| 1 | NRG | NRG Energy, Inc. | 4.14% |
| 2 | VST | Vistra Corp. | 3.25% |
| 3 | HCA | HCA Healthcare, Inc. | 3.01% |
| 4 | CF | CF Industries Holdings, Inc. | 2.88% |
| 5 | EBAY | eBay Inc. | 2.77% |
| 6 | TPR | Tapestry, Inc. | 2.71% |
| 7 | THO | THOR Industries, Inc. | 2.58% |
| 8 | OC | Owens Corning | 2.35% |
| 9 | MTDR | Matador Resources Company | 2.26% |
| 10 | BC | Brunswick Corporation | 2.26% |
| 11 | TAP | Molson Coors Beverage Company | 2.24% |
| 12 | FDX | FedEx Corporation | 2.24% |
| 13 | MPC | Marathon Petroleum Corporation | 2.24% |
| 14 | G | Genpact Limited | 2.20% |
| 15 | FNF | Fidelity National Financial, Inc. | 2.19% |
| 16 | BWA | BorgWarner Inc. | 2.12% |
| 17 | NXST | Nexstar Media Group, Inc. | 2.00% |
| 18 | SIRI | Sirius XM Holdings Inc. | 1.97% |
| 19 | FTI | TechnipFMC plc | 1.88% |
| 20 | BEN | Franklin Resources, Inc. | 1.85% |
| 21 | MTCH | Match Group, Inc. | 1.74% |
| 22 | NOV | NOV Inc. | 1.73% |
| 23 | AGPXX | Short-Term Investment Trust - Invesco Government & Agency Portfolio | 1.70% |
| 24 | EXPE | Expedia Group, Inc. | 1.63% |
| 25 | CMCSA | Comcast Corporation | 1.58% |
| View HCOW holdings |