EQUITY INVESTMENT CORP Q1 2024 Filing

Filed May 7, 2024

Portfolio Value

$4.0T

Holdings

63

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (63 positions)

#StockSharesValue% PortfolioType
1
BACVERIZON COMMUNICATIONS INC
3,947,435$165.6B4.14%
2
SGOVISHARES TR
1,644,296$165.6B4.14%
3
TAT&T INC
8,777,267$154.5B3.86%
4
WFCWELLS FARGO CO NEW
2,589,953$150.1B3.76%
5
ULUNILEVER PLC
2,910,751$146.1B3.65%
6
GSKGSK PLC
3,398,571$145.7B3.64%
7
WMBWILLIAMS COS INC
3,205,584$124.9B3.12%
8
TTENTOTALENERGIES SE
1,810,041$124.6B3.12%
9
MDTMEDTRONIC PLC
1,404,519$122.4B3.06%
10
USBUS BANCORP DEL
2,638,005$117.9B2.95%
11
SNYSANOFI
2,393,474$116.3B2.91%
12
KVUEKENVUE INC
5,407,804$116.1B2.90%
13
INGRINGREDION INC
952,110$111.3B2.78%
14
PNCPNC FINL SVCS GROUP INC
682,532$110.3B2.76%
15
SCHWSCHWAB CHARLES CORP
1,501,532$108.6B2.72%
16
PYPLPAYPAL HLDGS INC
1,552,133$104.0B2.60%
17
HIGHARTFORD FINL SVCS GROUP INC
1,008,100$103.9B2.60%
18
GDGENERAL DYNAMICS CORP
366,335$103.5B2.59%
19
DLTRDOLLAR TREE INC
761,320$101.4B2.54%
20
GLGLOBE LIFE INC
850,530$99.0B2.48%
21
DGDOLLAR GEN CORP NEW
588,966$91.9B2.30%
22
CTRACOTERRA ENERGY INC
3,205,661$89.4B2.24%
23
TRVTRAVELERS COMPANIES INC
386,654$89.0B2.23%
24
ABXBARRICK GOLD CORP
5,302,815$88.2B2.21%
25
TFCTRUIST FINL CORP
2,256,867$88.0B2.20%
26
JLLJONES LANG LASALLE INC
436,488$85.2B2.13%
27
FISFIDELITY NATL INFORMATION SV
1,109,561$82.3B2.06%
28
AXPAMERICAN EXPRESS CO
346,419$78.9B1.97%
29
PPGPPG INDS INC
540,680$78.3B1.96%
30
UPSUNITED PARCEL SERVICE INC
515,145$76.6B1.92%
31
HMCHONDA MOTOR LTD
2,028,328$75.5B1.89%
32
OSKOSHKOSH CORP
584,419$72.9B1.82%
33
AGNCAGNC INVT CORP
6,870,571$68.0B1.70%
34
NFGNATIONAL FUEL GAS CO
1,242,186$66.7B1.67%
35
SHELSHELL PLC
988,509$66.3B1.66%
36
EXPEEXPEDIA GROUP INC
474,786$65.4B1.64%
37
WPCWP CAREY INC
1,059,567$59.8B1.50%
38
CSCOCISCO SYS INC
1,128,571$56.3B1.41%
39
NNNNNN REIT INC
1,080,474$46.2B1.16%
40
PPLPPL CORP
1,276,573$35.1B0.88%
41
JNJJOHNSON & JOHNSON
88,922$14.1B0.35%
42
IWDISHARES TR
71,736$12.8B0.32%
43
VCSHVANGUARD SCOTTSDALE FDS
41,907$3.2B0.08%
44
VMBSVANGUARD SCOTTSDALE FDS
66,950$3.1B0.08%
45
VUSBVANGUARD BD INDEX FDS
53,907$2.7B0.07%
46
IUSVISHARES TR
27,327$2.5B0.06%
47
VTIPVANGUARD MALVERN FDS
46,078$2.2B0.06%
48
GPNGLOBAL PMTS INC
6,250$835.4M0.02%
49
METAMETA PLATFORMS INC
1,663$807.7M0.02%
50
XOMEXXON MOBIL CORP
5,203$604.8M0.02%
51
ABGCENCORA INC
2,063$501.2M0.01%
52
ORIOLD REP INTL CORP
10,386$319.1M0.01%
53
SNNSMITH & NEPHEW PLC
11,721$297.2M0.01%
54
CFGCITIZENS FINL GROUP INC
6,717$243.8M0.01%
55
KEYKEYCORP
15,174$239.9M0.01%
56
KMXCARMAX INC
2,545$221.7M0.01%
57
WTMWHITE MTNS INS GROUP LTD
122$218.9M0.01%
58
DFSEURDISCOVER FINL SVCS
1,564$205.0M0.01%
59
GILGILDAN ACTIVEWEAR INC
5,433$201.7M0.01%
60
HLNHALEON PLC
21,812$185.2M0.00%
61
HBANHUNTINGTON BANCSHARES INC
12,570$175.4M0.00%
62
VODVODAFONE GROUP PLC NEW
18,378$163.6M0.00%
63
SWN1EURSOUTHWESTERN ENERGY CO
19,471$147.6M0.00%