Ticker Společnost Procento portfolia Poslední obchod Počet akcií Nakoupeno za cenu Velikost pozice Momentální cena akcie Návratnost 52 týdení minimum 52 týdení maximum
FISV Fiserv Inc. 23.22 14,647,776 $93.57 $1,370,592,000 $104.04 11.19% $87.03 $110.94
KKR KKR & Co. L.P. 19.27 26,456,563 $43.00 $1,137,632,000 $53.18 23.67% $41.53 $57.55
STX Seagate Technology 12.12 13,437,070 $53.23 $715,255,000 $59.31 11.42% $46.82 $112.17
CBRE CBRE Group 10.56 9,234,964 $67.51 $623,452,000 $84.29 24.86% $66.31 $106.60
LKQ LKQ Corp. 10.03 12,552,751 $47.15 $591,862,000 $55.98 18.73% $41.75 $58.85
C Citigroup Inc. 7.76 10,992,637 $41.67 $458,063,000 $51.09 22.61% $39.55 $66.96
NSIT Insight Enterprises Inc. 6.17 Nákup 7.87% 4,421,951 $82.41 $364,413,000 $110.34 33.89% $81.11 $112.07
NYT New York Times CL A 5.66 Nákup 275.27% 11,614,741 $28.75 $333,924,000 $33.51 16.56% $27.46 $47.29
BLD TopBuild Corp. 4.32 Nákup 28.33% 1,546,253 $164.78 $254,792,000 $187.37 13.71% $140.66 $243.30
AMPS Altus Power Inc 0.75 4,000,020 $11.01 $44,040,000 $8.20 -25.52% $4.26 $14.72
RKT Rocket Companies Inc. 0.14 Prodej 35.20% 1,296,027 $6.32 $8,191,000 $8.81 39.40% $5.97 $13.30
AMPS.WS Altus Power Inc WTS 27 0.00 18,417 $3.04 $56,000

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