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investment-team

Ten Largest Holdings

(as of 9/30/17)

Security

%

1. Leggett & Platt

4.0

2. Casey General Stores

4.0

3. National Oilwell

3.9

4. Eaton Corp

3.8

5. DaVita

3.8

6. M&T Bank

3.7

7. Smuckers

3.6

8. White Mountains Ins

3.5

9. Sonoco

3.4

10. Werner Enterprises

3.4

 TOTAL

   37.1%