American Tower Corp. |
AMT |
11.5% |
Markel Corp. |
MKL |
11.2% |
Encore Capital Group, Inc. |
ECPG |
11.2% |
Brookfield Asset Management, Inc. |
BAM |
11.1% |
Aon PLC |
AON |
8.8% |
CarMax, Inc. |
KMX |
8.4% |
O'Reilly Automotive, Inc. |
ORLY |
7.5% |
SS&C Technologies Holdings, Inc. |
SSNC |
5.3% |
Ashtead Group, PLC |
AHT |
4.4% |
American Woodmark Corp. |
AMWD |
3.8% |
CDW Corp. |
CDW |
3.5% |
RH |
RH |
2.7% |
Allegiant Travel Co. |
ALGT |
2.2% |
Applied Materials, Inc. |
AMAT |
2.1% |
NVR, Inc. |
NVR |
2.1% |
AST SpaceMobile, Inc. |
ASTS |
1.0% |
Shenandoah Telecommunications |
SHEN |
0.9% |
Mistras Group, Inc. |
MG |
0.6% |
Brookfield Asset Management Reinsurance |
BAMR |
0.1% |
Total as % of Net Assets |
|
98.3% |