|
CSL
|
US |
CARLISLE COS INC |
115,000 |
$42M |
11.69% |
100.0%
|
- |
|
BLDR
|
US |
BUILDERS FIRSTSOURCE INC |
259,230 |
$37M |
10.21% |
180.9%
|
- |
|
BDX
|
US |
BECTON DICKINSON AND CO |
156,900 |
$36M |
9.81% |
100.0%
|
- |
|
MHK
|
US |
MOHAWK INDUSTRIES INC |
258,220 |
$31M |
8.48% |
406.3%
|
- |
|
BC
|
US |
BRUNSWICK CORP |
399,290 |
$26M |
7.12% |
59.7%
|
- |
|
OMF
|
US |
ONEMAIN HOLDINGS INC |
385,660 |
$20M |
5.54% |
-1.4%
|
- |
|
MBUU
|
US |
MALIBU BOATS INC - A |
530,514 |
$20M |
5.50% |
74.6%
|
- |
|
OC
|
US |
OWENS CORNING |
107,210 |
$18M |
5.03% |
-8.1%
|
- |
|
COOP
|
US |
MR COOPER GROUP INC |
166,640 |
$16M |
4.41% |
315.6%
|
- |
|
VTRS
|
US |
VIATRIS INC |
1,275,000 |
$16M |
4.38% |
100.0%
|
- |
|
WMS
|
US |
ADVANCED DRAINAGE SYSTEMS IN |
134,940 |
$16M |
4.30% |
24.1%
|
- |
|
ATKR
|
US |
ATKORE INC |
175,580 |
$15M |
4.04% |
-37.0%
|
- |
|
BWA
|
US |
BORGWARNER INC |
431,270 |
$14M |
3.78% |
11.9%
|
- |
|
TXT
|
US |
TEXTRON INC |
157,360 |
$12M |
3.32% |
100.0%
|
- |
|
BUD
|
US |
ANHEUSER-BUSCH INBEV-SPN ADR |
200,000 |
$10M |
2.76% |
100.0%
|
- |
|
MGM
|
US |
MGM RESORTS INTERNATIONAL |
275,000 |
$10M |
2.63% |
100.0%
|
- |
|
FCX
|
US |
FREEPORT-MCMORAN INC |
250,000 |
$10M |
2.62% |
100.0%
|
- |
|
OI
|
US |
O-I GLASS INC |
664,000 |
$7M |
1.98% |
-37.6%
|
- |
|
REZI
|
US |
RESIDEO TECHNOLOGIES INC |
232,000 |
$5M |
1.47% |
-71.8%
|
- |
|
MATX
|
US |
MATSON INC |
10,000 |
$1M |
0.37% |
100.0%
|
- |