| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 6.111.763.793 $ | -425.316.186 $ | +84,7 % | 6.537.669.039 $ | -182.495.886 $ | -8,3 % | 6.721.573.525 $ | +428.357.398 $ | +5,8 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 4.040.175.947 $ | -181.022.742 $ | -4,3 % | 4.221.198.689 $ | +895.269.674 $ | +26,9 % | 3.325.929.015 $ | +98.928.230 $ | +3,1 % |
| GREENHAVEN ASSOCIATES INC | 1.234.352.783 $ | -171.881.124 $ | -12,2 % | 1.406.233.907 $ | +242.202.950 $ | +20,8 % | 1.164.030.957 $ | +45.654.735 $ | +4,1 % | |
| CITIGROUP INC | C | 3.881.109 $ | -4.571.101 $ | -54,1 % | 8.452.210 $ | -1.368.411.713 $ | -99,4 % | 1.376.863.923 $ | +193.755.728 $ | +16,4 % |
| OSHKOSH CORP | OSK | 316.750.416 $ | -10.950.382 $ | -3,3 % | 327.700.798 $ | +37.673.541 $ | +13,0 % | 290.027.257 $ | +49.784.005 $ | +20,7 % |
| AVNET INC | AVT | 188.899.877 $ | -16.504.949 $ | -8,0 % | 205.404.826 $ | -4.947.870 $ | -2,4 % | 210.352.696 $ | +19.664.449 $ | +10,3 % |
| LEAR CORP | LEA | 203.533.955 $ | +22.856.102 $ | +12,7 % | 180.677.853 $ | +5.758.221 $ | +3,3 % | 174.919.632 $ | +12.290.738 $ | +7,6 % |
| Meritage Homes CORP | MTH | 96.419.372 $ | -8.818.086 $ | -8,4 % | 105.237.458 $ | +5.321.232 $ | +5,3 % | 99.916.226 $ | -1.751.778 $ | -1,7 % |
| TEREX CORP | TEX | 1.036.746 $ | -74.770.957 $ | -98,6 % | 75.807.703 $ | +5.775.831 $ | +8,2 % | 70.031.872 $ | +13.243.507 $ | +23,3 % |
| TELEFLEX INC | TFX | 14.898.521 $ | +14.898.521 $ | |||||||
| ICON PLC | ICLR | 3.169.535 $ | +122.960 $ | +4,0 % | 3.046.575 $ | +481.855 $ | +18,8 % | 2.564.720 $ | +2.564.720 $ | |
| ROBERT HALF INC. | RHI | 2.843.652 $ | +2.636.362 $ | +1.271,8 % | ||||||
| Taylor Morrison Home Corp | TMHC | 2.796.325 $ | +2.796.325 $ | |||||||
| SCHWAB CHARLES CORP | SCHW | 1.248.875 $ | -183.175 $ | -12,8 % | 1.432.050 $ | -392.750 $ | -21,5 % | 1.824.800 $ | +259.200 $ | +16,6 % |
| GOLDMAN SACHS GROUP INC | GS | 796.350 $ | -973.025 $ | -55,0 % | 1.769.375 $ | +403.650 $ | +29,6 % | |||
| JPMORGAN CHASE & CO | JPM | 1.288.880 $ | +27.160 $ | +2,2 % | 1.261.720 $ | -187.830 $ | -13,0 % | 1.449.550 $ | +223.050 $ | +18,2 % |
| MORGAN STANLEY | MS | 1.408.600 $ | +241.900 $ | +20,7 % | ||||||
| Genpact LTD | G | 467.800 $ | +48.900 $ | +11,7 % | 418.900 $ | -66.002 $ | -13,6 % | 484.902 $ | -6.904.736 $ | -93,4 % |
| 6.111.763.793 $ | -425.316.186 $ | +84,7 % | 6.537.669.039 $ | -182.495.886 $ | -8,3 % | 6.721.573.525 $ | +428.357.398 $ | +5,8 % | ||