CIK: 0001105087
申告総資産額
$4060.7万
| # | 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 | BLDR | Builders Firstsource INC | 株式-資本財 | 34.12% | +13.29% | +39.61% | |
| 2 | BC | Brunswick CORP | 株式-一般消費財 | 19.01% | +3.90% | +9.71% | |
| 3 | SNBRQ | Sleep Number CORP | 株式-その他 | 16.27% | -14.07% | — | |
| 4 | GO | Grocery Outlet Holding CORP | 株式-その他 | 10.04% | — | -45.16% | |
| 5 | LCII | Lci Industries | 株式-一般消費財 | 8.05% | -10.96% | -32.31% | |
| 6 | DKS | Dick's Sporting Goods INC | 株式-一般消費財 | 6.43% | +9.15% | — | |
| 7 | GTLB | Gitlab Inc-cl A | 株式-IT | 6.08% | -1.30% | +208.94% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BLDR | Builders Firstsource INC | +8.1% | +39.61% | 増加 |
| 2 | DKS | Dick's Sporting Goods INC | +6.4% | NEW | 新規購入 |
| 3 | GTLB | Gitlab Inc-cl A | +4% | +208.94% | 増加 |
| 4 | BC | Brunswick CORP | +2.2% | +9.71% | 増加 |
| 5 | SNBRQ | Sleep Number CORP | +1.1% | — | 変化なし |
| 6 | MBUU | Malibu Boats INC - A | -0.7% | EXIT | 全売却 |
| 7 | ETSY | Etsy INC | -3.1% | EXIT | 全売却 |
| 8 | LCII | Lci Industries | -3.3% | -32.31% | 減少 |
| 9 | NAVI | Navient CORP | -4.3% | EXIT | 全売却 |
| 10 | GO | Grocery Outlet Holding CORP | -10.5% | -45.16% | 減少 |