| 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 | ||||
| 0 $ | +0 $ | 1 | 127.897.188 $ | -66.829.440 $ | -26,1 % | 11 | 194.726.628 $ | -115.716.221 $ | -30,6 % | 11 | |||||
| CHARTER COMMUNICATIONS, INC. /MO/ | CHTR | → 0 | Neutral | 34.235.000 $ | -10.882.220 $ | -24,1 % | 1 | 45.117.220 $ | -36.711.007 $ | -44,9 % | 1 | ||||
| Bath & Body Works, Inc. | BBWI | → 0 | Neutral | 14.745.848 $ | -20.545.352 $ | -58,2 % | 1 | 35.291.200 $ | -19.806.408 $ | -35,9 % | 1 | ||||
| LAMAR ADVERTISING CO/NEW | LAMR | → 0 | Schwach | 15.189.600 $ | -5.621.800 $ | -27,0 % | 1 | 20.811.400 $ | -6.404.794 $ | -23,5 % | 1 | ||||
| Flutter Entertainment plc | FLUT | → 0 | Neutral | 8.907.387 $ | -11.773.801 $ | -56,9 % | 1 | 20.681.188 $ | -9.729.963 $ | -32,0 % | 1 | ||||
| DOMINOS PIZZA INC | DPZ | → 0 | Stark | 15.422.340 $ | -550.930 $ | -3,4 % | 1 | 15.973.270 $ | -13.299.508 $ | -45,4 % | 1 | ||||
| CDW Corp | CDW | → 0 | Neutral | 13.620.000 $ | -2.308.000 $ | -14,5 % | 1 | 15.928.000 $ | -11.807.920 $ | -42,6 % | 1 | ||||
| BEL FUSE INC /NJ | BELFA | → 0 | Stark | 9.329.650 $ | -5.237.866 $ | -36,0 % | 1 | 14.567.516 $ | -9.823.616 $ | -40,3 % | 1 | ||||
| Cactus, Inc. | WHD | → 0 | Sehr stark | 6.453.944 $ | -3.942.809 $ | -37,9 % | 1 | 10.396.753 $ | -5.212.599 $ | -33,4 % | 1 | ||||
| Savers Value Village, Inc. | SVV | → 0 | Neutral | 1.486.087 $ | -8.848.913 $ | -85,6 % | 1 | 10.335.000 $ | -665.057 $ | -6,0 % | 1 | ||||
| Limbach Holdings, Inc. | LMB | → 0 | Neutral | 7.959.306 $ | +2.885.854 $ | +56,9 % | 1 | 5.073.452 $ | -2.245.232 $ | -30,7 % | 1 | ||||
| HEICO CORP | HEI | → 0 | Neutral | 548.026 $ | -3.603 $ | -0,7 % | 1 | 551.629 $ | -10.117 $ | -1,8 % | 1 | ||||
| Blue Owl Technology Finance Corp. II | → 0 | 0 $ | +0 $ | 1 | |||||||||||
| 0 $ | +0 $ | 1 | 127.897.188 $ | -66.829.440 $ | -26,1 % | 11 | 194.726.628 $ | -115.716.221 $ | -30,6 % | 11 | |||||