| AMZNAMAZON COM INC | 12.7% | Add | 3,118,754 | $208.27 | $649.5M | $259.34 | +24.5% | $196.00 | $278.56 |
| QSRRESTAURANT BRANDS INTL INC | 11.7% | Hold | 8,080,112 | $73.91 | $597.2M | $75.77 | +2.5% | $61.33 | $81.96 |
| WCCWESCO INTL INC | 7.7% | Add | 1,436,881 | $273.62 | $393.2M | $337.06 | +23.2% | $161.70 | $374.00 |
| UNPUNION PAC CORP | 7.3% | Reduce | 1,540,995 | $242.62 | $373.9M | $271.56 | +11.9% | $210.84 | $276.40 |
| ELVELEVANCE HEALTH INC FORMERLY | 7.3% | Add | 1,275,154 | $292.75 | $373.3M | $402.27 | +37.4% | $273.71 | $411.31 |
| GOOGALPHABET INC | 6.6% | Add | 1,181,131 | $286.86 | $338.8M | $384.90 | +34.2% | $163.33 | $404.47 |
| FERGFERGUSON ENTERPRISES INC | 6.6% | Add | 1,442,411 | $233.26 | $336.5M | $221.57 | -5.0% | $176.26 | $271.64 |
| WTWWILLIS TOWERS WATSON PLC LTD | 5.1% | Reduce | 893,126 | $290.70 | $259.6M | $254.20 | -12.6% | $240.61 | $352.79 |
| AONAON PLC | 4.9% | New Buy | 769,000 | $322.78 | $248.2M | $323.66 | +0.3% | $304.59 | $381.00 |
| VVISA INC | 4.1% | New Buy | 701,355 | $302.24 | $212.0M | $329.91 | +9.2% | $293.89 | $375.51 |
| TFXTELEFLEX INCORPORATED | 3.7% | New Buy | 1,595,000 | $119.61 | $190.8M | $132.74 | +11.0% | $100.18 | $139.67 |
| EXPEAGLE MATLS INC | 3.3% | Reduce | 892,763 | $189.45 | $169.1M | $199.88 | +5.5% | $171.99 | $243.64 |
| GPCGENUINE PARTS CO | 3.1% | Add | 1,490,348 | $105.75 | $157.6M | $92.47 | -12.6% | $91.00 | $151.57 |
| LBTYKLIBERTY GLOBAL LTD | 3.1% | Reduce | 13,397,247 | $11.73 | $157.2M | $11.89 | +1.4% | $9.65 | $13.12 |
| HLFHERBALIFE LTD | 2.7% | Hold | 9,259,844 | $14.72 | $136.3M | $12.16 | -17.4% | $6.63 | $20.40 |
| GDSGDS HLDGS LTD | 2.4% | Hold | 3,044,818 | $40.29 | $122.7M | $40.41 | +0.3% | $22.53 | $48.61 |
| COLDAMERICOLD REALTY TRUST INC | 1.7% | Add | 7,780,800 | $11.46 | $89.2M | $14.01 | +22.3% | $10.10 | $18.08 |
| MOHMOLINA HEALTHCARE INC | 1.7% | Add | 633,609 | $133.30 | $84.5M | $184.38 | +38.3% | $121.06 | $325.34 |
| AEROGRUPO AEROMEXICO SAB DE CV | 1.3% | Add | 4,880,188 | $14.01 | $68.4M | $14.45 | +3.1% | $12.26 | $23.05 |
| NCLHNORWEGIAN CRUISE LINE HLDGS | 1.3% | New Buy | 3,630,000 | $18.70 | $67.9M | $14.79 | -20.9% | $14.53 | $27.18 |
| PCVXVAXCYTE INC | 0.9% | New Buy | 800,000 | $58.11 | $46.5M | $48.78 | -16.1% | $29.08 | $65.00 |
| DNOWDNOW INC | 0.8% | New Buy | 3,625,000 | $11.91 | $43.2M | $13.03 | +9.4% | $10.94 | $17.26 |