CIK: 0001602119
Total reported value
$82.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSI | Rush Street Interactive INC | Stock-Other | 22.72% | — | — | |
| 2 | MYRG | Myr Group Inc/delaware | Stock-Industrials | 11.94% | +12.48% | NEW | |
| 3 | AWI | Armstrong World Industries | Stock-Industrials | 11.51% | — | — | |
| 4 | HA7 | Enviri CORP | Stock-Other | 11.35% | — | — | |
| 5 | MTZ | Mastec INC | Stock-Industrials | 10.35% | +7.70% | NEW | |
| 6 | PRIM | Primoris Services CORP | Stock-Industrials | 10.26% | — | — | |
| 7 | GME | GameStop Corp. | Stock-Consumer Disc | 9.83% | — | -33.41% | |
| 8 | AMRZ | Amrize Ltd | Stock-Materials | 6.02% | — | — | |
| 9 | TPC | Tutor Perini CORP | Stock-Other | 3.94% | — | — | |
| 10 | KWY | Kingsway CORP | Stock-Other | 2.07% | — | — |