CY2023 Q1
| Company | Value | End Date | SEC Filing |
|---|---|---|---|
| BROWN-FORMAN CORPORATION | $6,000,000.00 | 2023-04-30 | View |
| CORNING INC /NY | $29,000,000.00 | 2023-03-31 | View |
| MCCORMICK & CO INC | $-1,100,000.00 | 2023-02-28 | View |
| LEVI STRAUSS & CO | $8,100,000.00 | 2023-02-26 | View |
| V. F. CORPORATION | $27,800,000.00 | 2023-04-01 | View |
| HURCO COMPANIES, INC. | $-1,000,000.00 | 2023-04-30 | View |
| Amgen Inc. | $97,000,000.00 | 2023-03-31 | View |
| NIKE, Inc. | $495,000,000.00 | 2023-02-28 | View |
| Hexcel Corporation | $7,500,000.00 | 2023-03-31 | View |
| BRADY CORP | $1,945,000.00 | 2023-04-30 | View |
| FISERV, INC. | $-2,000,000.00 | 2023-03-31 | View |
| LEAR CORP | $119,700,000.00 | 2023-04-01 | View |
| FOSSIL GROUP, INC. | $200,000.00 | 2023-04-01 | View |
| ICU MEDICAL INC/DE | $5,300,000.00 | 2023-03-31 | View |
| GUESS INC | $-6,800,000.00 | 2023-04-29 | View |
| LIONS GATE ENTERTAINMENT CORP /CN/ | $2,900,000.00 | 2023-03-31 | View |
| COLUMBIA SPORTSWEAR COMPANY | $17,800,000.00 | 2023-03-31 | View |
| eBay Inc. | $18,000,000.00 | 2023-03-31 | View |
| Tapestry, Inc. | $-7,100,000.00 | 2023-04-01 | View |
| HURON CONSULTING GROUP INC. | $100,000.00 | 2023-03-31 | View |
| WORKDAY, INC. | $56,000,000.00 | 2023-04-30 | View |
| CROCS, INC. | $-500,000.00 | 2023-03-31 | View |
| THE WESTERN UNION COMPANY | $17,000,000.00 | 2023-03-31 | View |
| SENSATA TECHNOLOGIES HOLDING PLC | $21,800,000.00 | 2023-03-31 | View |
| IQVIA HOLDINGS INC. | $-35,000,000.00 | 2023-03-31 | View |
| Xylem Inc. | $3,000,000.00 | 2023-03-31 | View |
| Perrigo Company plc | $-1,600,000.00 | 2023-04-01 | View |
| ENERGIZER HOLDINGS, INC. | $-700,000.00 | 2023-03-31 | View |
| PayPal Holdings, Inc. | $0.00 | 2023-03-31 | View |
| HEWLETT PACKARD ENTERPRISE COMPANY | $-66,000,000.00 | 2023-04-30 | View |
| Alphabet Inc. | $-55,000,000.00 | 2023-03-31 | View |
| Adient plc | $38,000,000.00 | 2023-03-31 | View |
| Moderna, Inc. | $0.00 | 2023-03-31 | View |
| OTIS WORLDWIDE CORPORATION | $1,000,000.00 | 2023-03-31 | View |
| Informatica Inc. | $200,000.00 | 2023-03-31 | View |
| QUIDELORTHO CORP | $-10,500,000.00 | 2023-04-02 | View |
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