| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 427.967.310 $ | +36.856.537 $ | +129,5 % | 427.991.291 $ | +76.210.097 $ | +37,6 % | 365.401.181 $ | +66.833.831 $ | +23,8 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 294.760.158 $ | -39.135.795 $ | -11,7 % | 333.895.953 $ | +57.194.618 $ | +20,7 % | 276.701.335 $ | +25.608.606 $ | +10,2 % |
| TRIMAS CORP | TRS | 21.027.502 $ | -18.369.069 $ | -46,6 % | 39.396.571 $ | +10.931.605 $ | +38,4 % | |||
| Aptiv PLC | APTV | 26.306.367 $ | -3.473.590 $ | -11,7 % | 29.779.957 $ | +6.422.725 $ | +27,5 % | 23.357.232 $ | +4.347.577 $ | +22,9 % |
| KENNAMETAL INC | KMT | 27.509.233 $ | +15.771.542 $ | +134,4 % | 11.737.691 $ | +3.173.129 $ | +37,0 % | 8.564.562 $ | +8.564.562 $ | |
| EPLUS INC | PLUS | 17.214.194 $ | +14.484.428 $ | +530,6 % | 2.729.766 $ | +2.729.766 $ | ||||
| BOISE CASCADE Co | BCC | 16.721.920 $ | +16.721.920 $ | |||||||
| LKQ CORP | LKQ | 13.760.207 $ | +792.801 $ | +6,1 % | 12.967.406 $ | +12.967.406 $ | ||||
| ROGERS CORP | ROG | 13.619.987 $ | +13.619.987 $ | |||||||
| HNI CORP | HNI | 12.714.494 $ | +12.714.494 $ | |||||||
| ADVANCE AUTO PARTS INC | AAP | 12.051.542 $ | +12.051.542 $ | |||||||
| Orion S.A. | OEC | 9.384.480 $ | +5.622.986 $ | +149,5 % | 3.761.494 $ | +3.761.494 $ | ||||
| ROBERT HALF INC. | RHI | 6.929.195 $ | +6.929.195 $ | |||||||
| Vestis Corp | VSTS | 6.468.536 $ | +6.468.536 $ | |||||||
| 427.967.310 $ | +36.856.537 $ | +129,5 % | 427.991.291 $ | +76.210.097 $ | +37,6 % | 365.401.181 $ | +66.833.831 $ | +23,8 % | ||