CIK: 0001142062
申告総資産額
$4.4億
| # | 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 | GLW | Corning INC | 株式-IT | 5.02% | — | -1.48% | |
| 2 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 4.50% | — | -5.35% | |
| 3 | ✓ | Layne Christensen Co | 株式-その他 | 4.09% | — | -0.07% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.96% | -0.54% | -0.62% | |
| 5 | WFC | Wells Fargo & Co | 株式-金融 | 3.69% | — | -0.87% | |
| 6 | NEM | Newmont CORP | 株式-素材 | 3.45% | — | +0.46% | |
| 7 | CSCO | Cisco Systems INC | 株式-IT | 3.15% | — | -18.99% | |
| 8 | PKX | Posco Holdings INC -spon Adr | 株式-その他 | 2.76% | — | +175.43% | |
| 9 | ✓ | Maxwell Technologies INC | 株式-その他 | 2.47% | — | -0.75% | |
| 10 | ASTE | Astec Industries INC | 株式-その他 | 2.28% | — | -19.97% | |
| 11 | 9990302D | Apache CORP | 株式-その他 | 2.18% | — | +4156.84% | |
| 12 | ORN | Orion Group Holdings INC | 株式-その他 | 2.18% | — | -0.61% | |
| 13 | MKL | Markel Group INC | 株式-金融 | 2.18% | — | — | |
| 14 | INTC | Intel CORP | 株式-IT | 2.08% | +0.35% | -7.99% | |
| 15 | VPG | Vishay Precision Group | 株式-その他 | 1.93% | — | -0.66% | |
| 16 | ✓ | Walter Invt Mgmt CORP | 株式-その他 | 1.92% | — | -1.05% | |
| 17 | DOEUR | Diamond Offshore Drilling | 株式-その他 | 1.79% | — | — | |
| 18 | TDW | Tidewater Inc. | 株式-エネルギー | 1.76% | — | -0.63% | |
| 19 | CMCSA | Comcast Corporation | 株式-通信サービス | 1.71% | — | -1.10% | |
| 20 | ✓ | 株式-その他 | 1.64% | — | -0.76% | ||
| 21 | HA7 | Enviri CORP | 株式-その他 | 1.61% | — | -0.91% | |
| 22 | HAL | Halliburton Co | 株式-エネルギー | 1.60% | — | -0.41% | |
| 23 | AA | Alcoa INC Com | 株式-素材 | 1.59% | — | -1.39% | |
| 24 | KEY | KeyCorp | 株式-金融 | 1.59% | — | -0.53% | |
| 25 | POWL | Powell Industries INC | 株式-資本財 | 1.56% | — | -14.16% | |
| 26 | CORE | Core-mark Holding Co INC | 株式-その他 | 1.56% | — | -12.54% | |
| 27 | IIIN | Insteel Industries INC | 株式-その他 | 1.46% | — | -0.89% | |
| 28 | GVA | Granite Construction INC | 株式-資本財 | 1.42% | — | -14.38% | |
| 29 | ✓ | Comstock Mng INC | 株式-その他 | 1.39% | — | +16.83% | |
| 30 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 1.35% | — | -0.72% | |
| 31 | ✓ | Mcdermott Intl INC | 株式-その他 | 1.33% | — | — | |
| 32 | ✓ | Randgold Resources Ltd-adr | 株式-その他 | 1.33% | — | — | |
| 33 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 1.25% | — | +87.96% | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 1.24% | +0.41% | -47.75% | |
| 35 | YRI | Yamana Gold INC | 株式-その他 | 1.21% | — | +4427.57% | |
| 36 | LDLEUR | Lydall INC | 株式-その他 | 1.18% | — | -36.39% | |
| 37 | IBM | Intl Business Machines CORP | 株式-IT | 1.15% | -0.45% | +1244.45% | |
| 38 | OCN2EUR | Ocwen Financial CORP | 株式-その他 | 1.15% | — | +8.96% | |
| 39 | HL | Hecla Mining Co | 株式-素材 | 1.11% | — | +6258.54% | |
| 40 | PICOEUR | Vidler Water Resouces INC | 株式-その他 | 1.09% | — | +53.02% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.07% | +1.36% | -0.55% | |
| 42 | EMR | Emerson Electric Co | 株式-資本財 | 1.06% | — | -1.35% | |
| 43 | KGC | Kinross Gold CORP | 株式-素材 | 1.06% | — | +93.32% | |
| 44 | EGO | Eldorado Gold Corporation | 株式-その他 | 0.94% | — | — | |
| 45 | ✓ | Cdi CORP | 株式-その他 | 0.92% | — | -36.51% | |
| 46 | AU3EUR | Anglogold Ashanti-spon Adr | 株式-その他 | 0.85% | — | -0.31% | |
| 47 | HP | Helmerich & Payne | 株式-エネルギー | 0.83% | — | -46.26% | |
| 48 | ✓ | Ucp INC | 株式-その他 | 0.77% | — | +10.65% | |
| 49 | HWCC | Houston Wire & Cable Co | 株式-その他 | 0.74% | — | +1.67% | |
| 50 | GLDD | Great Lakes Dredge & Dock Co | 株式-その他 | 0.73% | — | +10.06% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | 9990302D | Apache CORP | +2.1% | +4156.84% | 増加 |
| 2 | PKX | Posco Holdings INC -spon Adr | +1.5% | +175.43% | 増加 |
| 3 | YRI | Yamana Gold INC | +1.2% | +4427.57% | 増加 |
| 4 | HL | Hecla Mining Co | +1.1% | +6258.54% | 増加 |
| 5 | IBM | Intl Business Machines CORP | +1.1% | +1244.45% | 増加 |
| 6 | ✓ | Maxwell Technologies INC | +0.8% | -0.75% | 減少 |
| 7 | AEM | Agnico Eagle Mines LTD | +0.6% | +87.96% | 増加 |
| 8 | SEA1EUR | Seabridge Gold INC | +0.5% | +622.58% | 増加 |
| 9 | KGC | Kinross Gold CORP | +0.4% | +93.32% | 増加 |
| 10 | PICOEUR | Vidler Water Resouces INC | +0.4% | +53.02% | 増加 |
| 11 | GFI | Gold Fields Ltd-spons Adr | +0.4% | +8223.80% | 増加 |
| 12 | AU3EUR | Anglogold Ashanti-spon Adr | +0.2% | -0.31% | 減少 |
| 13 | GLW | Corning INC | +0.1% | -1.48% | 減少 |
| 14 | AA | Alcoa INC Com | +0.1% | -1.39% | 減少 |
| 15 | DSGR | Distribution Solutions Group | +0.1% | -0.84% | 減少 |
| 16 | VPG | Vishay Precision Group | +0.1% | -0.66% | 減少 |
| 17 | KEY | KeyCorp | +0.1% | -0.53% | 減少 |
| 18 | HAL | Halliburton Co | 0% | -0.41% | 減少 |
| 19 | WFC | Wells Fargo & Co | -0.2% | -0.87% | 減少 |
| 20 | ✓ | Layne Christensen Co | -0.2% | -0.07% | 減少 |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -0.62% | 減少 |
| 22 | LDLEUR | Lydall INC | -0.4% | -36.39% | 減少 |
| 23 | IIIN | Insteel Industries INC | -0.5% | -0.89% | 減少 |
| 24 | INTC | Intel CORP | -0.5% | -7.99% | 減少 |
| 25 | OCN2EUR | Ocwen Financial CORP | -0.5% | +8.96% | 増加 |
| 26 | HP | Helmerich & Payne | -0.5% | -46.26% | 減少 |
| 27 | CORE | Core-mark Holding Co INC | -0.5% | -12.54% | 減少 |
| 28 | ASTE | Astec Industries INC | -0.6% | -19.97% | 減少 |
| 29 | POWL | Powell Industries INC | -0.6% | -14.16% | 減少 |
| 30 | HA7 | Enviri CORP | -0.6% | -0.91% | 減少 |
| 31 | TDW | Tidewater Inc. | -0.7% | -0.63% | 減少 |
| 32 | ✓ | Walter Invt Mgmt CORP | -0.7% | -1.05% | 減少 |
| 33 | MDT | Medtronic plc | -0.7% | -96.93% | 減少 |
| 34 | JECUSD | Jacobs Engineering Group INC | -0.8% | -5.35% | 減少 |
| 35 | ✓ | Cdi CORP | -0.9% | -36.51% | 減少 |
| 36 | MSFT | Microsoft CORP | -1.2% | -47.75% | 減少 |
| 37 | CSCO | Cisco Systems INC | -1.2% | -18.99% | 減少 |
| 38 | MKL | Markel Group INC | — | NEW | 新規購入 |
| 39 | DOEUR | Diamond Offshore Drilling | — | NEW | 新規購入 |
| 40 | ✓ | Mcdermott Intl INC | — | NEW | 新規購入 |
| 41 | ✓ | Randgold Resources Ltd-adr | — | NEW | 新規購入 |
| 42 | POT1EUR | Potash CORP Of Saskatchewan | — | EXIT | 全売却 |
| 43 | ✓ | Newport CORP Com | — | EXIT | 全売却 |
| 44 | EGO | Eldorado Gold Corporation | — | NEW | 新規購入 |
| 45 | GJB | Steelcase Inc-cl A | — | EXIT | 全売却 |
| 46 | MATX | Matson INC | — | NEW | 新規購入 |
| 47 | HSI | Heidrick & Struggles Intl | — | EXIT | 全売却 |
| 48 | TRQEUR | Turquoise Hill Resources LTD | — | NEW | 新規購入 |
| 49 | TOL | Toll Brothers INC | — | EXIT | 全売却 |
| 50 | RTECEUR | Rudolph Technologies INC | — | EXIT | 全売却 |