CIK: 0001679542
申報總市值
US$4379.8萬
| # | 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 | DOEUR | Diamond Offshore Drilling | 股票-其他 | 27.28% | +5.06% | -23.05% | |
| 2 | MKL | Markel Group INC | 股票-金融 | 15.12% | +5.37% | — | |
| 3 | L | Loews CORP | 股票-金融 | 13.35% | +2.34% | -3.97% | |
| 4 | JEF | Jefferies Financial Group In | 股票-金融 | 13.27% | +1.62% | — | |
| 5 | DE | Deere & Co | 股票-工業 | 12.48% | +4.11% | -2.03% | |
| 6 | BBBYEUR | 20230930-dk-butterfly-1 INC | 股票-其他 | 12.25% | -12.25% | EXIT | |
| 7 | AXP | American Express Co | 股票-金融 | 6.24% | -6.24% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BBBYEUR | 20230930-dk-butterfly-1 INC | +5.7% | +72.81% | 加碼 |
| 2 | DOEUR | Diamond Offshore Drilling | +5.3% | -23.05% | 減碼 |
| 3 | MKL | Markel Group INC | +0.7% | — | 不變 |
| 4 | L | Loews CORP | +0.7% | -3.97% | 減碼 |
| 5 | DE | Deere & Co | 0% | -2.03% | 減碼 |
| 6 | AXP | American Express Co | -1.7% | -34.29% | 減碼 |
| 7 | ✓ | Leucadia Natl CORP | — | EXIT | 清倉 |
| 8 | JEF | Jefferies Financial Group In | — | NEW | 新建倉 |
| 9 | TS | Tenaris Sa-adr | — | EXIT | 清倉 |
| 10 | TX | Ternium Sa-sponsored Adr | — | EXIT | 清倉 |