| B纽约梅隆银行BK |
| 17.84% | 16.4% | $6,673.5万 | 46.1万股 | $5,451.5万 | 46.0万股 | +1,944股+0.42% | 加仓 |
 LAMAR ADVERTISINGLAMR |
| 13.08% | 12.05% | $4,892.2万 | 31.4万股 | $4,006.8万 | 31.6万股 | -2,700股-0.85% | 减仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 12.55% | 14.72% | $4,692.9万 | 23.3万股 | $4,892.0万 | 23.4万股 | -1,275股-0.54% | 减仓 |
 AON SHS CL AAON |
| 12.12% | 12.3% | $4,533.9万 | 13.7万股 | $4,088.5万 | 12.7万股 | +1.0万股+7.91% | 加仓 |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 10.78% | 12.83% | $4,032.7万 | 53.9万股 | $4,265.6万 | 66.0万股 | -12.1万股-18.31% | 减仓 |
 PROGRESSIVEPGR |
| 10.08% | 8.4% | $3,770.4万 | 17.3万股 | $2,790.8万 | 14.1万股 | +3.2万股+22.60% | 加仓 |
 AUTOLIVALV |
| 9.75% | 9.96% | $3,648.3万 | 31.4万股 | $3,311.8万 | 31.5万股 | -875股-0.28% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 9.55% | 8.76% | $3,573.2万 | 10.1万股 | $2,910.3万 | 10.1万股 | -325股-0.32% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 4.24% | 4.58% | $1,585.8万 | 3.2万股 | $1,524.0万 | 3.2万股 | -112股-0.35% | 减仓 |
