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TickerCompany NameSharesValueTotal% Of portfolio sold
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ATVIActivision Blizzard Inc-34,800,000#N/A#N/A#N/A
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CVXChevron Corp-9,290,000-$1,422,206,100
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MCKMckesson Corporation-2,290,000-$1,475,973,700
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DHID.R. Horton Inc.5,970,000$750,309,600New holding
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GMGeneral Motors-10,000,000-$473,800,000
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GLGlobal Life-3,840,000-$493,785,600
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CECelanese Corp-3,460,000-$162,689,200
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COFCapital One2,550,000$500,259,000
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MMCMarsh & McLennan -405,000-$96,989,400
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NVRNVR Inc11,100$79,923,219New holding
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LENLennar153,000$18,043,290New holding
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VTSVitesse Energy-51,000-$1,252,560
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OXYOccidental Petroleum Corp12,400,000$575,980,000
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