Allocation by class
Portfolio Concentration
Top 3 weight
40.3%
Top 10 weight
96.7%
Voting Authority Distribution
Total shares with voting rights: 12.33M
Full voting authority
12.33M
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 | 3.49M | SH | $119.60M 14.02% | 3.49M | 0.00 | 0.00 |
TE CONNECTIVITY PLCSOLE | ORD SHS | 581.60K | SH | $117.26M 13.75% | 581.60K | 0.00 | 0.00 |
HARLEY DAVIDSON INCSOLE | COM | 4.37M | SH | $106.94M 12.54% | 4.37M | 0.00 | 0.00 |
ALLEGION PLCSOLE | ORD SHS | 633.62K | SH | $89.02M 10.44% | 633.62K | 0.00 | 0.00 |
ALLISON TRANSMISSION HLDGS ISOLE | COM | 760.47K | SH | $85.74M 10.05% | 760.47K | 0.00 | 0.00 |
AMPHENOL CORPSOLE | CL A | 485.55K | SH | $85.61M 10.04% | 485.55K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 159.49K | SH | $76.17M 8.93% | 159.49K | 0.00 | 0.00 |
OTIS WORLDWIDE CORPSOLE | COM | 981.19K | SH | $70.25M 8.24% | 981.19K | 0.00 | 0.00 |
VISTEON CORPSOLE | COM NEW | 411.44K | SH | $40.82M 4.79% | 411.44K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 84.40K | SH | $33.52M 3.93% | 84.40K | 0.00 | 0.00 |
GENERAL MTRS COSOLE | COM | 362.70K | SH | $27.96M 3.28% | 362.70K | 0.00 | 0.00 |