| 1 | FNF | Fidelity National Financial, Inc. | 4.58% |
| 2 | EWBC | East West Bancorp, Inc. | 4.47% |
| 3 | TOL | Toll Brothers, Inc. | 4.17% |
| 4 | RNR | RenaissanceRe Holdings Ltd. | 3.88% |
| 5 | RGA | Reinsurance Group of America, Incorporated | 3.81% |
| 6 | QXO | QXO, Inc. | 3.78% |
| 7 | BLDR | Builders FirstSource, Inc. | 3.58% |
| 8 | MLI | Mueller Industries, Inc. | 3.55% |
| 9 | ORI | Old Republic International Corporation | 2.99% |
| 10 | STRL | Sterling Infrastructure, Inc. | 2.91% |
| 11 | APA | APA Corporation | 2.77% |
| 12 | UMBF | UMB Financial Corporation | 2.52% |
| 13 | DINO | HF Sinclair Corporation | 2.33% |
| 14 | SNV | Synovus Financial Corp. | 2.08% |
| 15 | JXN | Jackson Financial Inc. | 2.07% |
| 16 | MTG | MGIC Investment Corporation | 1.96% |
| 17 | THG | The Hanover Insurance Group, Inc. | 1.92% |
| 18 | WFRD | Weatherford International plc | 1.65% |
| 19 | MTDR | Matador Resources Company | 1.56% |
| 20 | DDS | Dillard's, Inc. | 1.54% |
| 21 | WTM | White Mountains Insurance Group, Ltd. | 1.54% |
| 22 | ABCB | Ameris Bancorp | 1.51% |
| 23 | OZK | Bank OZK | 1.50% |
| 24 | AUB | Atlantic Union Bankshares Corporation | 1.49% |
| 25 | AGX | Argan, Inc. | 1.37% |
| View SMCF holdings |