| QSRRESTAURANT BRANDS INTL INC | 10.4% | Reduce | 8,080,112 | $68.23 | $551.3M | $73.90 | +8.3% | $58.71 | $75.67 |
| AMZNAMAZON COM INC | 9.3% | New Buy | 2,121,391 | $230.82 | $489.7M | $208.27 | -9.8% | $161.38 | $258.60 |
| WTWWILLIS TOWERS WATSON PLC LTD | 8.5% | Add | 1,357,601 | $328.60 | $446.1M | $287.22 | -12.6% | $275.60 | $352.79 |
| ELVELEVANCE HEALTH INC FORMERLY | 8.4% | Reduce | 1,269,302 | $350.55 | $445.0M | $291.15 | -16.9% | $273.71 | $458.75 |
| UNPUNION PAC CORP | 7.1% | Add | 1,627,254 | $231.32 | $376.4M | $234.18 | +1.2% | $204.66 | $268.14 |
| WCCWESCO INTL INC | 6.6% | Reduce | 1,418,831 | $244.64 | $347.1M | $258.04 | +5.5% | $125.21 | $319.68 |
| GOOGALPHABET INC | 6.5% | Reduce | 1,087,181 | $313.80 | $341.2M | $332.77 | +6.0% | $148.40 | $350.15 |
| FISFIDELITY NATL INFORMATION SV | 5.7% | Add | 4,503,801 | $66.46 | $299.3M | $49.26 | -25.9% | $46.16 | $82.74 |
| DGDOLLAR GEN CORP NEW | 5.2% | Reduce | 2,062,821 | $132.77 | $273.9M | $115.73 | -12.8% | $86.25 | $158.23 |
| FERGFERGUSON ENTERPRISES INC | 4.8% | Reduce | 1,137,035 | $222.63 | $253.1M | $217.71 | -2.2% | $146.00 | $271.64 |
| EXPEAGLE MATLS INC | 4.6% | Add | 1,185,248 | $206.68 | $245.0M | $176.99 | -14.4% | $175.59 | $243.64 |
| LBTYKLIBERTY GLOBAL LTD | 4.4% | Reduce | 20,884,781 | $11.04 | $230.6M | $11.62 | +5.3% | $9.21 | $13.12 |
| GPCGENUINE PARTS CO | 3.5% | Add | 1,486,088 | $122.96 | $182.7M | $99.09 | -19.4% | $98.14 | $151.57 |
| FISVFISERV INC | 2.8% | Add | 2,200,000 | $67.17 | $147.8M | $57.02 | -15.1% | $55.87 | $227.00 |
| CRHCRH PLC | 2.5% | Reduce | 1,072,957 | $124.80 | $133.9M | $101.02 | -19.1% | $76.75 | $131.55 |
| HLFHERBALIFE LTD | 2.3% | Add | 9,259,844 | $12.89 | $119.4M | $14.89 | +15.5% | $6.20 | $20.40 |
| MOHMOLINA HEALTHCARE INC | 2.1% | New Buy | 625,000 | $173.54 | $108.5M | $134.67 | -22.4% | $121.06 | $359.97 |
| AEROGRUPO AEROMEXICO SAB DE CV | 2.0% | New Buy | 4,855,180 | $21.96 | $106.6M | $16.08 | -26.8% | $12.26 | $23.05 |
| GDSGDS HLDGS LTD | 2.0% | Reduce | 3,044,818 | $34.90 | $106.3M | $44.55 | +27.7% | $16.93 | $48.61 |
| COLDAMERICOLD REALTY TRUST INC | 0.8% | Reduce | 3,475,685 | $12.86 | $44.7M | $11.51 | -10.5% | $10.10 | $22.14 |
| LBTYALIBERTY GLOBAL LTD | 0.4% | Reduce | 2,080,456 | $11.14 | $23.2M | $12.35 | +10.9% | $9.03 | $13.52 |
| TBNTAMBORAN RES CORP | 0.1% | Reduce | 257,226 | $27.23 | $7.0M | $31.73 | +16.5% | $17.29 | $32.88 |