CIK: 0001063296
申報總市值
US$1.7億
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WRKUSD | Westrock Co | 股票-其他 | 18.68% | — | -7.68% | |
| 2 | HUN | Huntsman CORP | 股票-原物料 | 16.78% | — | +118.36% | |
| 3 | UNVREUR | Univar Solutions INC | 股票-其他 | 15.50% | — | -0.06% | |
| 4 | BERYEUR | Berry Global Group INC | 股票-其他 | 13.31% | — | — | |
| 5 | AVT | Avnet INC | 股票-科技 | 9.99% | — | -10.01% | |
| 6 | LEA | Lear CORP | 股票-循環性消費 | 9.94% | — | -0.94% | |
| 7 | EPC | Edgewell Personal Care Co | 股票-其他 | 8.78% | — | -30.96% | |
| 8 | EMN | Eastman Chemical Co | 股票-原物料 | 3.67% | — | — | |
| 9 | OI | O-i Glass INC | 股票-其他 | 3.36% | — | -45.33% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | HUN | Huntsman CORP | +8.6% | +118.36% | 加碼 |
| 2 | UNVREUR | Univar Solutions INC | +2% | -0.06% | 減碼 |
| 3 | EMN | Eastman Chemical Co | +0.3% | — | 不變 |
| 4 | LEA | Lear CORP | -0.3% | -0.94% | 減碼 |
| 5 | WRKUSD | Westrock Co | -0.8% | -7.68% | 減碼 |
| 6 | AVT | Avnet INC | -1.3% | -10.01% | 減碼 |
| 7 | OI | O-i Glass INC | -2.1% | -45.33% | 減碼 |
| 8 | EPC | Edgewell Personal Care Co | -2.5% | -30.96% | 減碼 |
| 9 | GRA1EUR | Wr Grace & Co | — | EXIT | 清倉 |
| 10 | BERYEUR | Berry Global Group INC | — | NEW | 新建倉 |
| 11 | NOMD | Nomad Foods Limited | — | EXIT | 清倉 |