 OWENS CORNING NEW COMOC |
| 9.01% | 7.6% | $5,370.8万 | 33.8万股 | $3,934.6万 | 36.4万股 | -2.6万股-7.07% | 减仓 |
 NORDSONNDSN |
| 6.32% | — | $3,771.1万 | 12.5万股 | $0 | 0股 | +12.5万股 | 新买入 |
 ROCKET COS COM CL ARKT |
| 6.26% | 6.55% | $3,730.5万 | 236.9万股 | $3,393.1万 | 238.1万股 | -1.3万股-0.53% | 减仓 |
 CARLISLE COSCSL |
| 6.25% | 5.64% | $3,726.5万 | 10.3万股 | $2,920.2万 | 8.8万股 | +1.5万股+17.37% | 加仓 |
| BBRINKSBCO |
| 5.86% | 6.3% | $3,496.2万 | 37.0万股 | $3,264.3万 | 31.5万股 | +5.5万股+17.46% | 加仓 |
 BRUNSWICKBC |
| 5.13% | 5.69% | $3,058.7万 | 36.3万股 | $2,948.2万 | 40.5万股 | -4.2万股-10.39% | 减仓 |
 TIMKENTKR |
| 4.87% | — | $2,906.4万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
 OSHKOSHOSK |
| 4.68% | 6.82% | $2,793.3万 | 18.2万股 | $3,533.0万 | 24.0万股 | -5.8万股-24.17% | 减仓 |
 MALIBU BOATSMBUU |
| 4.26% | 4.53% | $2,540.1万 | 92.6万股 | $2,345.8万 | 90.5万股 | +2.1万股+2.32% | 加仓 |
 LENNARLEN |
| 4.08% | 5.29% | $2,431.2万 | 27.2万股 | $2,741.6万 | 33.3万股 | -6.1万股-18.41% | 减仓 |
 PATRICK INDSPATK |
| 3.83% | 4.4% | $2,282.2万 | 25.4万股 | $2,276.9万 | 20.5万股 | +4.9万股+24.00% | 加仓 |
| BBLOCK H & RHRB |
| 3.61% | 6.44% | $2,154.9万 | 56.6万股 | $3,332.7万 | 105.0万股 | -48.4万股-46.10% | 减仓 |
 英伟达NVDA |
| 3.52% | — | $2,100.9万 | 10.5万股 | $0 | 0股 | +10.5万股 | 新买入 |
| MMERITAGE HOMESMTH |
| 3.2% | 2.81% | $1,908.4万 | 22.8万股 | $1,453.2万 | 23.5万股 | -7,400股-3.15% | 减仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 3.19% | 5.33% | $1,905.1万 | 16.1万股 | $2,762.4万 | 24.8万股 | -8.7万股-35.05% | 减仓 |
 VORNADO RLTY TRVNO |
| 3.14% | 2.13% | $1,875.4万 | 47.7万股 | $1,104.6万 | 42.5万股 | +5.2万股+12.28% | 加仓 |
 MOHAWK INDSMHK |
| 3.13% | 5.75% | $1,869.5万 | 15.4万股 | $2,978.2万 | 30.2万股 | -14.8万股-49.06% | 减仓 |
 礼来LLY |
| 3.02% | — | $1,799.1万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| DDANADAN |
| 2.74% | 3.9% | $1,631.2万 | 60.0万股 | $2,019.0万 | 60.0万股 | -500股-0.08% | 减仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 2.69% | — | $1,603.0万 | 18.5万股 | $0 | 0股 | +18.5万股 | 新买入 |
| RRHRH |
| 2.49% | 2.56% | $1,482.6万 | 9.0万股 | $1,328.3万 | 9.5万股 | -5,000股-5.26% | 减仓 |
 KIRBYKEX |
| 2.39% | — | $1,427.7万 | 10.5万股 | $0 | 0股 | +10.5万股 | 新买入 |
| AALASKA AIRALK |
| 2.33% | 3.61% | $1,390.1万 | 26.6万股 | $1,867.7万 | 50.8万股 | -24.2万股-47.56% | 减仓 |
 VAIL RESORTSMTN |
| 2.05% | — | $1,225.4万 | 9.0万股 | $0 | 0股 | +9.0万股 | 新买入 |
| BBLUE OWL CAPITALOWL |
| 1.65% | — | $984.4万 | 112.5万股 | $0 | 0股 | +112.5万股 | 新买入 |
| SSPDR行业精选信托XLY |
| 0.17% | — | $98.6万 | 9,200股 | $0 | 0股 | +9,200股 | 新买入 |
| SSPDR行业精选信托XLP |
| 0.12% | 0.54% | $72.9万 | 8,774股 | $278.0万 | 3.4万股 | -2.5万股-74.13% | 减仓 |
