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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | BANK NEW YORK MELLON CORP | $54.5M | 459541 | 16.40% |
| 2 | TE CONNECTIVITY LTD | $48.9M | 234044 | 14.72% |
| 3 | SUNBELT RENTALS HOLDINGS INC | $42.7M | 659883 | 12.83% |
| 4 | AON PLC | $40.9M | 126666 | 12.30% |
| 5 | LAMAR ADVERTISING CO NEW | $40.1M | 316340 | 12.05% |
| 6 | AUTOLIV INC | $33.1M | 314925 | 9.96% |
| 7 | ALPHABET INC | $29.1M | 101453 | 8.76% |
| 8 | PROGRESSIVE CORP OHIO | $27.9M | 140779 | 8.40% |
| 9 | BERKSHIRE HATHAWAY INC DEL | $15.2M | 31803 | 4.58% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.