| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 1.797.902.649 $ | +223.948.474 $ | +5,1 % | 8 | 1.445.244.291 $ | +79.672.952 $ | +5,9 % | 6 | 1.457.475.615 $ | +172.105.659 $ | +15,5 % | 6 | 1.156.479.367 $ | +251.716.458 $ | +38,3 % | 5 | ||||
| BJ's Wholesale Club Holdings, Inc. | BJ | → 0 | Neutral | 294.314.819 $ | -50.496.994 $ | -14,6 % | 1 | 344.811.813 $ | +38.375.802 $ | +12,5 % | 1 | 306.436.011 $ | +16.824.078 $ | +5,8 % | 1 | 289.611.933 $ | +70.725.423 $ | +32,3 % | 1 |
| WHITE MOUNTAINS INSURANCE GROUP LTD | WTM | → 0 | Sehr stark | 240.264.433 $ | -24.510.989 $ | -9,3 % | 1 | 264.775.422 $ | +13.583.156 $ | +5,4 % | 1 | 251.192.266 $ | +68.013.732 $ | +37,1 % | 1 | ||||
| MCGRATH RENTCORP | MGRC | → 0 | Neutral | 247.669.135 $ | +9.372.031 $ | +3,9 % | 1 | 238.297.104 $ | +14.678.577 $ | +6,6 % | 1 | 223.618.527 $ | -18.788.374 $ | -7,8 % | 1 | 242.406.901 $ | -3.550.944 $ | -1,4 % | 1 |
| LITHIA MOTORS INC | LAD | → 0 | Neutral | 198.314.328 $ | +35.293.366 $ | +21,6 % | 1 | 246.813.847 $ | +71.102.363 $ | +40,5 % | 1 | ||||||||
| CACI INTERNATIONAL INC /DE/ | CACI | → 0 | Schwach | 229.999.429 $ | +61.670.766 $ | +36,6 % | 1 | ||||||||||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 216.330.106 $ | -1.916.263 $ | -0,9 % | 1 | 218.246.369 $ | -6.901.122 $ | -3,1 % | 1 | 225.147.491 $ | +24.133.438 $ | +12,0 % | 1 | 201.014.053 $ | +107.634.192 $ | +115,3 % | 1 |
| CoreCivic, Inc. | CXW | → 0 | Neutral | 220.150.797 $ | +49.745.299 $ | +29,2 % | 1 | ||||||||||||
| Murphy USA Inc. | MUSA | → 0 | Neutral | 195.505.422 $ | -8.762.051 $ | -4,3 % | 1 | 204.267.473 $ | +10.820.422 $ | +5,6 % | 1 | 193.447.051 $ | +15.237.021 $ | +8,6 % | 1 | ||||
| StandardAero, Inc. | SARO | → 0 | Neutral | 196.849.674 $ | +196.849.674 $ | 1 | |||||||||||||
| MID AMERICA APARTMENT COMMUNITIES INC. | MAA | → 0 | Neutral | 184.009.357 $ | +9.612.350 $ | +5,5 % | 1 | ||||||||||||
| GXO Logistics, Inc. | GXO | → 0 | Neutral | 183.608.161 $ | +28.698.590 $ | +18,5 % | 1 | ||||||||||||
| 1.797.902.649 $ | +223.948.474 $ | +5,1 % | 8 | 1.445.244.291 $ | +79.672.952 $ | +5,9 % | 6 | 1.457.475.615 $ | +172.105.659 $ | +15,5 % | 6 | 1.156.479.367 $ | +251.716.458 $ | +38,3 % | 5 | ||||