CIK: 0001105497
申报总市值
US$8732.9万
| # | 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 | DIN | Dine Brands Global INC | 股票-其他 | 28.51% | — | -6.09% | |
| 2 | ABG | Asbury Automotive Group | 股票-周期性消费 | 25.99% | — | -6.42% | |
| 3 | PVH | Pvh CORP | 股票-周期性消费 | 17.44% | — | — | |
| 4 | WAIREUR | Wesco Aircraft Holdings INC | 股票-其他 | 17.10% | — | — | |
| 5 | WEX | Wex INC | 股票-科技 | 7.39% | — | -24.64% | |
| 6 | TSQ | Townsquare Media INC - Cl A | 股票-其他 | 3.57% | +0.31% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PVH | Pvh CORP | +1.4% | — | 不变 |
| 2 | DIN | Dine Brands Global INC | +0.3% | -6.09% | 减仓 |
| 3 | WEX | Wex INC | -1.5% | -24.64% | 减仓 |
| 4 | WAIREUR | Wesco Aircraft Holdings INC | -1.6% | — | 不变 |
| 5 | ABG | Asbury Automotive Group | -2.3% | -6.42% | 减仓 |
| 6 | TSQ | Townsquare Media INC - Cl A | — | NEW | 新建仓 |