CIK: 0001759115
申告総資産額
$11.8億
| # | 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 | FICO | Fair Isaac CORP | 株式-IT | 13.30% | -3.04% | EXIT | |
| 2 | EXP | Eagle Materials INC | 株式-素材 | 10.72% | — | +2.82% | |
| 3 | NGVT | Ingevity CORP | 株式-その他 | 9.32% | — | — | |
| 4 | WBC1EUR | Wabco Holdings INC | 株式-その他 | 8.73% | — | — | |
| 5 | BV | Brightview Holdings INC | 株式-その他 | 8.56% | — | +36.90% | |
| 6 | PGTIUSD | Pgt Innovations INC | 株式-その他 | 7.97% | — | +2.86% | |
| 7 | AAP | Advance Auto Parts INC | 株式-一般消費財 | 6.64% | — | +47.09% | |
| 8 | CVCO | Cavco Industries INC | 株式-一般消費財 | 6.13% | -2.87% | +9.80% | |
| 9 | FTDR | Frontdoor INC | 株式-一般消費財 | 5.33% | — | — | |
| 10 | ✓ | Willscot CORP | 株式-その他 | 5.03% | — | — | |
| 11 | COLM | Columbia Sportswear Co | 株式-その他 | 4.63% | — | +23.11% | |
| 12 | FND | Floor & Decor Holdings Inc-a | 株式-一般消費財 | 4.51% | — | +10.46% | |
| 13 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 4.38% | — | +46.09% | |
| 14 | TREX | Trex Company INC | 株式-資本財 | 3.59% | — | -44.03% | |
| 15 | GNRC | Generac Holdings INC | 株式-資本財 | 1.16% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BV | Brightview Holdings INC | +1.4% | +36.90% | 増加 |
| 2 | CVCO | Cavco Industries INC | -0.1% | +9.80% | 増加 |
| 3 | ORLY | O'reilly Automotive INC | -0.3% | +46.09% | 増加 |
| 4 | AAP | Advance Auto Parts INC | -0.8% | +47.09% | 増加 |
| 5 | COLM | Columbia Sportswear Co | -1.2% | +23.11% | 増加 |
| 6 | FND | Floor & Decor Holdings Inc-a | -1.5% | +10.46% | 増加 |
| 7 | PGTIUSD | Pgt Innovations INC | -1.6% | +2.86% | 増加 |
| 8 | EXP | Eagle Materials INC | -3.4% | +2.82% | 増加 |
| 9 | WBC1EUR | Wabco Holdings INC | -4.2% | — | 変化なし |
| 10 | FICO | Fair Isaac CORP | -4.3% | -2.46% | 減少 |
| 11 | TREX | Trex Company INC | -4.6% | -44.03% | 減少 |
| 12 | NGVT | Ingevity CORP | — | NEW | 新規購入 |
| 13 | FTDR | Frontdoor INC | — | NEW | 新規購入 |
| 14 | ✓ | Willscot CORP | — | NEW | 新規購入 |
| 15 | GNRC | Generac Holdings INC | — | NEW | 新規購入 |