CIK: 0001426857
申告総資産額
$1.9億
| # | 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 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 12.58% | — | — | |
| 2 | ODFL | Old Dominion Freight Line | 株式-資本財 | 12.39% | — | — | |
| 3 | TXRH | Texas Roadhouse INC | 株式-一般消費財 | 11.64% | — | — | |
| 4 | JBHT | Hunt (jb) Transprt Svcs INC | 株式-資本財 | 10.09% | — | — | |
| 5 | KNX | Knight-swift Transportation | 株式-資本財 | 7.98% | — | — | |
| 6 | RYAAY | Ryanair Holdings Plc-sp Adr | 株式-資本財 | 7.19% | — | — | |
| 7 | URBN | Urban Outfitters INC | 株式-一般消費財 | 5.28% | — | — | |
| 8 | KMX | Carmax INC | 株式-一般消費財 | 5.20% | — | — | |
| 9 | LEN-B | Lennar CORP - B Shs | 株式-その他 | 4.68% | — | — | |
| 10 | 2655787D | Blueprint Medicines CORP | 株式-その他 | 3.21% | — | — | |
| 11 | FND | Floor & Decor Holdings Inc-a | 株式-一般消費財 | 3.03% | — | — | |
| 12 | LOW | Lowe's Cos INC | 株式-一般消費財 | 2.75% | — | — | |
| 13 | FIGS | Figs Inc-class A | 株式-その他 | 2.54% | — | — | |
| 14 | HTLD | Heartland Express INC | 株式-その他 | 2.35% | — | — | |
| 15 | TPR | Tapestry INC | 株式-一般消費財 | 2.34% | — | — | |
| 16 | FUBOGBP | Fubotv INC | 株式-その他 | 2.29% | — | — | |
| 17 | TOL | Toll Brothers INC | 株式-一般消費財 | 2.24% | — | — | |
| 18 | GDRX | Goodrx Holdings Inc-class A | 株式-その他 | 1.21% | — | — | |
| 19 | PHM | Pultegroup INC | 株式-一般消費財 | 0.77% | — | — | |
| 20 | LEN | Lennar Corp-a | 株式-一般消費財 | 0.26% | — | — | |
| 21 | FRANUSD | Francescas Holdings CORP | 株式-その他 | — | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ODFL | Old Dominion Freight Line | — | EXIT | 全売却 |
| 2 | TXRH | Texas Roadhouse INC | — | EXIT | 全売却 |
| 3 | LULU | Lululemon Athletica INC | — | EXIT | 全売却 |
| 4 | JBHT | Hunt (jb) Transprt Svcs INC | — | EXIT | 全売却 |
| 5 | KNX | Knight-swift Transportation | — | EXIT | 全売却 |
| 6 | RYAAY | Ryanair Holdings Plc-sp Adr | — | EXIT | 全売却 |
| 7 | KMX | Carmax INC | — | EXIT | 全売却 |
| 8 | URBN | Urban Outfitters INC | — | EXIT | 全売却 |
| 9 | LEN-B | Lennar CORP - B Shs | — | EXIT | 全売却 |
| 10 | 2655787D | Blueprint Medicines CORP | — | EXIT | 全売却 |
| 11 | FND | Floor & Decor Holdings Inc-a | — | EXIT | 全売却 |
| 12 | LOW | Lowe's Cos INC | — | EXIT | 全売却 |
| 13 | HTLD | Heartland Express INC | — | EXIT | 全売却 |
| 14 | TPR | Tapestry INC | — | EXIT | 全売却 |
| 15 | TOL | Toll Brothers INC | — | EXIT | 全売却 |
| 16 | FUBOGBP | Fubotv INC | — | EXIT | 全売却 |
| 17 | GDRX | Goodrx Holdings Inc-class A | — | EXIT | 全売却 |
| 18 | PHM | Pultegroup INC | — | EXIT | 全売却 |
| 19 | LEN | Lennar Corp-a | — | EXIT | 全売却 |
| 20 | FRANUSD | Francescas Holdings CORP | — | EXIT | 全売却 |