CIK: 0001837343
申告総資産額
$28.0億
| # | 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 | S9Q | Spirit Aerosystems Hold-cl A | 株式-その他 | 16.00% | — | +10.04% | |
| 2 | MTZ | Mastec INC | 株式-資本財 | 13.84% | +7.09% | +121.39% | |
| 3 | ARRY | Array Technologies INC | 株式-その他 | 13.12% | -1.16% | +97.93% | |
| 4 | TG7 | Triumph Group INC | 株式-その他 | 8.20% | — | +4.48% | |
| 5 | FSLR | First Solar INC | 株式-IT | 7.00% | -5.26% | +100.00% | |
| 6 | ATKR | Atkore INC | 株式-その他 | 6.34% | -0.21% | +4.66% | |
| 7 | CRH | CRH plc | 株式-素材 | 6.26% | -0.89% | — | |
| 8 | DY | Dycom Industries INC | 株式-資本財 | 6.12% | -0.66% | — | |
| 9 | ENS | Enersys | 株式-資本財 | 5.86% | -1.41% | — | |
| 10 | BLDR | Builders Firstsource INC | 株式-資本財 | 4.42% | -0.93% | EXIT | |
| 11 | SABR | Sabre CORP | 株式-IT | 3.08% | -0.24% | EXIT | |
| 12 | CNM | Core & Main Inc-class A | 株式-資本財 | 2.12% | -0.03% | — | |
| 13 | TFII | Tfi International INC | 株式-その他 | 1.74% | -0.01% | — | |
| 14 | WEX | Wex INC | 株式-IT | 1.46% | — | — | |
| 15 | ✓ | Csi Compressco LP | 株式-その他 | 1.07% | — | — | |
| 16 | ROG | Rogers CORP | 株式-その他 | 0.93% | — | — | |
| 17 | JBI | Janus International Group In | 株式-その他 | 0.86% | — | — | |
| 18 | XPO | Xpo INC | 株式-資本財 | 0.77% | — | — | |
| 19 | DOORUSD | Masonite International CORP | 株式-その他 | 0.60% | — | — | |
| 20 | XMTR | Xometry Inc-a | 株式-その他 | 0.17% | — | — |