| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 378.324.236 $ | +19.779.419 $ | +2,0 % | 396.354.043 $ | -4.515.497 $ | +86,7 % | 425.206.644 $ | -17.943.592 $ | +27,0 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 256.440.306 $ | -12.264.202 $ | -4,6 % | 268.704.508 $ | -24.091.657 $ | -8,2 % | 292.796.165 $ | -18.609.222 $ | -6,0 % |
| SONIC AUTOMOTIVE INC | SAH | 8.727.642 $ | -2.602.539 $ | -23,0 % | 11.330.181 $ | -2.970.095 $ | -20,8 % | 14.300.276 $ | +770.225 $ | +5,7 % |
| HF Sinclair Corp | DINO | 13.861.150 $ | +795.944 $ | +6,1 % | 13.065.206 $ | -279.471 $ | -2,1 % | |||
| MAGNA INTERNATIONAL INC | MGA | 10.786.534 $ | +453.856 $ | +4,4 % | 10.332.678 $ | +1.269.251 $ | +14,0 % | 9.063.427 $ | -322.606 $ | -3,4 % |
| Adient plc | ADNT | 8.150.471 $ | -2.527.131 $ | -23,7 % | 10.677.602 $ | +4.416.016 $ | +70,5 % | 6.261.586 $ | +341.768 $ | +5,8 % |
| LEGGETT & PLATT INC | LEG | 10.483.880 $ | +10.483.880 $ | |||||||
| BORGWARNER INC | BWA | 10.082.490 $ | -225.559 $ | -2,2 % | 10.308.049 $ | +9.409.546 $ | +1.047,2 % | 898.503 $ | +898.503 $ | |
| Zumiez Inc | ZUMZ | 10.278.236 $ | +2.189.091 $ | +27,1 % | 8.089.145 $ | +4.995.083 $ | +161,4 % | 3.094.062 $ | -3.482.047 $ | -52,9 % |
| LEAR CORP | LEA | 10.063.599 $ | +1.529.758 $ | +17,9 % | 8.533.841 $ | -1.372.953 $ | -13,9 % | 9.906.794 $ | -1.099.269 $ | -10,0 % |
| ASBURY AUTOMOTIVE GROUP INC | ABG | 8.466.770 $ | -1.493.468 $ | -15,0 % | 9.960.238 $ | -2.369.480 $ | -19,2 % | |||
| HOVNANIAN ENTERPRISES INC | HOV | 9.695.671 $ | +1.251.180 $ | +14,8 % | 8.444.491 $ | +1.156.938 $ | +15,9 % | 7.287.553 $ | +7.287.553 $ | |
| AVNET INC | AVT | 9.536.353 $ | -1.100.337 $ | -10,3 % | ||||||
| PEABODY ENERGY CORP | BTU | 9.331.591 $ | +9.331.591 $ | |||||||
| OSHKOSH CORP | OSK | 9.248.629 $ | +2.119.539 $ | +29,7 % | 7.129.090 $ | +7.129.090 $ | ||||
| WORLD KINECT CORP | WKC | 8.543.077 $ | -506.725 $ | -5,6 % | 9.049.802 $ | -2.390.310 $ | -20,9 % | |||
| Clearwater Paper Corp | CLW | 6.084.101 $ | -1.530.625 $ | -20,1 % | 7.614.726 $ | -1.271.589 $ | -14,3 % | 8.886.315 $ | +7.586.889 $ | +583,9 % |
| Bunge Global SA | BG | 7.531.625 $ | +151.119 $ | +2,0 % | 7.380.506 $ | -1.324.014 $ | -15,2 % | 8.704.520 $ | -506.765 $ | -5,5 % |
| ADVANCE AUTO PARTS INC | AAP | 7.701.347 $ | -6.157.153 $ | -44,4 % | ||||||
| DXC Technology Co | DXC | 6.938.229 $ | -656.864 $ | -8,6 % | 7.595.093 $ | -5.611.274 $ | -42,5 % | |||
| FLUOR CORP | FLR | 7.474.178 $ | +7.474.178 $ | |||||||
| Sleep Number Corp | SNBR | 6.585.774 $ | +6.585.774 $ | |||||||
| PROSPERITY BANCSHARES INC | PB | 3.945.283 $ | +3.945.283 $ | |||||||
| BOISE CASCADE Co | BCC | 323.404 $ | +323.404 $ | |||||||
| AMERICAN EAGLE OUTFITTERS INC | AEO | 190.226 $ | +190.226 $ | |||||||
| 378.324.236 $ | +19.779.419 $ | +2,0 % | 396.354.043 $ | -4.515.497 $ | +86,7 % | 425.206.644 $ | -17.943.592 $ | +27,0 % | ||