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 | PGR | Progressive CORP | 株式-金融 | 18.55% | — | -6.86% | |
| 2 | BBWI | Bath & Body Works INC | 株式-一般消費財 | 14.93% | -11.53% | EXIT | |
| 3 | CDW | Cdw Corp/de | 株式-IT | 13.69% | -10.65% | EXIT | |
| 4 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 13.36% | -26.77% | EXIT | |
| 5 | LAMR | Lamar Advertising Co-a | 株式-不動産 | 13.27% | -11.88% | EXIT | |
| 6 | KMX | Carmax INC | 株式-一般消費財 | 12.33% | — | +7.05% | |
| 7 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 10.25% | -12.06% | EXIT | |
| 8 | LBRDK | Liberty Broadband-c | 株式-通信サービス | 2.93% | — | -54.69% | |
| 9 | WHD | Cactus INC - A | 株式-その他 | 0.60% | -5.05% | EXIT | |
| 10 | HEI-A | Heico Corp-class A | 株式-その他 | 0.09% | -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 | CHTR | Charter Communications Inc-a | +5.1% | +135.23% | 増加 |
| 2 | PGR | Progressive CORP | +1.8% | -6.86% | 減少 |
| 3 | DPZ | Domino's Pizza INC | +1.6% | +7.05% | 増加 |
| 4 | KMX | Carmax INC | +1.3% | +7.05% | 増加 |
| 5 | LAMR | Lamar Advertising Co-a | +1.2% | +7.04% | 増加 |
| 6 | WHD | Cactus INC - A | +0.6% | NEW | 新規購入 |
| 7 | HEI-A | Heico Corp-class A | 0% | +10.05% | 増加 |
| 8 | BBWI | Bath & Body Works INC | -0.4% | -8.29% | 減少 |
| 9 | ZBRA | Zebra Technologies Corp-cl A | -1.5% | EXIT | 全売却 |
| 10 | CDW | Cdw Corp/de | -2.7% | -18.71% | 減少 |
| 11 | LBRDK | Liberty Broadband-c | -7% | -54.69% | 減少 |