| AAPOLLO GLOBAL MGMT INC NCLASS A |
| 23.54% | 19.89% | $100.2M | 1.1M | $95.2M | 1.2M | -122,358-9.87% | Reduce |
 TECK RESOURCES LTDTECK |
| 20.7% | 18% | $88.1M | 2.0M | $86.1M | 2.0M | 00.00% | Unchanged |
| BBANK OF AMER CORPBAC |
| 14.37% | 13.4% | $61.2M | 2.2M | $64.1M | 2.2M | 00.00% | Unchanged |
 WELLS FARGO CO NEWWFC |
| 10.4% | 9.67% | $44.3M | 1.1M | $46.3M | 1.1M | 00.00% | Unchanged |
 FREEPORT MCMORAN INCFCX |
| 10.3% | 9.83% | $43.8M | 1.2M | $47.0M | 1.2M | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 7.12% | 8.18% | $30.3M | 208,929 | $39.1M | 269,155 | -60,226-22.38% | Reduce |
 SCHWAB CHARLES CORPSCHW |
| 4.93% | 2.6% | $21.0M | 382,515 | $12.5M | 219,871 | +162,644+73.97% | Add |
 TRUIST FINL CORPTFC |
| 4.47% | 4.22% | $19.0M | 665,781 | $20.2M | 665,781 | 00.00% | Unchanged |
| AARCH RESOURCES INC CL A |
| 4.17% | — | $17.8M | 104,090 | $0 | 0 | +104,090 | New Buy |
