Follow-The-Filings

Cross-manager

Summary

Quarter-aligned featured master book: the same report period across the set, then the prior quarter.

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

grid activity managers

sectors · equal-weight · 136 of 137 filed · constant set 136

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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.

Consumer Discretionary · 362 shown · 136 of 137 filed · equal-weight

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Share-count breadth; splits look like Adds. Direction is Δ equal-weight. Dollars across the constant set.

ticker issuer owners eq usd Δ new add reduce exit
AMZN Amazon.com, Inc.
53
2.1% 2.2% +0.18% 3 26 18 1
CVNA Carvana Co.
12
1.5% 0.37% −0.31% 1 1 9 2
PDD Pdd Holdings Inc.
9
0.43% 0.21% +0.03% 1 3 4 3
BKNG Booking Holdings, Inc.
14
0.32% 0.51% +0.01% 2 4 8 0
LAD Lithia Mtrs Inc.
7
0.31% 0.13% −0.01% 0 1 2 1
CPNG Coupang, Inc.
12
0.29% 0.33% +0.03% 1 4 5 1
TSLA Tesla Inc.
12
0.27% 0.44% +0.02% 2 4 3 1
KMX Carmax Inc.
13
0.25% 0.04% −0.06% 0 2 7 1
GPI Group 1 Automotive Inc.
2
0.24% 0.02% −0.00% 0 0 1 0
LEN Lennar Corporation - A (LEN)
7
0.21% 0.17% −0.03% 2 4 1 3
BABA Alibaba Group Holding, Ltd.
13
0.20% 0.27% −0.08% 0 1 10 1
AER Aercap Holdings NV
5
0.19% 0.05% +0.01% 0 1 3 0
GRBK Green Brick Partners Inc.
1
0.19% 0.04% −0.02% 0 0 0 1
SE Sea Ltd
15
0.19% 0.27% +0.09% 8 1 4 0
FOUR Shift4 Pmts Inc.
4
0.17% 0.06% +0.02% 0 2 1 0
CART Maplebear Inc.
5
0.16% 0.10% −0.01% 1 4 0 1
SN Sharkninja Inc.
5
0.15% 0.02% +0.03% 1 2 1 0
GIL Gildan Activewear Inc.
2
0.15% <0.01% +0.04% 1 1 0 0
CROX Crocs Inc.
3
0.14% <0.01% +0.12% 2 0 1 1
SBUX Starbucks Corp.
9
0.14% 0.11% −0.01% 0 4 2 3
EVH Evolent Health Inc.
4
0.14% 0.01% +0.05% 2 1 0 0
YETI Yeti Hldgs Inc.
4
0.14% <0.01% +0.04% 1 1 2 0
GXO Gxo Logistics Incorporated
4
0.14% 0.02% +0.01% 0 0 3 0
WFRD Weatherford Intl PLC
3
0.14% <0.01% +0.00% 0 2 0 0
BBWI Bath And Body Works Ord
2
0.13% <0.01% −0.03% 0 1 1 2
CNM Core & Main Inc.
5
0.13% 0.05% −0.03% 1 1 2 0
QSR Restaurant Brands Intl Inc.
7
0.13% 0.06% −0.08% 3 2 1 3
WCC Wesco Intl Inc.
9
0.13% 0.05% +0.02% 0 5 1 0
SGI Somnigroup International Inc.
6
0.13% 0.06% +0.02% 0 4 1 3
GM General Motors Co. (GM)
1
0.13% 0.08% −0.00% 0 0 1 0
DHI D R Horton, Inc. (DHI)
9
0.12% 0.10% −0.01% 3 4 2 2
BROS Dutch Bros Inc.
3
0.12% <0.01% −0.03% 0 0 3 0
ABNB Airbnb Inc.
9
0.12% 0.26% +0.03% 1 5 3 0
MELI Mercadolibre Inc.
12
0.12% 0.09% +0.06% 4 3 4 0
APTV Aptiv PLC
7
0.12% 0.02% −0.07% 0 3 4 0
PTLO Portillos Inc.
3
0.12% <0.01% −0.01% 0 1 1 0
MGM Mgm Resorts International
5
0.12% 0.08% +0.02% 0 2 3 1
AZO Autozone Inc.
5
0.11% 0.02% −0.02% 1 1 3 0
LOW Lowes Cos Inc.
10
0.10% 0.02% −0.01% 3 5 0 1
DKS Dicks Sporting Goods Inc.
4
0.10% 0.03% +0.10% 4 0 0 2
ORLY Oreilly Automotive Inc.
4
0.10% 0.06% −0.02% 1 3 0 0
SIRI Sirius Xm Holdings Inc.
6
0.09% 0.20% +0.00% 1 0 3 0
FIVE Five Below Inc.
4
0.09% 0.02% +0.07% 1 2 1 0
TOL Toll Brothers, Inc. (TOL)
4
0.09% 0.07% −0.01% 0 4 0 1
EBAY Ebay Inc.
8
0.09% 0.05% −0.00% 0 1 7 1
HLT Hilton Worldwide Hldgs Inc.
5
0.09% 0.04% −0.04% 1 2 2 2
GM General Mtrs Co.
10
0.09% 0.14% −0.00% 0 3 3 0
TRMD Torm PLC
2
0.09% 0.05% −0.01% 1 0 0 0
MAT Mattel Inc.
3
0.09% 0.03% −0.01% 0 2 1 0
HGV Hilton Grand Vacations Inc.
2
0.08% 0.02% −0.02% 0 0 1 0
PHM Pultegroup Inc. (PHM)
3
0.08% 0.04% +0.00% 0 2 1 0
ULTA Ulta Beauty Inc.
5
0.08% 0.04% −0.02% 1 1 2 3
AN Autonation Inc.
5
0.08% 0.02% +0.04% 2 1 2 0
ASH Ashland Inc.
3
0.08% <0.01% +0.02% 0 2 0 0
HD Home Depot Inc.
13
0.07% 0.04% −0.01% 2 2 6 0
AAP Advance Auto Parts Inc.
3
0.07% 0.02% −0.02% 1 1 1 0
NKE Nike Inc.
12
0.07% 0.11% +0.00% 1 5 4 1
XPO Xpo Inc.
5
0.07% 0.06% +0.02% 1 2 1 0
BAH Booz Allen Hamilton Holding Cl A Ord
5
0.07% <0.01% +0.07% 1 1 2 0
DPZ Dominos Pizza Inc.
4
0.07% 0.09% −0.01% 0 1 1 0
WEN Wendys Co.
3
0.07% 0.03% −0.02% 0 2 1 0
DKNG Draftkings Inc. New
6
0.07% 0.05% +0.01% 0 3 2 1
EXPE Expedia Group, Inc.
5
0.07% 0.03% −0.03% 0 0 5 1
NYT New York Times Co.
3
0.06% 0.03% +0.05% 2 0 1 0
ICFI Icf International Ord
2
0.06% <0.01% +0.06% 1 0 0 0
TDW Tidewater Inc.
3
0.06% <0.01% +0.01% 1 1 0 0
ABG Asbury Automotive Group Inc.
1
0.06% 0.04% −0.00% 0 0 0 0
W Wayfair Inc.
7
0.06% 0.02% +0.02% 1 5 1 0
JD Jd.com, Inc.
7
0.06% 0.07% −0.02% 0 4 2 4
BFH Bread Financial Holdings Inc.
3
0.06% <0.01% +0.01% 1 2 0 0
USFD US Foods Hldg Corp.
4
0.06% 0.02% −0.04% 0 0 3 0
RYAAY Ryanair Holdings PLC
3
0.06% 0.04% +0.01% 0 0 2 0
LULU Lululemon Athletica Inc.
3
0.05% <0.01% +0.02% 0 2 1 0
NCLH Norwegian Cruise Line Hldg L
3
0.05% 0.02% +0.00% 0 2 0 2
QXO Qxo Inc.
3
0.05% 0.01% +0.01% 1 0 1 0
MAR Marriott Intl Inc. New
5
0.05% 0.09% +0.00% 1 2 1 1
H Hyatt Hotels Corp.
4
0.05% 0.07% +0.01% 0 2 2 0
GTX Garrett Motion Inc.
3
0.05% 0.03% −0.00% 0 0 1 1
DASH Doordash Inc.
8
0.05% 0.08% −0.02% 1 2 4 2
LEA Lear Corp.
5
0.05% 0.07% −0.00% 0 0 4 0
ALV Autoliv Inc.
3
0.05% <0.01% +0.01% 0 0 2 0
QUAD Quad / Graphics Inc.
1
0.05% <0.01% +0.00% 0 1 0 0
LKQ Lkq Corporation
5
0.05% 0.02% +0.01% 1 1 2 0
SGU Star Group L P
1
0.05% <0.01% −0.01% 0 0 0 0
MHK Mohawk Inds Inc.
6
0.05% 0.03% −0.00% 1 2 1 0
RUSHA Rush Enterprises Inc.
2
0.05% <0.01% −0.00% 0 1 1 0
BURL Burlington Stores Inc.
1
0.04% 0.01% −0.00% 0 1 0 0
DECK Deckers Outdoor Corp.
4
0.04% <0.01% +0.02% 3 0 1 0
Z Zillow Group Inc.
6
0.04% 0.05% +0.01% 1 3 1 0
PENN Penn Entertainment Inc.
2
0.04% <0.01% +0.00% 1 1 0 1
APG Api Group Corp.
2
0.04% 0.08% +0.00% 0 1 1 0
MGA Magna Intl Inc.
3
0.04% 0.13% +0.00% 0 2 0 1
HTHT H World Group Ltd
2
0.04% <0.01% −0.02% 0 0 1 1
MANU Manchester Utd PLC New
4
0.04% 0.02% +0.01% 0 1 2 0
TSCO Tractor Supply Co.
4
0.04% <0.01% +0.00% 1 1 1 0
MCD Mcdonalds Corp.
11
0.04% 0.08% +0.01% 0 3 2 0
MTN Vail Resorts Inc.
5
0.04% 0.08% −0.00% 1 2 2 0
NOV Nov Inc.
5
0.04% 0.08% −0.00% 1 3 1 0
ALK Alaska Air Group Inc.
3
0.04% 0.01% −0.01% 0 1 2 1
TGT Target Corp.
8
0.03% <0.01% +0.00% 0 3 3 0
WHD Cactus Cl A Ord
1
0.03% <0.01% +0.01% 0 1 0 0
FUN Six Flags Entertainment Corp.
2
0.03% 0.01% +0.03% 1 0 0 1
VSTS Vestis Corporation
1
0.03% <0.01% −0.01% 0 1 0 1
YUMC Yum China Holdings, Inc.
5
0.03% 0.03% −0.01% 1 1 0 2
ARMK Aramark
4
0.03% 0.05% +0.00% 1 1 2 0
NVR Nvr Inc.
3
0.03% 0.02% −0.00% 0 2 0 0
ASTS Ast Spacemobile Cl A
2
0.03% <0.01% +0.03% 2 0 0 1
POOL Pool Corp.
5
0.03% 0.07% +0.00% 0 2 1 1
SSD Simpson Mfg Inc.
2
0.03% 0.02% +0.03% 1 0 1 0
BNED Barnes & Noble Ed Inc.
1
0.03% <0.01% −0.00% 0 0 1 0
TCOM Trip Com Group Ltd
5
0.03% 0.07% −0.00% 1 3 1 1
TCOM Tripadvisor Inc.
3
0.03% 0.01% +0.02% 2 1 0 0
MSGE Madison Square Garden Entmt
2
0.03% 0.02% +0.00% 0 1 1 1
ROST Ross Stores Inc.
6
0.03% 0.06% +0.01% 2 3 1 0
CMPR Cimpress PLC
1
0.03% <0.01% −0.01% 0 0 0 0
DHT Dht Holdings Inc.
1
0.03% <0.01% +0.00% 0 1 0 0
WEX Wex Inc.
3
0.03% 0.01% +0.01% 1 0 2 0
AS Amer Sports Inc.
3
0.03% 0.02% +0.01% 0 3 0 0
IBP Installed Bldg Prods Inc.
4
0.03% 0.01% −0.00% 0 2 2 0
SPHR Sphere Entertainment Co.
2
0.02% 0.02% +0.01% 0 1 1 0
SVV Savers Value Village Ord
2
0.02% <0.01% +0.01% 0 0 0 0
VSAT Viasat Inc.
2
0.02% <0.01% +0.00% 1 0 1 0
CPRI Capri Holdings Limited
4
0.02% <0.01% −0.01% 0 1 1 0
FTI Technipfmc PLC
4
0.02% <0.01% −0.01% 1 0 2 0
CNDT Conduent Inc.
1
0.02% <0.01% +0.01% 0 1 0 0
OSW Onespaworld Holdings Limited
1
0.02% 0.02% +0.01% 0 1 0 0
PLAY Dave & Busters Entmt Inc.
2
0.02% <0.01% +0.01% 1 0 1 0
RMNI Rimini Str Inc. Del
2
0.02% <0.01% −0.00% 0 0 0 0
TME Tencent Music Entmt Group
4
0.02% 0.03% +0.00% 0 1 3 0
AYI Acuity Inc.
3
0.02% 0.03% +0.00% 1 1 0 0
ABM Abm Inds Inc.
4
0.02% 0.01% +0.00% 0 3 1 0
CZR Caesars Entertainment, Inc.
4
0.02% 0.01% −0.00% 0 0 2 1
TTC Toro Co.
3
0.02% 0.02% −0.00% 0 0 2 0
THRY Thryv Hldgs Inc.
2
0.02% <0.01% −0.00% 0 1 0 0
BYD Boyd Gaming Corp.
2
0.02% 0.02% +0.00% 0 0 1 0
DCH American Axle & Mfg Hldgs In
1
0.02% <0.01% +0.00% 0 1 0 0
HQY Healthequity Inc.
5
0.02% 0.01% +0.00% 2 1 2 0
ADT Adt Inc. Del
3
0.02% 0.01% −0.00% 1 0 2 0
BBW Build-A-Bear Workshop Inc.
2
0.02% <0.01% +0.00% 0 2 0 0
MLCO Melco Resorts And Entmnt Ltd
1
0.02% <0.01% +0.01% 0 1 0 0
UAA Under Armour Inc.
2
0.02% <0.01% +0.00% 0 0 1 0
MSGS Madison Square Grdn Sprt Cor
6
0.02% 0.02% −0.00% 0 0 2 1
CHH Choice Hotels Intl Inc.
3
0.02% 0.05% −0.00% 0 1 0 0
ANGI Angi Inc.
3
0.02% <0.01% +0.02% 3 0 0 0
LMB Limbach Holdings Ord
2
0.02% <0.01% +0.02% 2 0 0 0
ACVA Acv Auctions Inc.
2
0.02% <0.01% +0.00% 0 1 1 0
FOSL Fossil Group Inc.
2
0.02% <0.01% +0.00% 0 2 0 0
WSO Watsco Inc.
1
0.02% 0.02% −0.00% 0 0 1 0
YUM Yum Brands Inc.
3
0.02% 0.02% −0.00% 0 2 0 0
CMG Chipotle Mexican Grill Inc.
4
0.02% 0.03% −0.06% 3 0 1 1
BKE Buckle Inc.
2
0.02% <0.01% +0.00% 0 1 0 0
LYFT Lyft Inc.
2
0.01% <0.01% +0.01% 1 0 1 0
ELF E L F Beauty Inc.
3
0.01% <0.01% +0.01% 2 0 1 0
GNTX Gentex Corp.
2
0.01% 0.01% −0.00% 0 1 0 1
IRDM Iridium Communications Inc.
2
0.01% 0.03% −0.00% 0 1 1 0
BATRK Atlanta Braves Hldgs Inc.
4
0.01% <0.01% −0.00% 0 0 2 0
JBLU Jetblue Airways Corp.
1
0.01% <0.01% −0.00% 0 0 0 0
RRR Red Rock Resorts Inc.
1
0.01% 0.04% +0.00% 0 1 0 0
BATRA Atlanta Braves Holdings Inc. - A
2
0.01% <0.01% +0.00% 0 0 1 0
FND Floor & Decor Hldgs Inc.
3
0.01% 0.01% +0.00% 1 1 1 2
RBA Rb Global Inc.
3
0.01% <0.01% −0.00% 0 0 2 0
DJCO Daily Journal Corp.
1
0.01% <0.01% +0.00% 0 0 0 0
KFY Korn Ferry
3
0.01% <0.01% +0.00% 0 1 2 0
LTH Life Time Group Holdings Inc.
4
0.01% <0.01% +0.01% 3 1 0 0
BCC Boise Cascade Co. Del
2
0.01% <0.01% −0.00% 0 1 0 0
MTH Meritage Homes Corp. (MTH)
1
0.01% <0.01% −0.00% 0 1 0 0
ETSY Etsy Inc.
1
0.01% 0.02% −0.00% 0 0 0 1
RL Ralph Lauren Corp.
2
0.01% <0.01% +0.00% 0 1 0 0
UNFI United Nat Foods Inc.
1
<0.01% <0.01% −0.01% 0 0 1 0
AXTA Axalta Coating Sys Ltd
2
<0.01% <0.01% −0.00% 0 0 1 0
REYN Reynolds Consumer Prods Inc.
1
<0.01% <0.01% −0.00% 0 1 0 0
HLN Haleon PLC
5
<0.01% 0.11% −0.00% 0 1 4 0
SDHC Smith Douglas Homes Corp.
2
<0.01% <0.01% +0.01% 1 1 0 0
BLMN Bloomin Brands Inc.
2
<0.01% <0.01% +0.00% 0 1 1 0
DIN Dine Brands Global Inc.
2
<0.01% <0.01% −0.00% 0 1 1 0
CCOI Cogent Communications Hldgs
1
<0.01% <0.01% −0.01% 0 1 0 0
DAKT Daktronics Inc.
1
<0.01% <0.01% −0.00% 0 1 0 0
AMSC American Superconductor Corp.
2
<0.01% <0.01% +0.00% 1 1 0 0
WHR Whirlpool Corp.
2
<0.01% <0.01% +0.00% 1 1 0 0
TIC Acuren Corp.
1
<0.01% 0.03% −0.00% 0 0 0 0
TCOM Tri Pointe Group Inc.
2
<0.01% <0.01% +0.00% 0 0 1 0
UL Unilever PLC
6
<0.01% <0.01% +0.00% 0 1 3 1
AMTM Amentum Holdings Inc.
1
<0.01% <0.01% +0.00% 0 1 0 1
ONON On Hldg AG
4
<0.01% 0.02% −0.01% 1 2 0 3
SBLK Star Bulk Carriers Corp.
2
<0.01% <0.01% −0.00% 0 1 1 0
PTON Peloton Interactive Inc.
4
<0.01% <0.01% −0.01% 1 0 2 0
GPC Genuine Parts Co.
7
<0.01% 0.03% +0.00% 1 2 1 0
PLNT Planet Fitness Inc.
4
<0.01% 0.01% +0.00% 2 1 0 0
FIGS Figs Inc.
1
<0.01% 0.02% +0.00% 0 1 0 0
LIND Lindblad Expeditions Hldgs I
1
<0.01% <0.01% +0.00% 0 0 1 0
UNF Unifirst Corporation
1
<0.01% <0.01% +0.00% 0 0 0 0
BIRK Birkenstock Holding PLC
3
<0.01% 0.02% +0.00% 1 1 0 1
VSEC Vse Corp.
3
<0.01% <0.01% −0.00% 1 0 1 0
PK Park Hotels & Resorts Inc.
2
<0.01% <0.01% −0.00% 0 1 1 0
UHAL U-Haul Holding Company
3
<0.01% <0.01% −0.00% 0 0 2 1
CVEO Civeo Corp. Cda
1
<0.01% <0.01% +0.00% 0 0 1 0
SKY Champion Homes Inc.
2
<0.01% <0.01% +0.01% 1 0 1 0
BXC Bluelinx Holdings Inc.
1
<0.01% <0.01% +0.00% 0 1 0 0
VSXY Victorias Secret And Co.
1
<0.01% <0.01% +0.01% 1 0 0 0
SITE Siteone Landscape Supply Inc.
3
<0.01% 0.02% +0.00% 0 1 1 0
CMPR Cimpress
1
<0.01% <0.01% +0.00% 0 1 0 0
AGX Argan Inc.
2
<0.01% <0.01% +0.00% 2 0 0 0
HAS Hasbro Inc.
2
<0.01% <0.01% +0.00% 1 0 0 0
ADNT Adient PLC
2
<0.01% <0.01% +0.00% 0 1 1 0
CHWY Chewy Inc.
2
<0.01% <0.01% −0.00% 0 0 2 1
CHA Chagee Hldgs Ltd
1
<0.01% 0.01% +0.00% 1 0 0 0
BFAM Bright Horizons Fam Sol In D
1
<0.01% 0.01% −0.01% 0 0 1 1
RELX Relx PLC
1
<0.01% <0.01% −0.00% 0 1 0 0
BLBD Blue Bird Corp.
1
<0.01% <0.01% +0.00% 0 0 1 0
TJX Tjx Companies Inc.
3
<0.01% <0.01% −0.00% 0 1 1 1
MLKN Millerknoll Inc.
1
<0.01% <0.01% −0.00% 0 0 1 0
OLLI Ollies Bargain Outlet Hldgs
3
<0.01% <0.01% −0.00% 0 1 2 0
GOOS Canada Goose Hldgs Inc.
1
<0.01% <0.01% −0.01% 0 0 1 0
PRG Prog Holdings Inc.
1
<0.01% <0.01% +0.00% 0 0 1 0
PAG Penske Automotive Grp Inc.
1
<0.01% <0.01% +0.00% 0 0 1 0
ATAT Atour Lifestyle Holdings Ltd
1
<0.01% <0.01% −0.00% 0 1 0 0
EXPO Exponent Inc.
2
<0.01% <0.01% −0.00% 0 1 1 0
WYNN Wynn Resorts Ltd
1
<0.01% <0.01% −0.00% 0 1 0 2
BWA Borgwarner Inc.
3
<0.01% <0.01% −0.00% 0 0 2 0
CAKE Cheesecake Factory Inc.
4
<0.01% <0.01% +0.00% 1 1 2 0
RCL Royal Caribbean Group
2
<0.01% <0.01% −0.02% 0 0 1 1
RHI Robert Half Inc.
2
<0.01% <0.01% +0.00% 0 1 1 1
CENTA Central Garden & Pet Co.
1
<0.01% <0.01% −0.00% 0 0 1 0
KEX Kirby Corp.
1
<0.01% <0.01% +0.00% 0 1 0 0
ATMU Atmus Filtration Technologies
1
<0.01% <0.01% +0.00% 0 0 0 0
GENI Genius Sports Ltd
1
<0.01% <0.01% −0.00% 0 0 1 0
VTOL Bristow Group Inc.
1
<0.01% <0.01% +0.00% 0 1 0 0
TPR Tapestry Inc.
1
<0.01% <0.01% −0.00% 0 0 1 0
Z Zillow Group Inc.
2
<0.01% <0.01% −0.00% 0 1 1 0
TPC Tutor Perini Corp.
1
<0.01% <0.01% −0.01% 0 0 1 0
DRVN Driven Brands Hldgs Inc.
1
<0.01% <0.01% −0.00% 0 0 0 0
EVGO Evgo Inc.
1
<0.01% <0.01% +0.00% 0 1 0 0
VIPS Vipshop Holdings Ltd
3
<0.01% <0.01% −0.00% 1 2 0 0
MGA Magnachip Semiconductor Corp.
2
<0.01% <0.01% +0.00% 0 0 0 0
IPAR Interparfums Inc.
1
<0.01% <0.01% +0.00% 0 0 1 0
TSSI Tss Inc. Del
1
<0.01% <0.01% +0.00% 0 1 0 0
SEI Solaris Energy Infras Inc.
1
<0.01% <0.01% +0.00% 0 0 0 0
EFOR Asgn Inc.
1
<0.01% <0.01% −0.00% 0 1 0 0
ZIM Zim Integrated Shipping Services Ltd
1
<0.01% <0.01% −0.00% 0 1 0 0
MLR Miller Inds Inc. Tenn
2
<0.01% <0.01% +0.00% 1 0 0 0
LVS Las Vegas Sands Corp.
4
<0.01% <0.01% −0.02% 0 2 2 3
OPLN Openlane Inc.
3
<0.01% <0.01% +0.00% 1 0 2 0
BRC Brady Corp.
3
<0.01% <0.01% −0.00% 0 0 2 0
WINA Winmark Corp.
2
<0.01% <0.01% +0.00% 1 0 0 0
ARCO Arcos Dorados Holdings Inc.
2
<0.01% <0.01% +0.00% 1 1 0 0
ONT Montrose Environmental Group
1
<0.01% <0.01% +0.00% 0 1 0 0
TXRH Texas Roadhouse Inc.
2
<0.01% <0.01% +0.00% 0 2 0 0
MBC Masterbrand Inc.
3
<0.01% <0.01% +0.00% 0 2 0 0
RUSHB Rush Enterprises Inc.
1
<0.01% <0.01% −0.00% 0 0 0 0
HCKT Hackett Group Inc.
1
<0.01% <0.01% −0.00% 0 0 1 0
WING Wingstop Inc.
1
<0.01% <0.01% −0.01% 0 1 0 2
FCN Fti Consulting
1
<0.01% <0.01% −0.00% 0 1 0 0
SHAK Shake Shack Inc.
2
<0.01% <0.01% +0.00% 2 0 0 0
WMG Warner Music Group Corp.
1
<0.01% <0.01% −0.00% 0 0 1 0
ALSN Allison Transmission Hldgs I
2
<0.01% <0.01% +0.00% 1 1 0 0
HVT Haverty Furniture Cos Inc.
1
<0.01% <0.01% +0.00% 0 1 0 0
RERE Atrenew Inc.
1
<0.01% <0.01% −0.00% 0 0 1 0
GPRO Gopro Inc.
1
<0.01% <0.01% −0.00% 0 0 0 0
GCO Genesco Inc.
1
<0.01% <0.01% +0.00% 0 1 0 0
WMS Advanced Drain Sys Inc. Del
1
<0.01% <0.01% −0.00% 0 0 1 0
CNK Cinemark Hldgs Inc.
1
<0.01% <0.01% +0.00% 1 0 0 0
BBY Best Buy Inc.
2
<0.01% <0.01% −0.00% 0 0 2 1
MTRX Matrix Svc Co.
2
<0.01% <0.01% +0.00% 0 1 0 0
STGW Stagwell Inc.
1
<0.01% <0.01% −0.00% 0 0 0 0
SONY Sony Group Corp.
2
<0.01% <0.01% +0.00% 1 0 0 0
PHIN Phinia Inc.
1
<0.01% <0.01% +0.00% 0 0 1 0
ARHS Arhaus Inc.
1
<0.01% <0.01% +0.00% 1 0 0 0
NSP Insperity Inc.
1
<0.01% <0.01% −0.00% 0 0 0 0
LEVI Levi Strauss & Co.
3
<0.01% <0.01% +0.00% 1 0 2 0
GRMN Garmin Ltd
2
<0.01% <0.01% −0.00% 0 0 1 0
RPM Rpm Intl Inc.
1
<0.01% <0.01% −0.00% 0 0 1 0
TBI Trueblue Inc.
1
<0.01% <0.01% +0.00% 0 1 0 0
TDUP Thredup Inc.
2
<0.01% <0.01% +0.00% 2 0 0 0
CHDN Churchill Downs
1
<0.01% <0.01% −0.00% 0 0 0 1
BZH Beazer Homes USA Inc.
2
<0.01% <0.01% +0.00% 1 0 1 0
SHO Sunstone Hotel Investors, Inc.
1
<0.01% <0.01% +0.00% 0 1 0 0
HOFT Hooker Furnishings Corporati
2
<0.01% <0.01% +0.00% 0 2 0 0
RXO Rxo Inc.
2
<0.01% <0.01% −0.00% 0 0 1 0
PII Polaris Inc.
2
<0.01% <0.01% +0.00% 1 1 0 0
WSM Williams Sonoma Inc.
1
<0.01% <0.01% +0.00% 1 0 0 0
MAN Manpowergroup Inc. Wis
1
<0.01% <0.01% −0.00% 0 0 0 1
SHOE Shoe Carnival Inc.
2
<0.01% <0.01% +0.00% 1 0 1 0
WU Western Union
1
<0.01% <0.01% −0.01% 0 0 0 1
RSVR Reservoir Media Inc.
1
<0.01% <0.01% +0.00% 0 1 0 0
URBN Urban Outfitters Inc.
1
<0.01% <0.01% −0.00% 0 0 1 0
REAL The Realreal Inc.
1
<0.01% <0.01% +0.00% 1 0 0 0
MNTN Mntn Inc.
3
<0.01% <0.01% +0.00% 3 0 0 0
XMTR Xometry Inc.
2
<0.01% <0.01% +0.00% 1 1 0 0
SFIX Stitch Fix Inc.
2
<0.01% <0.01% +0.00% 1 0 0 0
DRI Darden Restaurants Inc.
1
<0.01% <0.01% −0.01% 0 0 1 1
ETD Ethan Allen Interiors Inc.
2
<0.01% <0.01% +0.00% 1 1 0 0
TITN Titan Machy Inc.
1
<0.01% <0.01% +0.00% 0 0 1 0
DFH Dream Finders Homes
1
<0.01% <0.01% +0.00% 0 0 0 0
OIS Oil Sts Intl Inc.
1
<0.01% <0.01% −0.00% 0 0 1 1
FLYX Flyexclusive Inc.
1
<0.01% <0.01% −0.00% 0 0 0 0
CRAI Cra Intl Inc.
1
<0.01% <0.01% +0.00% 0 0 1 0
AMRC Ameresco Inc.
1
<0.01% <0.01% +0.00% 0 1 0 0
ASLE Aersale Corporation
1
<0.01% <0.01% +0.00% 1 0 0 0
SON Sonoco Prods Co.
1
<0.01% <0.01% −0.00% 0 0 1 0
SKYX Skyx Platforms Corp.
1
<0.01% <0.01% +0.00% 0 1 0 0
CHEF Chefs Whse Inc.
1
<0.01% <0.01% −0.00% 0 0 1 0
F Ford Motor Company
1
<0.01% <0.01% +0.00% 0 0 0 0
HLLY Holley Inc.
2
<0.01% <0.01% −0.00% 0 1 1 0
CCS Century Cmntys Inc.
1
<0.01% <0.01% −0.00% 0 0 1 0
HWKN Hawkins Inc.
1
<0.01% <0.01% +0.00% 0 1 0 0
BJ Bjs Whsl Club Hldgs Inc.
1
<0.01% <0.01% −0.00% 0 0 1 0
LEGH Legacy Housing Corporation
1
<0.01% <0.01% +0.00% 0 1 0 0
CTEV Claritev Corporation
1
<0.01% <0.01% +0.00% 1 0 0 0
RELY Remitly Global Inc.
1
<0.01% <0.01% −0.00% 0 0 1 0
LOCO El Pollo Loco Hldgs Inc.
1
<0.01% <0.01% +0.00% 0 1 0 0
NCMI National Cinemedia Inc.
1
<0.01% <0.01% −0.00% 0 0 1 0
BJRI Bjs Restaurants Inc.
1
<0.01% <0.01% +0.00% 0 0 1 0
BOOT Boot Barn Hldgs Inc.
1
<0.01% <0.01% −0.00% 0 0 1 0
HZO Marinemax Inc.
1
<0.01% <0.01% +0.00% 0 1 0 0
SEG Seaport Entmt Group Inc.
1
<0.01% <0.01% −0.01% 0 0 1 2
BRSL International Game Technolog
2
<0.01% <0.01% −0.00% 0 0 0 0
MOD Modine Mfg Co.
2
<0.01% <0.01% −0.04% 2 0 0 1
LYTS Lsi Inds Inc. Ohio
1
<0.01% <0.01% −0.00% 0 0 1 0
CAVA Cava Group Inc.
1
<0.01% <0.01% −0.00% 0 0 1 0
FLYW Flywire Corporation
2
<0.01% <0.01% +0.00% 1 0 0 0
MNRO Monro Inc.
1
<0.01% <0.01% −0.00% 0 0 1 1
DAN Dana Inc.
1
<0.01% <0.01% −0.02% 0 0 1 1
MAR Marriott Vacations Worldwide
1
<0.01% <0.01% +0.00% 0 0 1 0
CRMT America's Car Mart Inc.
1
<0.01% <0.01% +0.00% 0 0 1 0
JOUT Johnson Outdoors 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
ONEW Onewater Marine 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
DNOW Dnow Inc.
1
<0.01% <0.01% −0.00% 0 0 1 0
ACCO Acco Brands Corp.
1
<0.01% <0.01% −0.00% 0 1 0 0
KODK Eastman Kodak Co.
2
<0.01% <0.01% −0.00% 0 0 2 0
TILE Interface Inc.
1
<0.01% <0.01% −0.00% 0 0 1 0
CTOS Custom Truck One Source Inc.
1
<0.01% <0.01% +0.00% 0 1 0 0
BBCP Concrete Pumping Hldgs Inc.
1
<0.01% <0.01% +0.00% 0 1 0 0
M Macys Inc.
1
<0.01% <0.01% +0.00% 0 1 0 0
DORM Dorman Prods Inc.
1
<0.01% <0.01% +0.00% 0 0 0 0
COLM Columbia Sportswear Co.
1
<0.01% <0.01% +0.00% 1 0 0 0
CATO Cato Corp.
1
<0.01% <0.01% −0.00% 0 0 0 0
BBSI Barrett Business Svcs Inc.
1
<0.01% <0.01% +0.00% 1 0 0 0
HOG Harley Davidson Inc.
1
<0.01% <0.01% +0.00% 1 0 0 0
MOV Movado Group Inc.
1
<0.01% <0.01% −0.00% 0 0 1 0
ARLO Arlo Technologies Inc.
1
<0.01% <0.01% +0.00% 1 0 0 0
WLFC Willis Lease Fin Corp.
1
<0.01% <0.01% +0.00% 1 0 0 0
KVHI Kvh Inds Inc.
1
<0.01% <0.01% +0.00% 0 1 0 0
HTZ Hertz Global Hldgs Inc.
1
<0.01% <0.01% −0.00% 0 0 0 1
AMC Amc Entmt Hldgs Inc.
1
<0.01% <0.01% −0.00% 0 0 0 0
PFGC Performance Food Group Co.
1
<0.01% <0.01% +0.00% 0 1 0 0
AIT Applied Indl Technologies In
1
<0.01% <0.01% −0.00% 0 0 1 0
HEPS D Market Electr Svcs & Tradi
1
<0.01% <0.01% +0.00% 1 0 0 0
CRI Carters Inc.
1
<0.01% <0.01% −0.00% 0 0 1 1
COTY Coty Inc.
1
<0.01% <0.01% −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
AMN Amn Healthcare Svcs Inc.
0
<0.01% <0.01% −0.00% 0 0 0 1
ANF Abercrombie & Fitch Co.
0
<0.01% <0.01% −0.00% 0 0 0 1
CAR Avis Budget Group
0
<0.01% <0.01% −0.02% 0 0 0 1
HRB Block H & R Inc.
0
<0.01% <0.01% −0.00% 0 0 0 1
BWMN Bowman Consulting Group Ltd
0
<0.01% <0.01% −0.00% 0 0 0 1
BRLT Brilliant Earth Group Inc.
0
<0.01% <0.01% −0.00% 0 0 0 1
EAT Brinker Intl Inc.
0
<0.01% <0.01% −0.00% 0 0 0 1
CVCO Cavco Inds Inc. Del
0
<0.01% <0.01% −0.00% 0 0 0 1
DHX Dhi Group Inc.
0
<0.01% <0.01% −0.00% 0 0 0 1
FLOC Flowco Hldgs Inc.
0
<0.01% <0.01% −0.00% 0 0 0 1