 BOYD GAMINGBYD |
| 9.5% | 11.13% | $1,040.5万 | 11.8万股 | $1,034.4万 | 12.6万股 | -8,075股-6.42% | 减仓 |
| AAMCORAMCR |
| 8.39% | 9.53% | $918.8万 | 21.2万股 | $885.8万 | 22.3万股 | -1.1万股-4.89% | 减仓 |
 皇冠控股CCK |
| 6.19% | 6.07% | $677.5万 | 6.1万股 | $564.8万 | 5.6万股 | +4,250股+7.54% | 加仓 |
| LLEGGETT & PLATTLP1 |
| 5.58% | 4.85% | $610.7万 | 52.2万股 | $451.0万 | 45.7万股 | +6.5万股+14.24% | 加仓 |
 DINE BRANDS GLOBAL INC COMDIN |
| 5.52% | 5.99% | $604.0万 | 16.8万股 | $557.3万 | 21.2万股 | -4.4万股-20.79% | 减仓 |
 GRAPHIC PACKAGINGGPK |
| 5.43% | 6.19% | $594.3万 | 56.2万股 | $575.7万 | 57.9万股 | -1.7万股-2.94% | 减仓 |
 ASBURY AUTOMOTIVEABG |
| 5.05% | 5.5% | $553.1万 | 2.8万股 | $511.2万 | 2.6万股 | +1,350股+5.16% | 加仓 |
 DRIVEN BRANDSDRVN |
| 4.88% | 4.17% | $534.0万 | 38.3万股 | $388.1万 | 30.8万股 | +7.5万股+24.45% | 加仓 |
| HHERCHRI |
| 4.84% | 3.49% | $530.5万 | 3.7万股 | $324.3万 | 3.3万股 | +4,438股+13.62% | 加仓 |
 VONTIER COMVNT |
| 4.73% | — | $518.2万 | 17.9万股 | $0 | 0股 | +17.9万股 | 新买入 |
| CCONCRETE PUMPING HLDGS INC COMBBCP |
| 4.44% | 4.07% | $486.3万 | 40.4万股 | $378.4万 | 53.0万股 | -12.6万股-23.85% | 减仓 |
 MAGNERA CORP COM SHSMAGN |
| 4.28% | 3.83% | $468.3万 | 39.9万股 | $356.5万 | 37.5万股 | +2.4万股+6.32% | 加仓 |
| PPENN ENTERTAINMENTPENN |
| 4.21% | 4.18% | $460.9万 | 21.6万股 | $388.8万 | 25.9万股 | -4.3万股-16.58% | 减仓 |
 ARCBESTARCB |
| 4.06% | 4.51% | $444.4万 | 3.1万股 | $419.1万 | 4.3万股 | -1.2万股-27.34% | 减仓 |
 KNIGHT-SWIFT TRANSN CL AKNX |
| 3.6% | 5.73% | $394.0万 | 5.1万股 | $532.6万 | 9.3万股 | -4.2万股-45.30% | 减仓 |
| DDAUCHDCH |
| 3.5% | 3.61% | $383.1万 | 70.7万股 | $335.6万 | 56.6万股 | +14.1万股+24.90% | 加仓 |
 MATTELMAT |
| 2.96% | 2.27% | $323.7万 | 23.3万股 | $211.0万 | 14.5万股 | +8.8万股+60.61% | 加仓 |
 JACK IN THE BOX INC COMJACK |
| 2.38% | 1.88% | $260.2万 | 16.5万股 | $175.2万 | 18.1万股 | -1.7万股-9.14% | 减仓 |
| PPERRIGOPRGO |
| 2.28% | 3.31% | $249.9万 | 24.1万股 | $307.5万 | 28.6万股 | -4.6万股-16.00% | 减仓 |
| LLAMB WESTONLW |
| 1.78% | 1.47% | $195.4万 | 4.5万股 | $137.1万 | 3.2万股 | +1.3万股+39.45% | 加仓 |
 骏利·INTERNATIONAL GROUP INJBI |
| 1.66% | 0.65% | $181.4万 | 32.7万股 | $60.3万 | 11.7万股 | +21.0万股+179.40% | 加仓 |
 PLANET FITNESS MASTER ISSUERPLNT |
| 1.48% | — | $162.2万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
 WHIRLPOOL COMWHR |
| 1.17% | 2.5% | $128.5万 | 3.3万股 | $232.7万 | 4.3万股 | -1.1万股-24.45% | 减仓 |
 STELLANTIS N.V SHSSTLA |
| 0.86% | 1.27% | $94.2万 | 16.4万股 | $117.6万 | 16.6万股 | -1,800股-1.08% | 减仓 |
| CCLEARWATER PAPER CORP COMCLW |
| 0.65% | 1.23% | $70.9万 | 4.5万股 | $114.2万 | 7.9万股 | -3.4万股-43.06% | 减仓 |
 ALAMOALG |
| 0.61% | — | $66.6万 | 4,050股 | $0 | 0股 | +4,050股 | 新买入 |
