| VVIASATVSAT |
| 21.34% | — | $1.98亿 | 220.4万股 | $0 | 0股 | +220.4万股 | 新买入 |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 13.9% | 27.52% | $1.29亿 | 127.0万股 | $1.86亿 | 158.5万股 | -31.5万股-19.86% | 减仓 |
 GLOBAL BUSINESS TRAVELGBTG |
| 11.14% | 18.17% | $1.03亿 | 1,099.9万股 | $1.23亿 | 2,195.4万股 | -1,095.5万股-49.90% | 减仓 |
| MMASTERBRANDMBC |
| 10.9% | 1.59% | $1.01亿 | 982.2万股 | $1,068.7万 | 128.6万股 | +853.6万股+663.70% | 加仓 |
| OOFFICE PPTYS INCOME TROPI |
| 7.93% | — | $7,356.8万 | 432.8万股 | $0 | 0股 | +432.8万股 | 新买入 |
 AERCAP SHSAER |
| 6.35% | 8.23% | $5,893.4万 | 40.4万股 | $5,545.7万 | 40.4万股 | 00.00% | 持仓不变 |
 TELEPHONE & DATA SYSTDS |
| 5.09% | 7.96% | $4,719.8万 | 127.5万股 | $5,368.9万 | 127.5万股 | 00.00% | 持仓不变 |
 MOLINA HEALTHCAREMOH |
| 4.93% | 6.13% | $4,574.0万 | 20.0万股 | $4,132.3万 | 31.0万股 | -11.0万股-35.48% | 减仓 |
 Elevance健康ELV |
| 3.54% | 3.68% | $3,279.5万 | 8.5万股 | $2,482.5万 | 8.5万股 | 00.00% | 持仓不变 |
| KKBRKBR |
| 2.14% | — | $1,985.5万 | 57.5万股 | $0 | 0股 | +57.5万股 | 新买入 |
| FFORTUNE BRANDS INNOVATIONS IFBIN |
| 1.97% | — | $1,822.7万 | 33.2万股 | $0 | 0股 | +33.2万股 | 新买入 |
 CENTENE DEL COMCNC |
| 1.44% | 1.01% | $1,338.4万 | 20.9万股 | $682.6万 | 20.9万股 | 00.00% | 持仓不变 |
 CAESARS ENTERTAINMENT NECZR |
| 1.37% | 1.65% | $1,267.6万 | 42.0万股 | $1,110.1万 | 42.0万股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 1.23% | 1.1% | $1,143.0万 | 2.8万股 | $744.1万 | 2.8万股 | 00.00% | 持仓不变 |
| GGRUPO AEROMEXICO SAB DE CVAERO |
| 1.13% | 1.15% | $1,050.4万 | 58.4万股 | $772.8万 | 55.2万股 | +3.2万股+5.80% | 加仓 |
| SSABLE OFFSHORE CORP CLASS ASOC |
| 1% | — | $924.0万 | 300.0万股 | $0 | 0股 | +300.0万股 | 新买入 |
| OOPTIMUM COMMUNICATIONSOPTU |
| 0.81% | 1.58% | $752.4万 | 518.9万股 | $1,064.6万 | 818.9万股 | -300.0万股-36.63% | 减仓 |
| AAZUL S AAZUL |
| 0.79% | — | $734.5万 | 81.7万股 | $0 | 0股 | +81.7万股 | 新买入 |
| CCBL &ASSOC PPTYS INC COMMON STOCKCBL |
| 0.67% | 0.67% | $624.4万 | 11.8万股 | $452.0万 | 11.8万股 | 00.00% | 持仓不变 |
| SSTUDIO CITY INTL HLDGS LTD SPON ADSMSC |
| 0.64% | 1.17% | $592.8万 | 323.9万股 | $787.1万 | 323.9万股 | 00.00% | 持仓不变 |
| EECHOSTARECHO |
| 0.64% | 12.51% | $589.5万 | 191.6万股 | $8,433.7万 | 2,304.6万股 | -2,113.0万股-91.69% | 减仓 |
| NNORWEGIAN CRUISE LINE HLDGS LT SHSNCLH |
| 0.59% | — | $548.9万 | 26.0万股 | $0 | 0股 | +26.0万股 | 新买入 |
| MMERCER INTL INC COMMERC |
| 0.33% | 0.98% | $306.8万 | 464.8万股 | $660.0万 | 464.8万股 | 00.00% | 持仓不变 |
| EEHEALTH INC COMEHTH |
| 0.08% | 0.09% | $69.6万 | 46.7万股 | $60.3万 | 46.7万股 | 00.00% | 持仓不变 |
| AAMERICAN PUB EDAPEI |
| 0.06% | 0.08% | $53.7万 | 1.0万股 | $56.9万 | 1.0万股 | 00.00% | 持仓不变 |
