CY2025 Q1
| Company | Value | End Date | SEC Filing |
|---|---|---|---|
| ARROW ELECTRONICS, INC. | $6,800,000.00 | 2025-03-29 | View |
| DELUXE CORPORATION | $6,363,000.00 | 2025-03-31 | View |
| INTERPUBLIC GROUP OF COMPANIES, INC. | $61,000,000.00 | 2025-03-31 | View |
| PPG INDUSTRIES INC | $130,000,000.00 | 2025-03-31 | View |
| QUAKER CHEMICAL CORPORATION | $7,159,000.00 | 2025-03-31 | View |
| Sonoco Products Company | $23,201,000.00 | 2025-03-30 | View |
| LEVI STRAUSS & CO | $64,700,000.00 | 2025-03-02 | View |
| TIMKEN CO | $10,700,000.00 | 2025-03-31 | View |
| ITT INC. | $6,900,000.00 | 2025-03-29 | View |
| Itron, Inc. | $19,300,000.00 | 2025-03-31 | View |
| IDEX CORP | $13,200,000.00 | 2025-03-31 | View |
| AGCO CORP /DE | $98,400,000.00 | 2025-03-31 | View |
| LITTELFUSE INC /DE | $7,044,000.00 | 2025-03-29 | View |
| GENTHERM INCORPORATED | $5,495,000.00 | 2025-03-31 | View |
| Viavi Solutions Inc. | $4,500,000.00 | 2025-03-29 | View |
| ADVANCED ENERGY INDUSTRIES, INC. | $26,900,000.00 | 2025-03-31 | View |
| Estee Lauder Companies Inc | $257,000,000.00 | 2025-03-31 | View |
| OPEN TEXT CORP | $17,759,000.00 | 2025-03-31 | View |
| CELESTICA INC. | $2,300,000.00 | 2025-03-31 | View |
| Moody’s Corporation | $51,000,000.00 | 2025-03-31 | View |
| BlackBerry Limited | $9,200,000.00 | 2025-02-28 | View |
| Luxfer Holdings PLC | $100,000.00 | 2025-03-30 | View |
| VISTEON CORP | $20,000,000.00 | 2025-03-31 | View |
| IMPINJ, INC. | $0.00 | 2025-03-31 | View |
| MaxLinear, Inc. | $13,335,000.00 | 2025-03-31 | View |
| Huntsman Corporation | $20,000,000.00 | 2025-03-31 | View |
| TE CONNECTIVITY PLC | $216,000,000.00 | 2025-03-28 | View |
| NXP Semiconductors N.V. | $75,000,000.00 | 2025-03-30 | View |
| ZURN ELKAY WATER SOLUTIONS CORPORATION | $700,000.00 | 2025-03-31 | View |
| CLEARWATER PAPER CORPORATION | $700,000.00 | 2025-03-31 | View |
| TELADOC HEALTH, INC. | $5,232,000.00 | 2025-03-31 | View |
| APTIV PLC | $86,000,000.00 | 2025-03-31 | View |
| Constellium SE | $1,000,000.00 | 2025-03-31 | View |
| Sage Therapeutics, Inc. | $6,778,000.00 | 2025-03-31 | View |
| Weatherford International plc | $42,000,000.00 | 2025-03-31 | View |
| Rimini Street, Inc. | $259,000.00 | 2025-03-31 | View |
| DUPONT DE NEMOURS, INC. | $72,000,000.00 | 2025-03-31 | View |
| Ingersoll Rand Inc. | $17,000,000.00 | 2025-03-31 | View |
| RIBBON COMMUNICATIONS INC. | $2,800,000.00 | 2025-03-31 | View |
| Garrett Motion Inc. | $16,000,000.00 | 2025-03-31 | View |
| BridgeBio Pharma, Inc. | $1,008,000.00 | 2025-03-31 | View |
| ENVISTA HOLDINGS CORPORATION | $21,000,000.00 | 2025-03-28 | View |
| Bicycle Therapeutics plc | $100,000.00 | 2025-03-31 | View |
| Mirion Technologies, Inc. | $0.00 | 2025-03-31 | View |
| Hayward Holdings, Inc. | $1,465,000.00 | 2025-03-29 | View |
| ESAB Corporation | $6,342,000.00 | 2025-04-04 | View |
| Waystar Holding Corp. | $536,000.00 | 2025-03-31 | View |
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