Follow-The-Filings

Summary

136 of 137 filed constant set 136 2025 Q1 → 2025 Q2 dollar-sum holdings as of 30 Jun 2025 as of today

grid activity managers

2025 Q2

136 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.

mapped 96.5%
include sector mix
Communication Services 8.8%
Consumer Discretionary 10.0%
Consumer Staples 5.7%
Energy 5.1%
Financials 22.8%
Health Care 10.4%
Industrials 10.5%
Information Technology 21.6%
Materials 2.2%
Real Estate 1.8%
Utilities 1.2%

96.5% of full AUM is mapped unmapped 1.8% all names

2025 Q1 → 2025 Q2 up down

sector 2025 Q1 2025 Q2 Δ weight $ 2025 Q2
Communication Services 8.6% 8.8% +0.22% $121.4B
Consumer Discretionary 9.6% 10.0% +0.37% $138B
Consumer Staples 6.3% 5.7% −0.63% $78.6B
Energy 6.1% 5.1% −1.02% $70B
Financials 22.6% 22.8% +0.25% $316.1B
Health Care 11.0% 10.4% −0.60% $144.2B
Industrials 10.2% 10.5% +0.24% $145B
Information Technology 20.5% 21.6% +1.17% $299.5B
Materials 2.1% 2.2% +0.15% $30.5B
Real Estate 2.1% 1.8% −0.27% $25.1B
Utilities 1.1% 1.2% +0.14% $16.6B
?

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 · 303 shown · 136 of 137 filed · dollar-sum

ticker issuer owners weight among owners Δ weight new add reduce exit
AMZN Amazon.com, Inc.
53
2.2% 5.4% +0.34% 3 26 18 1
BABA Alibaba Group Holding, Ltd.
13
0.27% 2.1% −0.14% 0 1 10 1
QSR Restaurant Brands Intl Inc.
7
0.06% 2.5% −0.11% 3 2 1 3
CPNG Coupang, Inc.
12
0.33% 3.3% +0.08% 1 4 5 1
CMG Chipotle Mexican Grill Inc.
4
0.03% 0.52% −0.08% 3 0 1 1
ABNB Airbnb Inc.
9
0.26% 1.8% +0.06% 1 5 3 0
SE Sea Ltd
15
0.27% 1.7% +0.06% 8 1 4 0
BKNG Booking Holdings, Inc.
14
0.51% 3.1% +0.05% 2 4 8 0
PDD Pdd Holdings Inc.
9
0.21% 6.5% −0.05% 1 3 4 3
TSLA Tesla Inc.
12
0.44% 3.1% +0.05% 2 4 3 1
LEN Lennar Corporation - A (LEN)
7
0.17% 4.1% +0.04% 2 4 1 3
MELI Mercadolibre Inc.
12
0.09% 1.4% +0.04% 4 3 4 0
NKE Nike Inc.
12
0.11% 0.82% +0.04% 1 5 4 1
HLT Hilton Worldwide Hldgs Inc.
5
0.04% 2.5% −0.04% 1 2 2 2
POOL Pool Corp.
5
0.07% 0.84% +0.04% 0 2 1 1
DUOL Duolingo Inc.
4
0.06% 2.3% −0.03% 0 0 4 0
MCD Mcdonalds Corp.
11
0.08% 0.48% +0.03% 0 3 2 0
ORLY Oreilly Automotive Inc.
4
0.06% 3.2% −0.03% 1 3 0 0
DASH Doordash Inc.
8
0.08% 0.83% −0.03% 1 2 4 2
CCL1EUR Carnival Corp.
6
0.10% 2.8% +0.03% 1 3 1 0
JD Jd.com, Inc.
7
0.07% 1.2% −0.03% 0 4 2 4
DHI D R Horton, Inc. (DHI)
9
0.10% 1.9% +0.03% 3 4 2 2
CVNA Carvana Co.
12
0.37% 17.2% +0.03% 1 1 9 2
DKS Dicks Sporting Goods Inc.
4
0.03% 3.4% +0.03% 4 0 0 2
BWA Borgwarner Inc.
3
<0.01% 0.11% −0.02% 0 0 2 0
EXPE Expedia Group, Inc.
5
0.03% 1.8% −0.02% 0 0 5 1
HLN Haleon PLC
5
0.11% 0.26% −0.02% 0 1 4 0
TOL Toll Brothers, Inc. (TOL)
4
0.07% 3.1% −0.02% 0 4 0 1
RCL Royal Caribbean Group
2
<0.01% 0.16% −0.02% 0 0 1 1
VFC Vf Corp.
3
0.04% 6.5% −0.02% 0 1 2 0
DAN Dana Inc.
1
<0.01% <0.01% −0.02% 0 0 1 1
FIVE Five Below Inc.
4
0.02% 3.1% +0.01% 1 2 1 0
MGM Mgm Resorts International
5
0.08% 3.1% +0.01% 0 2 3 1
KMX Carmax Inc.
13
0.04% 2.6% −0.01% 0 2 7 1
CHA Chagee Hldgs Ltd
1
0.01% 0.45% +0.01% 1 0 0 0
WEN Wendys Co.
3
0.03% 3.2% −0.01% 0 2 1 0
Z Zillow Group Inc.
6
0.06% 1.0% +0.01% 1 — — 0
LVS Las Vegas Sands Corp.
4
<0.01% 0.04% −0.01% 0 2 2 3
LKQ Lkq Corporation
5
0.02% 1.3% +0.01% 1 1 2 0
DKNG Draftkings Inc. New
6
0.05% 1.5% +0.01% 0 3 2 1
UHAL.B U-Haul Holding Company Class B
5
0.04% 2.6% −0.01% 0 1 3 0
FUN Six Flags Entertainment Corp.
2
0.01% 2.3% +0.01% 1 0 0 1
BBWI Bath And Body Works Ord
2
<0.01% 9.0% −0.01% 0 1 1 2
W Wayfair Inc.
7
0.02% 1.2% +0.01% 1 5 1 0
AS Amer Sports Inc.
3
0.02% 1.2% +0.01% 0 3 0 0
SEG Seaport Entmt Group Inc.
1
<0.01% 0.01% −0.01% 0 0 1 2
SN Sharkninja Inc.
5
0.02% 4.1% +0.01% 1 2 1 0
DPZ Dominos Pizza Inc.
4
0.09% 2.4% −0.01% 0 1 1 0
YUMC Yum China Holdings, Inc.
5
0.03% 0.88% −0.01% 1 1 0 2
HD Home Depot Inc.
13
0.04% 0.78% −0.01% 2 2 6 0
GIL Gildan Activewear Inc.
2
<0.01% 9.9% +0.01% 1 1 0 0
EVH Evolent Health Inc.
4
0.01% 4.8% +0.01% 2 1 0 0
H Hyatt Hotels Corp.
4
0.07% 1.7% +0.01% 0 2 2 0
RRR Red Rock Resorts Inc.
1
0.04% 1.7% +0.01% 0 1 0 0
SBUX Starbucks Corp.
9
0.11% 2.1% +0.01% 0 4 2 3
BFAM Bright Horizons Fam Sol In D
1
0.01% 0.42% −0.01% 0 0 1 1
WING Wingstop Inc.
1
<0.01% 0.14% −0.01% 0 1 0 2
MAR Marriott Intl Inc. New
6
0.09% 1.2% +0.01% 1 — — 1
APTV Aptiv PLC
7
0.02% 2.3% −0.01% 0 3 4 0
FND Floor & Decor Hldgs Inc.
3
0.01% 0.55% +0.01% 1 1 1 2
TME Tencent Music Entmt Group
4
0.03% 0.72% +0.01% 0 1 3 0
OSW Onespaworld Holdings Limited
1
0.02% 3.1% +0.01% 0 1 0 0
MGA Magna Intl Inc.
5
0.13% 1.2% +0.01% 0 — — 1
DRI Darden Restaurants Inc.
1
<0.01% 0.03% −0.01% 0 0 1 1
ONON On Hldg AG
4
0.02% 0.25% −0.00% 1 2 0 3
MANU Manchester Utd PLC New
4
0.02% 1.4% +0.00% 0 1 2 0
NWL Newell Brands Inc.
1
0.02% 0.85% −0.00% 0 0 1 0
HTZ Hertz Global Hldgs Inc.
1
<0.01% <0.01% −0.00% 0 0 0 1
BBY Best Buy Inc.
2
<0.01% 0.04% −0.00% 0 0 2 1
ANGI Angi Inc.
3
<0.01% 0.75% +0.00% 3 0 0 0
Oddity Tech Oddity Tech Ltd
3
0.01% 0.24% +0.00% 1 0 2 0
LULU Lululemon Athletica Inc.
3
<0.01% 2.5% −0.00% 0 2 1 0
SGI Somnigroup International Inc.
6
0.06% 2.9% +0.00% 0 4 1 3
HTHT H World Group Ltd
2
<0.01% 2.8% −0.00% 0 0 1 1
MOD Modine Mfg Co.
2
<0.01% <0.01% −0.00% 2 0 0 1
AN Autonation Inc.
5
0.02% 2.1% +0.00% 2 1 2 0
MTN Vail Resorts Inc.
5
0.08% 1.0% −0.00% 1 2 2 0
ARCO Arcos Dorados Holdings Inc.
2
<0.01% 0.08% +0.00% 1 1 0 0
NCLH Norwegian Cruise Line Hldg L
3
0.02% 2.4% +0.00% 0 2 0 2
FIGS Figs Inc.
1
0.02% 0.92% +0.00% 0 1 0 0
TCOM Trip Com Group Ltd
9
0.09% 0.93% −0.00% 2 — — 1
CHH Choice Hotels Intl Inc.
3
0.05% 0.75% −0.00% 0 1 0 0
BURL Burlington Stores Inc.
1
0.01% 6.0% +0.00% 0 1 0 0
CROX Crocs Inc.
3
<0.01% 6.6% +0.00% 2 0 1 1
ULTA Ulta Beauty Inc.
5
0.04% 2.1% −0.00% 1 1 2 3
ARMK Aramark
4
0.05% 1.1% +0.00% 1 1 2 0
QXO Qxo Inc.
3
0.01% 2.3% +0.00% 1 0 1 0
MSGE Madison Square Garden Entmt
2
0.02% 1.8% +0.00% 0 1 1 1
ADT Adt Inc. Del
3
0.01% 0.78% −0.00% 1 0 2 0
LTH Life Time Group Holdings Inc.
4
<0.01% 0.37% +0.00% 3 1 0 0
ROST Ross Stores Inc.
6
0.06% 0.60% +0.00% 2 3 1 0
ICFI Icf International Ord
2
<0.01% 4.2% +0.00% 1 0 0 0
MHK Mohawk Inds Inc.
6
0.03% 1.1% −0.00% 1 2 1 0
WHR Whirlpool Corp.
2
<0.01% 0.56% +0.00% 1 1 0 0
SBLK Star Bulk Carriers Corp.
2
<0.01% 0.48% −0.00% 0 1 1 0
PTON Peloton Interactive Inc.
4
<0.01% 0.24% −0.00% 1 0 2 0
TIC Acuren Corp.
1
0.03% 1.1% −0.00% 0 0 0 0
ADNT Adient PLC
2
<0.01% 0.26% +0.00% 0 1 1 0
SPB Spectrum Brands Hldgs Inc. Ne
2
<0.01% 0.14% −0.00% 0 1 1 0
TRMD Torm PLC
2
0.05% 5.9% −0.00% 1 0 0 0
CHWY Chewy Inc.
2
<0.01% 0.25% −0.00% 0 0 2 1
MAT Mattel Inc.
3
0.03% 3.9% −0.00% 0 2 1 0
UHAL U-Haul Holding Company
3
<0.01% 0.29% −0.00% 0 0 2 1
EYE National Vision Hldgs Inc.
3
<0.01% 0.43% +0.00% 2 1 0 1
AMSC American Superconductor Corp.
2
<0.01% 0.56% +0.00% 1 1 0 0
PLAY Dave & Busters Entmt Inc.
2
<0.01% 1.5% +0.00% 1 0 1 0
CVSA Adtalem Global Ed Inc.
1
0.01% 2.0% −0.00% 0 0 1 0
PHM Pultegroup Inc. (PHM)
3
0.04% 3.6% −0.00% 0 2 1 0
CHDN Churchill Downs
1
<0.01% 0.06% −0.00% 0 0 0 1
EBAY Ebay Inc.
8
0.05% 1.5% −0.00% 0 1 7 1
PENN Penn Entertainment Inc.
2
<0.01% 2.9% +0.00% 1 1 0 1
LOW Lowes Cos Inc.
10
0.02% 1.4% −0.00% 3 5 0 1
GPC Genuine Parts Co.
7
0.03% 0.13% +0.00% 1 2 1 0
PLNT Planet Fitness Inc.
4
0.01% 0.23% +0.00% 2 1 0 0
HAS Hasbro Inc.
2
<0.01% 0.26% +0.00% 1 0 0 0
BIRK Birkenstock Holding PLC
3
0.02% 0.30% +0.00% 1 1 0 1
WYNN Wynn Resorts Ltd
1
<0.01% 0.34% +0.00% 0 1 0 2
ONT Montrose Environmental Group
1
<0.01% 0.16% +0.00% 0 1 0 0
GM General Mtrs Co.
11
0.22% 2.7% −0.00% 0 — — 0
GNTX Gentex Corp.
2
0.01% 0.94% −0.00% 0 1 0 1
MLCO Melco Resorts And Entmnt Ltd
1
<0.01% 2.3% +0.00% 0 1 0 0
AAP Advance Auto Parts Inc.
3
0.02% 3.3% +0.00% 1 1 1 0
VSXY Victorias Secret And Co.
1
<0.01% 0.71% +0.00% 1 0 0 0
TGT Target Corp.
8
<0.01% 0.59% −0.00% 0 3 3 0
Helen Of Helen Of Troy Ltd
1
<0.01% 0.09% −0.00% 0 1 0 0
GPI Group 1 Automotive Inc.
2
0.02% 16.2% +0.00% 0 0 1 0
EVGO Evgo Inc.
1
<0.01% 0.23% +0.00% 0 1 0 0
GOOS Canada Goose Hldgs Inc.
1
<0.01% 0.37% −0.00% 0 0 1 0
CRI Carters Inc.
1
<0.01% <0.01% −0.00% 0 0 1 1
PTLO Portillos Inc.
3
<0.01% 5.3% −0.00% 0 1 1 0
CPRI Capri Holdings Limited
4
<0.01% 0.80% −0.00% 0 1 1 0
YETI Yeti Hldgs Inc.
4
<0.01% 4.8% +0.00% 1 1 2 0
PVH Pvh Corporation
4
0.04% 2.7% +0.00% 2 2 0 1
BROS Dutch Bros Inc.
3
<0.01% 5.6% −0.00% 0 0 3 0
ALV Autoliv Inc.
3
<0.01% 2.2% +0.00% 0 0 2 0
LEA Lear Corp.
5
0.07% 1.3% −0.00% 0 0 4 0
AZO Autozone Inc.
5
0.02% 3.1% +0.00% 1 1 3 0
HVT Haverty Furniture Cos Inc.
1
<0.01% 0.10% +0.00% 0 1 0 0
Xpeng Xpeng Inc.
1
<0.01% 0.02% −0.00% 0 0 1 0
Goodyear Tire Goodyear Tire & Rubr Co.
3
<0.01% 1.7% +0.00% 2 0 1 1
GHC Graham Hldgs Co.
4
<0.01% 0.57% −0.00% 0 — — 0
SITE Siteone Landscape Supply Inc.
3
0.02% 0.22% +0.00% 0 1 1 0
Makemytrip Mauritius Makemytrip Limited Mauritius
2
<0.01% 0.08% +0.00% 1 1 0 0
NVR Nvr Inc.
3
0.02% 1.4% −0.00% 0 2 0 0
AER Aercap Holdings NV
5
0.05% 5.2% −0.00% 0 1 3 0
SHAK Shake Shack Inc.
2
<0.01% 0.07% +0.00% 2 0 0 0
RL Ralph Lauren Corp.
2
<0.01% 0.69% +0.00% 0 1 0 0
QS Quantumscape Corp.
1
<0.01% 0.08% +0.00% 0 0 0 0
LMB Limbach Holdings Ord
2
<0.01% 1.1% +0.00% 2 0 0 0
SDHC Smith Douglas Homes Corp.
2
<0.01% 0.64% +0.00% 1 1 0 0
MTH Meritage Homes Corp. (MTH)
1
<0.01% 1.5% −0.00% 0 1 0 0
ACVA Acv Auctions Inc.
2
<0.01% 1.1% +0.00% 0 1 1 0
EAT Brinker Intl Inc.
0
<0.01% — −0.00% 0 0 0 1
TSSI Tss Inc. Del
1
<0.01% 0.22% +0.00% 0 1 0 0
GTX Garrett Motion Inc.
3
0.03% 2.3% −0.00% 0 0 1 1
DHT Dht Holdings Inc.
1
<0.01% 3.5% +0.00% 0 1 0 0
WRBY Warby Parker Inc.
5
0.02% 0.34% +0.00% 0 2 3 1
URBN Urban Outfitters Inc.
1
<0.01% 0.04% −0.00% 0 0 1 0
YUM Yum Brands Inc.
3
0.02% 0.70% −0.00% 0 2 0 0
CVEO Civeo Corp. Cda
1
<0.01% 0.79% −0.00% 0 0 1 0
ANF Abercrombie & Fitch Co.
0
<0.01% — −0.00% 0 0 0 1
HCKT Hackett Group Inc.
1
<0.01% 0.15% −0.00% 0 0 1 0
TSCO Tractor Supply Co.
4
<0.01% 1.4% +0.00% 1 1 1 0
DAKT Daktronics Inc.
1
<0.01% 1.1% +0.00% 0 1 0 0
GCO Genesco Inc.
1
<0.01% 0.09% +0.00% 0 1 0 0
BOOT Boot Barn Hldgs Inc.
1
<0.01% 0.01% −0.00% 0 0 1 0
HGV Hilton Grand Vacations Inc.
2
0.02% 5.7% +0.00% 0 0 1 0
SABR Sabre Corp.
2
<0.01% 0.16% +0.00% 1 0 0 0
LAD Lithia Mtrs Inc.
7
0.13% 6.1% −0.00% 0 1 2 1
NCMI National Cinemedia Inc.
1
<0.01% 0.02% −0.00% 0 0 1 0
CAVA Cava Group Inc.
1
<0.01% 0.01% −0.00% 0 0 1 0
TXRH Texas Roadhouse Inc.
2
<0.01% 0.08% +0.00% 0 2 0 0
MNRO Monro Inc.
1
<0.01% <0.01% −0.00% 0 0 1 1
ARHS Arhaus Inc.
1
<0.01% 0.07% +0.00% 1 0 0 0
HLLY Holley Inc.
2
<0.01% <0.01% −0.00% 0 1 1 0
BLMN Bloomin Brands Inc.
2
<0.01% 0.63% +0.00% 0 1 1 0
TMHC Taylor Morrison Home Corp.
3
<0.01% 1.1% +0.00% 0 2 1 0
GENI Genius Sports Ltd
1
<0.01% 0.29% −0.00% 0 0 1 0
UL Unilever PLC
6
<0.01% 0.17% −0.00% 0 1 3 1
TDUP Thredup Inc.
2
<0.01% 0.03% +0.00% 2 0 0 0
DRVN Driven Brands Hldgs Inc.
1
<0.01% 0.24% −0.00% 0 0 0 0
MNTN Mntn Inc.
3
<0.01% 0.01% +0.00% 3 0 0 0
AMRC Ameresco Inc.
1
<0.01% 0.02% +0.00% 0 1 0 0
BATRK Atlanta Braves Hldgs Inc.
4
<0.01% 0.47% −0.00% 0 0 2 0
ETSY Etsy Inc.
1
0.02% 1.4% −0.00% 0 0 0 1
RERE Atrenew Inc.
1
<0.01% 0.10% −0.00% 0 0 1 0
THRY Thryv Hldgs Inc.
2
<0.01% 1.3% −0.00% 0 1 0 0
BC Brunswick Corp.
3
0.02% 0.46% +0.00% 0 1 1 0
CMPR Cimpress PLC
2
<0.01% 2.1% −0.00% 0 — — 0
BYD Boyd Gaming Corp.
2
0.02% 1.3% +0.00% 0 0 1 0
CFRUY Compagnie Financiere Richemont
1
0.05% 7.4% −0.00% 0 0 1 0
BBW Build-A-Bear Workshop Inc.
2
<0.01% 1.2% +0.00% 0 2 0 0
UTI Universal Technical Inst Inc.
2
<0.01% 0.02% +0.00% 1 0 1 0
WSM Williams Sonoma Inc.
1
<0.01% 0.05% +0.00% 1 0 0 0
RYAAY Ryanair Holdings PLC
3
0.04% 2.6% −0.00% 0 0 2 0
SVV Savers Value Village Ord
2
<0.01% 1.7% +0.00% 0 0 0 0
LIND Lindblad Expeditions Hldgs I
1
<0.01% 0.91% +0.00% 0 0 1 0
TJX Tjx Companies Inc.
3
<0.01% 0.14% −0.00% 0 1 1 1
ABG Asbury Automotive Group Inc.
1
0.04% 8.2% +0.00% 0 0 0 0
CCS Century Cmntys Inc.
1
<0.01% 0.02% −0.00% 0 0 1 0
TBI Trueblue Inc.
1
<0.01% 0.06% +0.00% 0 1 0 0
LEN.B Lennar Corporation - B Shs (LEN/B)
5
<0.01% 1.2% −0.00% 0 3 0 0
DECK Deckers Outdoor Corp.
4
<0.01% 1.5% −0.00% 3 0 1 0
SGU Star Group L P
1
<0.01% 6.4% −0.00% 0 0 0 0
MTRX Matrix Svc Co.
2
<0.01% 0.04% +0.00% 0 1 0 0
CVCO Cavco Inds Inc. Del
0
<0.01% — −0.00% 0 0 0 1
RSVR Reservoir Media Inc.
1
<0.01% 0.04% +0.00% 0 1 0 0
OLLI Ollies Bargain Outlet Hldgs
3
<0.01% 0.13% +0.00% 0 1 2 0
STGW Stagwell Inc.
1
<0.01% 0.08% −0.00% 0 0 0 0
ATAT Atour Lifestyle Holdings Ltd
1
<0.01% 0.35% +0.00% 0 1 0 0
REAL The Realreal Inc.
1
<0.01% 0.03% +0.00% 1 0 0 0
UAA Under Armour Inc.
2
<0.01% 1.2% −0.00% 0 0 1 0
GRBK Green Brick Partners Inc.
1
0.04% 25.6% +0.00% 0 0 0 1
HRB Block H & R Inc.
0
<0.01% — −0.00% 0 0 0 1
VIPS Vipshop Holdings Ltd
3
<0.01% 0.08% +0.00% 1 2 0 0
CTOS Custom Truck One Source Inc.
1
<0.01% <0.01% +0.00% 0 1 0 0
DIN Dine Brands Global Inc.
2
<0.01% 0.62% −0.00% 0 1 1 0
CNDT Conduent Inc.
1
<0.01% 3.1% +0.00% 0 1 0 0
FOSL Fossil Group Inc.
2
<0.01% 1.1% +0.00% 0 2 0 0
BKE Buckle Inc.
2
<0.01% 1.0% +0.00% 0 1 0 0
THO Thor Inds Inc.
2
<0.01% 0.33% −0.00% 0 0 1 0
XMTR Xometry Inc.
2
<0.01% 0.02% +0.00% 1 1 0 0
RELX Relx PLC
1
<0.01% 0.42% +0.00% 0 1 0 0
SFIX Stitch Fix Inc.
2
<0.01% 0.02% +0.00% 1 0 0 0
IBP Installed Bldg Prods Inc.
4
0.01% 0.86% +0.00% 0 2 2 0
Forestar Forestar Group Inc.
1
<0.01% 0.02% −0.00% 0 0 1 0
CZR Caesars Entertainment, Inc.
4
0.01% 0.70% −0.00% 0 0 2 1
HZO Marinemax Inc.
1
<0.01% 0.01% +0.00% 0 1 0 0
DCH American Axle & Mfg Hldgs In
1
<0.01% 2.5% +0.00% 0 1 0 0
FLOC Flowco Hldgs Inc.
0
<0.01% — −0.00% 0 0 0 1
ASLE Aersale Corporation
1
<0.01% 0.02% +0.00% 1 0 0 0
Kontoor Brands Kontoor Brands Inc.
1
<0.01% 0.05% +0.00% 0 1 0 0
VVV Valvoline Inc.
2
<0.01% 0.02% −0.00% 0 0 1 0
FLYW Flywire Corporation
2
<0.01% <0.01% +0.00% 1 0 0 0
FLYX Flyexclusive Inc.
1
<0.01% 0.03% −0.00% 0 0 0 0
LRN Stride Inc.
1
<0.01% <0.01% +0.00% 1 0 0 0
WINA Winmark Corp.
2
<0.01% 0.09% +0.00% 1 0 0 0
CTEV Claritev Corporation
1
<0.01% 0.02% +0.00% 1 0 0 0
ASTS Ast Spacemobile Cl A
2
<0.01% 2.2% +0.00% 2 0 0 1
Wyndham Hotels Wyndham Hotels & Resorts Inc.
1
<0.01% 0.02% +0.00% 1 0 0 0
BBSI Barrett Business Svcs Inc.
1
<0.01% <0.01% +0.00% 1 0 0 0
JOUT Johnson Outdoors Inc.
1
<0.01% <0.01% +0.00% 0 1 0 0
LOCO El Pollo Loco Hldgs Inc.
1
<0.01% 0.02% +0.00% 0 1 0 0
LEVI Levi Strauss & Co.
3
<0.01% 0.02% +0.00% 1 0 2 0
BXC Bluelinx Holdings Inc.
1
<0.01% 0.71% +0.00% 0 1 0 0
TITN Titan Machy Inc.
1
<0.01% 0.03% +0.00% 0 0 1 0
PII Polaris Inc.
2
<0.01% 0.02% +0.00% 1 1 0 0
HOFT Hooker Furnishings Corporati
2
<0.01% 0.03% +0.00% 0 2 0 0
PAG Penske Automotive Grp Inc.
1
<0.01% 0.35% +0.00% 0 0 1 0
BWMN Bowman Consulting Group Ltd
0
<0.01% — −0.00% 0 0 0 1
ETD Ethan Allen Interiors Inc.
2
<0.01% 0.01% +0.00% 1 1 0 0
ZIM Zim Integrated Shipping Services Ltd
1
<0.01% 0.18% +0.00% 0 1 0 0
GRMN Garmin Ltd
2
<0.01% 0.03% −0.00% 0 0 1 0
LYTS Lsi Inds Inc. Ohio
1
<0.01% 0.01% −0.00% 0 0 1 0
WLFC Willis Lease Fin Corp.
1
<0.01% <0.01% +0.00% 1 0 0 0
ONEW Onewater Marine Inc.
1
<0.01% <0.01% +0.00% 0 1 0 0
TPR Tapestry Inc.
1
<0.01% 0.28% −0.00% 0 0 1 0
SONO Sonos Inc.
0
<0.01% — −0.00% 0 0 0 1
KODK Eastman Kodak Co.
2
<0.01% <0.01% −0.00% 0 0 2 0
SHOE Shoe Carnival Inc.
2
<0.01% 0.02% −0.00% 1 0 1 0
OIS Oil Sts Intl Inc.
1
<0.01% 0.03% −0.00% 0 0 1 1
BH.A Biglari Cl A
1
<0.01% 0.11% +0.00% 0 0 1 0
MLR Miller Inds Inc. Tenn
2
<0.01% 0.09% +0.00% 1 0 0 0
BBCP Concrete Pumping Hldgs Inc.
1
<0.01% <0.01% +0.00% 0 1 0 0
BNED Barnes & Noble Ed Inc.
1
<0.01% 4.0% −0.00% 0 0 1 0
KVHI Kvh Inds Inc.
1
<0.01% <0.01% +0.00% 0 1 0 0
CLAR Clarus Corp. New
1
<0.01% <0.01% −0.00% 0 1 0 0
BATRA Atlanta Braves Holdings Inc. - A
2
<0.01% 0.84% +0.00% 0 0 1 0
HOG Harley Davidson Inc.
1
<0.01% <0.01% +0.00% 1 0 0 0
HEPS D Market Electr Svcs & Tradi
1
<0.01% <0.01% +0.00% 1 0 0 0
COLM Columbia Sportswear Co.
1
<0.01% <0.01% +0.00% 1 0 0 0
QUAD Quad / Graphics Inc.
1
<0.01% 6.5% +0.00% 0 1 0 0
LAUR Laureate Education Inc.
2
<0.01% 0.07% +0.00% 1 0 1 0
DHX Dhi Group Inc.
0
<0.01% — −0.00% 0 0 0 1
CAKE Cheesecake Factory Inc.
4
<0.01% 0.08% +0.00% 1 1 2 0
SONY Sony Group Corp.
2
<0.01% 0.04% −0.00% 1 0 0 0
RMNI Rimini Str Inc. Del
2
<0.01% 1.5% +0.00% 0 0 0 0
BZH Beazer Homes USA Inc.
2
<0.01% 0.03% +0.00% 1 0 1 0
BRLT Brilliant Earth Group Inc.
0
<0.01% — −0.00% 0 0 0 1
PHIN Phinia Inc.
1
<0.01% 0.07% −0.00% 0 0 1 0
ACCO Acco Brands Corp.
1
<0.01% <0.01% −0.00% 0 1 0 0
GPRO Gopro Inc.
1
<0.01% 0.09% +0.00% 0 0 0 0
SKY Champion Homes Inc.
2
<0.01% 0.39% −0.00% 1 0 1 0
BJRI Bjs Restaurants Inc.
1
<0.01% 0.01% +0.00% 0 0 1 0
CATO Cato Corp.
1
<0.01% <0.01% −0.00% 0 0 0 0
RUSHB Rush Enterprises Inc.
1
<0.01% 0.16% −0.00% 0 0 0 0
MOV Movado Group Inc.
1
<0.01% <0.01% −0.00% 0 0 1 0
BRSL International Game Technolog
2
<0.01% <0.01% −0.00% 0 0 0 0
Universal Electrs Universal Electrs Inc.
1
<0.01% <0.01% +0.00% 0 1 0 0
RDI Reading International, Inc.
1
<0.01% <0.01% −0.00% 0 0 0 0
BLBD Blue Bird Corp.
1
<0.01% 0.41% −0.00% 0 0 1 0
DJCO Daily Journal Corp.
1
<0.01% 1.6% −0.00% 0 0 0 0
M Macys Inc.
1
<0.01% <0.01% −0.00% 0 1 0 0
DFH Dream Finders Homes
1
<0.01% 0.03% +0.00% 0 0 0 0
LEGH Legacy Housing Corporation
1
<0.01% 0.02% −0.00% 0 1 0 0
DORM Dorman Prods Inc.
1
<0.01% <0.01% −0.00% 0 0 0 0
CRMT America's Car Mart Inc.
1
<0.01% <0.01% −0.00% 0 0 1 0
SKYX Skyx Platforms Corp.
1
<0.01% 0.02% +0.00% 0 1 0 0
ASR Grupo Aeroportuario Del Sureste Sab De Cv
1
<0.01% <0.01% +0.00% 0 0 1 0
AMC Amc Entmt Hldgs Inc.
1
<0.01% <0.01% +0.00% 0 0 0 0
CRAI Cra Intl Inc.
1
<0.01% 0.03% +0.00% 0 0 1 0
F Ford Motor Company
1
<0.01% 0.02% +0.00% 0 0 0 0
LEG Leggett & Platt
1
<0.01% <0.01% +0.00% 0 0 0 0