 OLIN CORP COM PAR $1OLN |
| 16.64% | 15.42% | $1.55亿 | 334.2万股 | $1.27亿 | 334.2万股 | 00.00% | 持仓不变 |
 多佛DOV |
| 12.76% | 5.79% | $1.19亿 | 78.7万股 | $4,766.5万 | 34.8万股 | +43.9万股+126.43% | 加仓 |
 第一资本COF |
| 10.72% | — | $9,958.3万 | 64.4万股 | $0 | 0股 | +64.4万股 | 新买入 |
| D发现金融DFS |
| 10.32% | 9.35% | $9,581.5万 | 81.0万股 | $7,694.2万 | 81.0万股 | 00.00% | 持仓不变 |
 Dollar TreeDLTR |
| 9.1% | — | $8,456.2万 | 85.0万股 | $0 | 0股 | +85.0万股 | 新买入 |
 ADVANCE AUTO PARTSAAP |
| 8.15% | 8.23% | $7,569.7万 | 36.9万股 | $6,770.9万 | 36.9万股 | 00.00% | 持仓不变 |
| WWYNDHAM HOTELS & RESORTSWH |
| 7.63% | 8.31% | $7,083.0万 | 98.0万股 | $6,837.0万 | 98.0万股 | 00.00% | 持仓不变 |
| CCHAMPIONX CORPORATION COM |
| 5.04% | 4.81% | $4,677.1万 | 182.3万股 | $3,962.3万 | 182.3万股 | 00.00% | 持仓不变 |
 MAGNA INTLMGA |
| 4.9% | 9.48% | $4,551.9万 | 49.1万股 | $7,803.9万 | 88.6万股 | -39.5万股-44.57% | 减仓 |
 COCA-COLA EUROPACIFIC PARTNERS SHSCCEP |
| 4.18% | 4.15% | $3,880.7万 | 65.4万股 | $3,412.3万 | 65.4万股 | 00.00% | 持仓不变 |
| HHILTON GRAND VACATIONSHGV |
| 3.41% | 3.48% | $3,166.4万 | 76.5万股 | $2,868.0万 | 76.5万股 | 00.00% | 持仓不变 |
 TRAVEL PLUS LEISURETNL |
| 2.42% | 2.81% | $2,251.5万 | 37.9万股 | $2,316.3万 | 37.9万股 | 00.00% | 持仓不变 |
 卡地纳健康CAH |
| 2.22% | 2.67% | $2,064.9万 | 36.2万股 | $2,197.3万 | 36.2万股 | 00.00% | 持仓不变 |
| PPREMIER INC CL A |
| 1.49% | 1.64% | $1,383.3万 | 39.8万股 | $1,345.9万 | 39.8万股 | 00.00% | 持仓不变 |
 TELEDYNE TECHNOLOGIESTDY |
| 1.02% | 1.14% | $950.7万 | 2.3万股 | $938.9万 | 2.3万股 | 00.00% | 持仓不变 |
