CIK: 0001540866
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 | LBRDK | Liberty Broadband-c | 株式-通信サービス | 25.19% | — | — | |
| 2 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 20.22% | — | -11.54% | |
| 3 | KMX | Carmax INC | 株式-一般消費財 | 12.43% | — | +32.72% | |
| 4 | PGR | Progressive CORP | 株式-金融 | 11.64% | — | — | |
| 5 | CDW | Cdw Corp/de | 株式-IT | 10.78% | -10.65% | EXIT | |
| 6 | BBWI | Bath & Body Works INC | 株式-一般消費財 | 9.31% | -11.53% | EXIT | |
| 7 | ZBRA | Zebra Technologies Corp-cl A | 株式-IT | 6.83% | — | — | |
| 8 | LAMR | Lamar Advertising Co-a | 株式-不動産 | 2.78% | -11.88% | EXIT | |
| 9 | HEI-A | Heico Corp-class A | 株式-その他 | 0.81% | -0.43% | EXIT |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BBWI | Bath & Body Works INC | +9.3% | NEW | 新規購入 |
| 2 | LAMR | Lamar Advertising Co-a | +2.8% | NEW | 新規購入 |
| 3 | KMX | Carmax INC | +2.2% | +32.72% | 増加 |
| 4 | WHD | Cactus INC - A | -0.1% | EXIT | 全売却 |
| 5 | PGR | Progressive CORP | -0.1% | — | 変化なし |
| 6 | HEI-A | Heico Corp-class A | -0.2% | — | 変化なし |
| 7 | CDW | Cdw Corp/de | -1.8% | — | 変化なし |
| 8 | ZBRA | Zebra Technologies Corp-cl A | -3.1% | — | 変化なし |
| 9 | ATVIEUR | Activision Blizzard INC | -4% | -11.54% | 減少 |
| 10 | LBRDK | Liberty Broadband-c | -5.1% | — | 変化なし |