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 | MTZ | Mastec INC | 株式-資本財 | 17.32% | +7.09% | — | |
| 2 | S9Q | Spirit Aerosystems Hold-cl A | 株式-その他 | 12.83% | — | -6.27% | |
| 3 | DY | Dycom Industries INC | 株式-資本財 | 8.85% | -0.66% | +2.26% | |
| 4 | FSLR | First Solar INC | 株式-IT | 7.58% | -5.26% | — | |
| 5 | CRH | CRH plc | 株式-素材 | 6.72% | -0.89% | — | |
| 6 | ARRY | Array Technologies INC | 株式-その他 | 6.22% | -1.16% | +7.13% | |
| 7 | GVA | Granite Construction INC | 株式-資本財 | 5.13% | -0.08% | +5.21% | |
| 8 | TG7 | Triumph Group INC | 株式-その他 | 5.07% | — | — | |
| 9 | IP | International Paper Co | 株式-一般消費財 | 5.00% | +1.75% | +287.50% | |
| 10 | ENS | Enersys | 株式-資本財 | 4.43% | -1.41% | — | |
| 11 | BLDR | Builders Firstsource INC | 株式-資本財 | 3.84% | -0.93% | EXIT | |
| 12 | MMM | 3m Co | 株式-資本財 | 3.34% | -2.24% | EXIT | |
| 13 | LB | Landbridge Co Llc-a | 株式-その他 | 2.58% | — | — | |
| 14 | ATKR | Atkore INC | 株式-その他 | 2.58% | -0.21% | — | |
| 15 | CNM | Core & Main Inc-class A | 株式-資本財 | 2.27% | -0.03% | — | |
| 16 | SABR | Sabre CORP | 株式-IT | 1.85% | -0.24% | EXIT | |
| 17 | TFII | Tfi International INC | 株式-その他 | 1.31% | -0.01% | — | |
| 18 | WEX | Wex INC | 株式-IT | 1.18% | — | — | |
| 19 | XPO | Xpo INC | 株式-資本財 | 0.71% | — | — | |
| 20 | ROG | Rogers CORP | 株式-その他 | 0.60% | — | — | |
| 21 | JBI | Janus International Group In | 株式-その他 | 0.54% | — | — | |
| 22 | LOAR | Loar Holdings INC | 株式-その他 | 0.07% | — | — |