| Toll Brothers, Inc. TOL | $713.2M | 5.35 | 5.51M | New | +$713.2M | 7.27 | |
| WestRock Company WRK | $625.27M | 4.9 | 12.64M | New | +$625.27M | 6.37 | |
| Avnet, Inc. AVT | $191.31M | 4.27 | 3.86M | New | +$191.31M | 1.95 | |
| Oshkosh Corporation OSK | $309.29M | 3.79 | 2.48M | New | +$309.29M | 3.15 | |
| Arrow Electronics, Inc. ARW | $239.61M | 3.48 | 1.85M | New | +$239.61M | 2.44 | |
| Lennar Corporation LEN | $1.54B | 3.21 | 8.93M | New | +$1.54B | 15.66 | |
| Lear Corporation LEA | $260.65M | 3.17 | 1.8M | New | +$260.65M | 2.66 | |
| International Paper Company IP | $396.65M | 2.93 | 10.17M | New | +$396.65M | 4.04 | |
| PulteGroup, Inc. PHM | $684.01M | 2.7 | 5.67M | New | +$684.01M | 6.97 | |
| Meritage Homes Corporation MTH | $145.09M | 2.28 | 826,905 | New | +$145.09M | 1.48 | |
| Terex Corporation TEX | $95.07M | 2.19 | 1.48M | New | +$95.07M | 0.97 | |
CRH plc CRH | $951.34M | 1.61 | 11.03M | New | +$951.34M | 9.7 | |
| D.R. Horton, Inc. DHI | $590.4M | 1.09 | 3.59M | New | +$590.4M | 6.02 | |
| Citigroup Inc. C | $1.03B | 0.85 | 16.29M | New | +$1.03B | 10.5 | |
| The Goldman Sachs Group, Inc. GS | $959.09M | 0.71 | 2.3M | New | +$959.09M | 9.78 | |
| Genpact Limited G | $35.84M | 0.6 | 1.09M | New | +$35.84M | 0.37 | |
| NOV Inc. NOV | $35.12M | 0.46 | 1.8M | New | +$35.12M | 0.36 | |
Lennar Corp LEN.B | $79.68M | 0.19 | 516,800 | New | +$79.68M | 0.81 | |
| JPMorgan Chase & Co. JPM | $926.66M | 0.16 | 4.63M | New | +$926.66M | 9.45 | |
Berkshire Hathaway Inc BRK.B | $420,941.00 | 0.07 | 1,001 | New | +$420,941.00 | <0.01 | |
| Agilent Technologies, Inc. A | $1.56M | <0.01 | 10,700 | New | +$1.56M | 0.02 | |
| TechnipFMC plc FTI | $389,205.00 | <0.01 | 15,500 | New | +$389,205.00 | <0.01 | |
| The Charles Schwab Corporation SCHW | $1.45M | <0.01 | 20,000 | New | +$1.45M | 0.02 | |
| Morgan Stanley MS | $941,600.00 | <0.01 | 10,000 | New | +$941,600.00 | 0.01 | |
| 3M Company MMM | $251,174.00 | <0.01 | 2,368 | New | +$251,174.00 | <0.01 | |
| Union Pacific Corporation UNP | $499,730.00 | <0.01 | 2,032 | New | +$499,730.00 | 0.01 |