 嘉信理财SCHW |
| 9.97% | 11.43% | $2.71亿 | 293.7万股 | $2.77亿 | 294.9万股 | -1.2万股-0.41% | 减仓 |
| SSOMNIGROUP INTERNATIONAL COMSGI |
| 8.59% | 8.97% | $2.33亿 | 297.6万股 | $2.17亿 | 294.2万股 | +3.4万股+1.16% | 加仓 |
 BOOKING COMBKNG |
| 7.75% | — | $2.11亿 | 118.2万股 | $0 | 0股 | +118.2万股 | 新买入 |
 PROGRESSIVEPGR |
| 7.31% | 7.47% | $1.99亿 | 90.9万股 | $1.81亿 | 91.4万股 | -5,206股-0.57% | 减仓 |
 THOR INDSTHO |
| 7.08% | 8.41% | $1.92亿 | 256.0万股 | $2.04亿 | 255.1万股 | +8,773股+0.34% | 加仓 |
 美国运通AXP |
| 7.05% | 7.02% | $1.92亿 | 56.6万股 | $1.70亿 | 56.3万股 | +3,264股+0.58% | 加仓 |
 Arista网络ANET |
| 5.71% | 4.65% | $1.55亿 | 91.3万股 | $1.13亿 | 91.8万股 | -5,348股-0.58% | 减仓 |
 FLOOR & DECORFND |
| 5.65% | 5.42% | $1.53亿 | 258.5万股 | $1.31亿 | 258.5万股 | -208股-0.01% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 5.56% | 6.01% | $1.51亿 | 30.2万股 | $1.46亿 | 30.4万股 | -1,926股-0.63% | 减仓 |
 INSTALLED BLDG PRODSIBP |
| 5.52% | 9.04% | $1.50亿 | 65.2万股 | $2.19亿 | 82.7万股 | -17.4万股-21.10% | 减仓 |
 ASBURY AUTOMOTIVEABG |
| 5.23% | 5.72% | $1.42亿 | 70.7万股 | $1.39亿 | 71.0万股 | -3,022股-0.43% | 减仓 |
 ARMSTRONG WORLD INDS NEWAWI |
| 4.63% | — | $1.26亿 | 78.4万股 | $0 | 0股 | +78.4万股 | 新买入 |
 伯克希尔哈撒韦BRK.A |
| 4.41% | 4.86% | $1.20亿 | 160股 | $1.18亿 | 164股 | -4股-2.44% | 减仓 |
| MMOELIS &MC |
| 3.62% | 3.56% | $9,834.8万 | 150.3万股 | $8,633.8万 | 151.5万股 | -1.1万股-0.75% | 减仓 |
| KKINSALE CAPKNSL |
| 3.46% | 2.55% | $9,412.5万 | 28.5万股 | $6,185.6万 | 18.1万股 | +10.4万股+57.64% | 加仓 |
 ANALOG DEVICES COMADI |
| 3.24% | 8.92% | $8,808.7万 | 22.2万股 | $2.16亿 | 68.0万股 | -45.8万股-67.38% | 减仓 |
| NNVRNVR |
| 2.9% | 3.1% | $7,892.0万 | 1.2万股 | $7,513.1万 | 1.1万股 | +182股+1.60% | 加仓 |
| CCANADA GOOSEGOOS |
| 0.62% | 0.8% | $1,672.4万 | 175.9万股 | $1,929.1万 | 175.9万股 | 00.00% | 持仓不变 |
 PATRICK INDSPATK |
| 0.52% | 0.67% | $1,400.6万 | 15.6万股 | $1,621.6万 | 14.6万股 | +1.0万股+6.85% | 加仓 |
 Lakeland Financial Corp COMMONLKFN |
| 0.48% | 0.5% | $1,298.7万 | 21.0万股 | $1,207.3万 | 21.0万股 | 00.00% | 持仓不变 |
| FFORWARD AIRFWRD |
| 0.2% | — | $538.4万 | 39.9万股 | $0 | 0股 | +39.9万股 | 新买入 |
| CCLARIVATECLVT |
| 0.18% | 0.23% | $486.0万 | 225.0万股 | $569.3万 | 225.0万股 | 00.00% | 持仓不变 |
 SMURFIT WESTROCK SHSSW |
| 0.18% | 0.17% | $485.7万 | 10.5万股 | $418.4万 | 10.5万股 | 00.00% | 持仓不变 |
 WHIRLPOOL COMWHR |
| 0.08% | 0.12% | $207.0万 | 5.3万股 | $283.1万 | 5.3万股 | 00.00% | 持仓不变 |
 国际纸业IP |
| 0.04% | 0.04% | $114.3万 | 3.0万股 | $108.5万 | 3.0万股 | -400股-1.32% | 减仓 |
 GERMAN AMERN BANCORPGABC |
| 0.03% | 0.03% | $71.2万 | 1.5万股 | $62.7万 | 1.5万股 | 00.00% | 持仓不变 |
 金佰利KMB |
| 0.02% | 0.02% | $54.9万 | 5,000股 | $48.2万 | 5,000股 | 00.00% | 持仓不变 |
