| PLTR Palantir Technologies Inc. Class A | 10.73% | 1,475,000 | $201.1M | No change |
| TPL Texas Pacific Land Corp. | 9.30% | 165,000 | $174.3M | No change |
| NVDA Nvidia Corp. | 7.25% | 860,000 | $135.9M | Add +13.2% |
| META Meta Platforms Inc. Class A | 6.14% | 156,000 | $115.1M | Add +7.6% |
| FCX Freeport-McMoran Inc. | 5.06% | 2,190,000 | $94.9M | Add +0.7% |
| AVGO Broadcom Inc. | 3.23% | 220,000 | $60.6M | Add +12.8% |
| COST Costco Wholesale Corp. | 2.75% | 52,000 | $51.5M | No change |
| PH Parker Hannifin Corp. | 2.35% | 63,000 | $44.0M | Add +18.9% |
| CCJ Cameco Corp. | 1.98% | 500,000 | $37.1M | No change |
| MS Morgan Stanley | 1.58% | 210,000 | $29.6M | Add +13.5% |
| CVX Chevron Corp. | 1.53% | 200,000 | $28.6M | Add +14.3% |
| LMT Lockheed Martin Corp. | 1.38% | 56,000 | $25.9M | Add +3.7% |
| AFRM Affirm Holdings Inc. | 1.38% | 375,000 | $25.9M | Add +17.2% |
| APP AppLovin Corp. Class A | 1.25% | 67,000 | $23.5M | New |
| ARM Arm Holdings PLC-ADR | 1.21% | 140,000 | $22.6M | New |
| ITW Illinois Tool Works | 1.20% | 91,000 | $22.5M | Add +44.4% |
| AMT American Tower Corp. | 1.18% | 100,000 | $22.1M | No change |
| XOM Exxon Mobil Corp. | 1.15% | 200,000 | $21.6M | Add +14.3% |
| ADSK Autodesk Inc. | 1.11% | 67,000 | $20.7M | Add +13.6% |
| UBER Uber Technologies Inc. | 1.09% | 220,000 | $20.5M | No change |
| TWLO Twilio Inc. Class A | 1.06% | 160,000 | $19.9M | New |
| SCHW Schwab (charles) Corp. | 1.05% | 215,000 | $19.6M | Add +14.4% |
| V Visa Inc. Class A | 1.02% | 54,000 | $19.2M | Add +1.9% |
| RIO Rio Tinto PLC-Spon ADR | 1.01% | 325,000 | $19.0M | Add +8.3% |
| APD Air Products & Chemicals Inc. | 1.01% | 67,000 | $18.9M | Add +11.7% |
| AMGN Amgen Inc. | 0.98% | 66,000 | $18.4M | Add +11.9% |
| PLD Prologis Inc. | 0.98% | 175,000 | $18.4M | No change |
| NUE Nucor Corp. | 0.98% | 142,000 | $18.4M | Add +35.2% |
| WSM Williams-Sonoma Inc. | 0.96% | 110,000 | $18.0M | No change |
| COP Conocophillips | 0.96% | 200,000 | $17.9M | Add +14.3% |
| DLR Digital Realty Trust Inc. | 0.93% | 100,000 | $17.4M | No change |
| ESS Essex Property Trust Inc. | 0.91% | 60,000 | $17.0M | No change |
| BHP BHP Group Ltd.-Spon ADR | 0.90% | 350,000 | $16.8M | Add +16.7% |
| SPG Simon Property Group Inc. | 0.86% | 100,000 | $16.1M | No change |
| DVN Devon Energy Corp. | 0.85% | 500,000 | $15.9M | Add +25.0% |
| CNQ Canadian Natural Resources | 0.84% | 500,000 | $15.7M | Add +11.1% |
| LEN Lennar Corp. Class A | 0.83% | 140,000 | $15.5M | Add +5.3% |
| STT State Street Corp. | 0.79% | 140,000 | $14.9M | Add +133.3% |
| OVV Ovintiv Inc. | 0.79% | 390,000 | $14.8M | Add +41.8% |
| FDX FedEx Corp. | 0.79% | 65,000 | $14.8M | Add +8.3% |
| OXY Occidental Petroleum Corp. | 0.78% | 350,000 | $14.7M | Add +27.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.75% | 113,000 | $14.0M | Add +50.7% |
| R Ryder System Inc. | 0.70% | 83,000 | $13.2M | Add +3.8% |
| CP Canadian Pacific Kansas City | 0.70% | 165,000 | $13.1M | Add +5.1% |
| NTR Nutrien Ltd. | 0.68% | 220,000 | $12.8M | No change |
| DINO HF Sinclair Corp. | 0.66% | 300,000 | $12.3M | Add +25.0% |
| FLR Fluor Corp. | 0.66% | 240,000 | $12.3M | Add +20.0% |
| AVB Avalonbay Communities Inc. | 0.65% | 60,000 | $12.2M | No change |
| CSR Centerspace | 0.64% | 200,000 | $12.0M | No change |
| A Agilent Technologies Inc. | 0.64% | 102,000 | $12.0M | Add +56.9% |
| IPGP Ipg Photonics Corp. | 0.62% | 170,000 | $11.7M | Add +161.5% |
| BIREF Birchcliff Energy Ltd. | 0.61% | 2,100,000 | $11.5M | No change |
| VNOM Viper Energy Inc. | 0.61% | 300,000 | $11.4M | Add +20.0% |
| MUR Murphy Oil Corp. | 0.60% | 500,000 | $11.3M | Add +11.1% |
| STAG Stag Industrial Inc. | 0.58% | 300,000 | $10.9M | Add +140.0% |
| WYNN WYNN Resorts Ltd. | 0.57% | 115,000 | $10.8M | Add +49.4% |
| PSX Phillips 66 | 0.57% | 90,000 | $10.7M | Add +20.0% |
| LULU Lululemon Athletica Inc. | 0.57% | 45,000 | $10.7M | New |
| REG Regency Centers Corp. | 0.57% | 150,000 | $10.7M | No change |
| BXP BXP Inc. | 0.54% | 150,000 | $10.1M | Add +50.0% |
| MRP Millrose Properties | 0.53% | 350,000 | $10.0M | Add +6.1% |
| GPCR Structure Therapeutics Inc. | 0.51% | 460,000 | $9.5M | New |
| FRT Federal Realty Invs Trust | 0.51% | 100,000 | $9.5M | No change |
| BP BP PLC-Spons ADR | 0.48% | 300,000 | $9.0M | Add +20.0% |
| OUT Outfront Media Inc. | 0.44% | 500,000 | $8.2M | No change |
| ALB Albemarle Corp. | 0.43% | 130,000 | $8.1M | Add +85.7% |
| QUBT Quantum Computing Inc. | 0.41% | 400,000 | $7.7M | New |
| APA Apa Corp. | 0.39% | 400,000 | $7.3M | Add +33.3% |
| KIM Kimco Realty Corp. | 0.34% | 300,000 | $6.3M | No change |
| WY Weyerhaeuser Co. | 0.27% | 200,000 | $5.1M | No change |
| UDR Udr Inc. | 0.27% | 125,000 | $5.1M | No change |
| VALE Vale SA-SP ADR | 0.26% | 500,000 | $4.9M | No change |
| VNO Vornado Realty Trust | 0.26% | 125,000 | $4.8M | Add +25.0% |
| SOUHY SOUTH32 - ADR | 0.25% | 500,000 | $4.8M | No change |
| HIW Highwoods Properties Inc. | 0.25% | 150,000 | $4.7M | No change |
| UMH Umh Properties Inc. filed as UMH PPTYS INC | 0.22% | 250,000 | $4.2M | No change |
| ALEX Alexander & Baldwin Inc. | 0.12% | 125,000 | $2.2M | No change |