Ticker Společnost Procento portfolia Poslední obchod Počet akcií Nakoupeno za cenu Velikost pozice Momentální cena akcie Návratnost 52 týdení minimum 52 týdení maximum
WBD Warner Bros. Discovery Inc. 1.86 Nákup 28.66% 963,700 $11.50 $11,083,000 $10.76 -6.43% $9.52 $31.55
ST Sensata Technologies Holding 1.75 Nákup 12.00% 280,000 $37.28 $10,438,000 $43.75 17.36% $36.54 $65.08
GOOG Alphabet Inc. CL C 1.68 Prodej 3.70% 104,000 $96.15 $10,000,000 $93.98 -2.26% $83.45 $152.10
CSCO Cisco Systems 1.67 Nákup 1.22% 249,000 $40.00 $9,960,000 $49.01 22.53% $38.60 $62.89
GNRC Generac Holdings Inc. 1.63 Nákup 17.97% 54,750 $178.14 $9,753,000 $92.71 -47.96% $89.90 $377.71
WCC WESCO International Inc. 1.62 Prodej 15.98% 81,000 $119.38 $9,670,000 $123.29 3.28% $99.00 $147.05
DIN Dine Brands Global Inc. 1.61 Prodej 1.95% 151,000 $63.56 $9,598,000 $69.62 9.53% $60.14 $82.44
JNJ Johnson & Johnson 1.59 Prodej 4.92% 58,000 $163.36 $9,475,000 $177.20 8.47% $152.71 $183.08
IVZ Invesco Ltd 1.56 677,200 $13.70 $9,278,000 $18.51 35.11% $12.90 $24.07
ZBH Zimmer Biomet Holdings 1.55 Prodej 52.16% 88,500 $104.55 $9,253,000 $125.84 20.36% $100.17 $134.44
KLIC Kulicke & Soffa Ind. 1.54 Nákup 20.40% 238,400 $38.53 $9,186,000 $47.65 23.67% $35.95 $72.44
BAX Baxter International Inc. 1.51 Nákup 19.29% 167,000 $53.86 $8,995,000 $52.62 -2.30% $49.57 $88.15
REYN Reynolds Consumer Products Inc. 1.47 Prodej 0.82% 336,750 $26.01 $8,759,000 $31.51 21.15% $24.16 $32.50
GLW Corning Inc. 1.43 294,000 $29.02 $8,532,000 $33.32 14.82% $28.75 $42.17
JLL Jones Lang Lasalle Inc. 1.43 Nákup 0.89% 56,500 $151.06 $8,535,000 $161.76 7.08% $135.35 $275.77
MHK Mohawk Industries 1.42 Nákup 20.46% 93,000 $91.19 $8,481,000 $97.25 6.65% $87.02 $192.00
WBA Walgreens Boots Alliance 1.40 Nákup 19.28% 266,000 $31.40 $8,352,000 $40.85 30.10% $30.04 $52.57
DGX Quest Diagnostics 1.39 67,400 $122.69 $8,269,000 $150.50 22.67% $119.75 $172.37
BDX Becton Dickinson 1.38 Prodej 2.63% 37,000 $222.84 $8,245,000 $247.97 11.28% $215.90 $275.43
GS Goldman Sachs Group 1.35 27,500 $293.05 $8,059,000 $358.08 22.19% $273.96 $404.51
SSNC SS&C Technologies Holdings Inc. 1.35 Nákup 5.63% 169,000 $47.75 $8,070,000 $50.53 5.82% $45.07 $84.00
UPS United Parcel Service 1.35 Prodej 3.85% 50,000 $161.54 $8,077,000 $179.63 11.20% $152.08 $224.24
CMI Cummins Inc. 1.34 39,300 $203.51 $7,998,000 $243.58 19.69% $181.87 $253.53
DIS Walt Disney Co. 1.34 Nákup 13.33% 85,000 $94.33 $8,018,000 $92.55 -1.89% $86.28 $160.32
ABM ABM Industries 1.33 Nákup 26.17% 208,000 $38.23 $7,952,000 $45.19 18.21% $37.51 $53.50
WRK WestRock Co. 1.32 Prodej 49.09% 255,050 $30.89 $7,878,000 $36.00 16.54% $29.85 $53.76
OMC Omnicom Group 1.31 124,000 $63.09 $7,823,000 $75.61 19.84% $60.68 $88.94
CFG Citizens Financial Group Inc. 1.30 Nákup 17.92% 225,000 $34.36 $7,731,000 $39.58 15.19% $32.32 $54.82
DAL Delta Air Lines Inc. 1.30 Nákup 14.05% 276,000 $28.06 $7,745,000 $33.53 19.49% $27.20 $46.27
INTC Intel Corp. 1.30 Nákup 38.07% 301,000 $25.77 $7,757,000 $28.47 10.48% $24.26 $54.13
CTVA Corteva Inc. 1.28 Prodej 14.65% 134,000 $57.15 $7,658,000 $63.74 11.53% $43.21 $68.12
FIS Fidelity National Information Services 1.27 Nákup 7.26% 100,500 $75.57 $7,595,000 $69.79 -7.65% $56.53 $120.23
WTW Willis Towers Watson plc 1.25 37,000 $200.95 $7,435,000 $245.76 22.30% $186.37 $249.27
WGO Winnebago Industries Inc. 1.24 139,287 $53.21 $7,411,000 $55.29 3.91% $42.70 $77.81
CBRL Cracker Barrel Old Cntry Store 1.23 Prodej 15.96% 79,000 $92.58 $7,314,000 $101.10 9.20% $79.63 $133.21
CVS CVS Health Corp. 1.21 76,000 $95.37 $7,248,000 $102.53 7.51% $85.76 $109.38
RTX Raytheon Technologies Corp. 1.19 Nákup 6.10% 87,000 $81.86 $7,122,000 $99.49 21.54% $77.87 $104.17
WFC Wells Fargo 1.19 177,000 $40.22 $7,119,000 $42.58 5.87% $36.06 $59.18
FDX FedEx Corp. 1.17 Nákup 9.30% 47,000 $148.47 $6,978,000 $171.91 15.79% $141.92 $263.11
MSFT Microsoft Corp. 1.17 Nákup 36.36% 30,000 $232.90 $6,987,000 $247.41 6.23% $212.83 $341.10
BKNG Booking Holdings Inc. 1.16 Nákup 10.53% 4,200 $1643.10 $6,901,000 $2011.95 22.45% $1616.85 $2715.66
CARR Carrier Global Corp. 1.16 Nákup 1.56% 195,000 $35.56 $6,934,000 $43.47 22.24% $32.97 $56.18
AXTA Axalta Coating Systems Ltd. 1.15 Nákup 2.84% 325,450 $21.06 $6,854,000 $25.64 21.75% $20.66 $34.12
EFX Equifax Inc. 1.15 Prodej 11.11% 40,000 $171.43 $6,857,000 $198.08 15.55% $145.69 $297.76
TPR Tapestry Inc. 1.15 242,000 $28.43 $6,880,000 $36.93 29.90% $25.97 $43.38
GM General Motors 1.14 Nákup 2.91% 212,000 $32.09 $6,803,000 $38.20 19.04% $30.19 $66.91
AAPL Apple Inc. 1.12 Nákup 1.04% 48,500 $138.21 $6,703,000 $142.61 3.18% $128.65 $181.88
USB U.S. Bancorp 1.10 Nákup 1.88% 163,000 $40.32 $6,572,000 $43.56 8.04% $38.39 $61.71
KMB Kimberly 1.09 58,000 $112.53 $6,527,000 $136.76 21.53% $108.74 $141.94
META Meta Platforms Inc. 1.09 Nákup 14.29% 48,000 $135.69 $6,513,000 $115.34 -15.00% $88.09 $352.71
PB Prosperity Bancshares Inc. 1.09 Prodej 1.01% 97,889 $66.68 $6,527,000 $71.84 7.74% $63.72 $78.66
ORCL Oracle Corp. 1.08 Nákup 11.58% 106,000 $61.07 $6,473,000 $80.07 31.11% $60.47 $104.53
CBRE CBRE Group 1.07 Nákup 7.95% 95,000 $67.51 $6,413,000 $76.12 12.75% $66.31 $111.00
CMCSA Comcast Corp. 1.07 Nákup 11.79% 218,000 $29.33 $6,394,000 $34.97 19.23% $28.39 $51.35
EBAY eBay Inc. 1.07 Nákup 16.11% 173,000 $36.81 $6,368,000 $43.90 19.26% $35.74 $66.74
MDT Medtronic plc 1.04 77,000 $80.75 $6,218,000 $77.79 -3.67% $75.83 $112.54
LKQ LKQ Corp. 1.00 Prodej 20.65% 126,000 $47.15 $5,941,000 $53.45 13.36% $41.75 $59.24
SWK Stanley Black & Decker Inc. 1.00 Nákup 36.21% 79,000 $75.22 $5,942,000 $78.27 4.05% $69.54 $190.53
AXP American Express 0.99 44,000 $134.91 $5,936,000 $154.12 14.24% $130.65 $197.49
HOLX Hologic Inc. 0.99 92,000 $64.52 $5,936,000 $74.81 15.95% $59.78 $80.49
SMG Scotts Miracle 0.98 Nákup 132.20% 137,000 $42.75 $5,857,000 $51.54 20.56% $39.06 $163.58
V Visa Inc. 0.98 33,000 $177.64 $5,862,000 $209.10 17.71% $173.81 $233.54
FITB Fifth Third Bancorp 0.97 Nákup 24.66% 182,000 $31.96 $5,817,000 $32.82 2.69% $30.92 $49.37
UHS Universal Health Services Inc. 0.93 Nákup 16.67% 63,000 $88.17 $5,555,000 $129.61 47.00% $82.37 $157.72
EMN Eastman Chemical 0.89 Nákup 5.63% 75,000 $71.05 $5,329,000 $85.26 20.00% $69.91 $126.39
LUV Southwest Airlines 0.89 Nákup 23.74% 172,000 $30.84 $5,304,000 $37.49 21.56% $30.20 $50.10
SLB Schlumberger Ltd. 0.84 Nákup 86.67% 140,000 $35.90 $5,026,000 $49.92 39.05% $27.47 $55.85
CWK Cushman & Wakefield Plc 0.82 Nákup 10.84% 429,000 $11.45 $4,912,000 $11.70 2.18% $10.04 $23.54
MA Mastercard Inc. 0.81 Nákup 17.24% 17,000 $284.35 $4,834,000 $351.17 23.50% $276.87 $398.11
UNH United Health Group Inc. 0.74 Prodej 13.00% 8,700 $505.06 $4,394,000 $547.92 8.49% $440.10 $556.38
LHX L3Harris Technologies Inc. 0.70 20,000 $207.85 $4,157,000 $217.81 4.79% $196.92 $274.44
TXN Texas Instruments 0.70 Prodej 11.48% 27,000 $154.78 $4,179,000 $176.43 13.99% $142.38 $191.49
TRV Travelers Companies Inc. 0.69 27,000 $153.19 $4,136,000 $187.72 22.54% $149.50 $191.16
FTV Fortive Corp. 0.53 Prodej 21.72% 54,059 $58.31 $3,152,000 $66.56 14.15% $52.36 $76.28
HRL Hormel Foods Corp. 0.51 Prodej 12.15% 67,000 $45.43 $3,044,000 $47.65 4.89% $41.81 $54.50
BRK.B Berkshire Hathaway CL B 0.49 11,000 $267.00 $2,937,000 $305.99 14.60% $259.85 $362.10
CENTA Central Garden & Pet 0.46 Nákup 1.25% 81,000 $34.16 $2,767,000 $37.40 9.48% $33.69 $48.67
PBH Prestige Consumer Healthcare 0.46 Prodej 9.84% 55,000 $49.84 $2,741,000 $61.58 23.56% $48.51 $63.91
MMC Marsh & McLennan 0.43 Nákup 6.25% 17,000 $149.29 $2,538,000 $172.20 15.35% $141.29 $181.77
SPGI S&P Global Inc. 0.43 Prodej 15.00% 8,500 $305.29 $2,595,000 $352.81 15.57% $279.32 $481.01
VSH Vishay Intertechnology 0.43 Prodej 9.38% 145,000 $17.79 $2,580,000 $22.26 25.13% $16.56 $23.26
SHYF Shyft Group Inc. 0.40 Nákup 0.87% 116,000 $20.43 $2,370,000 $24.06 17.77% $17.60 $50.98
BRC Brady Corp. 0.39 Prodej 1.75% 56,000 $41.73 $2,337,000 $46.29 10.93% $40.51 $54.39
HOMB Home Bancshares Inc. 0.37 Prodej 20.16% 99,000 $22.51 $2,228,000 $23.91 6.22% $19.42 $26.07
WNC Wabash National 0.37 Prodej 15.15% 140,000 $15.56 $2,178,000 $24.69 58.68% $12.10 $26.21
GTES Gates Industrial Corp. 0.34 Nákup 2.50% 205,000 $9.76 $2,001,000 $11.08 13.52% $9.40 $16.87
IART Integra LifeSciences Holdings 0.33 Nákup 2.22% 46,000 $42.37 $1,949,000 $56.51 33.37% $40.67 $69.95
KDP Keurig Dr Pepper Inc. 0.33 Prodej 34.52% 55,000 $35.82 $1,970,000 $38.29 6.90% $32.99 $41.08
KTB Kontoor Brands Inc. 0.33 Nákup 1.75% 58,000 $33.60 $1,949,000 $42.37 26.10% $30.59 $52.41
BLBD Blue Bird Corp. 0.28 Prodej 1.97% 199,000 $8.35 $1,662,000 $13.14 57.37% $7.14 $22.10
JOUT Johnson Outdoors Inc. 0.28 Nákup 4.76% 33,000 $51.30 $1,693,000 $57.33 11.75% $46.30 $101.75
MLR Miller Industries Inc. 0.28 Nákup 11.27% 79,000 $21.29 $1,682,000 $27.49 29.12% $20.86 $33.99
GHM Graham Corp. 0.24 161,000 $8.79 $1,415,000 $9.70 10.35% $6.51 $13.97
TKR Timken Co. 0.24 24,000 $59.04 $1,417,000 $71.33 20.82% $50.40 $76.33
FHB First Hawaiian Inc. 0.22 54,000 $24.63 $1,330,000 $24.83 0.81% $20.80 $29.96
FSS Federal Signal 0.21 Prodej 25.76% 34,000 $37.32 $1,269,000 $46.93 25.75% $31.65 $50.56
LCUT Lifetime Brands Inc. 0.16 Prodej 7.81% 144,528 $6.77 $978,000 $8.82 30.28% $6.35 $16.73