Top holdings
As of Dec. 31, 2020 · N-PORT| Security | Ticker | Value | % of fund |
|---|---|---|---|
| BRINK'S CO/THE | — | $16.49M | 6.96% |
| DARLING INGREDIENTS INC | — | $15.80M | 6.67% |
| EXTENDED STAY AMERICA INC UNIT | — | $13.15M | 5.55% |
| DYCOM INDUSTRIES INC | — | $13.06M | 5.51% |
| Crane Co. COM USD1 | CR | $12.94M | 5.46% |
| AGCO CORP | — | $12.13M | 5.12% |
| TIMKEN CO | — | $11.78M | 4.97% |
| POLARIS INC | — | $11.12M | 4.69% |
| SANDERSON FARMS INC | SAFM | $10.73M | 4.53% |
| THOR INDUSTRIES INC | — | $10.28M | 4.34% |
Portfolio moves
Sep 30, 2020 → Dec 31, 2020Opened
2
Exited
4
Increased
18
Decreased
7
Unchanged
1
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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