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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | CNA FINL CORP | $11.41B | 248414738 | 95.92% |
| 2 | BUILDERS FIRSTSOURCE INC | $60.9M | 740000 | 0.51% |
| 3 | ATLASSIAN CORPORATION | $50.5M | 740000 | 0.42% |
| 4 | META PLATFORMS INC | $33.5M | 58500 | 0.28% |
| 5 | AMAZON COM INC | $29.2M | 140000 | 0.25% |
| 6 | AMCOR PLC | $25.5M | 641000 | 0.21% |
| 7 | JBS N.V. | $23.9M | 1330000 | 0.20% |
| 8 | ALPHABET INC | $23.9M | 83000 | 0.20% |
| 9 | CAPITAL ONE FINL CORP | $23.7M | 130000 | 0.20% |
| 10 | NRG ENERGY INC | $21.9M | 150000 | 0.18% |
| 11 | UBER TECHNOLOGIES INC | $21.6M | 300000 | 0.18% |
| 12 | OMNICOM GROUP INC | $21.1M | 280000 | 0.18% |
| 13 | SUNBELT RENTALS HOLDINGS INC | $20.8M | 320000 | 0.18% |
| 14 | BROOKFIELD CORP | $17.6M | 435000 | 0.15% |
| 15 | INGREDION INC | $17.5M | 155000 | 0.15% |
| 16 | AVANTOR INC | $15.7M | 2000000 | 0.13% |
| 17 | ALLY FINL INC | $14.1M | 360000 | 0.12% |
| 18 | ELEVANCE HEALTH INC FORMERLY | $14.1M | 48000 | 0.12% |
| 19 | HP INC | $10.6M | 550000 | 0.09% |
| 20 | VISTRA CORP | $10.5M | 70000 | 0.09% |
| 21 | COMCAST CORP NEW | $9.2M | 320000 | 0.08% |
| 22 | JBG SMITH PPTYS | $7.3M | 496520 | 0.06% |
| 23 | OLIN CORP | $5.9M | 200000 | 0.05% |
| 24 | UNITED PARKS & RESORTS INC | $3.3M | 100000 | 0.03% |
| 25 | MAGNERA CORP | $2.9M | 300000 | 0.02% |
| 26 | AVANTOR INCCALL | $235K | 30000 | 0.00% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.