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 | ✓ | Esterline Technologies CORP | 股票-其他 | 22.96% | — | — | |
| 2 | ABG | Asbury Automotive Group | 股票-周期性消费 | 22.85% | — | — | |
| 3 | DIN | Dine Brands Global INC | 股票-其他 | 22.83% | — | — | |
| 4 | PVH | Pvh CORP | 股票-周期性消费 | 11.72% | — | +12.09% | |
| 5 | WAIREUR | Wesco Aircraft Holdings INC | 股票-其他 | 10.26% | — | — | |
| 6 | WEX | Wex INC | 股票-科技 | 6.79% | — | +10.55% | |
| 7 | TSQ | Townsquare Media INC - Cl A | 股票-其他 | 2.60% | +0.31% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ABG | Asbury Automotive Group | +0.9% | — | 不变 |
| 2 | WEX | Wex INC | +0.9% | +10.55% | 加仓 |
| 3 | WAIREUR | Wesco Aircraft Holdings INC | +0.4% | — | 不变 |
| 4 | ✓ | Esterline Technologies CORP | -0.2% | — | 不变 |
| 5 | TSQ | Townsquare Media INC - Cl A | -0.2% | — | 不变 |
| 6 | DIN | Dine Brands Global INC | -0.4% | — | 不变 |
| 7 | PVH | Pvh CORP | -1.5% | +12.09% | 加仓 |