0001062993-24-009702.txt : 20240509
0001062993-24-009702.hdr.sgml : 20240509
20240509101945
ACCESSION NUMBER: 0001062993-24-009702
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240509
DATE AS OF CHANGE: 20240509
EFFECTIVENESS DATE: 20240509
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: SCOUT INVESTMENTS, INC.
CENTRAL INDEX KEY: 0001161927
ORGANIZATION NAME:
IRS NUMBER: 431925734
STATE OF INCORPORATION: MO
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-10260
FILM NUMBER: 24929106
BUSINESS ADDRESS:
STREET 1: 1201 WALNUT STREET, SUITE 2110
CITY: KANSAS CITY
STATE: MO
ZIP: 64106
BUSINESS PHONE: 816-391-4179
MAIL ADDRESS:
STREET 1: 1201 WALNUT STREET, SUITE 2110
CITY: KANSAS CITY
STATE: MO
ZIP: 64106
FORMER COMPANY:
FORMER CONFORMED NAME: SCOUT INVESTMENT, INC.
DATE OF NAME CHANGE: 20110210
FORMER COMPANY:
FORMER CONFORMED NAME: SCOUT INVESTMENT ADVISORS INC
DATE OF NAME CHANGE: 20011106
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
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true
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0001161927
XXXXXXXX
03-31-2024
03-31-2024
false
SCOUT INVESTMENTS, INC.
1201 WALNUT STREET, SUITE 2110
KANSAS CITY
MO
64106
13F HOLDINGS REPORT
028-10260
000111787
801-60188
N
Damian Sousa
CCO
727 567-4656
Damian Sousa
St Petersburg
FL
05-09-2024
2
193
4070880484
false
1
0001233991
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC
2
0001715163
CARILLON TOWER ADVISERS, INC.
INFORMATION TABLE
2
form13fInfoTable.xml
FORM 13F INFORMATION TABLE
ADVANCED ENERGY INDUSTRIES
Common Stock
007973100
7865301
77613
SH
SOLE
1,2
36990
0
40623
AGILENT TECHNOLOGIES INC
Common Stock
00846U101
40673539
279428
SH
SOLE
2
279428
0
0
AGNICO EAGLE MINES LTD
Common Stock
008474108
14545386
237282
SH
SOLE
2
237282
0
0
AGREE REALTY CORP
REIT
008492100
55318350
969307
SH
SOLE
2
969307
0
0
ALAMOS GOLD INC-CLASS A
Common Stock
011532108
14789491
1018560
SH
SOLE
2
1018560
0
0
ALBANY INTL CORP-CL A
Common Stock
012348108
8303739
91582
SH
SOLE
1,2
43629
0
47953
ALIGN TECHNOLOGY INC
Common Stock
016255101
19054656
59611
SH
SOLE
2
59611
0
0
ALLY FINANCIAL INC
Common Stock
02005N100
35522998
897272
SH
SOLE
2
897272
0
0
AMBARELLA INC
Common Stock
G037AX101
5169137
103197
SH
SOLE
1,2
49113
0
54084
AMETEK INC
Common Stock
031100100
26424757
146430
SH
SOLE
2
146430
0
0
AMN HEALTHCARE SERVICES INC
Common Stock
001744101
6545213
105381
SH
SOLE
1,2
50122
0
55259
APPLIED INDUSTRIAL TECH INC
Common Stock
03820C105
16113379
82472
SH
SOLE
1,2
39319
0
43153
APPLOVIN CORP-CLASS A
Common Stock
03831W108
38818653
561450
SH
SOLE
2
561450
0
0
ARCH CAPITAL GROUP LTD
Common Stock
G0450A105
21850238
236705
SH
SOLE
2
236705
0
0
ARIS WATER SOLUTIONS INC-A
Common Stock
04041L106
7816987
553611
SH
SOLE
1,2
263394
0
290217
ARISTA NETWORKS INC
Common Stock
040413106
36267951
120994
SH
SOLE
2
120994
0
0
ATMOS ENERGY CORP
Common Stock
049560105
27162775
230486
SH
SOLE
2
230486
0
0
AXIS CAPITAL HOLDINGS LTD
Common Stock
G0692U109
35769477
550215
SH
SOLE
2
550215
0
0
AXONICS INC
Common Stock
05465P101
4326109
62507
SH
SOLE
1,2
29765
0
32742
AXOS FINANCIAL INC
Common Stock
05465C100
7238433
138059
SH
SOLE
1,2
65804
0
72255
BAKER HUGHES CO
Common Stock
05722G100
14713131
439986
SH
SOLE
2
439986
0
0
BALCHEM CORP
Common Stock
057665200
10433910
68590
SH
SOLE
1,2
32704
0
35886
BIOMARIN PHARMACEUTICAL INC
Common Stock
09061G101
58868102
675868
SH
SOLE
2
675868
0
0
BOOZ ALLEN HAMILTON HOLDINGS
Common Stock
099502106
31947433
214326
SH
SOLE
2
214326
0
0
BOX INC - CLASS A
Common Stock
10316T104
9358066
327893
SH
SOLE
1,2
156048
0
171845
BOYD GAMING CORP
Common Stock
103304101
32985132
487441
SH
SOLE
2
487441
0
0
BROWN & BROWN INC
Common Stock
115236101
17705267
205112
SH
SOLE
2
205112
0
0
BROWN-FORMAN CORP-CLASS B
Common Stock
115637209
6542855
128241
SH
SOLE
2
128241
0
0
BRUNSWICK CORP
Common Stock
117043109
33452110
348932
SH
SOLE
2
348932
0
0
BUILDERS FIRSTSOURCE INC
Common Stock
12008R107
25718564
125206
SH
SOLE
2
125206
0
0
BWX TECHNOLOGIES INC
Common Stock
05605H100
16381749
160763
SH
SOLE
2
160763
0
0
CARETRUST REIT INC
REIT
14174T107
8552114
352810
SH
SOLE
1,2
167934
0
184876
CARRIER GLOBAL CORP
Common Stock
14448C104
19491490
339573
SH
SOLE
2
339573
0
0
CASEY'S GENERAL STORES INC
Common Stock
147528103
56467313
179051
SH
SOLE
2
179051
0
0
CBOE GLOBAL MARKETS INC
Common Stock
12503M108
71458905
392912
SH
SOLE
2
392912
0
0
CENCORA INC
Common Stock
03073E105
49836384
205088
SH
SOLE
2
205088
0
0
CENTENE CORP
Common Stock
15135B101
36721169
472298
SH
SOLE
2
472298
0
0
CENTERPOINT ENERGY INC
Common Stock
15189T107
58957005
2074490
SH
SOLE
2
2074490
0
0
CERTARA INC
Common Stock
15687V109
6241500
346750
SH
SOLE
1,2
165096
0
181654
CHAMPIONX CORP
Common Stock
15872M104
18957124
535512
SH
SOLE
2
535512
0
0
CHART INDUSTRIES INC
Common Stock
16115Q308
51502021
321948
SH
SOLE
1,2
285916
0
36032
CHEESECAKE FACTORY INC/THE
Common Stock
163072101
5572935
152266
SH
SOLE
1,2
72444
0
79822
CHEFS' WAREHOUSE INC/THE
Common Stock
163086101
7907354
214524
SH
SOLE
1,2
102339
0
112185
CHENIERE ENERGY INC
Common Stock
16411R208
16587846
104110
SH
SOLE
2
104110
0
0
CIENA CORP
Common Stock
171779309
17597870
357753
SH
SOLE
2
357753
0
0
CITIZENS FINANCIAL GROUP
Common Stock
174610105
24340052
682942
SH
SOLE
2
682942
0
0
CLEAN HARBORS INC
Common Stock
184496107
24918072
126462
SH
SOLE
2
126462
0
0
COHEN & STEERS INC
Common Stock
19247A100
9942332
133079
SH
SOLE
1,2
63339
0
69740
COHERENT CORP
Common Stock
19247G107
9720840
162014
SH
SOLE
1,2
77174
0
84840
COMMERCE BANCSHARES INC
Common Stock
200525103
841973
16059
SH
SOLE
2
16059
0
0
COPART INC
Common Stock
217204106
33802605
582101
SH
SOLE
2
582101
0
0
CORE LABORATORIES INC
Common Stock
21867A105
4823979
281610
SH
SOLE
1,2
134034
0
147576
CORTEVA INC
Common Stock
22052L104
14735336
255467
SH
SOLE
2
255467
0
0
COSTAR GROUP INC
Common Stock
22160N109
13965424
147751
SH
SOLE
2
147751
0
0
CREDO TECHNOLOGY GROUP HOLDI
Common Stock
G25457105
10788131
507438
SH
SOLE
1,2
241317
0
266121
CROWDSTRIKE HOLDINGS INC - A
Common Stock
22788C105
39388828
123248
SH
SOLE
2
123248
0
0
DARLING INGREDIENTS INC
Common Stock
237266101
14412320
317452
SH
SOLE
2
317452
0
0
DELL TECHNOLOGIES -C
Common Stock
24703L202
33178564
277320
SH
SOLE
2
277320
0
0
DELTA AIR LINES INC
Common Stock
247361702
35555402
737358
SH
SOLE
2
737358
0
0
DESCARTES SYSTEMS GRP/THE
Common Stock
249906108
10349870
111265
SH
SOLE
1,2
52938
0
58327
DR HORTON INC
Common Stock
23331A109
37595334
232242
SH
SOLE
2
232242
0
0
DYCOM INDUSTRIES INC
Common Stock
267475101
12875003
92208
SH
SOLE
1,2
43898
0
48310
EAGLE MATERIALS INC
Common Stock
26969P108
39204576
145299
SH
SOLE
2
145299
0
0
EASTGROUP PROPERTIES INC
REIT
277276101
28166591
159747
SH
SOLE
2
159747
0
0
EDWARDS LIFESCIENCES CORP
Common Stock
28176E112
78792717
835997
SH
SOLE
2
835997
0
0
ENCOMPASS HEALTH CORP
Common Stock
29261A100
29356386
352714
SH
SOLE
2
352714
0
0
ENOVIS CORP
Common Stock
194014502
6115847
99558
SH
SOLE
1,2
47330
0
52228
ENVESTNET INC
Common Stock
29404K106
5433784
94847
SH
SOLE
1,2
45141
0
49706
EPLUS INC
Common Stock
294268107
10668050
138925
SH
SOLE
1,2
66194
0
72731
EVERCORE INC - A
Common Stock
29977A105
51976566
274645
SH
SOLE
2
274645
0
0
EVEREST GROUP LTD
Common Stock
G3223R108
21979370
55219
SH
SOLE
2
55219
0
0
EVERGY INC
Common Stock
30034W106
13339053
252921
SH
SOLE
2
252921
0
0
EVOLENT HEALTH INC - A
Common Stock
30050B101
5759597
180382
SH
SOLE
1,2
85714
0
94668
EXCELERATE ENERGY INC-A
Common Stock
30069T101
4020192
253480
SH
SOLE
1,2
120649
0
132831
FABRINET
Common Stock
G3323L100
12988482
68784
SH
SOLE
1,2
32773
0
36011
FIRST HORIZON CORP
Common Stock
320517105
76404639
5107262
SH
SOLE
2
5107262
0
0
FOX CORP - CLASS A
Common Stock
35137L105
5827181
185875
SH
SOLE
2
185875
0
0
FREEPORT-MCMORAN INC
Common Stock
35671D857
17933857
378911
SH
SOLE
2
378911
0
0
GARTNER INC
Common Stock
366651107
23787970
49824
SH
SOLE
2
49824
0
0
G-III APPAREL GROUP LTD
Common Stock
36237H101
6618589
231987
SH
SOLE
1,2
110439
0
121548
GLOBAL INDUSTRIAL CO
Common Stock
37892E102
8809645
200447
SH
SOLE
1,2
95391
0
105056
HALOZYME THERAPEUTICS INC
Common Stock
40637H109
10158976
245861
SH
SOLE
1,2
116881
0
128980
HEALTHEQUITY INC
Common Stock
42226A107
12287519
150527
SH
SOLE
1,2
71671
0
78856
HENRY SCHEIN INC
Common Stock
806407102
10474150
141085
SH
SOLE
2
141085
0
0
HERSHEY CO/THE
Common Stock
427866108
11150506
56239
SH
SOLE
2
56239
0
0
HILLTOP HOLDINGS INC
Common Stock
432748101
5667854
182129
SH
SOLE
1,2
86813
0
95316
HOST HOTELS & RESORTS INC
REIT
44107P104
15027134
725598
SH
SOLE
2
725598
0
0
HUBBELL INC
Common Stock
443510607
44870187
107654
SH
SOLE
2
107654
0
0
HUNTINGTON BANCSHARES INC
Common Stock
446150104
35428301
2580357
SH
SOLE
2
2580357
0
0
I3 VERTICALS INC-CLASS A
Common Stock
46571Y107
6748561
299271
SH
SOLE
1,2
142441
0
156830
ICU MEDICAL INC
Common Stock
44930G107
5463277
51819
SH
SOLE
1,2
24599
0
27220
IMPINJ INC
Common Stock
453204109
11428598
88897
SH
SOLE
1,2
42360
0
46537
INGERSOLL-RAND INC
Common Stock
45687V106
15979155
170681
SH
SOLE
2
170681
0
0
INSMED INC
Common Stock
457669307
7365902
275670
SH
SOLE
1,2
131225
0
144445
INSPERITY INC
Common Stock
45778Q107
11245115
104596
SH
SOLE
1,2
49849
0
54747
INSTALLED BUILDING PRODUCTS
Common Stock
45780R101
16638158
64677
SH
SOLE
1,2
30769
0
33908
INSULET CORP
Common Stock
45784P101
24308268
144606
SH
SOLE
2
144606
0
0
INTAPP INC
Common Stock
45827U109
5378689
162744
SH
SOLE
1,2
77599
0
85145
INTEGER HOLDINGS CORP
Common Stock
45826H109
10990400
94753
SH
SOLE
1,2
45104
0
49649
INTERACTIVE BROKERS GRO-CL A
Common Stock
45841N107
18335413
163636
SH
SOLE
2
163636
0
0
JACK HENRY & ASSOCIATES INC
Common Stock
426281101
15209975
89229
SH
SOLE
2
89229
0
0
KIMBELL ROYALTY PARTNERS LP
Unit
49435R102
4996708
317050
SH
SOLE
1,2
152727
0
164323
KINSALE CAPITAL GROUP INC
Common Stock
49714P108
22442279
43777
SH
SOLE
2
43777
0
0
KIRBY CORP
Common Stock
497266106
10299245
108814
SH
SOLE
2
108814
0
0
KNIGHT-SWIFT TRANSPORTATION
Common Stock
499049104
13057689
238366
SH
SOLE
2
238366
0
0
KRATOS DEFENSE & SECURITY
Common Stock
50077B207
10816775
589149
SH
SOLE
1,2
280487
0
308662
KRYSTAL BIOTECH INC
Common Stock
501147102
8975520
50977
SH
SOLE
1,2
24293
0
26684
LANTHEUS HOLDINGS INC
Common Stock
516544103
5900818
98167
SH
SOLE
1,2
46724
0
51443
LAS VEGAS SANDS CORP
Common Stock
517834107
28540216
536672
SH
SOLE
2
536672
0
0
LEAR CORP
Common Stock
521865204
10026352
69449
SH
SOLE
2
69449
0
0
LEMAITRE VASCULAR INC
Common Stock
525558201
11174020
169329
SH
SOLE
1,2
80460
0
88869
LGI HOMES INC
Common Stock
50187T106
7628227
66657
SH
SOLE
1,2
31761
0
34896
LINDBLAD EXPEDITIONS HOLDING
Common Stock
535219109
2625893
291119
SH
SOLE
1,2
138548
0
152571
LIVE NATION ENTERTAINMENT IN
Common Stock
538034109
21309863
204470
SH
SOLE
2
204470
0
0
LKQ CORP
Common Stock
501889208
19018444
357624
SH
SOLE
2
357624
0
0
LULULEMON ATHLETICA INC
Common Stock
550021109
15426489
40048
SH
SOLE
2
40048
0
0
MAGNITE INC
Common Stock
55955D100
4700609
444292
SH
SOLE
1,2
211476
0
232816
MARTIN MARIETTA MATERIALS
Common Stock
573284106
19658760
32525
SH
SOLE
2
32525
0
0
MARVELL TECHNOLOGY INC
Common Stock
573874104
36200474
494542
SH
SOLE
2
494542
0
0
MATERION CORP
Common Stock
576690101
8777165
69932
SH
SOLE
1,2
33340
0
36592
MGP INGREDIENTS INC
Common Stock
55303J106
7324737
85820
SH
SOLE
1,2
40801
0
45019
MICROCHIP TECHNOLOGY INC
Common Stock
595017104
17793916
198283
SH
SOLE
2
198283
0
0
MID-AMERICA APARTMENT COMM
REIT
59522J103
35749899
277777
SH
SOLE
2
277777
0
0
MOLINA HEALTHCARE INC
Common Stock
60855R100
13634474
33732
SH
SOLE
2
33732
0
0
MONOLITHIC POWER SYSTEMS INC
Common Stock
609839105
26450416
39568
SH
SOLE
2
39568
0
0
MONSTER BEVERAGE CORP
Common Stock
61174X109
14573922
252406
SH
SOLE
2
252406
0
0
MORNINGSTAR INC
Common Stock
617700109
13033609
42549
SH
SOLE
2
42549
0
0
MOSAIC CO/THE
Common Stock
61945C103
13031930
401848
SH
SOLE
2
401848
0
0
MURPHY USA INC
Common Stock
626755102
34515827
80839
SH
SOLE
2
80839
0
0
NEUROCRINE BIOSCIENCES INC
Common Stock
64125C109
15060504
106525
SH
SOLE
2
106525
0
0
NEXTRACKER INC-CL A
Common Stock
65290E101
16717420
297463
SH
SOLE
2
297463
0
0
NOBLE CORP PLC
Common Stock
G65431127
29754308
622866
SH
SOLE
2
622866
0
0
NUCOR CORP
Common Stock
670346105
21038800
105194
SH
SOLE
2
105194
0
0
NVR INC
Common Stock
62944T105
33774544
4208
SH
SOLE
2
4208
0
0
OMNICOM GROUP
Common Stock
681919106
36714983
380151
SH
SOLE
2
380151
0
0
ONESPAWORLD HOLDINGS LTD
Common Stock
P73684113
8705109
649635
SH
SOLE
1,2
309274
0
340361
O'REILLY AUTOMOTIVE INC
Common Stock
67103H107
15618209
13818
SH
SOLE
2
13818
0
0
OWENS CORNING
Common Stock
690742101
24418174
144666
SH
SOLE
2
144666
0
0
PACIRA BIOSCIENCES INC
Common Stock
695127100
4010486
137581
SH
SOLE
1,2
65473
0
72108
PAGERDUTY INC
Common Stock
69553P100
4944925
219970
SH
SOLE
1,2
104821
0
115149
PALANTIR TECHNOLOGIES INC-A
Common Stock
69608A108
145847462
6380029
SH
SOLE
2
6380029
0
0
PARKER HANNIFIN CORP
Common Stock
701094104
40346054
73222
SH
SOLE
2
73222
0
0
PATRICK INDUSTRIES INC
Common Stock
703343103
11975147
101022
SH
SOLE
1,2
48080
0
52942
PAYCOM SOFTWARE INC
Common Stock
70432V102
17419889
87855
SH
SOLE
2
87855
0
0
PJT PARTNERS INC - A
Common Stock
69343T107
8585391
90306
SH
SOLE
1,2
43078
0
47228
PLEXUS CORP
Common Stock
729132100
6997333
73355
SH
SOLE
1,2
34959
0
38396
POWER INTEGRATIONS INC
Common Stock
739276103
6262068
88610
SH
SOLE
1,2
42172
0
46438
PPL CORP
Common Stock
69351T106
36138300
1314120
SH
SOLE
2
1314120
0
0
PURE STORAGE INC - CLASS A
Common Stock
74624M102
30287883
581788
SH
SOLE
2
581788
0
0
QUALYS INC
Common Stock
74758T303
9946301
59459
SH
SOLE
1,2
28336
0
31123
QUANTA SERVICES INC
Common Stock
74762E102
65940706
254342
SH
SOLE
2
254342
0
0
RB GLOBAL INC
Common Stock
74935Q107
30474795
397221
SH
SOLE
2
397221
0
0
ROBINHOOD MARKETS INC - A
Common Stock
770700102
18563335
956380
SH
SOLE
2
956380
0
0
ROSS STORES INC
Common Stock
778296103
18525381
127682
SH
SOLE
2
127682
0
0
SHIFT4 PAYMENTS INC-CLASS A
Common Stock
82452J109
34108311
525957
SH
SOLE
2
525957
0
0
SKYWORKS SOLUTIONS INC
Common Stock
83088M102
7410165
69228
SH
SOLE
2
69228
0
0
STAG INDUSTRIAL INC
REIT
85254J102
54677331
1452639
SH
SOLE
2
1452639
0
0
STONERIDGE INC
Common Stock
86183P102
4275608
235182
SH
SOLE
1,2
111914
0
123268
SUPER MICRO COMPUTER INC
Common Stock
86800U104
54513641
52561
SH
SOLE
2
52561
0
0
SUPERNUS PHARMACEUTICALS INC
Common Stock
868459108
8900398
265525
SH
SOLE
1,2
126448
0
139077
TAKE-TWO INTERACTIVE SOFTWRE
Common Stock
874054109
22249950
148333
SH
SOLE
2
148333
0
0
TERADATA CORP
Common Stock
88076W103
10187138
265221
SH
SOLE
2
265221
0
0
TERADYNE INC
Common Stock
880770102
24234552
214560
SH
SOLE
2
214560
0
0
TEXAS PACIFIC LAND CORP
Common Stock
88262P102
13606219
23825
SH
SOLE
2
23825
0
0
TEXAS ROADHOUSE INC
Common Stock
882681109
26295896
169476
SH
SOLE
2
169476
0
0
TEXTRON INC
Common Stock
883203101
34741302
364432
SH
SOLE
2
364432
0
0
THOR INDUSTRIES INC
Common Stock
885160101
25642784
220697
SH
SOLE
1,2
220697
0
37523
TIMKEN CO
Common Stock
887389104
14202621
161669
SH
SOLE
2
161669
0
0
TKO GROUP HOLDINGS INC
Common Stock
87256C101
29619031
343688
SH
SOLE
2
343688
0
0
TRACTOR SUPPLY COMPANY
Common Stock
892356106
21544963
83430
SH
SOLE
2
83430
0
0
TTEC HOLDINGS INC
Common Stock
89854H102
1483616
145168
SH
SOLE
1,2
69134
0
76034
U.S. PHYSICAL THERAPY INC
Common Stock
90337L108
6678532
59550
SH
SOLE
1,2
28317
0
31233
UFP TECHNOLOGIES INC
Common Stock
902673102
5777618
23034
SH
SOLE
1,2
10929
0
12105
U-HAUL HOLDING CO-NON VOTING
Common Stock
235865060
23013302
343636
SH
SOLE
2
343636
0
0
ULTA BEAUTY INC
Common Stock
90384S303
30737068
58103
SH
SOLE
2
58103
0
0
ULTRA CLEAN HOLDINGS INC
Common Stock
90385V107
6943106
152161
SH
SOLE
1,2
72469
0
79692
UMH PROPERTIES INC
REIT
903002103
3990323
250334
SH
SOLE
1,2
119180
0
131154
UNITED RENTALS INC
Common Stock
911363109
39292599
55330
SH
SOLE
2
55330
0
0
VAIL RESORTS INC
Common Stock
91879Q109
16092033
72454
SH
SOLE
2
72454
0
0
VERICEL CORP
Common Stock
92346J108
15142677
286251
SH
SOLE
1,2
136228
0
150023
VERINT SYSTEMS INC
Common Stock
92343X100
4934823
151981
SH
SOLE
1,2
72366
0
79615
VERTIV HOLDINGS CO-A
Common Stock
92537N108
18836192
234281
SH
SOLE
2
234281
0
0
VICOR CORP
Common Stock
925815102
5165666
135653
SH
SOLE
1,2
64610
0
71043
VIPER ENERGY INC
Common Stock
927959106
73703268
1934469
SH
SOLE
2
1934469
0
0
VULCAN MATERIALS CO
Common Stock
929160109
22244031
82480
SH
SOLE
2
82480
0
0
WEC ENERGY GROUP INC
Common Stock
92939U106
16113564
197567
SH
SOLE
2
197567
0
0
WESTLAKE CORP
Common Stock
960413102
15057781
97613
SH
SOLE
2
97613
0
0
WHITE MOUNTAINS INSURANCE GP
Common Stock
G9618E107
29268768
16535
SH
SOLE
2
16535
0
0
WORKDAY INC-CLASS A
Common Stock
98138H101
9989285
36666
SH
SOLE
2
36666
0
0
WW GRAINGER INC
Common Stock
384802104
17670719
17502
SH
SOLE
2
17502
0
0
XPO INC
Common Stock
983793100
6092500
50000
SH
SOLE
2
50000
0
0
XYLEM INC
Common Stock
98419M100
28720552
223263
SH
SOLE
2
223263
0
0
ZIFF DAVIS INC
Common Stock
48123V102
5863555
93892
SH
SOLE
1,2
44690
0
49202