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 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 26.77% | -26.77% | EXIT | |
| 2 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 12.06% | -12.06% | EXIT | |
| 3 | LAMR | Lamar Advertising Co-a | 株式-不動産 | 11.88% | -11.88% | EXIT | |
| 4 | BBWI | Bath & Body Works INC | 株式-一般消費財 | 11.53% | -11.53% | EXIT | |
| 5 | CDW | Cdw Corp/de | 株式-IT | 10.65% | -10.65% | EXIT | |
| 6 | BELFB | Bel Fuse Inc-cl B | 株式-その他 | 7.29% | -7.29% | EXIT | |
| 7 | FLUT | Flutter Entertainment plc | 株式-一般消費財 | 6.96% | -6.96% | EXIT | |
| 8 | LMB | Limbach Holdings INC | 株式-その他 | 6.22% | -6.22% | EXIT | |
| 9 | WHD | Cactus INC - A | 株式-その他 | 5.05% | -5.05% | EXIT | |
| 10 | SVV | Savers Value Village INC | 株式-その他 | 1.16% | -1.16% | EXIT | |
| 11 | HEI-A | Heico Corp-class A | 株式-その他 | 0.43% | -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 | +3.9% | — | 変化なし |
| 2 | LMB | Limbach Holdings INC | +3.6% | +95.71% | 増加 |
| 3 | CHTR | Charter Communications Inc-a | +3.6% | — | 変化なし |
| 4 | CDW | Cdw Corp/de | +2.5% | — | 変化なし |
| 5 | LAMR | Lamar Advertising Co-a | +1.2% | -29.41% | 減少 |
| 6 | HEI-A | Heico Corp-class A | +0.2% | — | 変化なし |
| 7 | BELFB | Bel Fuse Inc-cl B | +0.1% | -45.00% | 減少 |
| 8 | WHD | Cactus INC - A | -0.3% | -46.36% | 減少 |
| 9 | FLUT | Flutter Entertainment plc | -3.7% | -49.13% | 減少 |
| 10 | SVV | Savers Value Village INC | -4.2% | -79.60% | 減少 |
| 11 | BBWI | Bath & Body Works INC | -6.6% | -46.40% | 減少 |
| 12 | BELFA | Bel Fuse Inc-cl A | — | EXIT | 全売却 |