|---|---|
| DYCOM INDUSTRIES, INC. | $49,293,000.00 | 2023-07-29 | View |
| ROLLINS, INC. | $45,659,000.00 | 2023-06-30 | View |
| Regis Corp | $7,291,000.00 | 2023-06-30 | View |
| RPC, INC. | $9,640,000.00 | 2023-06-30 | View |
| CRH public limited company | $257,000,000.00 | 2023-06-30 | View |
| COVENANT LOGISTICS GROUP, INC. | $15,532,000.00 | 2023-06-30 | View |
| SUBURBAN PROPANE PARTNERS LP | $50,980,000.00 | 2023-06-24 | View |
| Domino’s Pizza, Inc. | $36,507,000.00 | 2023-06-18 | View |
| ORION GROUP HOLDINGS, INC. | $342,000.00 | 2023-06-30 | View |
| Keurig Dr Pepper Inc. | $70,000,000.00 | 2023-06-30 | View |
| Knight-Swift Transportation Holdings Inc. | $205,605,000.00 | 2023-06-30 | View |
| Installed Building Products, Inc. | $16,561,000.00 | 2023-06-30 | View |
| PATRIOT TRANSPORTATION HOLDING, INC. | $1,476,000.00 | 2023-06-30 | View |
| TopBuild Corp | $57,217,000.00 | 2023-06-30 | View |
| Schneider National, Inc. | $96,100,000.00 | 2023-06-30 | View |
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