 迪士尼DIS |
| 11.26% | 6.18% | $5.06亿 | 525.5万股 | $2.07亿 | 215.1万股 | +310.4万股+144.31% | 加仓 |
 AERCAP SHSAER |
| 9.07% | 12.78% | $4.07亿 | 279.4万股 | $4.28亿 | 312.3万股 | -32.9万股-10.53% | 减仓 |
 FERGUSON ENTERPRISESFERG |
| 8.46% | 9.93% | $3.80亿 | 160.3万股 | $3.33亿 | 142.7万股 | +17.5万股+12.27% | 加仓 |
 KINDER MORGAN DEL COMKMI |
| 7.4% | 10.56% | $3.32亿 | 1,040.0万股 | $3.54亿 | 1,056.3万股 | -16.4万股-1.55% | 减仓 |
 LOUISIANA PACLPX |
| 7.37% | 7.08% | $3.31亿 | 420.9万股 | $2.37亿 | 326.4万股 | +94.5万股+28.96% | 加仓 |
 新闻集团NWSA |
| 7.31% | 9.26% | $3.29亿 | 1,323.2万股 | $3.10亿 | 1,245.1万股 | +78.2万股+6.28% | 加仓 |
| CCARNIVAL CORP LTD COMMON SHARESCCL |
| 6.58% | 7.18% | $2.96亿 | 1,035.1万股 | $2.41亿 | 930.6万股 | +104.6万股+11.24% | 加仓 |
 DT MIDSTREAM COMMON STOCKDTM |
| 6.45% | 10.53% | $2.90亿 | 197.4万股 | $3.53亿 | 262.2万股 | -64.8万股-24.70% | 减仓 |
 Genuine Parts Co ComGPC |
| 5.41% | 2.6% | $2.43亿 | 206.1万股 | $8,708.9万 | 82.4万股 | +123.8万股+150.30% | 加仓 |
| SSITEONE LANDSCAPE SUPPLYSITE |
| 5.24% | 4.17% | $2.35亿 | 205.7万股 | $1.40亿 | 104.9万股 | +100.8万股+96.03% | 加仓 |
 Vulcan材料VMC |
| 4.23% | — | $1.90亿 | 64.4万股 | $0 | 0股 | +64.4万股 | 新买入 |
 LoewsL |
| 4.14% | 1.45% | $1.86亿 | 164.5万股 | $4,873.7万 | 45.7万股 | +118.8万股+260.21% | 加仓 |
 雪佛龙CVX |
| 3.85% | 6.31% | $1.73亿 | 104.4万股 | $2.12亿 | 102.2万股 | +2.1万股+2.10% | 加仓 |
 第一资本COF |
| 3.68% | — | $1.66亿 | 82.5万股 | $0 | 0股 | +82.5万股 | 新买入 |
 马丁玛丽埃塔MLM |
| 2.75% | — | $1.23亿 | 21.4万股 | $0 | 0股 | +21.4万股 | 新买入 |
 FLOWSERVEFLS |
| 2.56% | — | $1.15亿 | 155.3万股 | $0 | 0股 | +155.3万股 | 新买入 |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 2.02% | — | $9,069.0万 | 121.2万股 | $0 | 0股 | +121.2万股 | 新买入 |
 FLUORFLR |
| 1.51% | — | $6,763.4万 | 129.1万股 | $0 | 0股 | +129.1万股 | 新买入 |
 新闻集团NWSA |
| 0.72% | 1.3% | $3,222.2万 | 114.8万股 | $4,356.9万 | 152.8万股 | -38.0万股-24.86% | 减仓 |
