CIK: 0001630243
申告総資産額
$1.1億
| # | 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 | FNF | Fidelity National Financial | 株式-金融 | 8.14% | — | — | |
| 2 | ✓ | 株式-その他 | 8.11% | — | +74.57% | ||
| 3 | TAP | Molson Coors Beverage Co - B | 株式-生活必需品 | 6.99% | — | +32.65% | |
| 4 | EBAY | Ebay INC | 株式-一般消費財 | 5.85% | -0.11% | +71.35% | |
| 5 | FIS | Fidelity National Info Serv | 株式-IT | 5.77% | -1.90% | EXIT | |
| 6 | PYPL | Paypal Holdings INC | 株式-金融 | 5.59% | — | +10.54% | |
| 7 | KLXE | KLX Energy Services Holdings, Inc. | 株式-その他 | 5.00% | — | +20.14% | |
| 8 | GLRE | Greenlight Capital Re, Ltd. | 株式-その他 | 4.83% | — | +25.56% | |
| 9 | HAE | Haemonetics Corp/mass | 株式-その他 | 4.78% | — | +17.42% | |
| 10 | OPLN | Openlane INC | 株式-その他 | 4.67% | — | +17.75% | |
| 11 | ✓ | Fnfv Group | 株式-その他 | 4.17% | — | +10.61% | |
| 12 | CPRT | Copart INC | 株式-資本財 | 4.17% | -1.78% | EXIT | |
| 13 | ARMK | Aramark | 株式-資本財 | 4.09% | — | +44.43% | |
| 14 | WBS | Webster Financial CORP | 株式-金融 | 3.88% | -2.05% | EXIT | |
| 15 | FISV | Fiserv INC | 株式-その他 | 2.64% | — | +57.86% | |
| 16 | JACK | Jack In THE Box INC | 株式-その他 | 2.56% | — | +13.53% | |
| 17 | ✓ | Ceb INC | 株式-その他 | 2.32% | — | +10.72% | |
| 18 | VMI | Valmont Industries | 株式-資本財 | 2.32% | +0.92% | +62.24% | |
| 19 | ✓ | Yahoo INC | 株式-その他 | 2.31% | — | +15.55% | |
| 20 | A | Agilent Technologies INC | 株式-ヘルスケア | 2.03% | — | +20.72% | |
| 21 | UTXZ | United Tech CORP | 株式-その他 | 1.96% | — | +22.27% | |
| 22 | ✓ | Buffalo Wild Wings INC | 株式-その他 | 1.79% | — | -44.02% | |
| 23 | EA | Electronic Arts INC | 株式-通信サービス | 1.69% | — | — | |
| 24 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.65% | — | — | |
| 25 | ITW | Illinois Tool Works | 株式-資本財 | 1.61% | — | +17.01% | |
| 26 | JAXUSD | J Alexander's Holdings | 株式-その他 | 1.07% | — | +5.52% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | +1.5% | +74.57% | 増加 | |
| 2 | CPRT | Copart INC | +1.5% | +107.70% | 増加 |
| 3 | EBAY | Ebay INC | +0.6% | +71.35% | 増加 |
| 4 | KLXE | KLX Energy Services Holdings, Inc. | +0.5% | +20.14% | 増加 |
| 5 | FISV | Fiserv INC | +0.5% | +57.86% | 増加 |
| 6 | VMI | Valmont Industries | +0.4% | +62.24% | 増加 |
| 7 | GLRE | Greenlight Capital Re, Ltd. | — | +25.56% | 増加 |
| 8 | WBS | Webster Financial CORP | -0.1% | -4.14% | 減少 |
| 9 | ARMK | Aramark | -0.1% | +44.43% | 増加 |
| 10 | UTXZ | United Tech CORP | -0.1% | +22.27% | 増加 |
| 11 | JACK | Jack In THE Box INC | -0.2% | +13.53% | 増加 |
| 12 | FIS | Fidelity National Info Serv | -0.2% | +37.62% | 増加 |
| 13 | ITW | Illinois Tool Works | -0.3% | +17.01% | 増加 |
| 14 | JAXUSD | J Alexander's Holdings | -0.3% | +5.52% | 増加 |
| 15 | ✓ | Ceb INC | -0.3% | +10.72% | 増加 |
| 16 | HAE | Haemonetics Corp/mass | -0.4% | +17.42% | 増加 |
| 17 | A | Agilent Technologies INC | -0.4% | +20.72% | 増加 |
| 18 | ✓ | Fnfv Group | -0.6% | +10.61% | 増加 |
| 19 | ✓ | Yahoo INC | -0.8% | +15.55% | 増加 |
| 20 | OPLN | Openlane INC | -0.9% | +17.75% | 増加 |
| 21 | TAP | Molson Coors Beverage Co - B | -1.3% | +32.65% | 増加 |
| 22 | PYPL | Paypal Holdings INC | -1.8% | +10.54% | 増加 |
| 23 | ✓ | Buffalo Wild Wings INC | -2.3% | -44.02% | 減少 |
| 24 | FNF | Fidelity National Financial | — | NEW | 新規購入 |
| 25 | GE | GE Aerospace | — | EXIT | 全売却 |
| 26 | EA | Electronic Arts INC | — | NEW | 新規購入 |
| 27 | TMO | Thermo Fisher Scientific INC | — | NEW | 新規購入 |