Disclosed positions
| AIR PRODS & CHEMS INC | APD | COM | $4,071,297 | 13,674 | SH | None |
| DEERE & CO | DE | COM | $3,853,625 | 9,234 | SH | None |
| CHUBB LIMITED | CB | COM | $2,357,011 | 8,173 | SH | None |
| HUNT J B TRANS SVCS INC | JBHT | COM | $1,972,662 | 11,447 | SH | None |
| T-MOBILE US INC | TMUS | COM | $1,853,938 | 8,984 | SH | None |
| BALL CORP | BALL | COM | $1,776,594 | 26,161 | SH | None |
| TEXAS INSTRS INC | TXN | COM | $1,503,623 | 7,279 | SH | None |
| DOW INC | DOW | COM | $1,485,007 | 27,183 | SH | None |
| CARMAX INC | KMX | COM | $1,362,971 | 17,614 | SH | None |
| CORTEVA INC | CTVA | COM | $1,186,382 | 20,180 | SH | None |
| CANNAE HLDGS INC | CNNE | COM | $217,210 | 3,500 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.