CIK: 0001663900
申告総資産額
$5.9億
| # | 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 | ARMK | Aramark | 株式-資本財 | 7.84% | +4.37% | +19.83% | |
| 2 | IHS | Ihs Markit LTD | 株式-その他 | 7.77% | — | -19.26% | |
| 3 | ✓ | Travelport Worldwide LTD | 株式-その他 | 7.31% | — | -27.20% | |
| 4 | ABM | Abm Industries INC | 株式-その他 | 6.98% | — | +27.01% | |
| 5 | ECL | Ecolab INC | 株式-素材 | 6.82% | — | +19.75% | |
| 6 | USFD | US Foods Holding CORP | 株式-生活必需品 | 6.79% | — | -3.56% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 6.41% | — | -13.69% | |
| 8 | FIS | Fidelity National Info Serv | 株式-IT | 6.32% | +4.35% | NEW | |
| 9 | DLTR | Dollar Tree INC | 株式-生活必需品 | 5.32% | — | +29.00% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 5.28% | — | +90.05% | |
| 11 | DOORUSD | Masonite International CORP | 株式-その他 | 5.28% | — | +4.08% | |
| 12 | NCI1EUR | Navigant Consulting INC | 株式-その他 | 5.06% | — | -7.57% | |
| 13 | FDC | First Data Corp- Class A | 株式-その他 | 4.47% | — | +8.14% | |
| 14 | ✓ | Luxoft Holding INC | 株式-その他 | 3.62% | — | — | |
| 15 | CP | Canadian Pacific Kansa F | 株式-資本財 | 3.37% | — | — | |
| 16 | CLGX | Corelogic INC | 株式-その他 | 3.17% | — | — | |
| 17 | ✓ | 株式-その他 | 2.94% | — | -33.50% | ||
| 18 | SBUX | Starbucks CORP | 株式-一般消費財 | 2.23% | — | — | |
| 19 | WMB | Williams Cos INC | 株式-エネルギー | 1.58% | — | -35.99% | |
| 20 | CSX | Csx CORP | 株式-資本財 | 1.44% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +2.4% | +90.05% | 増加 |
| 2 | ECL | Ecolab INC | +1.6% | +19.75% | 増加 |
| 3 | ARMK | Aramark | +1.2% | +19.83% | 増加 |
| 4 | ABM | Abm Industries INC | +1.1% | +27.01% | 増加 |
| 5 | DLTR | Dollar Tree INC | +0.9% | +29.00% | 増加 |
| 6 | FDC | First Data Corp- Class A | +0.4% | +8.14% | 増加 |
| 7 | USFD | US Foods Holding CORP | +0.3% | -3.56% | 減少 |
| 8 | FIS | Fidelity National Info Serv | +0.1% | -6.58% | 減少 |
| 9 | CP | Canadian Pacific Kansa F | +0.1% | — | 変化なし |
| 10 | NCI1EUR | Navigant Consulting INC | -0.1% | -7.57% | 減少 |
| 11 | ✓ | Travelport Worldwide LTD | -0.3% | -27.20% | 減少 |
| 12 | DOORUSD | Masonite International CORP | -0.5% | +4.08% | 増加 |
| 13 | GOOGL | Alphabet Inc-cl A | -0.7% | -13.69% | 減少 |
| 14 | IHS | Ihs Markit LTD | -0.7% | -19.26% | 減少 |
| 15 | ✓ | -1% | -33.50% | 減少 | |
| 16 | WMB | Williams Cos INC | -1.3% | -35.99% | 減少 |
| 17 | EBAY | Ebay INC | — | EXIT | 全売却 |
| 18 | ✓ | Csra INC | — | EXIT | 全売却 |
| 19 | ✓ | Luxoft Holding INC | — | NEW | 新規購入 |
| 20 | WTW | Willis Towers Watson Public Limited Company | — | EXIT | 全売却 |
| 21 | CLGX | Corelogic INC | — | NEW | 新規購入 |
| 22 | SBUX | Starbucks CORP | — | NEW | 新規購入 |
| 23 | CSX | Csx CORP | — | NEW | 新規購入 |