 西屋制动WAB |
| 26.7% | 27.63% | $1.72亿 | 108.9万股 | $1.79亿 | 122.5万股 | -13.7万股-11.14% | 减仓 |
| WWILLIS TOWERS WATSONWTW |
| 17.11% | 22.95% | $1.10亿 | 42.1万股 | $1.48亿 | 53.9万股 | -11.8万股-21.98% | 减仓 |
 CSX铁路CSX |
| 16.34% | 12.4% | $1.05亿 | 314.8万股 | $8,013.7万 | 216.2万股 | +98.7万股+45.64% | 加仓 |
| SSIX FLAGS ENTMT CORP NEW COM |
| 10.73% | 7.51% | $6,919.6万 | 208.8万股 | $4,850.3万 | 184.3万股 | +24.5万股+13.30% | 加仓 |
| VVALVOLINE COMVVV |
| 7.77% | 5.49% | $5,007.0万 | 115.9万股 | $3,548.6万 | 79.6万股 | +36.3万股+45.57% | 加仓 |
 CHARTER COMMUNICATIONSCHTR |
| 5.54% | 10.35% | $3,573.6万 | 12.0万股 | $6,690.5万 | 23.0万股 | -11.1万股-48.08% | 减仓 |
| SSOMNIGROUP INTERNATIONAL COMSGI |
| 4.45% | — | $2,867.9万 | 60.6万股 | $0 | 0股 | +60.6万股 | 新买入 |
| BBATH & BODYBBWI |
| 4.44% | 7.84% | $2,862.8万 | 73.3万股 | $5,068.2万 | 101.3万股 | -28.0万股-27.65% | 减仓 |
 LIBERTY BROADBAND CORP COM SER CLBRDK |
| 4.43% | 5.82% | $2,854.9万 | 52.1万股 | $3,761.5万 | 65.7万股 | -13.6万股-20.77% | 减仓 |
 星巴克SBUX |
| 2.49% | — | $1,605.9万 | 20.6万股 | $0 | 0股 | +20.6万股 | 新买入 |
