Managed by Mohnish Pabrai
| Stock | % of Portfolio | Change |
|---|---|---|
| ADS | 8.3% | +2.8pp |
| MIDD | 7.3% | +1.4pp |
| ATSAF | 6.8% | +1.3pp |
| TFIFF | 6.3% | +1.4pp |
| IR | 5.3% | +0.9pp |
| CIGI | 5.3% | +1.4pp |
| FND | 5.2% | +0.4pp |
| WSC | 5.1% | -0.4pp |
| KNSL | 4.8% | +1.9pp |
| EEFT | 4.3% | +1.7pp |
| CE | 4.0% | -2.5pp |
| CCOI | 3.8% | -1.5pp |
| BC | 3.6% | -2.0pp |
| SCI | 3.6% | +0.2pp |
| SSNC | 3.1% | +0.7pp |
| GIL | 3.0% | +0.4pp |
| VNT | 2.9% | +0.7pp |
| 96208T | 2.8% | — |
| ENSG | 2.6% | +0.2pp |
| MGA | 2.5% | -0.3pp |
| ECPG | 2.3% | -0.1pp |
| DOOO | 2.3% | -0.9pp |
| JELD | 1.8% | -0.7pp |
| BWA | 0.8% | -0.2pp |
| FISV | 0.7% | -2.3pp |
| BLDR | 0.3% | — |
| ITT | 0.3% | +0.1pp |
| PATK | 0.2% | — |
| BCO | 0.2% | NEW |
| KNX | 0.1% | — |
| SYF | 0.1% | — |
| MEDP | 0.1% | — |
| OTEX | 0.0% | — |
| WFTBF | 0.0% | — |
| TNC | 0.0% | — |
| PNTG | 0.0% | — |
| DCBO | 0.0% | — |
| CLW | 0.0% | — |