Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2024 ▲▼ | Q3 2024 ▲▼ | Change ▲▼ | Q2 2024 ▲▼ | Q3 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| The Brink's Co.(BCO) | 466,804 | 517,932 | +51,128 | 47,801 | 59,894 | 7.10% | +12,093 |
| Louisiana-Pacific Corp(LPX) | 536,666 | 478,906 | -57,760 | 44,184 | 51,463 | 6.10% | +7,280 |
| Belden Inc | 515,721 | 474,294 | -41,427 | 48,375 | 55,554 | 6.58% | +7,179 |
| Generac Holdings Inc(GNRC) | 0 | 41,267 | +41,267 | 0 | 6,557 | 0.78% | +6,557 |
| Darling Ingredients Inc.(DAR) | 1,333,420 | 1,487,458 | +154,038 | 49,003 | 55,274 | 6.55% | +6,271 |
| APi Group(APG) | 0 | 165,978 | +165,978 | 0 | 5,481 | 0.65% | +5,481 |
| Live Oak Bancshares Inc(LOB) | 821,222 | 722,527 | -98,695 | 28,792 | 34,226 | 4.06% | +5,434 |
| Advanced Energy Industries Inc | 0 | 33,971 | +33,971 | 0 | 3,575 | 0.42% | +3,575 |
| Dorman Products Inc(DORM) | 340,220 | 301,012 | -39,208 | 31,123 | 34,050 | 4.04% | +2,927 |
| Floor & Decor Holdings(FND) | 22,567 | 37,566 | +14,999 | 2,243 | 4,665 | 0.55% | +2,421 |
| Armstrong World Industries Inc(AWI) | 268,333 | 247,543 | -20,790 | 30,386 | 32,535 | 3.86% | +2,149 |
| MGP Ingredients Inc | 716,456 | 658,317 | -58,139 | 53,304 | 54,805 | 6.50% | +1,501 |
| Timken Co.(TKR) | 506,504 | 499,166 | -7,338 | 40,586 | 42,075 | 4.99% | +1,489 |
| Broadridge Financial Solutions(BR) | 48,142 | 48,177 | +35 | 9,484 | 10,360 | 1.23% | +876 |
| Valmont Industries Inc(VMI) | 18,992 | 20,946 | +1,954 | 5,212 | 6,073 | 0.72% | +861 |
| US Physical Therapy Inc(USPH) | 495,049 | 547,111 | +52,062 | 45,752 | 46,302 | 5.49% | +550 |
| Stepan Co(SCL) | 278,744 | 309,447 | +30,703 | 23,403 | 23,905 | 2.83% | +501 |
| SEI Investments Co(SEIC) | 65,516 | 65,581 | +65 | 4,238 | 4,538 | 0.54% | +299 |
| Trex Co(TREX) | 48,439 | 57,343 | +8,904 | 3,590 | 3,818 | 0.45% | +228 |
| Watsco Inc(WSO) | 17,074 | 16,489 | -585 | 7,909 | 8,111 | 0.96% | +201 |
| Murphy USA Inc.(MUSA) | 73,721 | 67,774 | -5,947 | 34,609 | 33,404 | 3.96% | -1,205 |
| Enerpac Tool Group(EPAC) | 1,113,451 | 958,386 | -155,065 | 42,512 | 40,147 | 4.76% | -2,365 |
| AGCO Corp. | 419,841 | 386,444 | -33,397 | 41,094 | 37,817 | 4.48% | -3,277 |
| IDEX Corp.(IEX) | 18,655 | 0 | -18,655 | 3,753 | 0 | — | -3,753 |
| Ingevity Corp(NGVT) | 730,994 | 673,319 | -57,675 | 31,952 | 26,259 | 3.11% | -5,692 |
| Thor Industries Inc.(THO) | 258,231 | 165,953 | -92,278 | 24,132 | 18,237 | 2.16% | -5,895 |
| Boot Barn Holdings Inc | 392,500 | 262,250 | -130,250 | 50,605 | 43,869 | 5.20% | -6,736 |
| Polaris Inc.(PII) | 338,309 | 231,969 | -106,340 | 26,493 | 19,309 | 2.29% | -7,184 |
| Dycom Industries Inc(DY) | 325,964 | 236,552 | -89,412 | 55,010 | 46,624 | 5.53% | -8,385 |
| The Boston Beer Co Inc(SAM) | 142,662 | 120,108 | -22,554 | 43,519 | 34,728 | 4.12% | -8,791 |