CIK: 0001715528
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 | NRG | Nrg Energy INC | 株式-公益事業 | 19.99% | — | +23.52% | |
| 2 | BALL | Ball CORP | 株式-一般消費財 | 17.16% | — | +13.80% | |
| 3 | FTV | Fortive CORP | 株式-IT | 15.38% | — | +168.11% | |
| 4 | BCO | Brink's Co/the | 株式-資本財 | 10.36% | — | +56.15% | |
| 5 | FLIR | Flir Systems INC | 株式-その他 | 7.93% | — | -31.79% | |
| 6 | MHK | Mohawk Industries INC | 株式-一般消費財 | 7.56% | — | -33.25% | |
| 7 | AVY | Avery Dennison CORP | 株式-一般消費財 | 6.85% | — | — | |
| 8 | GVA | Granite Construction INC | 株式-資本財 | 6.82% | — | — | |
| 9 | KNX | Knight-swift Transportation | 株式-資本財 | 6.55% | — | -22.24% | |
| 10 | DHT | DHT Holdings, Inc. | 株式-その他 | 1.40% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | FTV | Fortive CORP | +10% | +168.11% | 増加 |
| 2 | NRG | Nrg Energy INC | +4.7% | +23.52% | 増加 |
| 3 | BCO | Brink's Co/the | +3% | +56.15% | 増加 |
| 4 | BALL | Ball CORP | +2.6% | +13.80% | 増加 |
| 5 | KNX | Knight-swift Transportation | -1.6% | -22.24% | 減少 |
| 6 | FLIR | Flir Systems INC | -3% | -31.79% | 減少 |
| 7 | MHK | Mohawk Industries INC | -6.1% | -33.25% | 減少 |
| 8 | MLM | Martin Marietta Materials | — | EXIT | 全売却 |
| 9 | SHW | Sherwin-williams Co/the | — | EXIT | 全売却 |
| 10 | AVY | Avery Dennison CORP | — | NEW | 新規購入 |
| 11 | GVA | Granite Construction INC | — | NEW | 新規購入 |
| 12 | SITE | Siteone Landscape Supply INC | — | EXIT | 全売却 |
| 13 | DHT | DHT Holdings, Inc. | — | NEW | 新規購入 |