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 | 17.83% | — | +10.87% | |
| 2 | PGR | Progressive CORP | 株式-金融 | 14.34% | — | +10.86% | |
| 3 | CDW | Cdw Corp/de | 株式-IT | 13.36% | -10.65% | EXIT | |
| 4 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 12.69% | — | -29.43% | |
| 5 | BBWI | Bath & Body Works INC | 株式-一般消費財 | 11.48% | -11.53% | EXIT | |
| 6 | KMX | Carmax INC | 株式-一般消費財 | 8.85% | — | +10.86% | |
| 7 | ZBRA | Zebra Technologies Corp-cl A | 株式-IT | 7.40% | — | +10.89% | |
| 8 | LAMR | Lamar Advertising Co-a | 株式-不動産 | 7.36% | -11.88% | EXIT | |
| 9 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 6.62% | -12.06% | EXIT | |
| 10 | HEI-A | Heico Corp-class A | 株式-その他 | 0.07% | -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 | DPZ | Domino's Pizza INC | +4.8% | +329.39% | 増加 |
| 2 | ZBRA | Zebra Technologies Corp-cl A | +1.4% | +10.89% | 増加 |
| 3 | PGR | Progressive CORP | +1.3% | +10.86% | 増加 |
| 4 | LBRDK | Liberty Broadband-c | +1.1% | +10.87% | 増加 |
| 5 | CDW | Cdw Corp/de | +1.1% | +10.86% | 増加 |
| 6 | KMX | Carmax INC | +0.4% | +10.86% | 増加 |
| 7 | LAMR | Lamar Advertising Co-a | +0.4% | +10.86% | 増加 |
| 8 | HEI-A | Heico Corp-class A | -0.9% | -92.15% | 減少 |
| 9 | FRCB | First Republic Bank/ca | -1.3% | EXIT | 全売却 |
| 10 | BBWI | Bath & Body Works INC | -3.2% | +0.42% | 増加 |
| 11 | ATVIEUR | Activision Blizzard INC | -5.2% | -29.43% | 減少 |