 CNA FINL CORPCNA |
| 96.43% | 95.92% | $12.08B | 248.4M | $11.41B | 248.4M | 00.00% | Unchanged |
 LENNAR CORPLEN |
| 0.56% | 0.51% | $69.8M | 780,000 | $60.9M | 740,000 | +40,000+5.41% | Add |
| AATLASSIAN CORPORATION CL ATEAM |
| 0.42% | 0.42% | $52.9M | 680,000 | $50.5M | 740,000 | -60,000-8.11% | Reduce |
 CHECK POINT SOFTWARE TECH LTD ORDCHKP |
| 0.18% | — | $23.0M | 175,000 | $0 | 0 | +175,000 | New Buy |
| AAVANTOR INCAVTR |
| 0.18% | 0.13% | $22.1M | 2.2M | $15.9M | 2.0M | +200,000+9.85% | Add |
| OOMNICOM GROUP INCOMC |
| 0.16% | 0.18% | $20.4M | 280,000 | $21.1M | 280,000 | 00.00% | Unchanged |
| NNRG ENERGY INCNRG |
| 0.15% | 0.18% | $19.0M | 130,000 | $21.9M | 150,000 | -20,000-13.33% | Reduce |
 CHENIERE ENERGY INCLNG |
| 0.14% | — | $17.0M | 71,000 | $0 | 0 | +71,000 | New Buy |
 CAPITAL ONE FINL CORPCOF |
| 0.13% | 0.2% | $16.6M | 82,500 | $23.7M | 130,000 | -47,500-36.54% | Reduce |
 ALLY FINL INCALLY |
| 0.13% | 0.12% | $16.5M | 360,000 | $14.1M | 360,000 | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| 0.13% | 0.28% | $15.8M | 28,000 | $33.5M | 58,500 | -30,500-52.14% | Reduce |
| JJBS N.V.JBS |
| 0.13% | 0.2% | $15.8M | 1.3M | $23.9M | 1.3M | 00.00% | Unchanged |
| AAMCOR PLCAMCR |
| 0.12% | 0.21% | $15.6M | 360,000 | $25.5M | 641,000 | -281,000-43.84% | Reduce |
 AMERICAN EXPRESS COAXP |
| 0.12% | — | $15.2M | 45,000 | $0 | 0 | +45,000 | New Buy |
 DANAHER CORP DEL COMDHR |
| 0.11% | — | $14.3M | 75,000 | $0 | 0 | +75,000 | New Buy |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 0.11% | 0.18% | $14.2M | 190,000 | $20.8M | 320,000 | -130,000-40.63% | Reduce |
 GE AEROSPACEGE |
| 0.1% | — | $13.1M | 35,000 | $0 | 0 | +35,000 | New Buy |
 BROOKFIELD CORPBN |
| 0.1% | 0.15% | $12.8M | 300,000 | $17.6M | 435,000 | -135,000-31.03% | Reduce |
 EATON CORP PLCETN |
| 0.09% | — | $11.7M | 27,500 | $0 | 0 | +27,500 | New Buy |
| AAmentum Holdings Inc. Ordinary SharesAMTM |
| 0.08% | — | $10.3M | 500,000 | $0 | 0 | +500,000 | New Buy |
 FAIR ISAAC CORPFICO |
| 0.08% | — | $10.2M | 8,500 | $0 | 0 | +8,500 | New Buy |
 ZOETIS INC CL AZTS |
| 0.08% | — | $10.1M | 140,000 | $0 | 0 | +140,000 | New Buy |
 COMCAST CORP NEW CL ACMCSA |
| 0.08% | 0.08% | $9.8M | 400,000 | $9.2M | 320,000 | +80,000+25.00% | Add |
| JJBG SMITH PPTYSJBGS |
| 0.06% | 0.06% | $7.3M | 496,520 | $7.3M | 496,520 | 00.00% | Unchanged |
 INGREDION INC COMINGR |
| 0.05% | 0.15% | $6.6M | 70,000 | $17.5M | 155,000 | -85,000-54.84% | Reduce |
 MAGNERA CORP COM SHSMAGN |
| 0.03% | 0.02% | $3.5M | 300,000 | $2.9M | 300,000 | 00.00% | Unchanged |
 OLIN CORP COM PAR $1OLN |
| 0.02% | 0.05% | $3.0M | 150,000 | $5.9M | 200,000 | -50,000-25.00% | Reduce |
| SSTANDARD BIOTOOLS INC COMLAB |
| 0.01% | — | $1.0M | 1.3M | $0 | 0 | +1.3M | New Buy |
