Ticker Společnost Procento portfolia Poslední obchod Počet akcií Nakoupeno za cenu Velikost pozice Momentální cena akcie Návratnost 52 týdení minimum 52 týdení maximum
ELV Elevance Health Inc. 18.68 Prodej 1.77% 1,189,871 $454.24 $540,487,000 $479.49 5.56% $418.47 $548.18
APO Apollo Global Management 12.62 Nákup 5.67% 7,849,515 $46.50 $365,002,000 $67.07 44.24% $45.34 $69.96
FNF Fidelity National Financial Inc. 11.75 Nákup 2.96% 9,389,250 $36.20 $339,891,000 $42.00 16.02% $33.80 $49.18
PRI Primerica Inc. 9.38 Prodej 0.08% 2,199,229 $123.45 $271,495,000 $152.21 23.30% $109.36 $156.88
LAD Lithia Motors Inc. 8.43 Nákup 14.62% 1,136,208 $214.55 $243,773,000 $240.42 12.06% $179.28 $346.77
RJF Raymond James Financial Inc. 7.65 Prodej 0.34% 2,238,425 $98.82 $221,201,000 $113.68 15.04% $83.92 $125.51
JPM JPMorgan Chase & Co. 6.27 Prodej 0.14% 1,735,301 $104.50 $181,339,000 $135.08 29.26% $100.54 $155.31
OMF OneMain Holdings 5.49 Nákup 86.24% 5,381,093 $29.52 $158,850,000 $40.50 37.20% $28.03 $50.49
VVV Valvoline Inc. 4.78 Prodej 27.99% 5,451,901 $25.34 $138,151,000 $34.99 38.08% $24.31 $36.22
URI United Rentals 4.22 Nákup 0.02% 451,639 $270.12 $121,997,000 $383.67 42.04% $230.54 $394.40
DHI D.R. Horton 3.77 Prodej 0.33% 1,621,062 $67.35 $109,179,000 $94.48 40.28% $58.90 $97.32
HCA HCA Healthcare Inc. 2.67 Nákup 0.17% 420,871 $183.79 $77,352,000 $261.40 42.23% $163.65 $276.76
LEN Lennar Corp. 2.31 Nákup 10.52% 897,919 $74.55 $66,940,000 $96.69 29.70% $61.94 $101.27
ABG Asbury Automotive Group Inc. 1.05 Nová pozice 200,447 $151.10 $30,288,000 $189.96 25.72% $138.88 $203.92
AM Antero Midstream Corp. 0.75 Prodej 1.38% 2,350,819 $9.18 $21,581,000 $11.21 22.11% $8.18 $11.61
UNH United Health Group Inc. 0.04 2,466 $504.87 $1,245,000 $486.72 -3.59% $440.10 $556.38
CMCSA Comcast Corp. 0.03 31,094 $29.33 $912,000 $39.37 34.23% $28.39 $50.46
BAC Bank of America Corp. 0.02 14,532 $30.21 $439,000 $33.85 12.05% $29.14 $48.97
GOOG Alphabet Inc. CL C 0.02 6,900 $96.09 $663,000 $99.26 3.30% $83.45 $152.10
GOOGL Alphabet Inc. 0.02 5,600 $95.71 $536,000 $98.00 2.39% $83.34 $151.55
AMZN Amazon.com Inc. 0.01 1,900 $113.16 $215,000 $97.21 -14.10% $81.43 $170.83
PGR Progressive Corp. 0.01 1,746 $116.27 $203,000 $127.63 9.77% $100.48 $135.45
PHM PulteGroup Inc. 0.01 Nová pozice 6,200 $37.42 $232,000 $50.71 35.52% $34.78 $53.95