CY2022 Q4
| Company | Value | End Date | SEC Filing |
|---|---|---|---|
| DYCOM INDUSTRIES, INC. | $49,347,000.00 | 2023-01-28 | View |
| ROLLINS, INC. | $38,350,000.00 | 2022-12-31 | View |
| RPC, INC. | $7,149,000.00 | 2022-12-31 | View |
| HONEYWELL INTERNATIONAL INC | $289,000,000.00 | 2022-12-31 | View |
| CRH public limited company | $265,000,000.00 | 2022-12-31 | View |
| MARTIN MARIETTA MATERIALS, INC. | $48,200,000.00 | 2022-12-31 | View |
| COVENANT LOGISTICS GROUP, INC. | $15,859,000.00 | 2022-12-31 | View |
| SUBURBAN PROPANE PARTNERS LP | $54,305,000.00 | 2022-12-24 | View |
| Domino’s Pizza, Inc. | $40,179,000.00 | 2023-01-01 | View |
| ORION GROUP HOLDINGS, INC. | $277,000.00 | 2022-12-31 | View |
| Keurig Dr Pepper Inc. | $69,000,000.00 | 2022-12-31 | View |
| Knight-Swift Transportation Holdings Inc. | $201,838,000.00 | 2022-12-31 | View |
| BLOOMIN’ BRANDS, INC. | $28,133,000.00 | 2022-12-25 | View |
| Installed Building Products, Inc. | $17,500,000.00 | 2022-12-31 | View |
| PATRIOT TRANSPORTATION HOLDING, INC. | $1,476,000.00 | 2022-12-31 | View |
| TopBuild Corp | $59,783,000.00 | 2022-12-31 | View |
| Schneider National, Inc. | $95,200,000.00 | 2022-12-31 | View |
| Linde plc | $52,000,000.00 | 2022-12-31 | View |
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