 CENTURY ALUMCENX |
| 17.54% | 17.02% | $2,315.7万 | 50.3万股 | $3,427.5万 | 58.4万股 | -8.1万股-13.82% | 减仓 |
 SENSIENT TECHNOLOGIESSXT |
| 12.3% | 6.72% | $1,624.1万 | 13.2万股 | $1,353.5万 | 15.7万股 | -2.5万股-15.87% | 减仓 |
| CCONSTELLIUMCSTM |
| 11.64% | 8.04% | $1,536.5万 | 48.2万股 | $1,618.6万 | 65.8万股 | -17.6万股-26.78% | 减仓 |
 STANDARDAEROSARO |
| 10.52% | 5.23% | $1,389.6万 | 46.5万股 | $1,052.4万 | 40.7万股 | +5.7万股+14.03% | 加仓 |
| CCARPENTER TECHNOLOGYCRS |
| 9.76% | 7.03% | $1,288.8万 | 2.1万股 | $1,416.1万 | 3.6万股 | -1.5万股-41.85% | 减仓 |
| AATIATI |
| 9.02% | 6.63% | $1,190.9万 | 6.0万股 | $1,335.1万 | 9.2万股 | -3.1万股-34.17% | 减仓 |
| MMIDDLEBYMIDD |
| 8.8% | — | $1,161.7万 | 6.8万股 | $0 | 0股 | +6.8万股 | 新买入 |
 美铝AA |
| 8.22% | 7.7% | $1,085.4万 | 20.8万股 | $1,550.0万 | 23.4万股 | -2.6万股-10.92% | 减仓 |
| HHARMONY GOLD MNGHMY |
| 7.06% | 5.09% | $932.3万 | 61.3万股 | $1,024.8万 | 66.7万股 | -5.4万股-8.07% | 减仓 |
 卡梅科CCJ |
| 3.08% | 2.29% | $406.5万 | 4.0万股 | $460.8万 | 4.2万股 | -2,521股-5.94% | 减仓 |
 ARDAUGH METAL PACKAGING COMAMBP |
| 2.06% | 3.78% | $272.2万 | 57.4万股 | $760.6万 | 187.8万股 | -130.4万股-69.43% | 减仓 |
