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[https://www.sec.gov/Archives/edgar/data/1067983/000119312526352200/xslForm13F\_X02/56757.xml](https://www.sec.gov/Archives/edgar/data/1067983/000119312526352200/xslForm13F_X02/56757.xml)
|NAME OF ISSUER|CHG IN SHARES|PCT|
|:-|:-|:-|
||||
|ALLY FINL INC|\-2,000,000|\-6.9%|
|ALPHABET INC CAP STK CL A|\+24,541,369|\+45.2%|
|ALPHABET INC CAP STK CL C|\+23,603,218|\+658.3%|
|BANK AMER CORP|\-30,230,150|\-5.9%|
|CAPITAL ONE FINL CORP|\-4,150,000|\-58.0%|
|CONSTELLATION BRANDS INC|\-632,890|**GONE**|
|D R HORTON INC|\+3,564|**NEW**|
|DAVITA INC|\-1,220,376|\-4.1%|
|DELTA AIR LINES INC|\+17,510,544|\+44.0%|
|KROGER CO|\-11,000,000|\-22.0%|
|LENNAR CORP CL A|\+3,012,099|\+29.8%|
|LENNAR CORP CL B|\+60,414|\+25.4%|
|MACYS INC|\+4,309,071|\+141.8%|
|NEW YORK TIMES CO|\+553,465|\+3.7%|
|NUCOR CORP|\-2,049,323|\-52.5%|