| 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 | ||||
| 6.884.596.033 $ | +2.238.757.676 $ | +32,5 % | 10 | 3.779.777.027 $ | -435.334.881 $ | -7,9 % | 5 | 4.215.111.908 $ | -574.907.346 $ | -11,9 % | 5 | 4.790.019.254 $ | +835.164.398 $ | +22,4 % | 5 | ||||
| GREENHAVEN ASSOCIATES INC | → 0 | 992.289.842 $ | +59.092.784 $ | +6,3 % | 1 | 933.197.058 $ | -301.155.725 $ | -24,4 % | 1 | 1.234.352.783 $ | -171.881.124 $ | -12,2 % | 1 | 1.406.233.907 $ | +242.202.950 $ | +20,8 % | 1 | ||
| LENNAR CORP /NEW/ | LEN | → 0 | Neutral | 1.056.305.761 $ | +102.386.862 $ | +10,7 % | 1 | 953.918.899 $ | -118.388.705 $ | -11,0 % | 1 | 1.072.307.604 $ | -188.089.615 $ | -14,9 % | 1 | 1.260.397.219 $ | +171.994.572 $ | +15,8 % | 1 |
| Toll Brothers, Inc. | TOL | → 0 | Stark | 927.560.458 $ | +157.145.139 $ | +20,4 % | 1 | 770.415.319 $ | +12.752.373 $ | +1,7 % | 1 | 757.662.946 $ | -13.292.112 $ | -1,7 % | 1 | 770.955.058 $ | +131.608.385 $ | +20,6 % | 1 |
| BECTON DICKINSON & CO | BDX | → 0 | Schwach | 859.812.872 $ | +859.812.872 $ | 1 | |||||||||||||
| PULTEGROUP INC/MI/ | PHM | → 0 | Neutral | 748.610.762 $ | +102.095.773 $ | +15,8 % | 1 | 646.514.989 $ | -2.452.038 $ | -0,4 % | 1 | 648.967.027 $ | -86.974.347 $ | -11,8 % | 1 | 735.941.374 $ | +147.429.437 $ | +25,1 % | 1 |
| HORTON D R INC /DE/ | DHI | → 0 | Neutral | 571.024.704 $ | +95.293.942 $ | +20,0 % | 1 | 475.730.762 $ | -26.090.786 $ | -5,2 % | 1 | 501.821.548 $ | -114.670.148 $ | -18,6 % | 1 | 616.491.696 $ | +141.929.054 $ | +29,9 % | 1 |
| ICON PLC | ICLR | → 0 | Stark | 538.607.832 $ | +317.021.031 $ | +143,1 % | 1 | ||||||||||||
| Accenture plc | ACN | → 0 | Schwach | 421.189.704 $ | +421.189.704 $ | 1 | |||||||||||||
| OSHKOSH CORP | OSK | → 0 | Stark | 392.706.206 $ | +20.116.960 $ | +5,4 % | 1 | ||||||||||||
| ARROW ELECTRONICS, INC. | ARW | → 0 | Stark | 376.487.892 $ | +104.602.609 $ | +38,5 % | 1 | ||||||||||||
| 6.884.596.033 $ | +2.238.757.676 $ | +32,5 % | 10 | 3.779.777.027 $ | -435.334.881 $ | -7,9 % | 5 | 4.215.111.908 $ | -574.907.346 $ | -11,9 % | 5 | 4.790.019.254 $ | +835.164.398 $ | +22,4 % | 5 | ||||