+35
New
35
Positions
| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | Manitowoc Co., Inc. | 563571405 | Feb 2023 | 1,051,199 | $19.9M | 14.32% | EC |
| 2 | Cognex Corp. | 192422103 | Feb 2023 | 274,600 | $13.0M | 9.38% | EC |
| 3 | The St. Joe Co. | 790148100 | Feb 2023 | 243,075 | $10.4M | 7.50% | EC |
| 4 | General Electric Co. | 369604103 | Feb 2023 | 116,925 | $9.9M | 7.13% | EC |
| 5 | Danaher Corp. | 235851102 | Feb 2023 | 33,475 | $8.3M | 5.97% | EC |
| 6 | MillerKnoll, Inc. | 600544100 | Feb 2023 | 239,250 | $5.7M | 4.11% | EC |
| 7 | Lumen Technologies, Inc. | 550241103 | Feb 2023 | 1,596,625 | $5.4M | 3.91% | EC |
| 8 | Envista Holdings Corp. | 29415F104 | Feb 2023 | 139,525 | $5.4M | 3.88% | EC |
| 9 | Berkshire Hathaway, Inc. | 084670207 | Feb 2023 | 17,375 | $5.3M | 3.82% | EC |
| 10 | Vontier Corp. | 928881101 | Feb 2023 | 178,650 | $4.7M | 3.37% | EC |
| 11 | ESAB Corp. | 29605J106 | Feb 2023 | 78,583 | $4.6M | 3.32% | EC |
| 12 | The Container Store Group, Inc. | 210751103 | Feb 2023 | 913,725 | $4.0M | 2.86% | EC |
| 13 | Envois Corp. | 194014502 | Feb 2023 | 68,858 | $4.0M | 2.86% | EC |
| 14 | Terex Corp. | 880779103 | Feb 2023 | 63,500 | $3.8M | 2.71% | EC |
| 15 | Parker Hannifin Corp. | 701094104 | Feb 2023 | 9,200 | $3.2M | 2.33% | EC |
| 16 | GE HealthCare Technologies Inc | 36266G107 | Feb 2023 | 38,975 | $3.0M | 2.13% | EC |
| 17 | Kimball Electronics, Inc. | 49428J109 | Feb 2023 | 118,100 | $3.0M | 2.13% | EC |
| 18 | Chipotle Mexican Grill, Inc. | 169656105 | Feb 2023 | 1,970 | $2.9M | 2.12% | EC |
| 19 | Coherent Corp. | 19247G107 | Feb 2023 | 66,125 | $2.9M | 2.05% | EC |
| 20 | Nucor Corp. | 670346105 | Feb 2023 | 15,375 | $2.6M | 1.85% | EC |
| 21 | Ciena Corp. | 171779309 | Feb 2023 | 44,500 | $2.1M | 1.55% | EC |
| 22 | National Instruments Corp. | 636518102 | Feb 2023 | 41,820 | $2.1M | 1.52% | EC |
| 23 | Global Payments, Inc. | 37940X102 | Feb 2023 | 18,075 | $2.0M | 1.46% | EC |
| 24 | Costco Wholesale Corp. | 22160K105 | Feb 2023 | 4,150 | $2.0M | 1.45% | EC |
| 25 | Corning, Inc. | 219350105 | Feb 2023 | 49,250 | $1.7M | 1.20% | EC |
| 26 | Interface, Inc. | 458665304 | Feb 2023 | 160,925 | $1.4M | 1.02% | EC |
| 27 | Twilio, Inc. | 90138F102 | Feb 2023 | 21,000 | $1.4M | 1.02% | EC |
| 28 | Modine Manufacturing Co. | 607828100 | Feb 2023 | 49,600 | $1.2M | 0.87% | EC |
| 29 | Lumentum Holdings, Inc. | 55024U109 | Feb 2023 | 18,201 | $979K | 0.71% | EC |
| 30 | Fairfax Financial Holdings, Ltd. | 303901102 | Feb 2023 | 1,175 | $821K | 0.59% | EC |
| 31 | Yellow Corp. | 985510106 | Feb 2023 | 184,775 | $447K | 0.32% | EC |
| 32 | Federated Hermes Money Market Obligations Trust | 60934N104 | Feb 2023 | 268,045 | $268K | 0.19% | STIV |
| 33 | Belden Inc. | 077454106 | Feb 2023 | 2,875 | $243K | 0.17% | EC |
| 34 | Bank of America Corp. | 060505104 | Feb 2023 | 4,225 | $145K | 0.10% | EC |
| 35 | Amazon.com, Inc. | 023135106 | Feb 2023 | 300 | $28K | 0.02% | EC |