CIK: 0001715528
Total reported value
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| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | 6D8 | Dupont De Nemours INC | Stock-Other | 20.14% | — | +6.57% | |
| 2 | CCK | Crown Holdings INC | Stock-Consumer Disc | 17.22% | — | +50.24% | |
| 3 | TDG | Transdigm Group INC | Stock-Industrials | 15.06% | — | +48.76% | |
| 4 | RRX | Regal Rexnord CORP | Stock-Industrials | 10.94% | — | +6.95% | |
| 5 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 9.53% | — | +11.90% | |
| 6 | GM | General Motors Co | Stock-Consumer Disc | 8.15% | — | — | |
| 7 | XPO | Xpo INC | Stock-Industrials | 7.16% | — | — | |
| 8 | WSC | Willscot Holdings CORP | Stock-Industrials | 7.15% | — | -50.62% | |
| 9 | NTR | Nutrien LTD | Stock-Materials | 4.64% | — | +28.45% |