Ticker Společnost Procento portfolia Poslední obchod Počet akcií Nakoupeno za cenu Velikost pozice Momentální cena akcie Návratnost 52 týdení minimum 52 týdení maximum
VST Vistra Corp. 4.62 1,882,160 $21.00 $39,525,000 $21.85 4.05% $19.80 $26.98
WFC Wells Fargo 4.36 928,795 $40.22 $37,356,000 $43.92 9.20% $36.06 $59.18
PRGO Perrigo Co. 4.19 1,005,665 $35.66 $35,862,000 $36.52 2.41% $30.65 $43.24
FLEX Flex Ltd. 3.83 Prodej 18.44% 1,971,030 $16.66 $32,837,000 $24.23 45.44% $13.63 $25.12
NXPI NXP Semiconductors NV 3.74 217,180 $147.51 $32,036,000 $168.54 14.26% $131.44 $207.62
ORCL Oracle Corp. 3.43 481,405 $61.07 $29,399,000 $87.25 42.87% $60.24 $89.47
PCAR PACCAR Inc. 3.43 Prodej 15.29% 351,245 $83.69 $29,396,000 $99.19 18.52% $74.36 $104.26
BRK.B Berkshire Hathaway CL B 3.42 Nákup 27.26% 109,720 $267.02 $29,297,000 $309.87 16.05% $259.85 $362.10
SIVB SVB Financial Group 3.35 Nákup 6.08% 85,315 $335.78 $28,647,000 $291.38 -13.22% $198.10 $658.47
COF Capital One Financial 3.29 Nákup 20.43% 305,800 $92.17 $28,186,000 $104.18 13.03% $86.98 $157.03
KMI Kinder Morgan 3.29 1,691,990 $16.64 $28,155,000 $18.64 12.02% $15.28 $19.58
LEN Lennar Corp. 3.26 Prodej 25.72% 374,165 $74.55 $27,894,000 $96.69 29.70% $61.94 $101.27
FRC First Republic Bank 3.19 Nákup 51.12% 209,355 $130.55 $27,331,000 $136.18 4.31% $106.86 $180.69
PVH PVH Corp. 3.08 Prodej 1.40% 588,435 $44.80 $26,362,000 $86.47 93.01% $43.46 $105.26
BKR Baker Hughes Co. 2.98 Nákup 51.21% 1,219,430 $20.96 $25,559,000 $31.06 48.19% $20.28 $39.03
PFE Pfizer Inc. 2.87 Nákup 31.91% 561,030 $43.76 $24,551,000 $45.11 3.09% $41.09 $54.96
CAG Conagra Brands Inc. 2.83 742,375 $32.63 $24,224,000 $37.98 16.40% $29.25 $41.30
CAH Cardinal Health Inc. 2.77 Prodej 26.93% 355,900 $66.68 $23,731,000 $75.82 13.71% $47.56 $81.05
GM General Motors 2.70 Nákup 7.06% 720,910 $32.09 $23,134,000 $35.35 10.16% $30.19 $55.30
TPX Tempur Sealy Int. 2.69 Prodej 12.64% 952,795 $24.14 $23,000,000 $38.39 59.03% $19.89 $41.69
HOLX Hologic Inc. 2.64 350,410 $64.52 $22,608,000 $79.63 23.42% $59.78 $81.97
CLF Cleveland 2.49 Nová pozice 1,583,385 $13.47 $21,328,000 $20.97 55.68% $11.83 $34.04
OGN Organon & Co. 2.45 894,910 $23.40 $20,941,000 $31.34 33.93% $22.36 $37.92
MRK Merck & Co. 2.35 233,865 $86.12 $20,140,000 $109.94 27.66% $70.61 $115.49
HII Huntington Ingalls Industries 2.18 Nová pozice 84,450 $221.50 $18,706,000 $218.10 -1.53% $173.28 $258.62
ELAN Elanco Animal Health Inc. 2.09 1,444,490 $12.41 $17,926,000 $13.18 6.20% $11.18 $29.66
AMAT Applied Materials 2.07 Prodej 17.95% 216,085 $81.93 $17,704,000 $109.66 33.85% $70.95 $144.09
MS Morgan Stanley 2.05 Prodej 46.46% 222,190 $79.01 $17,555,000 $96.24 21.81% $70.69 $106.74
MU Micron Technology Inc. 2.05 Nová pozice 351,105 $50.10 $17,590,000 $58.45 16.67% $48.24 $95.76
BAC Bank of America Corp. 2.03 574,925 $30.20 $17,363,000 $33.85 12.09% $29.14 $48.97
GOOGL Alphabet Inc. 2.00 179,400 $95.65 $17,160,000 $98.00 2.46% $83.34 $151.55
VNT Vontier Corp. 1.98 Prodej 16.77% 1,015,040 $16.71 $16,961,000 $21.63 29.44% $16.53 $28.71
FDX FedEx Corp. 1.87 107,655 $148.47 $15,984,000 $186.88 25.87% $140.97 $251.25
CTRA Coterra Energy Inc. 1.53 Prodej 36.44% 500,790 $26.12 $13,081,000 $25.62 -1.91% $17.19 $35.25

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