2025-08-14 |
13G
|
WEN / The Wendy's Company
|
|
|
11,076,295 |
|
|
|
2025-08-14 |
13G/A
|
PAYC / Paycom Software, Inc.
|
|
3,040,150 |
2,081,854 |
|
|
|
2025-08-14 |
13G/A
|
IQV / IQVIA Holdings Inc.
|
|
9,747,869 |
11,753,182 |
|
|
|
2025-08-14 |
13G/A
|
FBIN / Fortune Brands Innovations, Inc.
|
|
6,292,703 |
7,581,775 |
|
|
|
2025-08-14 |
13G/A
|
NVST / Envista Holdings Corporation
|
|
8,681,256 |
7,812,256 |
|
|
|
2025-08-14 |
13G/A
|
CNC / Centene Corporation
|
|
26,314,183 |
20,418,731 |
|
|
|
2025-08-14 |
13G/A
|
BWA / BorgWarner Inc.
|
|
11,839,353 |
2,772,856 |
|
|
|
2025-05-15 |
13G/A
|
PAYC / Paycom Software, Inc.
|
|
4,051,001 |
3,040,150 |
|
|
|
2025-05-15 |
13G
|
|
|
|
667,011 |
|
|
|
2025-05-15 |
13G/A
|
NVST / Envista Holdings Corporation
|
|
11,078,748 |
8,681,256 |
|
|
|
2025-05-15 |
13G/A
|
CNH / CNH Industrial N.V.
|
|
116,101,645 |
84,068,624 |
|
|
|
2025-05-15 |
13G
|
BC / Brunswick Corporation
|
|
|
3,472,408 |
|
|
|
2025-02-14 |
13G/A
|
WPP / WPP plc - Depositary Receipt (Common Stock)
|
|
58,809,451 |
48,165,671 |
|
|
|
2025-02-14 |
13G/A
|
FMS / Fresenius Medical Care AG - Depositary Receipt (Common Stock)
|
|
15,173,585 |
11,717,575 |
|
|
|
2025-02-14 |
13G
|
FBIN / Fortune Brands Innovations, Inc.
|
|
|
6,292,703 |
|
|
|
2025-02-14 |
13G/A
|
FCNC.A / First Citizens BancShares, Inc.
|
|
686,473 |
|
|
|
|
2025-02-14 |
13G/A
|
CNH / CNH Industrial N.V.
|
|
160,517,694 |
116,101,645 |
|
|
|
2024-11-14 |
13G
|
PAYC / Paycom Software, Inc.
|
|
|
4,051,001 |
|
|
|
2024-11-14 |
13G
|
WPP / WPP plc - Depositary Receipt (Common Stock)
|
|
37,709,446 |
58,809,451 |
|
|
|
2024-11-14 |
13G
|
CNC / Centene Corporation
|
|
0 |
26,314,183 |
|
|
|
2024-11-14 |
13G
|
FCNC.A / First Citizens BancShares, Inc.
|
|
|
686,473 |
|
|
|
2024-11-14 |
13G
|
FMS / Fresenius Medical Care AG - Depositary Receipt (Common Stock)
|
|
|
15,173,585 |
|
|
|
2024-11-14 |
13G
|
BWA / BorgWarner Inc.
|
|
6,709,398 |
11,839,353 |
|
|
|
2024-11-14 |
13G/A
|
THO / THOR Industries, Inc.
|
|
2,683,623 |
2,412,118 |
|
|
|
2024-11-14 |
13G/A
|
CBRE / CBRE Group, Inc.
|
|
16,005,141 |
14,099,434 |
|
|
|
2024-11-14 |
13G/A
|
APA / APA Corporation
|
|
15,705,693 |
24,914,699 |
|
|
|
2024-11-14 |
13G/A
|
LBTYA / Liberty Global Ltd.
|
|
22,532,696 |
8,594,315 |
|
|
|
2024-02-14 |
13G/A
|
ALLY / Ally Financial Inc.
|
|
25,997,686 |
23,475,675 |
|
|
|
2024-02-14 |
13G
|
LAD / Lithia Motors, Inc.
|
|
|
2,024,667 |
|
|
|
2024-02-14 |
13G/A
|
CNH / CNH Industrial N.V.
|
|
149,582,894 |
160,517,694 |
|
|
|
2024-02-14 |
13G
|
CNH / CNH Industrial N.V.
|
|
149,582,894 |
15,342,486 |
|
|
|
2024-02-14 |
13G/A
|
OTEX / Open Text Corporation
|
|
15,205,007 |
11,141,307 |
|
|
|
2024-02-14 |
13G/A
|
THC / Tenet Healthcare Corporation
|
|
5,463,374 |
3,900 |
|
|
|
2024-02-14 |
13G
|
APA / APA Corporation
|
|
10,125,907 |
15,705,693 |
|
|
|
2024-02-14 |
13G
|
CBRE / CBRE Group, Inc.
|
|
15,148,128 |
16,005,141 |
|
|
|
2024-02-14 |
13G
|
NVST / Envista Holdings Corporation
|
|
3,280,516 |
11,078,748 |
|
|
|
2024-02-14 |
13G/A
|
THO / THOR Industries, Inc.
|
|
2,861,284 |
2,683,623 |
|
|
|
2024-02-14 |
13G
|
IQV / IQVIA Holdings Inc.
|
|
|
9,747,869 |
|
|
|
2023-12-11 |
13G/A
|
CNH / CNH Industrial N.V.
|
|
91,391,645 |
149,582,894 |
|
|
|
2023-06-12 |
13G/A
|
LBTYA / Liberty Global Ltd.
|
|
32,062,554 |
22,532,696 |
|
|
|
2023-02-14 |
13G/A
|
VIPS / Vipshop Holdings Limited - Depositary Receipt (Common Stock)
|
|
7,682,089 |
3,798,073 |
|
|
|
2023-02-14 |
13G/A
|
THC / Tenet Healthcare Corporation
|
|
6,000,495 |
5,463,374 |
|
|
|
2023-02-14 |
13G
|
THO / THOR Industries, Inc.
|
|
|
2,861,284 |
|
|
|
2023-02-14 |
13G/A
|
RGA / Reinsurance Group of America, Incorporated
|
|
4,430,058 |
2,648,211 |
|
|
|
2023-02-14 |
13G
|
OTEX / Open Text Corporation
|
|
|
15,205,007 |
|
|
|
2023-02-14 |
13G/A
|
LEA / Lear Corporation
|
|
3,403,233 |
1,622,426 |
|
|
|
2023-02-14 |
13G/A
|
LIVN / LivaNova PLC
|
|
3,823,266 |
2,008,159 |
|
|
|
2023-02-14 |
13G/A
|
LBTYA / Liberty Global Ltd.
|
|
32,017,826 |
32,062,554 |
|
|
|
2023-02-14 |
13G/A
|
GOCO / GoHealth, Inc.
|
|
|
0 |
|
|
|
2023-02-14 |
13G/A
|
CNH / CNH Industrial N.V.
|
|
97,910,801 |
91,391,645 |
|
|
|
2023-02-14 |
13G/A
|
APA / APA Corporation
|
|
19,148,135 |
10,125,907 |
|
|
|
2023-02-14 |
13G/A
|
ALLY / Ally Financial Inc.
|
|
24,828,869 |
25,997,686 |
|
|
|
2023-01-10 |
13G/A
|
CS / Credit Suisse Group AG - ADR
|
|
266,447,635 |
201,449,660 |
|
|
|
2022-12-12 |
13G/A
|
LBTYA / Liberty Global Ltd.
|
|
43,252,282 |
32,017,826 |
|
|
|
2022-12-12 |
13G/A
|
TV / Grupo Televisa, S.A.B. - Depositary Receipt (Common Stock)
|
|
329,301,195 |
140,124,570 |
|
|
|
2022-08-10 |
13G
|
CS / Credit Suisse Group AG - ADR
|
|
|
266,447,635 |
|
|
|
2022-04-08 |
13G/A
|
GOCO / GoHealth, Inc.
|
|
14,076,341 |
6,222,100 |
|
|
|
2022-02-11 |
13G/A
|
LBTYA / Liberty Global Ltd.
|
|
44,508,065 |
43,252,282 |
|
|
|
2022-02-11 |
13G/A
|
GOCO / GoHealth, Inc.
|
|
10,286,581 |
14,076,341 |
|
|
|
2022-02-11 |
13G/A
|
LIVN / LivaNova PLC
|
|
3,735,678 |
3,823,266 |
|
|
|
2022-02-11 |
13G/A
|
CNHI / CNH Industrial N.V.
|
|
129,908,789 |
97,910,801 |
|
|
|
2022-02-11 |
13G/A
|
ALLY / Ally Financial Inc.
|
|
28,239,762 |
24,828,869 |
|
|
|
2022-02-11 |
13G
|
VIPS / Vipshop Holdings Limited - Depositary Receipt (Common Stock)
|
|
|
7,682,089 |
|
|
|
2022-02-11 |
13G/A
|
RGA / Reinsurance Group of America, Incorporated
|
|
3,921,878 |
4,430,058 |
|
|
|
2022-02-11 |
13G/A
|
LEA / Lear Corporation
|
|
3,663,503 |
3,403,233 |
|
|
|
2022-02-11 |
13G/A
|
TV / Grupo Televisa, S.A.B. - Depositary Receipt (Common Stock)
|
|
320,926,300 |
329,301,195 |
|
|
|
2022-02-11 |
13G/A
|
THC / Tenet Healthcare Corporation
|
|
7,114,001 |
6,000,495 |
|
|
|
2022-02-11 |
13G
|
CDK / CDK Global Inc
|
|
|
6,425,459 |
|
|
|
2022-02-11 |
13G
|
APA / APA Corporation
|
|
14,770,495 |
19,148,135 |
|
|
|
2022-02-11 |
13G/A
|
WPP / WPP plc - Depositary Receipt (Common Stock)
|
|
72,565,432 |
37,709,446 |
|
|
|
2022-02-11 |
13G/A
|
NVST / Envista Holdings Corporation
|
|
8,255,383 |
3,280,516 |
|
|
|
2022-02-11 |
13G/A
|
CVE / Cenovus Energy Inc.
|
|
98,287,307 |
0 |
|
|
|
2021-08-10 |
13G/A
|
CNHI / CNH Industrial N.V.
|
|
200,377,287 |
129,908,789 |
|
|
|
2021-06-10 |
13G
|
GOCO / GoHealth, Inc.
|
|
|
10,286,581 |
|
|
|
2021-02-16 |
13G/A
|
TEL / TE Connectivity plc
|
|
19,936,650 |
13,161,302 |
|
|
|
2021-02-16 |
13G/A
|
RYAAY / Ryanair Holdings plc - Depositary Receipt (Common Stock)
|
|
91,072,635 |
29,534,970 |
|
|
|
2021-02-16 |
13G/A
|
QRTEA / Qurate Retail Inc - Series A
|
|
22,521,565 |
10,259,379 |
|
|
|
2021-02-16 |
13G/A
|
TV / Grupo Televisa, S.A.B. - Depositary Receipt (Common Stock)
|
|
325,321,140 |
320,926,300 |
|
|
|
2021-02-16 |
13G/A
|
VLRS / Controladora Vuela Compañía de Aviación, S.A.B. de C.V. - Depositary Receipt (Common Stock)
|
|
58,947,580 |
41,905,880 |
|
|
|
2021-02-16 |
13G/A
|
LBTYA / Liberty Global Ltd.
|
|
36,959,912 |
44,508,065 |
|
|
|
2021-02-16 |
13G/A
|
LEA / Lear Corporation
|
|
3,907,645 |
3,663,503 |
|
|
|
2021-02-16 |
13G/A
|
US21871D1037 / Corelogic Inc
|
|
4,583,142 |
17,600 |
|
|
|
2021-02-16 |
13G/A
|
APA / APA Corporation
|
|
20,563,519 |
14,770,495 |
|
|
|
2021-02-16 |
13G/A
|
ALLY / Ally Financial Inc.
|
|
34,482,522 |
28,239,762 |
|
|
|
2021-02-16 |
13G
|
NVST / Envista Holdings Corporation
|
|
|
8,255,383 |
|
|
|
2021-02-16 |
13G
|
RGA / Reinsurance Group of America, Incorporated
|
|
|
3,921,878 |
|
|
|
2021-02-16 |
13G
|
CVE / Cenovus Energy Inc.
|
|
|
98,287,307 |
|
|
|
2021-02-12 |
13G/A
|
WPP / WPP plc - Depositary Receipt (Common Stock)
|
|
82,251,049 |
72,565,432 |
|
|
|
2021-02-12 |
13G/A
|
THC / Tenet Healthcare Corporation
|
|
6,184,292 |
7,114,001 |
|
|
|
2021-02-12 |
13G/A
|
LIVN / LivaNova PLC
|
|
2,697,007 |
3,735,678 |
|
|
|
2021-01-11 |
13G
|
CNHI / CNH Industrial N.V.
|
|
|
200,377,287 |
|
|
|
2020-02-14 |
13G/A
|
ALLY / Ally Financial Inc.
|
|
39,562,868 |
34,482,522 |
|
|
|
2020-02-14 |
13G/A
|
THC / Tenet Healthcare Corporation
|
|
6,209,187 |
6,184,292 |
|
|
|
2020-02-14 |
13G/A
|
TEL / TE Connectivity plc
|
|
24,345,438 |
19,936,650 |
|
|
|
2020-02-14 |
13G/A
|
US21871D1037 / Corelogic Inc
|
|
4,029,333 |
4,583,142 |
|
|
|
2020-02-14 |
13G/A
|
TV / Grupo Televisa, S.A.B. - Depositary Receipt (Common Stock)
|
|
300,743,690 |
325,321,140 |
|
|
|
2020-02-14 |
13G/A
|
NOV / NOV Inc.
|
|
22,820,259 |
11,020,680 |
|
|
|
2020-02-14 |
13G/A
|
VLRS / Controladora Vuela Compañía de Aviación, S.A.B. de C.V. - Depositary Receipt (Common Stock)
|
|
71,959,500 |
58,947,580 |
|
|
|
2020-02-14 |
13G/A
|
WPP / WPP plc - Depositary Receipt (Common Stock)
|
|
96,244,953 |
82,251,049 |
|
|
|
2020-02-14 |
13G
|
LIVN / LivaNova PLC
|
|
|
2,697,007 |
|
|
|
2020-02-14 |
13G/A
|
APA / APA Corporation
|
|
19,644,841 |
20,563,519 |
|
|
|
2020-02-14 |
13G/A
|
QRTEA / Qurate Retail Inc - Series A
|
|
27,610,598 |
22,521,565 |
|
|
|
2020-02-14 |
13G/A
|
LEA / Lear Corporation
|
|
3,424,807 |
3,907,645 |
|
|
|
2020-02-14 |
13G/A
|
LBTYA / Liberty Global Ltd.
|
|
32,487,019 |
36,959,912 |
|
|
|
2020-02-14 |
13G/A
|
RYAAY / Ryanair Holdings plc - Depositary Receipt (Common Stock)
|
|
71,791,255 |
91,072,635 |
|
|
|
2019-10-03 |
13G/A
|
LBTYA / Liberty Global Ltd.
|
|
25,294,509 |
32,487,019 |
|
|
|
2019-02-14 |
13G/A
|
QRTEA / Qurate Retail Inc - Series A
|
|
|
27,610,598 |
|
|
|
2019-02-14 |
13G
|
RYAAY / Ryanair Holdings plc - Depositary Receipt (Common Stock)
|
|
|
71,791,255 |
|
|
|
2019-02-14 |
13G
|
LEA / Lear Corporation
|
|
1,272,634 |
3,424,807 |
|
|
|
2019-02-14 |
13G
|
VLRS / Controladora Vuela Compañía de Aviación, S.A.B. de C.V. - Depositary Receipt (Common Stock)
|
|
|
71,959,500 |
|
|
|
2019-02-14 |
13G/A
|
TEL / TE Connectivity plc
|
|
25,536,233 |
24,345,438 |
|
|
|
2019-02-14 |
13G/A
|
NOV / NOV Inc.
|
|
21,681,884 |
22,820,259 |
|
|
|
2019-02-14 |
13G/A
|
WTW / Willis Towers Watson Public Limited Company
|
|
10,284,286 |
4,816,138 |
|
|
|
2019-02-14 |
13G/A
|
WPP / WPP plc - Depositary Receipt (Common Stock)
|
|
94,310,294 |
96,244,953 |
|
|
|
2019-02-14 |
13G/A
|
WFT / Weatherford International plc
|
|
69,103,790 |
0 |
|
|
|
2019-02-14 |
13G/A
|
ALLY / Ally Financial Inc.
|
|
40,508,483 |
39,562,868 |
|
|
|
2019-02-14 |
13G/A
|
TV / Grupo Televisa, S.A.B. - Depositary Receipt (Common Stock)
|
|
297,671,535 |
300,743,690 |
|
|
|
2019-02-14 |
13G/A
|
CRTO / Criteo S.A. - Depositary Receipt (Common Stock)
|
|
3,589,800 |
2,644,800 |
|
|
|
2019-02-14 |
13G/A
|
CHK / Chesapeake Energy Corporation
|
|
64,980,152 |
43,639,081 |
|
|
|
2019-02-14 |
13G/A
|
LBTYA / Liberty Global Ltd.
|
|
21,953,101 |
25,294,509 |
|
|
|
2019-02-14 |
13G/A
|
QRTEA / Qurate Retail Inc - Series A
|
|
25,651,705 |
27,610,598 |
|
|
|
2019-02-14 |
13G/A
|
THC / Tenet Healthcare Corporation
|
|
7,471,011 |
6,209,187 |
|
|
|
2019-02-14 |
13G
|
US21871D1037 / Corelogic Inc
|
|
|
4,029,333 |
|
|
|
2019-02-14 |
13G
|
APA / APA Corporation
|
|
|
19,644,841 |
|
|
|
2018-06-11 |
13G/A
|
LBTYA / Liberty Global Ltd.
|
|
17,652,145 |
21,953,101 |
|
|
|
2018-04-06 |
13G
|
CRTO / Criteo S.A. - Depositary Receipt (Common Stock)
|
|
|
3,589,800 |
|
|
|
2018-03-09 |
13G/A
|
TV / Grupo Televisa, S.A.B. - Depositary Receipt (Common Stock)
|
|
293,555,085 |
297,671,535 |
|
|
|
2018-02-14 |
13G/A
|
QRTEA / Qurate Retail Inc - Series A
|
|
|
25,651,705 |
|
|
|
2018-02-14 |
13G/A
|
CBRE / CBRE Group, Inc.
|
|
17,483,454 |
15,148,128 |
|
|
|
2018-02-14 |
13G
|
CHK / Chesapeake Energy Corporation
|
|
34,497,440 |
64,980,152 |
|
|
|
2018-02-14 |
13G/A
|
TV / Grupo Televisa, S.A.B. - Depositary Receipt (Common Stock)
|
|
233,410,740 |
293,555,085 |
|
|
|
2018-02-14 |
13G/A
|
ITRI / Itron, Inc.
|
|
2,844,143 |
0 |
|
|
|
2018-02-14 |
13G
|
LBTYA / Liberty Global Ltd.
|
|
|
17,652,145 |
|
|
|
2018-02-14 |
13G/A
|
QRTEA / Qurate Retail Inc - Series A
|
|
25,039,000 |
25,651,705 |
|
|
|
2018-02-14 |
13G/A
|
MLCO / Melco Resorts & Entertainment Limited - Depositary Receipt (Common Stock)
|
|
92,458,506 |
0 |
|
|
|
2018-02-14 |
13G
|
NOV / NOV Inc.
|
|
13,764,304 |
21,681,884 |
|
|
|
2018-02-14 |
13G/A
|
TEL / TE Connectivity plc
|
|
27,326,054 |
25,536,233 |
|
|
|
2018-02-14 |
13G/A
|
THC / Tenet Healthcare Corporation
|
|
7,459,265 |
7,471,011 |
|
|
|
2018-02-14 |
13G/A
|
TRCO / Tribune Media Company
|
|
6,041,308 |
13,600 |
|
|
|
2018-02-14 |
13G
|
WFT / Weatherford International plc
|
|
|
69,103,790 |
|
|
|
2018-02-14 |
13G
|
WTW / Willis Towers Watson Public Limited Company
|
|
4,889,634 |
10,284,286 |
|
|
|
2018-02-14 |
13G
|
WPP / WPP plc - Depositary Receipt (Common Stock)
|
|
|
94,310,294 |
|
|
|
2018-02-13 |
13G/A
|
ALLY / Ally Financial Inc.
|
|
36,248,807 |
40,508,483 |
|
|
|
2017-03-15 |
13G
|
MLCO / Melco Resorts & Entertainment Limited - Depositary Receipt (Common Stock)
|
|
|
92,458,506 |
|
|
|
2017-02-13 |
13G/A
|
HNT / Health Net Inc.
|
|
4,302,367 |
0 |
|
|
|
2017-02-13 |
13G
|
ALLY / Ally Financial Inc.
|
|
|
36,248,807 |
|
|
|
2017-02-13 |
13G/A
|
CNC / Centene Corporation
|
|
|
0 |
|
|
|
2017-02-10 |
13G/A
|
QRTEA / Qurate Retail Inc - Series A
|
|
|
25,039,000 |
|
|
|
2017-02-10 |
13G
|
TV / Grupo Televisa, S.A.B. - Depositary Receipt (Common Stock)
|
|
|
233,410,740 |
|
|
|
2017-02-10 |
13G/A
|
FNF / Fidelity National Financial, Inc.
|
|
16,461,402 |
13,125,277 |
|
|
|
2017-02-10 |
13G
|
KATE / Kate Spade & Company
|
|
|
7,309,011 |
|
|
|
2017-02-10 |
13G/A
|
GM / General Motors Company
|
|
81,083,512 |
64,929,418 |
|
|
|
2017-02-10 |
13G/A
|
TRCO / Tribune Media Company
|
|
5,989,535 |
6,041,308 |
|
|
|
2017-02-10 |
13G/A
|
FNF / Fidelity National Financial, Inc.
|
|
|
13,125,277 |
|
|
|
2017-02-10 |
13G/A
|
FLS / Flowserve Corporation
|
|
8,216,450 |
4,059,466 |
|
|
|
2017-02-10 |
13G
|
GRPFF / Grupo Televisa, S.A.B. - Debt/Equity Composite Units
|
|
|
233,410,740 |
|
|
|
2017-02-10 |
13G/A
|
ITRI / Itron, Inc.
|
|
3,156,690 |
2,844,143 |
|
|
|
2017-02-10 |
13G/A
|
QRTEA / Qurate Retail Inc - Series A
|
|
24,872,480 |
25,039,000 |
|
|
|
2017-02-10 |
13G/A
|
HSNI / HSN, Inc.
|
|
3,245,999 |
2,218,721 |
|
|
|
2017-02-10 |
13G/A
|
CHK / Chesapeake Energy Corporation
|
|
51,734,867 |
34,497,440 |
|
|
|
2017-02-10 |
13G/A
|
CMI / Cummins Inc.
|
|
11,137,675 |
5,156,533 |
|
|
|
2017-02-10 |
13G/A
|
THC / Tenet Healthcare Corporation
|
|
8,346,668 |
7,459,265 |
|
|
|
2017-02-10 |
13G/A
|
TEL / TE Connectivity plc
|
|
29,100,322 |
27,326,054 |
|
|
|
2017-02-10 |
13G
|
CBRE / CBRE Group, Inc.
|
|
|
17,483,454 |
|
|
|
2016-05-09 |
13G/A
|
WTW / Willis Towers Watson Public Limited Company
|
|
|
4,889,634 |
|
|
|
2016-02-10 |
13G/A
|
QRTEA / Qurate Retail Inc - Series A
|
|
|
24,872,480 |
|
|
|
2016-02-10 |
13G/A
|
TEL / TE Connectivity plc
|
|
|
29,100,322 |
|
|
|
2016-02-10 |
13G/A
|
THC / Tenet Healthcare Corporation
|
|
|
8,346,668 |
|
|
|
2016-02-10 |
13G/A
|
UPLMQ / Ultra Petroleum Corp.
|
|
|
11,200 |
|
|
|
2016-02-10 |
13G/A
|
ORBK / Orbotech Ltd.
|
|
|
2,016,712 |
|
|
|
2016-02-10 |
13G/A
|
RL / Ralph Lauren Corporation
|
|
|
0 |
|
|
|
2016-02-10 |
13G/A
|
NOV / NOV Inc.
|
|
|
13,764,304 |
|
|
|
2016-02-10 |
13G/A
|
OCR /
|
|
|
0 |
|
|
|
2016-02-10 |
13G/A
|
ITRI / Itron, Inc.
|
|
|
3,156,690 |
|
|
|
2016-02-10 |
13G/A
|
QRTEA / Qurate Retail Inc - Series A
|
|
|
24,872,480 |
|
|
|
2016-02-10 |
13G/A
|
DOV / Dover Corporation
|
|
|
7,073,729 |
|
|
|
2016-02-10 |
13G/A
|
FNF / Fidelity National Financial, Inc.
|
|
|
16,461,402 |
|
|
|
2016-02-10 |
13G/A
|
WTW / Willis Towers Watson Public Limited Company
|
|
|
15,653,299 |
|
|
|
2016-02-10 |
13G/A
|
HSNI / HSN, Inc.
|
|
|
3,245,999 |
|
|
|
2016-02-10 |
13G
|
GM / General Motors Company
|
|
|
81,083,512 |
|
|
|
2016-02-10 |
13G
|
TRCO / Tribune Media Company
|
|
|
5,989,535 |
|
|
|
2016-02-10 |
13G
|
FLS / Flowserve Corporation
|
|
|
8,216,450 |
|
|
|
2016-02-10 |
13G
|
CMI / Cummins Inc.
|
|
|
11,137,675 |
|
|
|
2016-02-10 |
13G/A
|
LEA / Lear Corporation
|
|
|
1,272,634 |
|
|
|
2016-02-10 |
13G/A
|
FL / Foot Locker, Inc.
|
|
|
6,691,145 |
|
|
|
2016-02-10 |
13G
|
CHK / Chesapeake Energy Corporation
|
|
|
51,734,867 |
|
|
|
2016-02-10 |
13G/A
|
HNT / Health Net Inc.
|
|
|
4,302,367 |
|
|
|
2015-02-12 |
13G
|
RL / Ralph Lauren Corporation
|
|
|
3,610,276 |
|
|
|
2015-02-12 |
13G
|
FNF / Fidelity National Financial, Inc.
|
|
|
16,056,375 |
|
|
|
2015-02-12 |
13G
|
NOV / NOV Inc.
|
|
|
22,785,396 |
|
|
|
2015-02-12 |
13G
|
UPLMQ / Ultra Petroleum Corp.
|
|
|
8,052,933 |
|
|
|
2015-02-12 |
13G
|
ITRI / Itron, Inc.
|
|
|
3,015,500 |
|
|
|
2015-02-12 |
13G
|
HSNI / HSN, Inc.
|
|
|
3,471,549 |
|
|
|
2015-02-12 |
13G
|
DOV / Dover Corporation
|
|
|
8,447,873 |
|
|
|
2015-02-12 |
13G
|
QRTEA / Qurate Retail Inc - Series A
|
|
|
23,844,048 |
|
|
|
2015-02-11 |
13G/A
|
BR / Broadridge Financial Solutions, Inc.
|
|
|
4,937,794 |
|
|
|
2015-02-11 |
13G/A
|
AAWW / Atlas Air Worldwide Holdings Inc.
|
|
|
1,137,925 |
|
|
|
2015-02-11 |
13G/A
|
TEL / TE Connectivity plc
|
|
|
29,889,444 |
|
|
|
2015-02-11 |
13G/A
|
TGI / Triumph Group, Inc.
|
|
|
0 |
|
|
|
2015-02-11 |
13G/A
|
AMAT / Applied Materials, Inc.
|
|
|
40,139,573 |
|
|
|
2015-02-11 |
13G/A
|
LEA / Lear Corporation
|
|
|
3,962,823 |
|
|
|
2015-02-11 |
13G/A
|
PENN / PENN Entertainment, Inc.
|
|
|
3,121,700 |
|
|
|
2015-02-11 |
13G/A
|
LH / Labcorp Holdings Inc.
|
|
|
123,910 |
|
|
|
2015-02-11 |
13G/A
|
FL / Foot Locker, Inc.
|
|
|
7,729,025 |
|
|
|
2015-02-11 |
13G/A
|
TRW / TRW Automotive Holdings
|
|
|
227,526 |
|
|
|
2015-02-11 |
13G/A
|
WTW / Willis Towers Watson Public Limited Company
|
|
|
20,213,479 |
|
|
|
2015-02-11 |
13G/A
|
ORBK / Orbotech Ltd.
|
|
|
2,727,260 |
|
|
|
2015-02-11 |
13G/A
|
THC / Tenet Healthcare Corporation
|
|
|
6,036,077 |
|
|
|
2015-02-11 |
13G/A
|
OCR /
|
|
|
5,273,314 |
|
|
|
2015-02-11 |
13G/A
|
FDO /
|
|
|
2,769,399 |
|
|
|
2015-02-11 |
13G/A
|
HNT / Health Net Inc.
|
|
|
6,532,500 |
|
|
|
2014-05-06 |
13G/A
|
WTW / Willis Towers Watson Public Limited Company
|
|
|
20,587,479 |
|
|
|
2014-02-25 |
13G/A
|
BWA / BorgWarner Inc.
|
|
|
6,709,398 |
|
|
|
2014-02-14 |
13G/A
|
OCR /
|
|
|
6,586,079 |
|
|
|
2014-02-13 |
13G/A
|
WTW / Willis Towers Watson Public Limited Company
|
|
|
17,605,159 |
|
|
|
2014-02-13 |
13G/A
|
ORBK / Orbotech Ltd.
|
|
|
4,882,698 |
|
|
|
2014-02-13 |
13G
|
LEA / Lear Corporation
|
|
|
4,638,754 |
|
|
|
2014-02-13 |
13G
|
FL / Foot Locker, Inc.
|
|
|
8,129,056 |
|
|
|
2014-02-13 |
13G
|
BWA / BorgWarner Inc.
|
|
|
6,709,398 |
|
|
|
2014-02-12 |
13G/A
|
AMAT / Applied Materials, Inc.
|
|
|
71,780,916 |
|
|
|
2014-02-12 |
13G/A
|
XEC / Cimarex Energy Co.
|
|
|
3,396,097 |
|
|
|
2014-02-12 |
13G/A
|
BR / Broadridge Financial Solutions, Inc.
|
|
|
6,109,809 |
|
|
|
2014-02-12 |
13G/A
|
FLS / Flowserve Corporation
|
|
|
0 |
|
|
|
2014-02-12 |
13G/A
|
LYV / Live Nation Entertainment, Inc.
|
|
|
8,722,202 |
|
|
|
2014-02-12 |
13G/A
|
PMC / PIMCO Municipal Credit Income Fund
|
|
|
0 |
|
|
|
2014-02-12 |
13G/A
|
TEL / TE Connectivity plc
|
|
|
27,155,660 |
|
|
|
2014-02-12 |
13G/A
|
THC / Tenet Healthcare Corporation
|
|
|
7,724,422 |
|
|
|
2014-02-12 |
13G/A
|
US92220P1057 / Varian Medical Systems, Inc.
|
|
|
2,005,601 |
|
|
|
2014-02-12 |
13G
|
AAWW / Atlas Air Worldwide Holdings Inc.
|
|
|
1,525,100 |
|
|
|
2014-02-12 |
13G
|
FDO /
|
|
|
6,493,480 |
|
|
|
2014-02-12 |
13G
|
TGI / Triumph Group, Inc.
|
|
|
3,036,396 |
|
|
|
2014-02-12 |
13G
|
TRW / TRW Automotive Holdings
|
|
|
6,316,622 |
|
|
|
2014-02-12 |
13G/A
|
SNA / Snap-on Incorporated
|
|
|
500,251 |
|
|
|
2014-02-12 |
13G/A
|
HNT / Health Net Inc.
|
|
|
7,090,650 |
|
|
|
2014-02-12 |
13G/A
|
LH / Labcorp Holdings Inc.
|
|
|
5,025,805 |
|
|
|
2014-02-12 |
13G/A
|
PENN / PENN Entertainment, Inc.
|
|
|
4,917,293 |
|
|
|
2013-02-13 |
13G/A
|
SNI / Scripps Networks Interactive, Inc.
|
|
|
6,608,700 |
|
|
|
2013-02-13 |
13G/A
|
DISCK / Warner Bros.Discovery Inc - Series C
|
|
|
11,130,329 |
|
|
|
2013-02-11 |
13G/A
|
PMC / PIMCO Municipal Credit Income Fund
|
|
|
1,738,100 |
|
|
|
2013-02-11 |
13G/A
|
OCR /
|
|
|
7,590,299 |
|
|
|
2013-02-11 |
13G/A
|
TEL / TE Connectivity plc
|
|
|
25,969,545 |
|
|
|
2013-02-11 |
13G/A
|
THC / Tenet Healthcare Corporation
|
|
|
8,156,711 |
|
|
|
2013-02-11 |
13G/A
|
ORBK / Orbotech Ltd.
|
|
|
5,670,998 |
|
|
|
2013-02-11 |
13G/A
|
US92220P1057 / Varian Medical Systems, Inc.
|
|
|
5,778,000 |
|
|
|
2013-02-11 |
13G/A
|
LYV / Live Nation Entertainment, Inc.
|
|
|
14,527,825 |
|
|
|
2013-02-11 |
13G/A
|
FLS / Flowserve Corporation
|
|
|
3,735,484 |
|
|
|
2013-02-11 |
13G/A
|
XEC / Cimarex Energy Co.
|
|
|
5,559,022 |
|
|
|
2013-02-11 |
13G/A
|
441060100 / Hospira
|
|
|
3,135,231 |
|
|
|
2013-02-11 |
13G/A
|
AMAT / Applied Materials, Inc.
|
|
|
72,270,054 |
|
|
|
2013-02-11 |
13G
|
WTW / Willis Towers Watson Public Limited Company
|
|
|
11,184,000 |
|
|
|
2013-02-11 |
13G/A
|
BR / Broadridge Financial Solutions, Inc.
|
|
|
7,956,860 |
|
|
|
2013-02-11 |
13G/A
|
WLTGQ / Walter Energy, Inc.
|
|
|
3,103,671 |
|
|
|
2013-02-11 |
13G/A
|
SNA / Snap-on Incorporated
|
|
|
4,336,685 |
|
|
|
2013-02-11 |
13G/A
|
MLM / Martin Marietta Materials, Inc.
|
|
|
0 |
|
|
|
2013-02-11 |
13G
|
HNT / Health Net Inc.
|
|
|
6,468,060 |
|
|
|
2013-02-11 |
13G/A
|
LH / Labcorp Holdings Inc.
|
|
|
6,777,355 |
|
|
|
2013-02-11 |
13G/A
|
PENN / PENN Entertainment, Inc.
|
|
|
4,529,749 |
|
|
|
2012-09-10 |
13G/A
|
STE / STERIS plc
|
|
|
52,400 |
|
|
|
2012-05-09 |
13G/A
|
UPLMQ / Ultra Petroleum Corp.
|
|
|
489,564 |
|
|
|
2012-02-16 |
13G/A
|
441060100 / Hospira
|
|
|
9,342,112 |
|
|
|
2012-02-15 |
13G/A
|
DISCK / Warner Bros.Discovery Inc - Series C
|
|
|
14,766,282 |
|
|
|
2012-02-14 |
13G/A
|
DISCK / Warner Bros.Discovery Inc - Series C
|
|
|
14,766,282 |
|
|
|
2012-02-14 |
13G/A
|
BR / Broadridge Financial Solutions, Inc.
|
|
|
8,591,135 |
|
|
|
2012-02-14 |
13G/A
|
XEC / Cimarex Energy Co.
|
|
|
4,506,350 |
|
|
|
2012-02-14 |
13G/A
|
OCR /
|
|
|
7,740,085 |
|
|
|
2012-02-14 |
13G/A
|
FLS / Flowserve Corporation
|
|
|
3,830,684 |
|
|
|
2012-02-14 |
13G/A
|
LLL / JX Luxventure Limited
|
|
|
5,299,852 |
|
|
|
2012-02-14 |
13G/A
|
LYV / Live Nation Entertainment, Inc.
|
|
|
12,585,225 |
|
|
|
2012-02-14 |
13G/A
|
ORBK / Orbotech Ltd.
|
|
|
6,010,498 |
|
|
|
2012-02-14 |
13G/A
|
PMC / PIMCO Municipal Credit Income Fund
|
|
|
1,883,400 |
|
|
|
2012-02-14 |
13G/A
|
SARA / SARATOGA RES INC TEX
|
|
|
21,289,443 |
|
|
|
2012-02-14 |
13G/A
|
SNI / Scripps Networks Interactive, Inc.
|
|
|
7,286,100 |
|
|
|
2012-02-14 |
13G/A
|
US92220P1057 / Varian Medical Systems, Inc.
|
|
|
5,911,600 |
|
|
|
2012-02-14 |
13G
|
TOYOF / Toyota Motor Corporation
|
|
|
28,511,200 |
|
|
|
2012-02-14 |
13G
|
OCR /
|
|
|
7,740,085 |
|
|
|
2012-02-14 |
13G
|
TEL / TE Connectivity plc
|
|
|
23,137,428 |
|
|
|
2012-02-14 |
13G
|
AMAT / Applied Materials, Inc.
|
|
|
67,239,636 |
|
|
|
2012-02-14 |
13G
|
UPLMQ / Ultra Petroleum Corp.
|
|
|
10,775,636 |
|
|
|
2012-02-14 |
13G/A
|
STE / STERIS plc
|
|
|
3,542,500 |
|
|
|
2012-02-14 |
13G/A
|
SIG / Signet Jewelers Limited
|
|
|
3,759,250 |
|
|
|
2012-02-14 |
13G/A
|
WLTGQ / Walter Energy, Inc.
|
|
|
4,323,186 |
|
|
|
2012-02-14 |
13G/A
|
SNA / Snap-on Incorporated
|
|
|
5,648,270 |
|
|
|
2012-02-14 |
13G/A
|
MLM / Martin Marietta Materials, Inc.
|
|
|
2,454,680 |
|
|
|
2012-02-14 |
13G/A
|
LH / Labcorp Holdings Inc.
|
|
|
8,084,705 |
|
|
|
2012-02-14 |
13G
|
PENN / PENN Entertainment, Inc.
|
|
|
4,068,042 |
|
|
|
2012-02-13 |
13G/A
|
AMAT / Applied Materials, Inc.
|
|
|
67,239,636 |
|
|
|
1998-06-09 |
13G/A
|
GDI / Gardner Denver, Inc. 2020 USD Term Loan B2
|
|
|
0 |
|
|
|
1998-02-11 |
13G/A
|
GDI / Gardner Denver, Inc. 2020 USD Term Loan B2
|
|
|
1,279,200 |
|
|
|
1997-02-11 |
13G
|
GDI / Gardner Denver, Inc. 2020 USD Term Loan B2
|
|
|
250,000 |
|
|
|