CIK: 0001385702
申报总市值
US$6.8亿
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGYS | Agilysys INC | 股票-其他 | 54.10% | -7.38% | — | |
| 2 | LPX | Louisiana-pacific CORP | 股票-工业 | 20.14% | — | +9.06% | |
| 3 | CC | Chemours Co/the | 股票-原材料 | 12.62% | — | — | |
| 4 | SPNEUSD | Seaspine Holdings CORP | 股票-其他 | 6.96% | — | +20.80% | |
| 5 | ✓ | Ll Flooring Holdings INC | 股票-其他 | 4.26% | — | +18.47% | |
| 6 | BLD | Topbuild CORP | 股票-工业 | 1.92% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LPX | Louisiana-pacific CORP | +4% | +9.06% | 加仓 |
| 2 | ✓ | Ll Flooring Holdings INC | +1.3% | +18.47% | 加仓 |
| 3 | SPNEUSD | Seaspine Holdings CORP | +1% | +20.80% | 加仓 |
| 4 | BLD | Topbuild CORP | -0.2% | — | 不变 |
| 5 | AGYS | Agilysys INC | -12.3% | — | 不变 |
| 6 | CC | Chemours Co/the | — | NEW | 新建仓 |
| 7 | MAS | Masco CORP | — | EXIT | 清仓 |
| 8 | FSV | FirstService Corporation | — | EXIT | 清仓 |