CIK: 0001679542
申告総資産額
$4379.8万
| # | 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 | ✓ | Leucadia Natl CORP | 株式-その他 | 21.71% | — | -4.51% | |
| 2 | DE | Deere & Co | 株式-資本財 | 20.48% | +4.11% | -4.45% | |
| 3 | TX | Ternium Sa-sponsored Adr | 株式-その他 | 13.00% | — | -4.48% | |
| 4 | CMI | Cummins INC | 株式-資本財 | 10.21% | — | -4.82% | |
| 5 | IBM | Intl Business Machines CORP | 株式-IT | 9.37% | — | -5.18% | |
| 6 | DOEUR | Diamond Offshore Drilling | 株式-その他 | 9.28% | +5.06% | -2.60% | |
| 7 | AXP | American Express Co | 株式-金融 | 6.98% | -6.24% | EXIT | |
| 8 | TS | Tenaris Sa-adr | 株式-その他 | 5.68% | — | -5.02% | |
| 9 | BBBYEUR | 20230930-dk-butterfly-1 INC | 株式-その他 | 3.29% | -12.25% | EXIT |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | Leucadia Natl CORP | +1.6% | -4.51% | 減少 |
| 2 | DE | Deere & Co | +1.3% | -4.45% | 減少 |
| 3 | TX | Ternium Sa-sponsored Adr | +1.1% | -4.48% | 減少 |
| 4 | TS | Tenaris Sa-adr | +0.6% | -5.02% | 減少 |
| 5 | AXP | American Express Co | +0.5% | — | 変化なし |
| 6 | BBBYEUR | 20230930-dk-butterfly-1 INC | -0.5% | — | 変化なし |
| 7 | CMI | Cummins INC | -0.6% | -4.82% | 減少 |
| 8 | IBM | Intl Business Machines CORP | -0.8% | -5.18% | 減少 |
| 9 | DOEUR | Diamond Offshore Drilling | -0.9% | -2.60% | 減少 |
| 10 | GS | Goldman Sachs Group INC | — | EXIT | 全売却 |