Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| BUILDERS FIRSTSOURCE INC(BLDR) | 158,894 | 158,894 | 0 | 13,082 | 14,218 | 67.68% | +1,136 |
| Gitlab Inc(GTLB) | 44,683 | 0 | -44,683 | 967 | 0 | — | -967 |
| BRUNSWICK CORP(BC) | 133,656 | 80,600 | -53,056 | 9,725 | 6,790 | 32.32% | -2,935 |
| Sleep Number Corp(SNBRQ) | 2,616,459 | 0 | -2,616,459 | 4,697 | 0 | — | -4,697 |
| LCI Industries(LCII) | 41,745 | 0 | -41,745 | 5,134 | 0 | — | -5,134 |
| Dick's Sporting Goods Inc(DKS) | 35,319 | 0 | -35,319 | 7,003 | 0 | — | -7,003 |