CIK: 0001531064
申报总市值
US$7712.0万
| # | 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 | LBYYQ | Libbey INC | 股票-其他 | 13.61% | — | -5.76% | |
| 2 | GTT1USD | Gtt Communications INC | 股票-其他 | 12.18% | -0.18% | — | |
| 3 | USPH | U.s. Physical Therapy INC | 股票-其他 | 6.49% | — | -7.63% | |
| 4 | LEA | Lear CORP | 股票-周期性消费 | 5.96% | -0.35% | +3.12% | |
| 5 | JAHEUR | Jarden CORP | 股票-其他 | 4.94% | — | -0.13% | |
| 6 | NRC | Nrc Health | 股票-其他 | 4.50% | -3.65% | +7.32% | |
| 7 | ✓ | Carmike Cinemas INC | 股票-其他 | 4.48% | — | -2.29% | |
| 8 | GJB | Steelcase Inc-cl A | 股票-其他 | 4.40% | — | +4.71% | |
| 9 | FC | Franklin Covey Co | 股票-其他 | 4.39% | — | +21.49% | |
| 10 | WHR | Whirlpool CORP | 股票-周期性消费 | 4.27% | — | +2.02% | |
| 11 | VMI | Valmont Industries | 股票-工业 | 4.07% | +0.58% | +6.74% | |
| 12 | OIEUR | Owens-illinois INC | 股票-其他 | 3.95% | -1.97% | +4.64% | |
| 13 | CMCO | Columbus Mckinnon Corp/ny | 股票-其他 | 3.95% | -0.01% | +0.89% | |
| 14 | CRD-A | Crawford & Company -cl A | 股票-其他 | 3.88% | — | +6.21% | |
| 15 | BECNUSD | Beacon Roofing Supply INC | 股票-其他 | 3.73% | -1.79% | +5.17% | |
| 16 | AIMCUSD | Altra Industrial Motion CORP | 股票-其他 | 3.58% | -0.25% | +7.63% | |
| 17 | NGS | Natural Gas Services Group | 股票-其他 | 3.54% | -0.45% | +23.71% | |
| 18 | ✓ | Drew Inds INC | 股票-其他 | 2.80% | — | -9.90% | |
| 19 | PATK | Patrick Industries INC | 股票-周期性消费 | 2.73% | — | -43.41% | |
| 20 | ✓ | National Research CORP Cl B | 股票-其他 | 1.00% | — | +14.52% | |
| 21 | BKR | Baker Hughes Company | 股票-能源 | 0.98% | — | — | |
| 22 | RGCGBP | Regal Entertainment Group-a | 股票-其他 | 0.45% | — | -65.22% | |
| 23 | ✓ | Norcraft Cos INC | 股票-其他 | 0.10% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GTT1USD | Gtt Communications INC | +2.7% | — | 不变 |
| 2 | LBYYQ | Libbey INC | +1% | -5.76% | 减仓 |
| 3 | ✓ | Carmike Cinemas INC | +0.5% | -2.29% | 减仓 |
| 4 | FC | Franklin Covey Co | +0.4% | +21.49% | 加仓 |
| 5 | LEA | Lear CORP | +0.3% | +3.12% | 加仓 |
| 6 | BECNUSD | Beacon Roofing Supply INC | +0.2% | +5.17% | 加仓 |
| 7 | JAHEUR | Jarden CORP | 0% | -0.13% | 减仓 |
| 8 | NRC | Nrc Health | 0% | +7.32% | 加仓 |
| 9 | GJB | Steelcase Inc-cl A | 0% | +4.71% | 加仓 |
| 10 | ✓ | Drew Inds INC | -0.1% | -9.90% | 减仓 |
| 11 | ✓ | National Research CORP Cl B | -0.1% | +14.52% | 加仓 |
| 12 | WHR | Whirlpool CORP | -0.2% | +2.02% | 加仓 |
| 13 | AIMCUSD | Altra Industrial Motion CORP | -0.2% | +7.63% | 加仓 |
| 14 | NGS | Natural Gas Services Group | -0.3% | +23.71% | 加仓 |
| 15 | VMI | Valmont Industries | -0.3% | +6.74% | 加仓 |
| 16 | USPH | U.s. Physical Therapy INC | -0.4% | -7.63% | 减仓 |
| 17 | CMCO | Columbus Mckinnon Corp/ny | -0.6% | +0.89% | 加仓 |
| 18 | CRD-A | Crawford & Company -cl A | -0.7% | +6.21% | 加仓 |
| 19 | RGCGBP | Regal Entertainment Group-a | -0.9% | -65.22% | 减仓 |
| 20 | OIEUR | Owens-illinois INC | -0.9% | +4.64% | 加仓 |
| 21 | PATK | Patrick Industries INC | -1% | -43.41% | 减仓 |
| 22 | BKR | Baker Hughes Company | — | NEW | 新建仓 |
| 23 | HNGRUSD | Hanger INC | — | EXIT | 清仓 |
| 24 | ✓ | Norcraft Cos INC | — | NEW | 新建仓 |