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 | 23.69% | +13.29% | -42.44% | |
| 2 | BC | Brunswick CORP | 株式-一般消費財 | 20.80% | +3.90% | -17.68% | |
| 3 | SNBRQ | Sleep Number CORP | 株式-その他 | 19.63% | -14.07% | — | |
| 4 | NSP | Insperity INC | 株式-その他 | 13.87% | — | — | |
| 5 | LCII | Lci Industries | 株式-一般消費財 | 9.55% | -10.96% | — | |
| 6 | DKS | Dick's Sporting Goods INC | 株式-一般消費財 | 8.39% | +9.15% | — | |
| 7 | GTLB | Gitlab Inc-cl A | 株式-IT | 4.08% | -1.30% | -42.15% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SNBRQ | Sleep Number CORP | +4.4% | — | 変化なし |
| 2 | BC | Brunswick CORP | +4% | -17.68% | 減少 |
| 3 | GTLB | Gitlab Inc-cl A | +2% | -42.15% | 増加 |
| 4 | LCII | Lci Industries | -1.8% | — | 減少 |
| 5 | BLDR | Builders Firstsource INC | -2.4% | -42.44% | 減少 |
| 6 | GO | Grocery Outlet Holding CORP | — | EXIT | 全売却 |
| 7 | NSP | Insperity INC | — | NEW | 新規購入 |
| 8 | DKS | Dick's Sporting Goods INC | — | NEW | 新規購入 |
| 9 | NAVI | Navient CORP | — | EXIT | 全売却 |
| 10 | ETSY | Etsy INC | — | EXIT | 全売却 |
| 11 | MBUU | Malibu Boats INC - A | — | EXIT | 全売却 |