|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
60,000 |
$35M |
9.36% |
-40.0%
|
- |
|
TNL
|
US |
TRAVEL + LEISURE CO |
503,893 |
$25M |
6.76% |
-5.7%
|
- |
|
ACVA
|
US |
ACV AUCTIONS INC-A |
1,106,154 |
$24M |
6.36% |
4.1%
|
- |
|
POST
|
US |
POST HOLDINGS INC |
206,013 |
$24M |
6.27% |
20.3%
|
- |
|
ELV
|
US |
ELEVANCE HEALTH INC |
60,197 |
$22M |
5.91% |
53.7%
|
- |
|
LAD
|
US |
LITHIA MOTORS INC |
53,849 |
$19M |
5.12% |
-18.0%
|
- |
|
RTO
|
US |
RENTOKIL INITIAL PLC-SP ADR |
728,764 |
$18M |
4.91% |
1.2%
|
- |
|
CCK
|
US |
CROWN HOLDINGS INC |
222,292 |
$18M |
4.89% |
13.5%
|
- |
|
HLF
|
US |
HERBALIFE LTD |
2,507,740 |
$17M |
4.46% |
12.5%
|
- |
|
GEN
|
US |
GEN DIGITAL INC |
441,492 |
$12M |
3.22% |
-8.5%
|
- |
|
HGV
|
US |
HILTON GRAND VACATIONS INC |
299,963 |
$12M |
3.11% |
-3.8%
|
- |
|
AXSM
|
US |
AXSOME THERAPEUTICS INC |
125,079 |
$11M |
2.82% |
-1.4%
|
- |
|
LPLA
|
US |
LPL FINANCIAL HOLDINGS INC |
28,902 |
$9M |
2.51% |
-65.1%
|
- |
|
CRL
|
US |
CHARLES RIVER LABORATORIES |
50,965 |
$9M |
2.50% |
-7.4%
|
- |
|
LNW
|
US |
LIGHT & WONDER INC |
100,192 |
$9M |
2.30% |
94.3%
|
- |
|
QSR
|
US |
RESTAURANT BRANDS INTERN |
107,983 |
$7M |
1.87% |
74.6%
|
- |
|
GTLS
|
US |
CHART INDUSTRIES INC |
35,890 |
$7M |
1.82% |
-16.5%
|
- |
|
ESI
|
US |
ELEMENT SOLUTIONS INC |
258,845 |
$7M |
1.75% |
-11.0%
|
- |
|
IWR
|
US |
ISHARES RUSSELL MID-CAP ETF |
72,500 |
$6M |
1.71% |
100.0%
|
- |
|
BECN
|
US |
BEACON ROOFING SUPPLY INC |
59,658 |
$6M |
1.61% |
-28.7%
|
- |