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 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.72% | -0.54% | -3.65% | |
| 2 | WFC | Wells Fargo & Co | 株式-金融 | 4.11% | — | -4.09% | |
| 3 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 3.72% | — | -3.69% | |
| 4 | CSCO | Cisco Systems INC | 株式-IT | 3.71% | — | -5.33% | |
| 5 | GLW | Corning INC | 株式-IT | 3.35% | — | -6.28% | |
| 6 | PKX | Posco Holdings INC -spon Adr | 株式-その他 | 3.18% | — | -6.21% | |
| 7 | MKL | Markel Group INC | 株式-金融 | 2.87% | — | +9.28% | |
| 8 | 9990302D | Apache CORP | 株式-その他 | 2.66% | — | -4.91% | |
| 9 | ✓ | Atwood Oceanics INC | 株式-その他 | 2.38% | — | +94.33% | |
| 10 | ✓ | Layne Christensen Co | 株式-その他 | 2.37% | — | -3.76% | |
| 11 | VAL | Valaris Limited | 株式-エネルギー | 2.27% | — | +100.42% | |
| 12 | DOEUR | Diamond Offshore Drilling | 株式-その他 | 2.16% | — | +51.11% | |
| 13 | REFI | Chicago Atlantic Real Estate Finance, Inc. | 株式-その他 | 2.04% | — | — | |
| 14 | ✓ | Comstock Mng INC | 株式-その他 | 2.01% | — | +24.61% | |
| 15 | CMCSA | Comcast Corporation | 株式-通信サービス | 1.93% | — | -7.54% | |
| 16 | YRI | Yamana Gold INC | 株式-その他 | 1.86% | — | -3.20% | |
| 17 | ORN | Orion Group Holdings INC | 株式-その他 | 1.85% | — | -4.41% | |
| 18 | NEM | Newmont CORP | 株式-素材 | 1.84% | — | -9.17% | |
| 19 | HAL | Halliburton Co | 株式-エネルギー | 1.84% | — | -5.53% | |
| 20 | VPG | Vishay Precision Group | 株式-その他 | 1.76% | — | -4.92% | |
| 21 | ✓ | Randgold Resources Ltd-adr | 株式-その他 | 1.75% | — | -2.39% | |
| 22 | ✓ | Maxwell Technologies INC | 株式-その他 | 1.71% | — | -3.91% | |
| 23 | POST | Post Holdings INC | 株式-生活必需品 | 1.63% | — | — | |
| 24 | IIIN | Insteel Industries INC | 株式-その他 | 1.61% | — | -5.72% | |
| 25 | ERA1USD | Era Group INC | 株式-その他 | 1.60% | — | +340.49% | |
| 26 | PICOEUR | Vidler Water Resouces INC | 株式-その他 | 1.56% | — | +16.52% | |
| 27 | TDW | Tidewater Inc. | 株式-エネルギー | 1.56% | — | -4.00% | |
| 28 | FNF | Fidelity National Financial | 株式-金融 | 1.55% | — | — | |
| 29 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 1.38% | — | -6.32% | |
| 30 | IBM | Intl Business Machines CORP | 株式-IT | 1.34% | -0.45% | +5.18% | |
| 31 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 1.29% | — | -5.54% | |
| 32 | EXC | Exelon CORP | 株式-公益事業 | 1.29% | — | +1518.61% | |
| 33 | OCN2EUR | Ocwen Financial CORP | 株式-その他 | 1.28% | — | +23.17% | |
| 34 | L | Loews CORP | 株式-金融 | 1.28% | — | +0.54% | |
| 35 | BVN | Cia De Minas Buenaventur-adr | 株式-その他 | 1.25% | — | -4.65% | |
| 36 | EGO | Eldorado Gold Corporation | 株式-その他 | 1.23% | — | -4.44% | |
| 37 | ESGRP | Enstar Group Limited - Deposita | 株式-その他 | 1.22% | — | +31.58% | |
| 38 | HWCC | Houston Wire & Cable Co | 株式-その他 | 1.20% | — | -4.13% | |
| 39 | GVA | Granite Construction INC | 株式-資本財 | 1.15% | — | -7.72% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.11% | +1.36% | -3.90% | |
| 41 | ✓ | Ucp INC | 株式-その他 | 1.06% | — | -3.14% | |
| 42 | ASTE | Astec Industries INC | 株式-その他 | 1.04% | — | -7.68% | |
| 43 | KEY | KeyCorp | 株式-金融 | 1.04% | — | +12.15% | |
| 44 | MATX | Matson INC | 株式-資本財 | 1.02% | — | -5.12% | |
| 45 | EMR | Emerson Electric Co | 株式-資本財 | 1.01% | — | -9.39% | |
| 46 | CCOI | Cogent Communications Holdin | 株式-その他 | 0.97% | — | -0.97% | |
| 47 | SEA1EUR | Seabridge Gold INC | 株式-その他 | 0.96% | -0.52% | +40.08% | |
| 48 | HL | Hecla Mining Co | 株式-素材 | 0.96% | — | -4.85% | |
| 49 | POWL | Powell Industries INC | 株式-資本財 | 0.95% | — | +3.24% | |
| 50 | ACNT | Ascent Industries Co | 株式-その他 | 0.94% | — | -3.58% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | EXC | Exelon CORP | +1.2% | +1518.61% | 増加 |
| 2 | ERA1USD | Era Group INC | +1.2% | +340.49% | 増加 |
| 3 | ✓ | Atwood Oceanics INC | +1% | +94.33% | 増加 |
| 4 | VAL | Valaris Limited | +0.9% | +100.42% | 増加 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | -3.65% | 減少 |
| 6 | GD | General Dynamics Corporation | +0.5% | +146.52% | 増加 |
| 7 | MKL | Markel Group INC | +0.4% | +9.28% | 増加 |
| 8 | ESGRP | Enstar Group Limited - Deposita | +0.3% | +31.58% | 増加 |
| 9 | SEA1EUR | Seabridge Gold INC | +0.2% | +40.08% | 増加 |
| 10 | CSCO | Cisco Systems INC | +0.1% | -5.33% | 減少 |
| 11 | WFC | Wells Fargo & Co | +0.1% | -4.09% | 減少 |
| 12 | PKX | Posco Holdings INC -spon Adr | +0.1% | -6.21% | 減少 |
| 13 | CMCSA | Comcast Corporation | 0% | -7.54% | 減少 |
| 14 | ✓ | Comstock Mng INC | 0% | +24.61% | 増加 |
| 15 | ORN | Orion Group Holdings INC | -0.1% | -4.41% | 減少 |
| 16 | OCN2EUR | Ocwen Financial CORP | -0.1% | +23.17% | 増加 |
| 17 | EMR | Emerson Electric Co | -0.1% | -9.39% | 減少 |
| 18 | ✓ | Ucp INC | -0.1% | -3.14% | 減少 |
| 19 | 9990302D | Apache CORP | -0.1% | -4.91% | 減少 |
| 20 | EGO | Eldorado Gold Corporation | -0.1% | -4.44% | 減少 |
| 21 | VPG | Vishay Precision Group | -0.1% | -4.92% | 減少 |
| 22 | ASA | ASA Gold and Precious Metals Limited | -0.1% | -15.87% | 減少 |
| 23 | AU3EUR | Anglogold Ashanti-spon Adr | -0.1% | -5.77% | 減少 |
| 24 | HAL | Halliburton Co | -0.1% | -5.53% | 減少 |
| 25 | TTEN | Totalenergies Se -spon Adr | -0.1% | -6.32% | 減少 |
| 26 | GVA | Granite Construction INC | -0.2% | -7.72% | 減少 |
| 27 | JECUSD | Jacobs Engineering Group INC | -0.2% | -3.69% | 減少 |
| 28 | WIREEUR | Encore Wire CORP | -0.2% | -6.71% | 減少 |
| 29 | KGC | Kinross Gold CORP | -0.2% | -3.72% | 減少 |
| 30 | ASTE | Astec Industries INC | -0.2% | -7.68% | 減少 |
| 31 | GLDD | Great Lakes Dredge & Dock Co | -0.2% | -4.02% | 減少 |
| 32 | NEM | Newmont CORP | -0.2% | -9.17% | 減少 |
| 33 | ✓ | Randgold Resources Ltd-adr | -0.3% | -2.39% | 減少 |
| 34 | HL | Hecla Mining Co | -0.3% | -4.85% | 減少 |
| 35 | AEM | Agnico Eagle Mines LTD | -0.4% | -5.54% | 減少 |
| 36 | GLW | Corning INC | -0.4% | -6.28% | 減少 |
| 37 | POWL | Powell Industries INC | -0.4% | +3.24% | 増加 |
| 38 | YRI | Yamana Gold INC | -0.6% | -3.20% | 減少 |
| 39 | KEY | KeyCorp | -0.6% | +12.15% | 増加 |
| 40 | TDW | Tidewater Inc. | -0.6% | -4.00% | 減少 |
| 41 | ✓ | Layne Christensen Co | -0.7% | -3.76% | 減少 |
| 42 | ✓ | Maxwell Technologies INC | -1.1% | -3.91% | 減少 |
| 43 | ✓ | Mcdermott Intl INC | -2.9% | -99.46% | 減少 |
| 44 | ✓ | Walter Invt Mgmt CORP | — | EXIT | 全売却 |
| 45 | REFI | Chicago Atlantic Real Estate Finance, Inc. | — | NEW | 新規購入 |
| 46 | POST | Post Holdings INC | — | NEW | 新規購入 |
| 47 | FNF | Fidelity National Financial | — | NEW | 新規購入 |
| 48 | INWKEUR | Innerworkings INC | — | NEW | 新規購入 |
| 49 | DSGR | Distribution Solutions Group | — | EXIT | 全売却 |
| 50 | ✓ | Fnfv Group | — | NEW | 新規購入 |