EQUITY INVESTMENT CORP Q4 2023 Filing

Filed February 8, 2024

Portfolio Value

$3.6T

Holdings

60

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (60 positions)

#StockSharesValue% PortfolioType
1
BACVERIZON COMMUNICATIONS INC
3,677,421$138.6B3.89%
2
TAT&T INC
7,975,366$133.8B3.76%
3
SGOVISHARES TR
1,289,424$129.3B3.63%
4
WFCWELLS FARGO CO NEW
2,566,472$126.3B3.55%
5
GSKGSK PLC
3,243,259$120.2B3.38%
6
HIGHARTFORD FINL SVCS GROUP INC
1,387,869$111.6B3.13%
7
MDTMEDTRONIC PLC
1,341,079$110.5B3.10%
8
KVUEKENVUE INC
5,078,870$109.3B3.07%
9
WMBWILLIAMS COS INC
3,103,317$108.1B3.04%
10
USBUS BANCORP DEL
2,409,683$104.3B2.93%
11
PNCPNC FINL SVCS GROUP INC
660,344$102.3B2.87%
12
TTENTOTALENERGIES SE
1,501,206$101.2B2.84%
13
INGRINGREDION INC
925,048$100.4B2.82%
14
SCHWSCHWAB CHARLES CORP
1,442,028$99.2B2.79%
15
SNYSANOFI
1,945,602$96.8B2.72%
16
GDGENERAL DYNAMICS CORP
370,617$96.2B2.70%
17
EXPEEXPEDIA GROUP INC
611,969$92.9B2.61%
18
AXPAMERICAN EXPRESS CO
490,941$92.0B2.58%
19
PYPLPAYPAL HLDGS INC
1,446,945$88.9B2.50%
20
GLGLOBE LIFE INC
728,275$88.6B2.49%
21
TFCTRUIST FINL CORP
2,180,532$80.5B2.26%
22
JLLJONES LANG LASALLE INC
418,115$79.0B2.22%
23
CTRACOTERRA ENERGY INC
3,062,207$78.1B2.20%
24
PPGPPG INDS INC
515,812$77.1B2.17%
25
DGDOLLAR GEN CORP NEW
555,915$75.6B2.12%
26
DLTRDOLLAR TREE INC
530,020$75.3B2.11%
27
TRVTRAVELERS COMPANIES INC
392,295$74.7B2.10%
28
ULUNILEVER PLC
1,405,518$68.1B1.91%
29
ABGCENCORA INC
326,762$67.1B1.89%
30
OSKOSHKOSH CORP
575,797$62.4B1.75%
31
FISFIDELITY NATL INFORMATION SV
1,031,825$62.0B1.74%
32
HMCHONDA MOTOR LTD
1,977,651$61.1B1.72%
33
SHELSHELL PLC
917,207$60.4B1.70%
34
AGNCAGNC INVT CORP
5,913,432$58.0B1.63%
35
METAMETA PLATFORMS INC
163,090$57.7B1.62%
36
CSCOCISCO SYS INC
1,122,565$56.7B1.59%
37
ABXBARRICK GOLD CORP
2,912,577$52.7B1.48%
38
NFGNATIONAL FUEL GAS CO
972,745$48.8B1.37%
39
UPSUNITED PARCEL SERVICE INC
290,542$45.7B1.28%
40
NNNNNN REIT INC
1,035,612$44.6B1.25%
41
IWDISHARES TR
250,903$41.5B1.16%
42
PPLPPL CORP
1,280,023$34.7B0.97%
43
GPNGLOBAL PMTS INC
109,196$13.9B0.39%
44
JNJJOHNSON & JOHNSON
83,924$13.2B0.37%
45
IUSVISHARES TR
65,534$5.5B0.16%
46
VCSHVANGUARD SCOTTSDALE FDS
42,145$3.3B0.09%
47
VMBSVANGUARD SCOTTSDALE FDS
67,515$3.1B0.09%
48
VUSBVANGUARD BD INDEX FDS
45,246$2.2B0.06%
49
VTIPVANGUARD MALVERN FDS
46,380$2.2B0.06%
50
FDXFEDEX CORP
6,655$1.7B0.05%
51
XOMEXXON MOBIL CORP
5,291$529.0M0.01%
52
SNNSMITH & NEPHEW PLC
11,629$317.2M0.01%
53
GDXVANECK ETF TRUST
9,900$307.0M0.01%
54
ORIOLD REP INTL CORP
10,436$306.8M0.01%
55
KEYKEYCORP
18,756$270.1M0.01%
56
CFGCITIZENS FINL GROUP INC
7,022$232.7M0.01%
57
HLNHALEON PLC
24,570$202.2M0.01%
58
HBANHUNTINGTON BANCSHARES INC
12,580$160.0M0.00%
59
NYCBEURNEW YORK CMNTY BANCORP INC
13,977$143.0M0.00%
60
SWN1EURSOUTHWESTERN ENERGY CO
19,976$130.8M0.00%