Ticker Společnost Procento portfolia Poslední obchod Počet akcií Nakoupeno za cenu Velikost pozice Momentální cena akcie Návratnost 52 týdení minimum 52 týdení maximum
UNVR Univar Solutions Inc. 13.60 Nákup 10.94% 1,323,597 $22.74 $30,099,000 $33.40 46.88% $21.49 $34.53
WRK WestRock Co. 13.28 Prodej 4.88% 951,767 $30.89 $29,400,000 $36.00 16.54% $29.85 $53.76
TKR Timken Co. 12.88 Prodej 21.02% 482,816 $59.04 $28,505,000 $71.33 20.82% $50.40 $76.33
AVT Avnet Inc. 12.76 Prodej 10.74% 781,877 $36.12 $28,241,000 $43.38 20.10% $35.22 $49.26
RL Ralph Lauren Corp. 12.25 Prodej 13.92% 319,248 $84.93 $27,114,000 $112.13 32.03% $82.23 $132.97
EMN Eastman Chemical 9.85 Prodej 5.49% 306,960 $71.05 $21,810,000 $85.26 20.00% $69.91 $126.39
FLS Flowserve Corp. 8.86 Nová pozice 807,361 $24.30 $19,619,000 $30.04 23.62% $23.89 $37.03
LEA Lear Corp. 8.01 Prodej 15.14% 148,215 $119.69 $17,740,000 $130.84 9.32% $114.02 $191.16
HUN Huntsman Corp. 4.68 Prodej 32.84% 421,969 $24.54 $10,355,000 $27.88 13.61% $23.54 $40.80
OI O 3.83 655,000 $12.95 $8,482,000 $16.33 26.10% $10.64 $17.94