Follow-The-Filings

Cross-manager

Summary

133 of 137 filed constant set 131 2023 Q3 → 2023 Q4 dollar-sum holdings as of 31 Dec 2023 as of today

grid activity managers

2023 Q4

133 of 137 filed

sectors · dollar-sum

?

Quarter-aligned featured master book. Pie is 100% of mapped names. The hole is mapped share of full AUM. Unmapped names stay blank, never Other. mapped + unmapped ≤ 100 — options sit in the denominator. pie is that mapped slice, not the book.

Waterfall reads left to right: start, each sector’s Δ, then the end. Green is up, red is down. Equal-weight is mix-shift of the mapped pie; dollar-sum is mapped dollars. axis zoomed to the move.

Grid is each manager’s latest 13F (mixed dates). Long equity only. Dollars across the constant set.

include sector mix
Communication Services 7.9%
Consumer Discretionary 9.0%
Consumer Staples 5.2%
Energy 5.8%
Financials 20.7%
Health Care 9.5%
Industrials 9.0%
Information Technology 29.4%
Materials 1.4%
Real Estate 1.6%
Utilities 0.7%

94.1% of full AUM is mapped unmapped 3.7% all names

2 new in 2023 Q4

excluded from Δ: Mala Gaonkar - Surgocap Partners · Estuary Capital Management.

sector 2023 Q3 2023 Q4 Δ $ 2023 Q4
Communication Services 8.5% 7.9% −0.57% $104.4B
Consumer Discretionary 9.1% 9.0% −0.12% $118.5B
Consumer Staples 5.4% 5.2% −0.20% $68.2B
Energy 6.8% 5.8% −0.98% $77B
Financials 19.7% 20.7% +0.98% $272.9B
Health Care 9.4% 9.5% +0.05% $125.2B
Industrials 9.0% 9.0% −0.02% $118.4B
Information Technology 28.8% 29.4% +0.54% $388.3B
Materials 1.3% 1.4% +0.12% $18.6B
Real Estate 1.4% 1.6% +0.18% $20.9B
Utilities 0.65% 0.68% +0.03% $9B
?

Share-count breadth; splits look like Adds. Direction is Δ dollar-sum. Names lead with |Δ|. Among owners is holders only. Dollars across the constant set. GOOG / GOOGL is one name; holders stay per class. Add/Reduce on a grouped row is —. Check sectors to mix names.

Consumer Discretionary · 322 shown · 133 of 137 filed · dollar-sum

ticker issuer owners weight among owners Δ weight new add reduce exit
AMZN Amazon Com Inc.
44
1.6% 5.4% +0.09% 2 13 24 3
LOW Lowes Cos Inc.
10
0.07% 2.5% −0.09% 2 4 4 1
EXPE Expedia Group Inc.
7
0.10% 4.6% +0.07% 2 1 3 1
BABA Alibaba Group Holding, Ltd.
20
0.26% 1.1% −0.06% 1 6 9 2
TSLA Tesla Inc.
9
0.47% 3.0% −0.04% 1 4 2 1
DHI D R Horton, Inc. (DHI)
7
0.06% 1.8% −0.04% 3 2 2 1
MGA Magna Intl Inc.
6
0.10% 0.94% +0.03% 0 0
BIRK Birkenstock Holding PLC
5
0.03% 0.60% +0.03% 5 0 0 0
DPZ Dominos Pizza Inc.
4
0.04% 3.2% +0.03% 1 2 0 0
CART Maplebear Inc.
7
0.07% 3.2% −0.03% 2 1 1 3
LULU Lululemon Athletica Inc.
3
<0.01% 1.1% −0.02% 2 1 0 1
NOV Nov Inc.
4
0.10% 1.2% −0.02% 0 1 3 1
PDD Pdd Holdings Inc.
11
0.10% 3.1% +0.02% 2 3 5 2
WHR Whirlpool Corporation
3
0.01% 0.87% −0.02% 1 0 1 1
ABNB Airbnb Inc.
2
0.10% 2.0% −0.02% 0 0 1 0
APG Api Group Corp.
2
0.10% 7.2% +0.02% 0 1 1 0
ROST Ross Stores Inc.
2
0.02% 0.34% −0.02% 1 0 1 1
BBWI Bath & Body Works Inc.
7
0.10% 5.1% +0.02% 0 3 3 2
NKE Nike Inc. Cl B
10
0.15% 1.3% +0.02% 1 1 4 2
WEN Wendys Co.
3
0.05% 3.1% −0.02% 0 0 3 0
SBLK Star Bulk Carriers Corp.
2
<0.01% 0.95% −0.02% 0 0 2 0
CPNG Coupang Inc.
10
0.20% 7.4% −0.01% 0 5 3 1
LEN Lennar Corporation - A (LEN)
6
0.11% 3.1% +0.01% 0 2 4 1
SGI Tempur Sealy Intl Inc.
5
0.05% 3.5% −0.01% 3 0 1 1
SIRI Sirius Xm Holdings Inc.
2
0.02% 0.04% +0.01% 0 2 0 0
TOL Toll Brothers, Inc. (TOL)
4
0.05% 1.6% +0.01% 1 2 1 0
ETSY Etsy Inc.
3
0.01% 0.31% +0.01% 2 1 0 1
MAT Mattel Inc.
4
0.04% 3.2% −0.01% 1 0 3 0
IRDM Iridium Communications Inc.
2
0.05% 1.0% −0.01% 0 1 1 0
F Ford Mtr Co. Del
2
0.01% 0.31% +0.01% 1 0 0 0
MAR Marriott International Cl A
6
0.10% 1.4% −0.01% 0 0
QSR Restaurant Brands Intl Inc.
3
0.13% 6.1% +0.01% 0 1 0 0
LAD Lithia Mtrs Inc.
9
0.16% 7.1% +0.01% 0 3 3 0
FND Floor & Decor Hldgs Inc.
4
0.06% 0.58% −0.01% 0 1 2 2
USFD US Foods Hldg Corp.
4
0.06% 9.5% −0.01% 0 0 4 0
WCC Wesco International, Inc.
7
0.02% 2.8% +0.01% 1 2 4 0
MTN Vail Resorts Inc.
7
0.08% 0.54% −0.01% 1 3 1 1
VSTS Vestis Corporation
3
0.01% 1.1% +0.01% 2 0 1 0
CROX Crocs Inc.
3
<0.01% 1.2% +0.01% 1 2 0 0
VSAT Viasat Inc.
1
0.03% 9.9% +0.01% 0 0 0 0
ONON On Hldg AG
3
0.02% 1.8% +0.01% 1 1 0 0
KMX Carmax Inc.
13
0.08% 4.0% −0.01% 0 6 5 0
MELI Mercadolibre Inc.
7
0.03% 1.3% +0.01% 1 2 4 0
CVNA Carvana Co.
5
0.07% 23.8% +0.01% 0 1 1 0
BKNG Booking Holdings, Inc.
13
0.44% 3.2% −0.01% 0 5 8 2
JD Jd.com, Inc.
7
0.08% 0.55% −0.01% 2 2 3 2
EBAY Ebay Inc.
9
0.05% 1.2% −0.01% 1 2 5 0
BURL Burlington Stores Inc.
3
0.01% 1.1% +0.01% 2 1 0 1
RRR Red Rock Resorts Inc.
1
0.04% 1.5% +0.01% 0 1 0 0
HTZ Hertz Global Holdings Inc.
2
<0.01% 0.08% −0.01% 0 0 1 2
YUMC Yum China Holdings, Inc.
3
0.01% 0.07% +0.01% 0 2 1 0
VIPS Vipshop Holdings Ltd
2
<0.01% 0.68% −0.01% 0 1 1 1
ACM Aecom
1
0.01% 3.5% −0.01% 0 0 1 0
HLN Haleon PLC
5
0.07% 0.30% −0.01% 0 2 3 0
MGM Mgm Resorts International
6
0.07% 3.7% +0.01% 0 2 2 1
ELF E L F Beauty Inc.
1
<0.01% 3.8% +0.01% 1 0 0 0
WFRD Weatherford International PLC
3
0.01% 5.6% −0.01% 0 1 2 0
ORLY Oreilly Automotive Inc.
3
0.07% 3.8% −0.01% 0 1 2 0
BFAM Bright Horizons Fam Sol In D
2
0.05% 2.2% +0.01% 0 1 1 0
FOUR Shift4 Pmts Inc.
3
0.03% 2.7% +0.01% 0 1 2 0
DKS Dicks Sporting Goods Inc.
3
0.03% 1.2% +0.01% 0 1 2 0
CHH Choice Hotels Intl Inc.
2
0.04% 0.76% −0.01% 0 2 0 0
AER Aercap Holdings NV
6
0.04% 2.4% +0.01% 1 3 2 1
SONY Sony Group Corp.
2
<0.01% 1.2% +0.01% 1 0 0 0
YUM Yum Brands Inc.
1
<0.01% 0.67% −0.00% 1 0 0 1
RYAAY Ryanair Holdings PLC
5
0.08% 2.6% −0.00% 2 0 3 0
HLT Hilton Worldwide Hldgs Inc.
5
0.17% 7.4% −0.00% 0 2 3 2
BWA Borgwarner Inc.
3
0.03% 0.44% −0.00% 0 1 2 0
SE Sea Ltd
5
0.07% 7.0% −0.00% 1 3 1 1
ABG Asbury Automotive Group Inc.
2
0.04% 8.1% −0.00% 0 1 0 0
MLCO Melco Resorts And Entmnt Ltd
2
<0.01% 0.24% −0.00% 0 1 1 0
H Hyatt Hotels Corp.
2
0.06% 2.9% +0.00% 0 1 1 1
TRMD Torm PLC
2
0.11% 11.2% −0.00% 0 0 1 0
W Wayfair Inc.
5
0.02% 4.6% −0.00% 1 0 3 0
MCD Mcdonald S Ord
8
<0.01% 0.08% −0.00% 1 2 3 1
KFY Korn Ferry
3
<0.01% 0.77% +0.00% 1 1 0 0
CZR Caesars Entertainment Inc. Ne
4
0.01% 0.85% +0.00% 2 2 0 0
APTV Aptiv PLC
4
0.01% 1.2% −0.00% 1 1 2 1
ADNT Adient PLC
2
<0.01% 0.44% −0.00% 0 1 1 0
IBP Installed Bldg Prods Inc.
3
0.02% 1.5% +0.00% 0 2 1 1
MHK Mohawk Industries Inc.
5
0.03% 0.98% +0.00% 1 3 0 0
WMG Warner Music Group Corp.
3
0.02% 2.0% +0.00% 0 1 2 0
TJX Tjx Companies Inc.
4
<0.01% 0.09% −0.00% 1 1 2 2
TTC Toro Co.
5
0.03% 0.94% −0.00% 0 2 2 0
LVS Las Vegas Sands Corp.
7
0.02% 1.1% +0.00% 0 5 2 2
GM General Mtrs Co.
11
0.17% 2.1% +0.00% 3 4
GIL Gildan Activewear Inc.
3
0.03% 4.7% −0.00% 0 0 2 1
LEA Lear Corp.
5
0.10% 1.7% −0.00% 0 3 2 0
BBY Best Buy Inc.
3
<0.01% 0.17% +0.00% 1 1 0 0
TCOM Trip Com Group Ltd
5
<0.01% 0.28% −0.00% 0 0
SBUX Starbucks Corp.
8
0.04% 0.93% −0.00% 0 4 2 1
ULTA Ulta Beauty Inc.
4
<0.01% 0.30% +0.00% 3 0 1 0
EVH Evolent Health Inc.
2
0.01% 8.1% +0.00% 0 2 0 0
UPBD Upbound Group Inc.
1
<0.01% 11.9% −0.00% 0 0 1 0
SPHR Sphere Entertainment Co.
6
0.02% 1.0% −0.00% 0 3 3 0
TGT Target Corp.
7
<0.01% 0.66% +0.00% 2 1 3 1
UL Unilever PLC
9
<0.01% 0.14% −0.00% 0 1 6 1
MTH Meritage Homes Corp. (MTH)
1
0.01% 1.5% +0.00% 0 1 0 0
PHM Pultegroup Inc. (PHM)
2
0.04% 4.8% −0.00% 0 2 0 2
GNTX Gentex Corp.
3
0.02% 0.79% −0.00% 0 0 1 0
FIVE Five Below Inc.
4
0.01% 1.7% +0.00% 1 2 1 0
CMG Chipotle Mexican Grill Inc.
3
0.13% 6.1% −0.00% 1 0 2 0
MSGS Madison Square Garden Sports Corp.
7
0.02% 0.34% −0.00% 0 1 2 0
CLAR Clarus Corp. New
2
<0.01% 0.71% +0.00% 1 1 0 0
HGV Hilton Grand Vacations Inc.
2
0.02% 16.5% −0.00% 0 0 1 0
MSGE Madison Square Garden Entertainment Corp.
2
0.02% 1.2% −0.00% 0 1 1 0
BAH Booz Allen Hamilton Hldg Cor
3
<0.01% 0.33% +0.00% 1 0 1 0
DAN Dana Inc.
3
0.02% 0.71% −0.00% 1 0 1 0
LIND Lindblad Expeditions Holdings Inc.
1
<0.01% 0.97% +0.00% 0 1 0 0
GRBK Green Brick Partners Inc.
2
0.04% 14.5% +0.00% 0 0 1 0
ACVA Acv Auctions Inc.
3
0.01% 1.8% −0.00% 0 1 2 0
RHI Robert Half Inc.
3
<0.01% 0.05% +0.00% 1 1 1 0
ARMK Aramark
3
0.03% 0.85% +0.00% 1 1 0 0
HTHT H World Group Ltd
3
<0.01% 0.34% +0.00% 1 0 2 0
POOL Pool Corp.
6
<0.01% 0.97% −0.00% 1 1 3 0
BYD Boyd Gaming Corp.
2
0.02% 1.1% −0.00% 0 1 1 0
GTX Garrett Motion Inc.
4
0.03% 1.8% +0.00% 0 1 1 0
PENN Penn Entertainment Inc.
1
<0.01% 0.36% −0.00% 0 0 1 0
NCLH Norwegian Cruise Line Holdings Ltd
2
0.01% 2.0% +0.00% 0 1 1 0
CWH Camping World Hldgs Inc.
1
<0.01% 4.2% +0.00% 0 0 0 0
HAS Hasbro Inc.
0
<0.01% −0.00% 0 0 0 2
HD Home Depot Inc.
11
0.06% 1.1% +0.00% 0 4 4 2
OSW Onespaworld Holdings Ltd
1
0.01% 1.9% +0.00% 0 0 1 0
RCL Royal Caribbean Cruises Ltd
3
0.01% 0.64% +0.00% 0 0 3 0
M Macys Inc.
1
<0.01% 1.5% +0.00% 0 0 1 2
NVR Nvr Inc.
3
0.02% 1.7% +0.00% 0 1 1 0
EFOR Asgn Inc.
1
0.02% 0.57% +0.00% 0 1 0 0
SN Sharkninja Inc.
1
<0.01% 3.1% −0.00% 0 0 1 0
BLMN Bloomin Brands Inc.
3
0.02% 1.7% +0.00% 0 3 0 0
DHT Dht Holdings Inc.
1
<0.01% 1.8% +0.00% 0 1 0 0
PTON Peloton Interactive Inc.
2
<0.01% 1.7% −0.00% 0 1 1 2
SHAK Shake Shack Inc.
2
<0.01% 7.4% +0.00% 0 0 1 0
ABM Abm Inds Inc.
3
<0.01% 0.94% −0.00% 0 0 3 0
GPI Group 1 Automotive Inc.
2
0.01% 7.8% +0.00% 0 1 1 0
FIGS Figs Inc.
1
0.01% 0.47% +0.00% 0 1 0 0
SITE Siteone Landscape Supply Inc.
3
0.02% 0.23% −0.00% 0 1 1 0
WSO Watsco Inc.
1
0.02% 2.6% +0.00% 0 1 0 0
HQY Healthequity Inc.
1
<0.01% 0.14% −0.00% 0 0 0 1
CCO Clear Channel Outdoor Hldgs
0
<0.01% −0.00% 0 0 0 1
NYT New York Times Co.
3
0.05% 2.2% −0.00% 1 1 1 0
AXTA Axalta Coating Systems Ltd
4
0.02% 0.71% +0.00% 1 0 3 0
AZO Autozone Inc.
2
<0.01% 1.1% +0.00% 1 0 1 1
ASH Ashland Inc.
3
<0.01% 3.5% −0.00% 1 0 1 0
OLLI Ollies Bargain Outlet Hldgs
0
<0.01% −0.00% 0 0 0 1
Z Zillow Group Inc.
5
<0.01% 0.48% −0.00% 3 0
MANU Manchester Utd PLC New
4
0.03% 1.8% −0.00% 0 3 0 0
LKQ Lkq Corp.
3
<0.01% 1.5% −0.00% 0 2 0 1
SSD Simpson Manufacturing Co. Inc.
1
<0.01% 0.78% +0.00% 0 0 1 0
BATRK Atlanta Braves Holdings Inc. Cl
4
<0.01% 0.43% −0.00% 0 1 1 1
AMRC Ameresco Inc.
1
<0.01% <0.01% −0.00% 0 0 1 0
PII Polaris Inc.
1
<0.01% 0.37% −0.00% 0 0 1 0
TBI Trueblue Inc.
1
<0.01% 0.18% +0.00% 0 1 0 0
TNL Travel Plus Leisure Co.
2
<0.01% 1.2% −0.00% 1 0 1 1
AN Autonation Inc.
2
<0.01% 0.69% −0.00% 0 1 1 0
GOOS Canada Goose Hldgs Inc.
1
<0.01% 2.4% −0.00% 0 1 0 0
EXPO Exponent Inc.
1
<0.01% 0.40% −0.00% 0 0 1 0
MLKN Millerknoll Inc.
1
<0.01% 0.43% −0.00% 0 0 1 0
WING Wingstop Inc.
1
<0.01% 0.02% −0.00% 0 0 1 2
ASO Academy Sports & Outdoors In
2
<0.01% 0.04% +0.00% 2 0 0 0
BFH Bread Financial Holdings, Inc.
4
<0.01% 2.3% −0.00% 0 2 1 0
PLNT Planet Fitness Inc.
1
<0.01% 0.23% −0.00% 0 0 0 3
PK Park Hotels & Resorts Inc.
2
<0.01% 1.0% +0.00% 0 1 1 0
RMNI Rimini Str Inc. Del
2
<0.01% 0.94% +0.00% 0 1 1 0
OPLN Openlane Inc.
2
<0.01% 0.07% −0.00% 0 0 1 0
CVEO Civeo Corp.
1
<0.01% 1.8% −0.00% 0 0 1 0
RERE Atrenew Inc.
1
<0.01% 0.16% −0.00% 0 0 0 0
CMPR Cimpress PLC
3
0.02% 5.3% +0.00% 1 0
CNDT Conduent Inc.
2
0.01% 1.4% −0.00% 0 1 0 0
AYI Acuity Brands Inc.
3
0.01% 1.1% +0.00% 0 0 3 0
DASH Doordash Inc.
8
0.08% 2.5% +0.00% 1 2 4 0
RPM Rpm Intl Inc.
2
<0.01% 0.16% +0.00% 1 0 1 0
CAKE Cheesecake Factory Inc.
3
<0.01% 0.09% +0.00% 0 1 1 0
NCMI National Cinemedia Inc.
1
<0.01% 0.01% +0.00% 1 0 0 0
GENI Genius Sports Ltd
1
<0.01% 0.25% +0.00% 0 1 0 0
ADT Adt Inc.
2
0.01% 1.3% +0.00% 0 1 0 1
RSVR Reservoir Media Inc.
1
<0.01% 0.02% −0.00% 0 0 1 1
FLYX Flyexclusive Inc.
1
<0.01% 0.08% +0.00% 1 0 0 0
PAG Penske Automotive Grp Inc.
1
<0.01% 0.64% −0.00% 0 0 1 0
HOFT Hooker Furnishings Corporati
1
<0.01% 0.14% +0.00% 0 0 1 0
CHEF Chefs Whse Inc.
1
<0.01% 0.04% +0.00% 0 1 0 0
TILE Interface Inc.
1
<0.01% 0.17% +0.00% 0 0 1 0
GXO Gxo Logistics Incorporated
2
<0.01% 0.05% +0.00% 1 1 0 0
XMTR Xometry Inc.
1
<0.01% 0.06% +0.00% 0 0 1 0
SFIX Stitch Fix Inc.
1
<0.01% <0.01% −0.00% 0 0 1 0
TXRH Texas Roadhouse Inc.
2
<0.01% 0.07% +0.00% 1 0 1 0
ALK Alaska Air Group Inc.
3
<0.01% 0.87% +0.00% 1 2 0 0
ALV Autoliv Inc.
3
0.01% 2.5% −0.00% 0 0 3 2
MBC Masterbrand Inc.
5
<0.01% 0.39% +0.00% 0 2 3 0
AAP Advance Auto Parts Inc.
1
<0.01% 0.30% −0.00% 0 0 1 1
BROS Dutch Bros Inc.
2
<0.01% 0.87% +0.00% 0 2 0 0
YETI Yeti Hldgs Inc.
1
<0.01% 0.02% −0.00% 0 0 1 0
CRI Carters Inc.
2
<0.01% 1.3% −0.00% 0 0 2 0
CAVA Cava Group Inc.
0
<0.01% −0.00% 0 0 0 1
CCOI Cogent Communications Hldgs
1
<0.01% 1.2% +0.00% 0 1 0 0
UHAL U-Haul Holding Company
3
<0.01% 0.43% +0.00% 0 0 1 0
HCKT Hackett Group Inc/The
1
<0.01% 0.16% −0.00% 0 0 1 0
AEO American Eagle Outfitters In
0
<0.01% −0.00% 0 0 0 1
RUSHA Rush Enterprises Inc.
2
<0.01% 3.1% +0.00% 0 1 1 0
RELX Relx PLC
2
<0.01% 0.32% +0.00% 0 2 0 0
WU Western Un Co.
3
<0.01% 0.63% −0.00% 0 1 1 0
PRG Prog Holdings Inc.
1
<0.01% 0.46% −0.00% 0 1 0 0
ALSN Allison Transmission Hldgs I
2
<0.01% 0.03% −0.00% 0 1 1 0
HRB Block H & R Inc.
1
<0.01% 1.8% −0.00% 0 0 1 0
SHOE Shoe Carnival Inc.
2
<0.01% 0.02% +0.00% 1 1 0 0
WYNN Wynn Resorts Ltd
2
<0.01% 0.09% +0.00% 1 1 0 0
CALY Topgolf Callaway Brands Corp.
1
<0.01% <0.01% −0.00% 1 0 0 1
HLLY Holley Inc.
1
<0.01% 0.06% −0.00% 0 0 0 0
VSXY Victorias Secret And Co.
1
<0.01% 0.05% +0.00% 0 0 0 1
CBRL Cracker Barrel Old Ctry Stor
4
<0.01% 0.34% +0.00% 0 2 1 0
VLRS Controladora Vuela Comp De A
0
<0.01% −0.00% 0 0 0 1
PLAY Dave & Busters Entmt Inc.
0
<0.01% −0.00% 0 0 0 1
DIN Dine Brands Global Inc.
3
<0.01% 0.63% +0.00% 0 2 0 0
WEX Wex Inc.
2
<0.01% 0.07% −0.00% 1 1 0 0
BJRI Bjs Restaurants Inc.
1
<0.01% 0.02% +0.00% 0 1 0 0
TDW Tidewater Inc.
3
<0.01% 3.1% +0.00% 1 0 2 0
LTH Life Time Group Holdings Inc.
1
<0.01% 0.26% −0.00% 0 0 1 0
BZH Beazer Homes USA Inc.
2
<0.01% 0.24% +0.00% 0 1 0 0
CTRN Citi Trends Inc.
0
<0.01% −0.00% 0 0 0 1
URBN Urban Outfitters Inc.
0
<0.01% −0.00% 0 0 0 1
MOD Modine Mfg Co.
1
<0.01% 0.02% −0.00% 0 0 1 0
PHIN Phinia Inc.
2
<0.01% 0.07% +0.00% 0 2 0 0
BWMN Bowman Consulting Group Ltd
1
<0.01% <0.01% +0.00% 1 0 0 0
AMC Amc Entmt Hldgs Inc.
0
<0.01% −0.00% 0 0 0 1
KEX Kirby Corp.
1
<0.01% 4.3% −0.00% 0 1 0 0
RL Ralph Lauren Corp.
1
<0.01% <0.01% −0.00% 0 0 1 0
OIS Oil Sts Intl Inc.
2
<0.01% <0.01% −0.00% 0 1 1 0
CHWY Chewy Inc.
1
<0.01% <0.01% −0.00% 0 0 1 1
MAN Manpowergroup Inc. Wis
1
<0.01% 0.03% −0.00% 0 0 1 0
DKNG Draftkings Inc.
6
0.06% 1.4% −0.00% 1 2 3 0
EAT Brinker Intl Inc.
0
<0.01% −0.00% 0 0 0 1
SGU Star Group L P
1
<0.01% 8.0% −0.00% 0 0 0 0
TSCO Tractor Supply Co.
3
<0.01% 1.7% +0.00% 1 1 1 0
CCS Century Cmntys Inc.
1
<0.01% 0.01% +0.00% 0 1 0 0
EPC Edgewell Pers Care Co.
0
<0.01% −0.00% 0 0 0 1
LYFT Lyft Inc.
1
<0.01% 0.05% +0.00% 0 1 0 1
STGW Stagwell Inc.
1
<0.01% 0.10% +0.00% 0 0 0 0
ONT Montrose Environmental Group
1
<0.01% 0.09% +0.00% 0 1 0 0
VSEC Vse Corp.
1
<0.01% 0.02% +0.00% 0 1 0 0
DDS Dillards Inc.
1
<0.01% 0.03% +0.00% 1 0 0 0
IPAR Inter Parfums Inc.
1
<0.01% 0.48% −0.00% 0 0 1 0
JBLU Jetblue Awys Corp.
2
<0.01% <0.01% −0.00% 1 0 1 0
CPRI Capri Holdings Limited
3
<0.01% 0.04% +0.00% 1 0 1 1
SVV Savers Value Vlg Inc.
0
<0.01% −0.00% 0 0 0 1
TPR Tapestry Inc.
1
<0.01% 0.03% −0.00% 1 0 0 1
CVCO Cavco Inds Inc. Del
1
<0.01% <0.01% +0.00% 0 1 0 0
VTOL Bristow Group Inc.
1
<0.01% <0.01% +0.00% 0 1 0 0
CAR Avis Budget Group
1
<0.01% <0.01% −0.00% 0 0 1 0
CNM Core & Main Inc.
2
<0.01% 0.09% +0.00% 1 0 1 1
BKE Buckle Inc.
1
<0.01% 4.7% +0.00% 0 0 1 0
RBA Rb Global Inc.
2
<0.01% 0.24% −0.00% 0 0 1 0
DRVN Driven Brands Hldgs Inc.
1
<0.01% 0.07% +0.00% 0 0 0 0
ANF Abercrombie & Fitch Co.
0
<0.01% −0.00% 0 0 0 1
DCH American Axle & Mfg Hldgs In
1
<0.01% 1.1% −0.00% 0 0 1 0
CNK Cinemark Hldgs Inc.
1
<0.01% 0.01% +0.00% 1 0 0 0
BCC Boise Cascade Co. Del
1
<0.01% 0.38% +0.00% 1 0 0 0
MNRO Monro Inc.
0
<0.01% −0.00% 0 0 0 1
TITN Titan Machy Inc.
1
<0.01% 0.01% +0.00% 0 1 0 0
GPRO Gopro Inc.
1
<0.01% 0.48% +0.00% 0 1 0 0
WSM Williams Sonoma Inc.
2
<0.01% 0.05% −0.00% 0 0 2 0
CRMT America's Car Mart Inc.
1
<0.01% 0.02% +0.00% 0 1 0 0
THRY Thryv Hldgs Inc.
1
<0.01% 3.7% −0.00% 0 0 0 0
BOOT Boot Barn Hldgs Inc.
2
<0.01% 0.02% −0.00% 1 0 0 1
SKY Skyline Champion Corporation
1
<0.01% 0.01% +0.00% 0 1 0 0
GPC Genuine Parts Company
5
<0.01% 0.01% −0.00% 0 1 2 0
JOUT Johnson Outdoors Inc.
1
<0.01% 0.40% −0.00% 0 0 1 0
REYN Reynolds Consumer Prods Inc.
3
<0.01% 0.51% −0.00% 0 1 1 0
LEGH Legacy Housing Corporation
1
<0.01% 0.04% +0.00% 0 0 1 0
DNOW Now Inc.
1
<0.01% <0.01% −0.00% 0 0 1 0
LEVI Levi Strauss & Co.
1
<0.01% 0.03% +0.00% 0 0 0 0
SHO Sunstone Hotel Investors, Inc.
1
<0.01% 0.05% +0.00% 0 1 0 0
DHX Dhi Group Inc.
1
<0.01% <0.01% +0.00% 0 1 0 0
DRI Darden Restaurants Inc.
1
<0.01% 0.02% +0.00% 0 1 0 0
BBW Build-A-Bear Workshop Inc.
0
<0.01% −0.00% 0 0 0 1
GCO Genesco Inc.
1
<0.01% 0.10% −0.00% 0 0 1 0
PLCE Childrens Pl Inc. New
0
<0.01% −0.00% 0 0 0 1
AMN Amn Healthcare Svcs Inc.
1
<0.01% <0.01% +0.00% 0 1 0 0
TME Tencent Music Entmt Group
2
<0.01% 0.03% +0.00% 1 0 1 0
UNFI United Nat Foods Inc.
1
<0.01% <0.01% −0.00% 0 0 1 0
MMS Maximus, Inc.
1
<0.01% 0.02% +0.00% 0 1 0 0
GRMN Garmin Ltd
1
<0.01% 0.04% +0.00% 0 0 1 0
FCN Fti Consulting Inc.
1
<0.01% <0.01% +0.00% 1 0 0 0
UA Under Armour Inc.
1
<0.01% 0.13% +0.00% 0 0 0 0
LOCO El Pollo Loco Hldgs Inc.
1
<0.01% <0.01% +0.00% 1 0 0 0
DOO Brp Inc.
1
<0.01% 0.10% −0.00% 0 0 0 0
BRC Brady Corp.
3
<0.01% 0.19% −0.00% 0 1 0 0
RDI Reading International, Inc.
1
<0.01% <0.01% −0.00% 0 0 1 0
BRSL International Game Technolog
1
<0.01% <0.01% +0.00% 0 1 0 0
DJCO Daily Journal Corp.
1
<0.01% 1.7% +0.00% 0 0 0 0
FOSL Fossil Group Inc.
1
<0.01% 0.87% +0.00% 0 1 0 0
MLR Miller Inds Inc. Tenn
1
<0.01% 0.31% −0.00% 0 0 1 0
QUAD Quad / Graphics Inc.
1
<0.01% 5.2% −0.00% 0 0 1 0
CENTA Central Garden & Pet Co.
1
<0.01% 0.54% +0.00% 0 1 0 0
FTI Technipfmc PLC
2
<0.01% 0.26% −0.00% 0 0 1 0
DBI Designer Brands Inc.
1
<0.01% <0.01% +0.00% 1 0 0 0
SEI Solaris Oilfield Infrastruct
1
<0.01% 0.10% −0.00% 0 1 0 0
BLBD Blue Bird Corp.
1
<0.01% 0.65% +0.00% 0 0 1 0
CATO Cato Corp.
1
<0.01% <0.01% −0.00% 0 0 0 0
ICFI Icf International, Inc.
2
<0.01% 0.78% +0.00% 0 1 0 0
BRLT Brilliant Earth Group Inc.
1
<0.01% 0.05% +0.00% 0 0 0 0
TPC Tutor Perini Corp.
1
<0.01% 1.2% +0.00% 0 0 1 0
MTRX Matrix Svc Co.
1
<0.01% <0.01% −0.00% 0 0 1 0
SON Sonoco Products
2
<0.01% 0.01% −0.00% 0 2 0 0
LYTS Lsi Inds Inc. Ohio
1
<0.01% <0.01% +0.00% 0 1 0 0
ATMU Atmus Filtration Technologies
1
<0.01% 0.15% +0.00% 0 0 0 0
HWKN Hawkins Inc.
1
<0.01% <0.01% +0.00% 0 0 0 0
DDL Dingdong Cayman Ltd
1
<0.01% <0.01% −0.00% 0 0 0 0
GIB Cgi Inc.
1
<0.01% <0.01% −0.00% 0 0 1 0
HOG Harley Davidson Inc.
1
<0.01% <0.01% −0.00% 0 0 1 0
RXO Rxo Inc.
1
<0.01% 0.04% +0.00% 0 0 0 0
BATRA Atlanta Braves Holdings Inc. - A
2
<0.01% 0.59% +0.00% 0 0 1 0
PFGC Performance Food Group Co.
1
<0.01% <0.01% +0.00% 0 0 0 0
CSWC Capital Southwest Corp.
1
<0.01% <0.01% −0.00% 0 0 1 0
XPO Xpo Logistics Inc.
2
<0.01% 0.03% +0.00% 0 0 2 0
UNF Unifirst Corporation
1
<0.01% 0.60% +0.00% 0 0 0 0
RUSHB Rush Enterprises Inc.
1
<0.01% 0.16% +0.00% 0 0 0 0
DAKT Daktronics Inc.
1
<0.01% <0.01% −0.00% 0 0 0 0
KODK Eastman Kodak Co.
1
<0.01% <0.01% −0.00% 0 1 0 0
DECK Deckers Outdoor Corp.
1
<0.01% <0.01% +0.00% 0 0 0 0
WINA Winmark Corp.
1
<0.01% 0.17% +0.00% 0 0 0 0
MOV Movado Group Inc.
1
<0.01% 0.01% +0.00% 0 0 0 0
SKYX Skyx Platforms Corp.
1
<0.01% <0.01% +0.00% 0 0 0 0
DORM Dorman Products Inc.
1
<0.01% <0.01% +0.00% 0 0 0 0