| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | 2025/Q3 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 212.371.531 $ | +8.320.035 $ | +4,9 % | 7 | 276.468.214 $ | +45.286.663 $ | +25,1 % | 9 | 253.752.475 $ | +41.026.113 $ | +28,4 % | 9 | ||||
| TRIMAS CORP | TRS | → 0 | Neutral | 40.241.515 $ | +1.387.854 $ | +3,6 % | 1 | 38.853.661 $ | +9.850.941 $ | +34,0 % | 1 | 29.002.720 $ | -946.314 $ | -3,2 % | 1 |
| OPENLANE, Inc. | OPLN | → 0 | Stark | 37.358.990 $ | +3.607.678 $ | +10,7 % | 1 | 33.751.312 $ | +4.463.892 $ | +15,2 % | 1 | 29.287.420 $ | +8.768.222 $ | +42,7 % | 1 |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 27.639.241 $ | -4.771.830 $ | -14,7 % | 1 | 32.411.071 $ | +3.093.962 $ | +10,6 % | 1 | 29.317.109 $ | +7.437.942 $ | +34,0 % | 1 |
| MYERS INDUSTRIES INC | MYE | → 0 | Neutral | 32.314.665 $ | +7.923.853 $ | +32,5 % | 1 | 24.390.812 $ | +12.429.817 $ | +103,9 % | 1 | ||||
| DAILY JOURNAL CORP | DJCO | → 0 | Neutral | 31.950.648 $ | +5.220.447 $ | +19,5 % | 1 | 26.730.201 $ | +10.752.261 $ | +67,3 % | 1 | ||||
| BEL FUSE INC /NJ | BELFA | → 0 | Neutral | 23.631.685 $ | +767.257 $ | +3,4 % | 1 | 30.582.719 $ | -10.138.461 $ | -24,9 % | 1 | ||||
| TAPESTRY, INC. | TPR | → 0 | Neutral | 29.566.942 $ | +3.740.677 $ | +14,5 % | 1 | 25.826.265 $ | +10.427.901 $ | +67,7 % | 1 | ||||
| Philip Morris International Inc. | PM | → 0 | Neutral | 28.638.123 $ | +209.869 $ | +0,7 % | 1 | 28.428.254 $ | +1.659.926 $ | +6,2 % | 1 | ||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 28.527.004 $ | +244.262 $ | +0,9 % | 1 | 28.282.742 $ | +4.839.774 $ | +20,6 % | 1 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 26.818.133 $ | -1.560.508 $ | -5,5 % | 1 | 28.378.641 $ | +6.032.796 $ | +27,0 % | 1 | ||||
| Pursuit Attractions & Hospitality, Inc. | PRSU | → 0 | Neutral | 24.367.302 $ | +965.731 $ | +4,1 % | 1 | 26.295.045 $ | +8.224.862 $ | +45,5 % | 1 | ||||
| 212.371.531 $ | +8.320.035 $ | +4,9 % | 7 | 276.468.214 $ | +45.286.663 $ | +25,1 % | 9 | 253.752.475 $ | +41.026.113 $ | +28,4 % | 9 | ||||