CIK: 0001803120
申告総資産額
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| # | 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 | GPN | Global Payments INC | 株式-資本財 | 14.45% | — | +61.24% | |
| 2 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 14.37% | -5.46% | EXIT | |
| 3 | FISV | Fiserv INC | 株式-その他 | 14.06% | -4.43% | EXIT | |
| 4 | AER | AerCap Holdings N.V. | 株式-資本財 | 10.50% | -6.04% | EXIT | |
| 5 | VVV | Valvoline INC | 株式-一般消費財 | 9.90% | -8.56% | EXIT | |
| 6 | DLTR | Dollar Tree INC | 株式-生活必需品 | 9.18% | — | -29.82% | |
| 7 | FAF | First American Financial | 株式-金融 | 8.83% | -10.61% | EXIT | |
| 8 | NSP | Insperity INC | 株式-その他 | 6.34% | — | -20.00% | |
| 9 | LBRDK | Liberty Broadband-c | 株式-通信サービス | 5.62% | — | +8.02% | |
| 10 | KKR | Kkr & Co INC | 株式-金融 | 5.22% | — | +14.38% | |
| 11 | EPR 9 PERP E | Epr Properties | 株式-不動産 | 1.53% | — | — |