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 $32.59 43.32% $21.49 $34.53
WRK WestRock Co. 13.28 Prodej 4.88% 951,767 $30.89 $29,400,000 $37.14 20.23% $29.85 $53.76
TKR Timken Co. 12.88 Prodej 21.02% 482,816 $59.04 $28,505,000 $76.89 30.23% $50.40 $78.59
AVT Avnet Inc. 12.76 Prodej 10.74% 781,877 $36.12 $28,241,000 $44.03 21.90% $35.22 $49.26
RL Ralph Lauren Corp. 12.25 Prodej 13.92% 319,248 $84.93 $27,114,000 $121.05 42.53% $81.63 $132.00
EMN Eastman Chemical 9.85 Prodej 5.49% 306,960 $71.05 $21,810,000 $89.82 26.42% $69.28 $120.78
FLS Flowserve Corp. 8.86 Nová pozice 807,361 $24.30 $19,619,000 $33.29 37.00% $23.73 $36.78
LEA Lear Corp. 8.01 Prodej 15.14% 148,215 $119.69 $17,740,000 $136.41 13.97% $114.02 $172.94
HUN Huntsman Corp. 4.68 Prodej 32.84% 421,969 $24.54 $10,355,000 $31.53 28.48% $23.36 $40.50
OI O 3.83 655,000 $12.95 $8,482,000 $18.92 46.10% $11.51 $19.92

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