CIK: 0001602119
申告総資産額
$8226.2万
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MTZ | Mastec INC | 株式-資本財 | 12.56% | +7.70% | NEW | |
| 2 | MTN | Vail Resorts INC | 株式-一般消費財 | 12.22% | — | — | |
| 3 | WOO | Foot Locker INC | 株式-その他 | 11.95% | — | — | |
| 4 | WTWEUR | Ww International INC | 株式-その他 | 10.97% | — | — | |
| 5 | HUBG | Hub Group Inc-cl A | 株式-その他 | 10.65% | — | +219.19% | |
| 6 | FLR | Fluor CORP | 株式-資本財 | 10.21% | — | — | |
| 7 | FLS | Flowserve CORP | 株式-資本財 | 8.97% | — | — | |
| 8 | HA7 | Enviri CORP | 株式-その他 | 6.10% | — | — | |
| 9 | DY | Dycom Industries INC | 株式-資本財 | 5.26% | — | — | |
| 10 | WCC | Wesco International INC | 株式-資本財 | 4.00% | — | — | |
| 11 | NAV | Navistar International CORP | 株式-その他 | 3.61% | — | — | |
| 12 | WYNN | Wynn Resorts LTD | 株式-一般消費財 | 2.83% | — | — | |
| 13 | NDLSUSD | Noodles & Co | 株式-その他 | 0.68% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MTZ | Mastec INC | +8.6% | +108.33% | 増加 |
| 2 | HUBG | Hub Group Inc-cl A | +8.6% | +219.19% | 増加 |
| 3 | MTN | Vail Resorts INC | — | NEW | 新規購入 |
| 4 | WOO | Foot Locker INC | — | NEW | 新規購入 |
| 5 | WTWEUR | Ww International INC | — | NEW | 新規購入 |
| 6 | FLR | Fluor CORP | — | NEW | 新規購入 |
| 7 | KNX | Knight-swift Transportation | — | EXIT | 全売却 |
| 8 | KIM | Kimco Realty CORP | — | EXIT | 全売却 |
| 9 | MANTUSD | Mantech International Corp-a | — | EXIT | 全売却 |
| 10 | FLS | Flowserve CORP | — | NEW | 新規購入 |
| 11 | MLM | Martin Marietta Materials | — | EXIT | 全売却 |
| 12 | WSO | Watsco INC | — | EXIT | 全売却 |
| 13 | DLTR | Dollar Tree INC | — | EXIT | 全売却 |
| 14 | SIXEUR | Six Flags Entertainment CORP | — | EXIT | 全売却 |
| 15 | KBR | Kbr INC | — | EXIT | 全売却 |
| 16 | HST | Host Hotels & Resorts INC | — | EXIT | 全売却 |
| 17 | ✓ | Nutri Sys INC New Com | — | EXIT | 全売却 |
| 18 | MRTN | Marten Transport LTD | — | EXIT | 全売却 |
| 19 | ERIEUR | Eldorado Resorts INC | — | EXIT | 全売却 |
| 20 | HA7 | Enviri CORP | — | NEW | 新規購入 |
| 21 | LII | Lennox International INC | — | EXIT | 全売却 |
| 22 | WERN | Werner Enterprises INC | — | EXIT | 全売却 |
| 23 | TCO | Taubman Centers INC | — | EXIT | 全売却 |
| 24 | CALY | Callaway Golf Company | — | EXIT | 全売却 |
| 25 | XPO | Xpo INC | — | EXIT | 全売却 |
| 26 | DY | Dycom Industries INC | — | NEW | 新規購入 |
| 27 | WCC | Wesco International INC | — | NEW | 新規購入 |
| 28 | PENN | Penn Entertainment INC | — | EXIT | 全売却 |
| 29 | ✓ | General Mls INC | — | EXIT | 全売却 |
| 30 | SAIC | Science Applications Inte | — | EXIT | 全売却 |
| 31 | NAV | Navistar International CORP | — | NEW | 新規購入 |
| 32 | ✓ | Knight-swift Transn Hldgs In | — | EXIT | 全売却 |
| 33 | AEO | American Eagle Outfitters | — | EXIT | 全売却 |
| 34 | ✓ | La Z Boy INC | — | EXIT | 全売却 |
| 35 | ✓ | Brunswick CORP | — | EXIT | 全売却 |
| 36 | CLH | Clean Harbors INC | — | EXIT | 全売却 |
| 37 | WYNN | Wynn Resorts LTD | — | NEW | 新規購入 |
| 38 | FRTAEUR | Forterra INC | — | EXIT | 全売却 |
| 39 | TROX | Tronox Holdings plc | — | EXIT | 全売却 |
| 40 | CSL | Carlisle Cos INC | — | EXIT | 全売却 |
| 41 | ✓ | Tronox Ltd-cl A | — | EXIT | 全売却 |
| 42 | ✓ | Millerknoll INC | — | EXIT | 全売却 |
| 43 | ✓ | — | EXIT | 全売却 | |
| 44 | NDLSUSD | Noodles & Co | — | NEW | 新規購入 |