#	Issuer	Ticker	Shares	Value	% of Portfolio
1	AERCAP HOLDINGS NV	AER	1,057,084	$151,966	4.64%
2	DOMINION ENERGY INC	D	1,704,924	$99,891	3.05%
3	SMURFIT WESTROCK PLC	SW	2,554,035	$98,765	3.02%
4	LKQ CORP	LKQ	3,251,599	$98,198	3.00%
5	GRAPHIC PACKAGING HOLDING CO	GPK	6,195,333	$93,302	2.85%
6	KRAFT HEINZ CO	KHC	3,577,090	$86,744	2.65%
7	EVERGY INC	EVRG	1,172,329	$84,982	2.60%
8	CHECK POINT SOFTWARE TECH	M22465104	445,744	$82,712	2.53%
9	CONAGRA BRANDS INC.	CAG	4,684,971	$81,097	2.48%
10	FIRST CTZNS BANCSHARES IN	31946M103	36,188	$77,666	2.37%
11	MARKEL GROUP INC	MKL	35,364	$76,020	2.32%
12	MOLSON COORS BEVERAGE CO -B	TAP-A	1,625,761	$75,891	2.32%
13	ALPHABET INC	GOOG	240,963	$75,614	2.31%
14	IAC INC	IAC	1,920,126	$75,077	2.29%
15	MOSAIC CO NEW	MOS	2,978,232	$71,746	2.19%
16	VIATRIS INC	VTRS	5,561,367	$69,239	2.11%
17	CROWN HOLDINGS INC	CCK	662,793	$68,248	2.08%
18	HUNTINGTON INGALLS INDS I	446413106	196,722	$66,899	2.04%
19	GAMING AND LEISURE PROPERTIES	36467J108	1,494,166	$66,774	2.04%
20	CENTENE CORP	CNC	1,618,417	$66,598	2.03%