 LoewsL |
| 14.42% | 7.69% | $2,044.1万 | 17.9万股 | $1,005.1万 | 9.4万股 | +8.5万股+90.04% | 加仓 |
| SSONIDA SENIOR LIVINGSNDA |
| 7.69% | 5.76% | $1,089.8万 | 26.1万股 | $753.8万 | 23.5万股 | +2.6万股+11.21% | 加仓 |
 泛林集团LRCX |
| 7.19% | 4.15% | $1,019.2万 | 2.6万股 | $543.0万 | 2.4万股 | +1,590股+6.50% | 加仓 |
 REPUBLIC SVCSRSG |
| 6.78% | — | $960.9万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
 台积电TSM |
| 6.71% | — | $951.3万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 5.65% | 5.31% | $800.5万 | 8.6万股 | $694.0万 | 10.2万股 | -1.6万股-16.00% | 减仓 |
 穆迪MCO |
| 4.47% | 4.11% | $633.0万 | 1.4万股 | $537.5万 | 1.2万股 | +1,265股+10.33% | 加仓 |
| WWISE GROUP PLC ORD SHS CLASS AWSE |
| 3.97% | — | $562.6万 | 46.9万股 | $0 | 0股 | +46.9万股 | 新买入 |
 万豪MAR |
| 3.92% | — | $556.3万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 仲量联行JLL |
| 3.39% | — | $480.4万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 LIBERTY LIVELLYVK |
| 3.35% | 3.29% | $475.5万 | 4.4万股 | $430.3万 | 4.5万股 | -1,050股-2.31% | 减仓 |
| SSPDR黄金信托GLD |
| 3.15% | 4.04% | $446.8万 | 1.2万股 | $527.8万 | 1.2万股 | 00.00% | 持仓不变 |
| SSOMNIGROUP INTERNATIONAL COMSGI |
| 3.08% | 5.39% | $436.2万 | 5.7万股 | $705.4万 | 9.6万股 | -3.9万股-41.01% | 减仓 |
| CCBL &ASSOC PPTYS INC COMMON STOCKCBL |
| 2.58% | 3.79% | $365.3万 | 6.6万股 | $495.6万 | 12.6万股 | -6.0万股-47.48% | 减仓 |
 ZILLOW CL AZ |
| 2.57% | 2.98% | $363.7万 | 11.1万股 | $389.7万 | 9.6万股 | +1.5万股+15.76% | 加仓 |
 GrindrGRND |
| 2.45% | 2.83% | $347.7万 | 22.2万股 | $370.2万 | 31.0万股 | -8.8万股-28.47% | 减仓 |
 NEW YORK TIMES MTN BENYT |
| 2.43% | 5.84% | $344.2万 | 4.8万股 | $763.8万 | 8.9万股 | -4.2万股-46.39% | 减仓 |
| BBoxBOX |
| 2.27% | 5.67% | $321.5万 | 11.7万股 | $741.8万 | 31.3万股 | -19.6万股-62.62% | 减仓 |
 芝加哥商品交易所CME |
| 1.97% | 7.43% | $279.4万 | 1.2万股 | $971.9万 | 3.3万股 | -2.1万股-63.04% | 减仓 |
| GGEOGEO |
| 1.92% | — | $272.6万 | 9.0万股 | $0 | 0股 | +9.0万股 | 新买入 |
| IIDTIDT |
| 1.79% | 1.59% | $253.6万 | 4.4万股 | $207.3万 | 4.2万股 | +1,688股+4.01% | 加仓 |
| SSPDR道富系列信托XOP |
| 1.69% | — | $239.1万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| WWHITESTONE REIT |
| 1.58% | 7.8% | $223.6万 | 11.8万股 | $1,020.7万 | 63.2万股 | -51.4万股-81.38% | 减仓 |
| CCINEMARKCNK |
| 1.44% | — | $204.8万 | 6.5万股 | $0 | 0股 | +6.5万股 | 新买入 |
| TTOAST CL ATOST |
| 1.39% | — | $197.5万 | 6.9万股 | $0 | 0股 | +6.9万股 | 新买入 |
| CCASS INFORMATION SYSCASS |
| 1.09% | 4.32% | $154.0万 | 2.9万股 | $565.5万 | 12.8万股 | -9.8万股-76.95% | 减仓 |
 MONARCH CASINO &RESORT INCMCRI |
| 0.81% | 3.91% | $115.2万 | 8,855股 | $510.7万 | 5.3万股 | -4.4万股-83.28% | 减仓 |
 PROGRESSIVEPGR |
| 0.25% | — | $36.0万 | 1,600股 | $0 | 0股 | +1,600股 | 新买入 |
