| MMODINE MFGMOD |
| 38.65% | 35.42% | $1,116.4万 | 88.9万股 | $625.0万 | 100.0万股 | -11.1万股-11.11% | 减仓 |
| SSUPERIOR INDS INTL INC |
| 16.99% | 8.5% | $490.8万 | 120.0万股 | $150.0万 | 120.0万股 | 00.00% | 持仓不变 |
| CCOMMERCIAL VEH GROUP INC COMCVGI |
| 11.98% | 18.5% | $346.0万 | 40.0万股 | $326.5万 | 50.0万股 | -10.0万股-20.00% | 减仓 |
 CIVEO CDACVEO |
| 9.62% | — | $278.0万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
 TECK RESOURCESTECK |
| 6.28% | 6.31% | $181.5万 | 10.0万股 | $111.4万 | 8.0万股 | +2.0万股+25.00% | 加仓 |
 LGI HOMESLGIH |
| 5.5% | 7.9% | $158.8万 | 1.5万股 | $139.4万 | 1.2万股 | +3,000股+25.00% | 加仓 |
| CCHAMPIONX CORPORATION COM |
| 5.3% | 3.62% | $153.0万 | 10.0万股 | $63.9万 | 8.0万股 | +2.0万股+25.00% | 加仓 |
| CCHEWY CL ACHWY |
| 3.11% | 2.79% | $89.9万 | 1.0万股 | $49.3万 | 9,000股 | +1,000股+11.11% | 加仓 |
| CCANADA GOOSEGOOS |
| 1.03% | 1.82% | $29.8万 | 1.0万股 | $32.2万 | 1.0万股 | 00.00% | 持仓不变 |
| OOceaneering Intl Inc ComOII |
| 0.83% | 0.6% | $23.9万 | 3.0万股 | $10.6万 | 3.0万股 | 00.00% | 持仓不变 |
| NNATIONAL OILWELL VARCO INCNOVEUR |
| 0.71% | 0.77% | $20.6万 | 1.5万股 | $13.6万 | 1.5万股 | 00.00% | 持仓不变 |
