 希尔顿HLT |
| 13.46% | 14.36% | $1,582.9万 | 4.8万股 | $1,456.6万 | 4.8万股 | 00.00% | 持仓不变 |
| SSONIDA SENIOR LIVINGSNDA |
| 9.33% | 8.55% | $1,096.7万 | 26.9万股 | $866.9万 | 26.9万股 | 00.00% | 持仓不变 |
| OOREILLY AUTOMOTIVE COMORLY |
| 7.19% | 8.02% | $844.9万 | 9.2万股 | $813.7万 | 8.8万股 | +3,600股+4.08% | 加仓 |
 汽车地带AZO |
| 6.79% | 7.98% | $798.0万 | 2,497股 | $809.7万 | 2,397股 | +100股+4.17% | 加仓 |
 穆迪MCO |
| 6.49% | 7.25% | $762.9万 | 1.7万股 | $734.8万 | 1.7万股 | 00.00% | 持仓不变 |
 宣伟SHW |
| 6.41% | 8.69% | $754.3万 | 2.2万股 | $881.7万 | 2.8万股 | -5,600股-20.36% | 减仓 |
 林德LIN |
| 6.32% | 5.75% | $742.6万 | 1.4万股 | $583.0万 | 1.2万股 | +2,550股+21.69% | 加仓 |
 GE航空GE |
| 5.93% | 7.32% | $697.2万 | 1.9万股 | $742.6万 | 2.6万股 | -7,515股-28.72% | 减仓 |
 联合太平洋铁路UNP |
| 5.6% | — | $658.2万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 AON SHS CL AAON |
| 5.38% | 6.07% | $632.8万 | 1.9万股 | $615.8万 | 1.9万股 | 00.00% | 持仓不变 |
| MMEDLINE COM CL AMDLN |
| 5.23% | — | $615.3万 | 15.6万股 | $0 | 0股 | +15.6万股 | 新买入 |
 马丁玛丽埃塔MLM |
| 4.63% | 5.77% | $544.6万 | 9,443股 | $585.3万 | 9,943股 | -500股-5.03% | 减仓 |
 HEICOHEI |
| 4.54% | 4.2% | $534.1万 | 1.5万股 | $425.9万 | 1.6万股 | -540股-3.48% | 减仓 |
 Vulcan材料VMC |
| 4.42% | 6.04% | $520.0万 | 1.8万股 | $612.8万 | 2.3万股 | -4,879股-21.68% | 减仓 |
 HEICO NEW CL AHEI |
| 4.18% | 4.02% | $491.8万 | 1.9万股 | $408.0万 | 1.9万股 | -259股-1.34% | 减仓 |
| J骏利·LIVING INCJAN |
| 4.1% | 2.46% | $482.0万 | 16.8万股 | $249.8万 | 10.6万股 | +6.2万股+58.20% | 加仓 |
