CIK: 0001633703
申告総資産額
$6.1億
| # | 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 | DG | Dollar General CORP | 株式-生活必需品 | 8.68% | — | -11.20% | |
| 2 | CCK | Crown Holdings INC | 株式-一般消費財 | 8.18% | — | -1.48% | |
| 3 | BERYEUR | Berry Global Group INC | 株式-その他 | 7.83% | — | -1.02% | |
| 4 | FDX | Fedex CORP | 株式-資本財 | 7.83% | — | -1.50% | |
| 5 | NUANEUR | Nuance Communications INC | 株式-その他 | 7.68% | — | -6.84% | |
| 6 | PGR | Progressive CORP | 株式-金融 | 7.52% | -0.34% | -6.46% | |
| 7 | GPK | Graphic Packaging Holding Co | 株式-一般消費財 | 6.04% | — | -14.10% | |
| 8 | LKQ | Lkq CORP | 株式-一般消費財 | 5.75% | +0.18% | -1.62% | |
| 9 | FISV | Fiserv INC | 株式-その他 | 5.11% | — | -1.55% | |
| 10 | VZ | Verizon Communications INC | 株式-通信サービス | 4.86% | — | -4.96% | |
| 11 | CLH | Clean Harbors INC | 株式-資本財 | 4.47% | +1.48% | -1.33% | |
| 12 | KNX | Knight-swift Transportation | 株式-資本財 | 3.84% | +3.02% | +52.10% | |
| 13 | NXST | Nexstar Media Group INC | 株式-通信サービス | 3.77% | — | -21.68% | |
| 14 | MAS | Masco CORP | 株式-資本財 | 2.55% | -0.25% | -35.65% | |
| 15 | MMS | Maximus INC | 株式-資本財 | 2.46% | — | +89.49% | |
| 16 | WERN | Werner Enterprises INC | 株式-その他 | 2.25% | — | +35.71% | |
| 17 | MRTN | Marten Transport LTD | 株式-その他 | 2.08% | — | +38.05% | |
| 18 | GFF | Griffon CORP | 株式-資本財 | 1.94% | — | — | |
| 19 | RUSHA | Rush Enterprises Inc-cl A | 株式-一般消費財 | 1.16% | +1.14% | +15.83% | |
| 20 | AMH | American Homes 4 Rent- A | 株式-不動産 | 1.09% | -0.13% | — | |
| 21 | ENR | Energizer Holdings INC | 株式-その他 | 0.99% | — | -0.90% | |
| 22 | SKY | Champion Homes INC | 株式-一般消費財 | 0.96% | — | -0.00% | |
| 23 | CMP | Compass Minerals Internation | 株式-その他 | 0.81% | — | -0.06% | |
| 24 | GNRC | Generac Holdings INC | 株式-資本財 | 0.46% | +2.14% | NEW | |
| 25 | SRCLEUR | Stericycle INC | 株式-その他 | 0.40% | — | -0.05% | |
| 26 | CWST | Casella Waste Systems Inc-a | 株式-資本財 | 0.37% | — | -38.39% | |
| 27 | BCO | Brink's Co/the | 株式-資本財 | 0.36% | — | -0.04% | |
| 28 | KMPR | Kemper CORP | 株式-その他 | 0.30% | — | -29.61% | |
| 29 | PNW | Pinnacle West Capital Corporation | 株式-公益事業 | 0.27% | -6.54% | EXIT |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | FDX | Fedex CORP | +2.9% | -1.50% | 減少 |
| 2 | MMS | Maximus INC | +1% | +89.49% | 増加 |
| 3 | KNX | Knight-swift Transportation | +1% | +52.10% | 増加 |
| 4 | NUANEUR | Nuance Communications INC | +0.7% | -6.84% | 減少 |
| 5 | CCK | Crown Holdings INC | +0.4% | -1.48% | 減少 |
| 6 | WERN | Werner Enterprises INC | +0.3% | +35.71% | 増加 |
| 7 | RUSHA | Rush Enterprises Inc-cl A | +0.3% | +15.83% | 増加 |
| 8 | GNRC | Generac Holdings INC | +0.1% | +0.06% | 増加 |
| 9 | CMP | Compass Minerals Internation | +0.1% | -0.06% | 減少 |
| 10 | SRCLEUR | Stericycle INC | — | -0.05% | 減少 |
| 11 | SKY | Champion Homes INC | 0% | -0.00% | 減少 |
| 12 | PGR | Progressive CORP | 0% | -6.46% | 減少 |
| 13 | BCO | Brink's Co/the | -0.1% | -0.04% | 減少 |
| 14 | PNW | Pinnacle West Capital Corporation | -0.1% | -0.06% | 減少 |
| 15 | ENR | Energizer Holdings INC | -0.1% | -0.90% | 減少 |
| 16 | KMPR | Kemper CORP | -0.2% | -29.61% | 減少 |
| 17 | BERYEUR | Berry Global Group INC | -0.2% | -1.02% | 減少 |
| 18 | CWST | Casella Waste Systems Inc-a | -0.3% | -38.39% | 減少 |
| 19 | FISV | Fiserv INC | -0.4% | -1.55% | 減少 |
| 20 | LKQ | Lkq CORP | -0.4% | -1.62% | 減少 |
| 21 | VZ | Verizon Communications INC | -0.4% | -4.96% | 減少 |
| 22 | MRTN | Marten Transport LTD | -0.5% | +38.05% | 増加 |
| 23 | CLH | Clean Harbors INC | -0.9% | -1.33% | 減少 |
| 24 | NXST | Nexstar Media Group INC | -1.2% | -21.68% | 減少 |
| 25 | DG | Dollar General CORP | -1.2% | -11.20% | 減少 |
| 26 | MAS | Masco CORP | -1.5% | -35.65% | 減少 |
| 27 | GPK | Graphic Packaging Holding Co | -1.7% | -14.10% | 減少 |
| 28 | GFF | Griffon CORP | — | NEW | 新規購入 |
| 29 | AMH | American Homes 4 Rent- A | — | NEW | 新規購入 |
| 30 | UFS | Domtar CORP | — | EXIT | 全売却 |