Top holdings
As of Dec. 31, 2020 · N-PORT| Security | Ticker | Value | % of fund |
|---|---|---|---|
| BRINK'S CO/THE | — | $3.21M | 7.11% |
| DARLING INGREDIENTS INC | — | $3.02M | 6.69% |
| Crane Co. COM USD1 | CR | $2.61M | 5.77% |
| EXTENDED STAY AMERICA INC UNIT | — | $2.60M | 5.76% |
| DYCOM INDUSTRIES INC | — | $2.56M | 5.66% |
| TIMKEN CO | — | $2.34M | 5.18% |
| AGCO CORP | — | $2.34M | 5.17% |
| POLARIS INC | — | $2.02M | 4.46% |
| THOR INDUSTRIES INC | — | $1.98M | 4.38% |
| CLEAN HARBORS INC | — | $1.92M | 4.25% |
Portfolio moves
Sep 30, 2020 → Dec 31, 2020Opened
3
Exited
4
Increased
10
Decreased
15
Unchanged
0
How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.
Similar funds
Funds whose portfolios most overlap this one, by weightFootnotes
- Net assets and holdings count as of December 31, 2020, from the fund's N-PORT filing.
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