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Ten Largest Holdings

(as of 12/31/18)

Security

%

1. M&T Bank

4.3

2. Eaton Corp

4.2

3. Leggett & Platt

3.9

4. DaVita

3.9

5. White Mtn Insurance

3.8

6. Sonoco

3.7

7. O'Reilly

3.6

8. Arrow Electronics

3.3

9. Alleghany

3.3

10. LabCorp

3.2

 TOTAL

                 37.2%