Companies ranked by net assets, in USD
RankCompanyNet assetsSectorIndustryCountryExchange
1GDGeneral Dynamics Corp$26.8BConsumer Cyclical
Transportation Equipment
United StatesNYSE
2MGAMagna International Inc.$12.5BConsumer Cyclical
Transportation Equipment
United StatesNYSE
3WABWestinghouse Air Brake Technologies Corp$11.2BConsumer Cyclical
Transportation Equipment
United StatesNYSE
4LMTLockheed Martin Corp$8.77BConsumer Cyclical
Transportation Equipment
United StatesNYSE
5APTVAptiv PLC$8.75BConsumer Cyclical
Transportation Equipment
United StatesNYSE
6TXTTextron Inc.$8.05BConsumer Cyclical
Transportation Equipment
United StatesNYSE
7BWABorgWarner Inc.$5.62BConsumer Cyclical
Transportation Equipment
United StatesNYSE
8HIIHuntington Ingalls Industries, Inc.$5.31BConsumer Cyclical
Transportation Equipment
United StatesNYSE
9LEALear Corp$5.18BConsumer Cyclical
Transportation Equipment
United StatesNYSE
10THOTHOR Industries, Inc.$4.26BConsumer Cyclical
Transportation Equipment
United StatesNYSE
11HOGHarley-Davidson, Inc.$3.10BConsumer Cyclical
Transportation Equipment
United StatesNYSE
12ALVAutoliv, Inc.$2.49BConsumer Cyclical
Transportation Equipment
United StatesNYSE
13ALSNAllison Transmission Holdings Inc$1.98BConsumer Cyclical
Transportation Equipment
United StatesNYSE
14DANDANA Inc$1.92BConsumer Cyclical
Transportation Equipment
United StatesNYSE
15YSSYork Space Systems Inc.$1.75BConsumer Cyclical
Transportation Equipment
United StatesNYSE
16AIRAAR Corp.$1.74BConsumer Cyclical
Transportation Equipment
United StatesNYSE
17ADNTAdient plc$1.73BConsumer Cyclical
Transportation Equipment
United StatesNYSE
18RDWRedwire Corp$1.63BConsumer Cyclical
Transportation Equipment
United StatesNYSE
19GBXGreenbrier Companies Inc$1.57BConsumer Cyclical
Transportation Equipment
United StatesNYSE
20PHINPHINIA Inc.$1.54BConsumer Cyclical
Transportation Equipment
United StatesNYSE
21DCHDauch Corp$1.51BConsumer Cyclical
Transportation Equipment
United StatesNYSE
22LCIILCI Industries$1.43BConsumer Cyclical
Transportation Equipment
United StatesNYSE
23WGOWinnebago Industries, Inc.$1.23BConsumer Cyclical
Transportation Equipment
United StatesNYSE
24MODModine Manufacturing Co$1.20BConsumer Cyclical
Transportation Equipment
United StatesNYSE
25TRNTrinity Industries, Inc.$1.14BConsumer Cyclical
Transportation Equipment
United StatesNYSE
26PIIPolaris Inc.$837MConsumer Cyclical
Transportation Equipment
United StatesNYSE
27SMPStandard Motor Products, Inc.$718MConsumer Cyclical
Transportation Equipment
United StatesNYSE
28ATMUAtmus Filtration Technologies Inc.$455MConsumer Cyclical
Transportation Equipment
United StatesNYSE
29HLLYHolley Inc.$450MConsumer Cyclical
Transportation Equipment
United StatesNYSE
30MLRMiller Industries, Inc.$420MConsumer Cyclical
Transportation Equipment
United StatesNYSE
31VOYGVoyager Technologies, Inc./TX$326MConsumer Cyclical
Transportation Equipment
United StatesNYSE
32WNCWABASH NATIONAL Corp$292MConsumer Cyclical
Transportation Equipment
United StatesNYSE
33HYLNHyliion Holdings Corp.$170MConsumer Cyclical
Transportation Equipment
United StatesNYSE
34SRIStoneridge, Inc.$149MConsumer Cyclical
Transportation Equipment
United StatesNYSE
35VGNTVersigent PLC$85.0MConsumer Cyclical
Transportation Equipment
United StatesNYSE
36NXBNextBoat Inc.$12.3MConsumer Cyclical
Transportation Equipment
United StatesNYSE
37LVWRLiveWire Group, Inc.$11.9MConsumer Cyclical
Transportation Equipment
United StatesNYSE
38CPSCooper-Standard Holdings Inc.−$131MConsumer Cyclical
Transportation Equipment
United StatesNYSE