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 | BCBEUR | Primo Water CORP | 株式-その他 | 8.33% | — | +32.12% | |
| 2 | PYPL | Paypal Holdings INC | 株式-金融 | 6.70% | — | -0.97% | |
| 3 | ARMK | Aramark | 株式-資本財 | 6.58% | — | +21.65% | |
| 4 | HAE | Haemonetics Corp/mass | 株式-その他 | 6.21% | — | +42.66% | |
| 5 | GNTX | Gentex CORP | 株式-一般消費財 | 5.38% | -0.07% | +138.44% | |
| 6 | FIS | Fidelity National Info Serv | 株式-IT | 5.37% | -1.90% | EXIT | |
| 7 | KLXE | KLX Energy Services Holdings, Inc. | 株式-その他 | 5.17% | — | +8.06% | |
| 8 | EBAY | Ebay INC | 株式-一般消費財 | 4.23% | -0.11% | +0.83% | |
| 9 | IT | Gartner INC | 株式-IT | 4.06% | — | -24.55% | |
| 10 | GLRE | Greenlight Capital Re, Ltd. | 株式-その他 | 3.81% | — | +4.91% | |
| 11 | TAP | Molson Coors Beverage Co - B | 株式-生活必需品 | 3.72% | — | +8.52% | |
| 12 | WBS | Webster Financial CORP | 株式-金融 | 3.71% | -2.05% | EXIT | |
| 13 | AABAUSD | Altaba INC | 株式-その他 | 3.70% | — | +26.75% | |
| 14 | SMPL | Simply Good Foods Co/the | 株式-その他 | 3.29% | — | — | |
| 15 | JACK | Jack In THE Box INC | 株式-その他 | 3.14% | — | +20.06% | |
| 16 | UTXZ | United Tech CORP | 株式-その他 | 3.09% | — | +87.11% | |
| 17 | FNF | Fidelity National Financial | 株式-金融 | 2.99% | — | -38.64% | |
| 18 | OPLN | Openlane INC | 株式-その他 | 2.52% | — | +16.43% | |
| 19 | VMI | Valmont Industries | 株式-資本財 | 2.44% | +0.92% | +10.51% | |
| 20 | ✓ | Fnfv Group | 株式-その他 | 2.40% | — | -14.17% | |
| 21 | FISV | Fiserv INC | 株式-その他 | 2.36% | — | +8.56% | |
| 22 | EA | Electronic Arts INC | 株式-通信サービス | 2.30% | — | +8.56% | |
| 23 | ✓ | Buffalo Wild Wings INC | 株式-その他 | 2.23% | — | +19.32% | |
| 24 | CPRT | Copart INC | 株式-資本財 | 2.07% | -1.78% | EXIT | |
| 25 | A | Agilent Technologies INC | 株式-ヘルスケア | 1.80% | — | +6.35% | |
| 26 | ITW | Illinois Tool Works | 株式-資本財 | 1.70% | — | +15.42% | |
| 27 | JAXUSD | J Alexander's Holdings | 株式-その他 | 0.71% | — | -7.81% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GNTX | Gentex CORP | +2.8% | +138.44% | 増加 |
| 2 | HAE | Haemonetics Corp/mass | +1.6% | +42.66% | 増加 |
| 3 | BCBEUR | Primo Water CORP | +1% | +32.12% | 増加 |
| 4 | UTXZ | United Tech CORP | +1% | +87.11% | 増加 |
| 5 | AABAUSD | Altaba INC | +0.8% | +26.75% | 増加 |
| 6 | OPLN | Openlane INC | +0.2% | +16.43% | 増加 |
| 7 | JACK | Jack In THE Box INC | +0.1% | +20.06% | 増加 |
| 8 | ARMK | Aramark | 0% | +21.65% | 増加 |
| 9 | EA | Electronic Arts INC | 0% | +8.56% | 増加 |
| 10 | CPRT | Copart INC | 0% | +10.79% | 増加 |
| 11 | ITW | Illinois Tool Works | 0% | +15.42% | 増加 |
| 12 | WBS | Webster Financial CORP | -0.1% | +17.97% | 増加 |
| 13 | FIS | Fidelity National Info Serv | -0.1% | +8.56% | 増加 |
| 14 | VMI | Valmont Industries | -0.1% | +10.51% | 増加 |
| 15 | A | Agilent Technologies INC | -0.1% | +6.35% | 増加 |
| 16 | PYPL | Paypal Holdings INC | -0.1% | -0.97% | 減少 |
| 17 | FISV | Fiserv INC | -0.1% | +8.56% | 増加 |
| 18 | KLXE | KLX Energy Services Holdings, Inc. | -0.3% | +8.06% | 増加 |
| 19 | JAXUSD | J Alexander's Holdings | -0.3% | -7.81% | 減少 |
| 20 | EBAY | Ebay INC | -0.4% | +0.83% | 増加 |
| 21 | GLRE | Greenlight Capital Re, Ltd. | -0.4% | +4.91% | 増加 |
| 22 | ✓ | Buffalo Wild Wings INC | -0.5% | +19.32% | 増加 |
| 23 | TAP | Molson Coors Beverage Co - B | -0.6% | +8.52% | 増加 |
| 24 | ✓ | Fnfv Group | -0.7% | -14.17% | 減少 |
| 25 | IT | Gartner INC | -2.4% | -24.55% | 減少 |
| 26 | FNF | Fidelity National Financial | -2.5% | -38.64% | 減少 |
| 27 | SMPL | Simply Good Foods Co/the | — | NEW | 新規購入 |
| 28 | ✓ | Conyers Pk Acquisition | — | EXIT | 全売却 |
| 29 | ✓ | — | EXIT | 全売却 |