Instuitional Investor - Bruni J V & Co

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Brookfield Corp		1,511,006	$60,621,561	7.52%
2.	Ryman Hospitality Properties Inc.	RHP	518,838	$57,103,310	7.08%
3.	Radian Group Inc	RDN	1,673,733	$47,785,077	5.93%
4.	Taylor Morrison Home Corp	TMHC	889,837	$47,472,804	5.89%
5.	Affiliated Managers Group Inc.	AMG	312,268	$47,283,621	5.86%