2025-08-14 |
13G/A
|
CFR / Cullen/Frost Bankers, Inc.
|
|
6,242,873 |
5,598,812 |
|
|
|
2025-08-14 |
13G/A
|
CBSH / Commerce Bancshares, Inc.
|
|
8,844,209 |
6,479,179 |
|
|
|
2025-05-15 |
13G/A
|
ATO / Atmos Energy Corporation
|
|
8,750,234 |
7,797,730 |
|
|
|
2024-02-14 |
13G
|
ELS / Equity LifeStyle Properties, Inc.
|
|
|
11,086,915 |
|
|
|
2024-02-14 |
13G/A
|
XYL / Xylem Inc.
|
|
10,076,810 |
8,951,632 |
|
|
|
2024-02-14 |
13G/A
|
WSM / Williams-Sonoma, Inc.
|
|
4,637,462 |
4,587,322 |
|
|
|
2024-02-14 |
13G/A
|
RPM / RPM International Inc.
|
|
10,710,293 |
9,578,480 |
|
|
|
2024-02-14 |
13G/A
|
OSK / Oshkosh Corporation
|
|
7,494,676 |
6,590,915 |
|
|
|
2024-02-14 |
13G/A
|
MLM / Martin Marietta Materials, Inc.
|
|
3,302,718 |
2,970,210 |
|
|
|
2024-02-14 |
13G/A
|
LEN / Lennar Corporation
|
|
13,699,782 |
10,799,001 |
|
|
|
2024-02-14 |
13G/A
|
CFR / Cullen/Frost Bankers, Inc.
|
|
6,895,043 |
6,242,873 |
|
|
|
2024-02-14 |
13G/A
|
CTRA / Coterra Energy Inc.
|
|
41,257,693 |
36,447,580 |
|
|
|
2024-02-14 |
13G/A
|
CBSH / Commerce Bancshares, Inc.
|
|
9,386,523 |
8,844,209 |
|
|
|
2024-02-14 |
13G/A
|
ATO / Atmos Energy Corporation
|
|
9,519,883 |
8,750,234 |
|
|
|
2023-11-14 |
13G/A
|
CINF / Cincinnati Financial Corporation
|
|
9,082,339 |
15,860 |
|
|
|
2023-02-14 |
13G/A
|
OSK / Oshkosh Corporation
|
|
7,104,034 |
7,494,676 |
|
|
|
2023-02-14 |
13G/A
|
RPM / RPM International Inc.
|
|
11,602,261 |
10,710,293 |
|
|
|
2023-02-14 |
13G/A
|
CINF / Cincinnati Financial Corporation
|
|
9,732,247 |
9,082,339 |
|
|
|
2023-02-14 |
13G/A
|
ANSS / ANSYS, Inc.
|
|
4,530,501 |
4,297,291 |
|
|
|
2023-02-14 |
13G/A
|
CTRA / Coterra Energy Inc.
|
|
43,367,076 |
41,257,693 |
|
|
|
2023-02-14 |
13G
|
ATO / Atmos Energy Corporation
|
|
|
9,519,883 |
|
|
|
2023-02-14 |
13G/A
|
WSM / Williams-Sonoma, Inc.
|
|
5,206,018 |
4,637,462 |
|
|
|
2023-02-14 |
13G/A
|
MLM / Martin Marietta Materials, Inc.
|
|
3,602,598 |
3,302,718 |
|
|
|
2023-02-14 |
13G/A
|
CBSH / Commerce Bancshares, Inc.
|
|
9,804,204 |
9,386,523 |
|
|
|
2023-02-14 |
13G/A
|
XYL / Xylem Inc.
|
|
10,627,194 |
10,076,810 |
|
|
|
2023-02-14 |
13G/A
|
LEN / Lennar Corporation
|
|
14,776,995 |
13,699,782 |
|
|
|
2023-02-14 |
13G/A
|
CFR / Cullen/Frost Bankers, Inc.
|
|
7,362,853 |
6,895,043 |
|
|
|
2022-11-10 |
13G/A
|
ELAN / Elanco Animal Health Incorporated
|
|
29,210,842 |
1,402,079 |
|
|
|
2022-02-14 |
13G/A
|
XYL / Xylem Inc.
|
|
9,073,140 |
10,627,194 |
|
|
|
2022-02-14 |
13G/A
|
WSM / Williams-Sonoma, Inc.
|
|
5,193,199 |
5,206,018 |
|
|
|
2022-02-14 |
13G/A
|
RPM / RPM International Inc.
|
|
10,018,544 |
11,602,261 |
|
|
|
2022-02-14 |
13G/A
|
MLM / Martin Marietta Materials, Inc.
|
|
3,279,463 |
3,602,598 |
|
|
|
2022-02-14 |
13G/A
|
ELAN / Elanco Animal Health Incorporated
|
|
25,200,655 |
29,210,842 |
|
|
|
2022-02-14 |
13G/A
|
EWBC / East West Bancorp, Inc.
|
|
10,748,134 |
2,736,571 |
|
|
|
2022-02-14 |
13G/A
|
CFR / Cullen/Frost Bankers, Inc.
|
|
6,521,552 |
7,362,853 |
|
|
|
2022-02-14 |
13G/A
|
CTRA / Coterra Energy Inc.
|
|
44,756,103 |
43,367,076 |
|
|
|
2022-02-14 |
13G/A
|
CBSH / Commerce Bancshares, Inc.
|
|
7,964,067 |
9,804,204 |
|
|
|
2022-02-14 |
13G/A
|
CINF / Cincinnati Financial Corporation
|
|
8,064,429 |
9,732,247 |
|
|
|
2022-02-14 |
13G
|
LEN / Lennar Corporation
|
|
|
14,776,995 |
|
|
|
2022-02-14 |
13G
|
ANSS / ANSYS, Inc.
|
|
|
4,530,501 |
|
|
|
2022-02-10 |
13G/A
|
OSK / Oshkosh Corporation
|
|
5,798,896 |
7,104,034 |
|
|
|
2022-02-08 |
13G
|
OSK / Oshkosh Corporation
|
|
1,240,054 |
5,798,896 |
|
|
|
2021-11-10 |
13G/A
|
CTRA / Coterra Energy Inc.
|
|
42,871,229 |
44,756,103 |
|
|
|
2021-08-10 |
13G/A
|
ALLE / Allegion plc
|
|
7,185,748 |
30,954 |
|
|
|
2021-03-25 |
13G/A
|
ALLE / Allegion plc
|
|
7,185,748 |
7,185,748 |
|
|
|
2021-03-10 |
13G/A
|
OSK / Oshkosh Corporation
|
|
4,140,008 |
1,240,054 |
|
|
|
2021-03-10 |
13G/A
|
CFR / Cullen/Frost Bankers, Inc.
|
|
4,540,487 |
6,521,552 |
|
|
|
2021-03-10 |
13G/A
|
CTRA / Coterra Energy Inc.
|
|
39,193,566 |
42,871,229 |
|
|
|
2021-02-02 |
13G/A
|
OSK / Oshkosh Corporation
|
|
7,150,470 |
4,140,008 |
|
|
|
2021-02-02 |
13G
|
CINF / Cincinnati Financial Corporation
|
|
|
8,064,429 |
|
|
|
2021-02-02 |
13G/A
|
CTRA / Coterra Energy Inc.
|
|
28,009,678 |
39,193,566 |
|
|
|
2021-02-02 |
13G
|
MLM / Martin Marietta Materials, Inc.
|
|
|
3,279,463 |
|
|
|
2021-02-02 |
13G/A
|
ALLE / Allegion plc
|
|
6,292,648 |
7,185,748 |
|
|
|
2021-02-02 |
13G/A
|
WSM / Williams-Sonoma, Inc.
|
|
5,061,112 |
5,193,199 |
|
|
|
2021-02-02 |
13G
|
XYL / Xylem Inc.
|
|
|
9,073,140 |
|
|
|
2021-02-02 |
13G
|
EWBC / East West Bancorp, Inc.
|
|
|
10,748,134 |
|
|
|
2021-02-02 |
13G
|
CBSH / Commerce Bancshares, Inc.
|
|
|
7,964,067 |
|
|
|
2021-02-02 |
13G
|
ELAN / Elanco Animal Health Incorporated
|
|
|
25,200,655 |
|
|
|
2021-02-02 |
13G
|
RPM / RPM International Inc.
|
|
|
10,018,544 |
|
|
|
2021-02-02 |
13G/A
|
CFR / Cullen/Frost Bankers, Inc.
|
|
3,813,210 |
4,540,487 |
|
|
|
2020-02-14 |
13G
|
ALLE / Allegion plc
|
|
|
6,292,648 |
|
|
|
2020-02-14 |
13G
|
CFR / Cullen/Frost Bankers, Inc.
|
|
|
3,813,210 |
|
|
|
2020-02-14 |
13G/A
|
NFG / National Fuel Gas Company
|
|
5,678,035 |
2,059 |
|
|
|
2020-02-14 |
13G/A
|
WSM / Williams-Sonoma, Inc.
|
|
5,027,952 |
5,061,112 |
|
|
|
2020-02-14 |
13G
|
CTRA / Coterra Energy Inc.
|
|
|
28,009,678 |
|
|
|
2020-02-14 |
13G/A
|
ACHC / Acadia Healthcare Company, Inc.
|
|
7,078,871 |
10,376 |
|
|
|
2020-01-09 |
13G/A
|
OSK / Oshkosh Corporation
|
|
5,561,173 |
7,150,470 |
|
|
|
2019-02-04 |
13G/A
|
ACHC / Acadia Healthcare Company, Inc.
|
|
6,183,866 |
7,078,871 |
|
|
|
2019-02-04 |
13G/A
|
WSM / Williams-Sonoma, Inc.
|
|
4,658,372 |
5,027,952 |
|
|
|
2019-02-04 |
13G/A
|
NFG / National Fuel Gas Company
|
|
4,955,708 |
5,678,035 |
|
|
|
2019-02-04 |
13G/A
|
OSK / Oshkosh Corporation
|
|
4,624,692 |
5,561,173 |
|
|
|
2018-02-14 |
13G/A
|
OSK / Oshkosh Corporation
|
|
4,111,115 |
4,624,692 |
|
|
|
2018-02-14 |
13G
|
WSM / Williams-Sonoma, Inc.
|
|
|
4,619,435 |
|
|
|
2018-02-14 |
13G/A
|
WSM / Williams-Sonoma, Inc.
|
|
|
4,658,372 |
|
|
|
2018-02-14 |
13G
|
NFG / National Fuel Gas Company
|
|
|
4,955,708 |
|
|
|
2018-02-14 |
13G
|
ACHC / Acadia Healthcare Company, Inc.
|
|
|
6,183,866 |
|
|
|
2018-02-14 |
13G/A
|
COTY / Coty Inc.
|
|
4,497,668 |
4,803,429 |
|
|
|
2016-07-29 |
13G/A
|
OSK / Oshkosh Corporation
|
|
4,110,715 |
4,111,115 |
|
|
|
2016-07-29 |
13G/A
|
COTY / Coty Inc.
|
|
4,497,004 |
4,497,668 |
|
|
|
2016-07-11 |
13G
|
OSK / Oshkosh Corporation
|
|
|
4,110,715 |
|
|
|
2016-07-11 |
13G
|
COTY / Coty Inc.
|
|
|
4,497,004 |
|
|
|
2013-02-14 |
13G
|
WSM / Williams-Sonoma, Inc.
|
|
|
6,566,855 |
|
|
|
2012-03-01 |
13G/A
|
SEH / Spartech Corp
|
|
|
0 |
|
|
|