Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting APOLLO GLOBAL MGMT INC,,,Buy,03769M106,506233230.0,7935934.0,15.952 ELEVANCE HEALTH INC,ANTM,,Sell,036752103,447522723.0,872415.0,14.102 FIDELITY NATIONAL FINANCIAL,FNF,,Sell,31620R303,347035847.0,9224770.0,10.935 PRIMERICA INC,PRI,,Sell,74164M108,306424801.0,2160660.0,9.656 RAYMOND JAMES FINL INC,RJF,,Sell,754730109,233729139.0,2187451.0,7.365 JPMORGAN CHASE & CO,JPM,,Sell,46625H100,229199026.0,1709165.0,7.222 LITHIA MTRS INC,LAD,,Sell,536797103,222032545.0,1084461.0,6.996 ONEMAIN HLDGS INC,OMF,,Sell,68268W103,176960907.0,5312546.0,5.576 UNITED RENTALS INC,URI,,Sell,911363109,157362205.0,442750.0,4.959 D R HORTON INC,DHI,,Sell,23331A109,141684464.0,1589460.0,4.465 F&G ANNUITIES & LIFE INC,,,New,30190A104,120703121.0,6032140.0,3.803 HCA HEALTHCARE INC,HCA,,Sell,40412C101,99586759.0,415014.0,3.138 LENNAR CORP,LEN,cl a,Sell,526057104,79501082.0,878465.0,2.505 ASBURY AUTOMOTIVE GROUP INC,ABG,,Buy,043436104,49802103.0,277836.0,1.569 ANTERO MIDSTREAM CORP,AM,,Sell,03676B102,24771758.0,2295807.0,0.781 AUTONATION INC,AN,,New,05329W102,24729216.0,230468.0,0.779 ALPHABET INC,GOOGL,cap stk cl a,Buy,02079K305,1160842.0,13157.0,0.037 COMCAST CORP NEW,CMCSA,cl a, ,20030N101,1087357.0,31094.0,0.034 MOODYS CORP,MCO,,Buy,615369105,877653.0,3150.0,0.028 ALPHABET INC,GOOG,cap stk cl c,Buy,02079K107,723149.0,8150.0,0.023 UNITEDHEALTH GROUP INC,UNH,,Sell,91324P102,639397.0,1206.0,0.02 BANK AMERICA CORP,BAC,, ,060505104,481300.0,14532.0,0.015 MICROSOFT CORP,MSFT,,New,594918104,407694.0,1700.0,0.013 FIRST AMERN FINL CORP,FAF,,Buy,31847R102,392550.0,7500.0,0.012 META PLATFORMS INC,FB,cl a,New,30303M102,221185.0,1838.0,0.007 PROGRESSIVE CORP,PGR,, ,743315103,226474.0,1746.0,0.007 AMAZON COM INC,AMZN,,Exit,023135106,0.0,-1900.0,-0.007 PULTE GROUP INC,PHM,,Exit,745867101,0.0,-6200.0,-0.008 VALVOLINE INC,VVV,,Exit,92047W101,0.0,-5451901.0,-4.775