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 | CLH | Clean Harbors INC | 株式-資本財 | 7.07% | +1.48% | +0.31% | |
| 2 | LKQ | Lkq CORP | 株式-一般消費財 | 5.78% | +0.18% | -16.27% | |
| 3 | PNW | Pinnacle West Capital Corporation | 株式-公益事業 | 5.72% | -6.54% | EXIT | |
| 4 | KEX | Kirby CORP | 株式-資本財 | 5.56% | +0.92% | -0.26% | |
| 5 | CRH | CRH plc | 株式-素材 | 5.55% | -0.96% | -0.39% | |
| 6 | GPK | Graphic Packaging Holding Co | 株式-一般消費財 | 5.09% | — | -18.35% | |
| 7 | RBA | Rb Global INC | 株式-資本財 | 4.99% | -0.40% | +51.68% | |
| 8 | PGR | Progressive CORP | 株式-金融 | 4.80% | -0.34% | -7.23% | |
| 9 | BERYEUR | Berry Global Group INC | 株式-その他 | 4.44% | — | +0.68% | |
| 10 | CIEN | Ciena CORP | 株式-IT | 4.32% | -2.89% | +29.21% | |
| 11 | AZO | Autozone INC | 株式-一般消費財 | 4.19% | -0.23% | -0.15% | |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 3.91% | -0.06% | -39.67% | |
| 13 | RUSHA | Rush Enterprises Inc-cl A | 株式-一般消費財 | 3.73% | +1.14% | +10.88% | |
| 14 | PRIM | Primoris Services CORP | 株式-資本財 | 3.55% | — | +2.73% | |
| 15 | SGI | Somnigroup International INC | 株式-一般消費財 | 3.47% | -1.31% | — | |
| 16 | MAS | Masco CORP | 株式-資本財 | 3.24% | -0.25% | -0.80% | |
| 17 | PPG | Ppg Industries INC | 株式-素材 | 3.21% | — | -3.76% | |
| 18 | NOG | Northern Oil And Gas INC | 株式-エネルギー | 2.65% | — | +1.71% | |
| 19 | KNX | Knight-swift Transportation | 株式-資本財 | 2.56% | +3.02% | +0.14% | |
| 20 | AMH | American Homes 4 Rent- A | 株式-不動産 | 2.30% | -0.13% | -3.04% | |
| 21 | SNEX | Stonex Group INC | 株式-金融 | 1.90% | +0.52% | +3.60% | |
| 22 | EXP | Eagle Materials INC | 株式-素材 | 1.71% | -0.08% | +3.73% | |
| 23 | FBK | Fb Financial CORP | 株式-その他 | 1.68% | -0.16% | +65.22% | |
| 24 | FANG | Diamondback Energy INC | 株式-エネルギー | 1.63% | +0.35% | +17.57% | |
| 25 | GOLF | Acushnet Holdings CORP | 株式-その他 | 1.42% | +0.14% | +170.09% | |
| 26 | AXTA | Axalta Coating Systems Ltd. | 株式-素材 | 1.34% | -1.22% | EXIT | |
| 27 | GPGI | Gpgi INC | 株式-その他 | 1.15% | — | — | |
| 28 | FSS | Federal Signal CORP | 株式-資本財 | 1.02% | — | +3.69% | |
| 29 | ROAD | Construction Partners Inc-a | 株式-資本財 | 0.91% | +0.02% | -38.96% | |
| 30 | LPX | Louisiana-pacific CORP | 株式-資本財 | 0.76% | -0.06% | +3.73% | |
| 31 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.38% | -0.16% | — |