Allocation by class
Portfolio Concentration
Top 3 weight
41.9%
Top 10 weight
96.1%
Voting Authority Distribution
Total shares with voting rights: 36.41M
Full voting authority
36.41M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AXALTA COATING SYS LTDSOLE | COM | 4.01M | SH | $111.01M 15.32% | 4.01M | 0.00 | 0.00 |
TE CONNECTIVITY PLCSOLE | ORD SHS | 512.86K | SH | $107.20M 14.79% | 512.86K | 0.00 | 0.00 |
BLACKBERRY LTDSOLE | COM | 26.45M | SH | $85.68M 11.82% | 26.45M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 217.73K | SH | $73.58M 10.15% | 217.73K | 0.00 | 0.00 |
OTIS WORLDWIDE CORPSOLE | COM | 927.19K | SH | $71.47M 9.86% | 927.19K | 0.00 | 0.00 |
NXP SEMICONDUCTORS N VSOLE | COM | 294.29K | SH | $57.93M 7.99% | 294.29K | 0.00 | 0.00 |
VISTEON CORPSOLE | COM NEW | 614.29K | SH | $55.97M 7.72% | 614.29K | 0.00 | 0.00 |
ALLISON TRANSMISSION HLDGS ISOLE | COM | 462.87K | SH | $54.18M 7.48% | 462.87K | 0.00 | 0.00 |
HARLEY DAVIDSON INCSOLE | COM | 2.13M | SH | $43.07M 5.94% | 2.13M | 0.00 | 0.00 |
ALLEGION PLCSOLE | ORD SHS | 251.72K | SH | $36.57M 5.05% | 251.72K | 0.00 | 0.00 |
AMBARELLA INCSOLE | SHS | 546.54K | SH | $28.13M 3.88% | 546.54K | 0.00 | 0.00 |