Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2024 ▲▼ | Q4 2024 ▲▼ | Change ▲▼ | Q3 2024 ▲▼ | Q4 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| GMS INC | 803,938 | 1,889,489 | +1,085,551 | 72,813 | 160,285 | 13.21% | +87,473 |
| SONOS INC(SONO) | 7,143,231 | 10,734,013 | +3,590,782 | 87,790 | 161,440 | 13.31% | +73,649 |
| LAZYDAYS HLDGS INC | 6,522,423 | 76,492,984 | +69,970,561 | 9,784 | 73,051 | 6.02% | +63,267 |
| BUILDERS FIRSTSOURCE, INC. CMN(BLDR) | 0 | 317,177 | +317,177 | 0 | 45,334 | 3.74% | +45,334 |
| UNIVERSAL TECHNICAL INST INC(UTI) | 9,334,215 | 6,850,636 | -2,483,579 | 151,774 | 176,130 | 14.52% | +24,356 |
| HERC HOLDINGS INC.(HRI) | 392,128 | 418,010 | +25,882 | 62,517 | 79,142 | 6.52% | +16,625 |
| WILLSCOT MOBILE MINI HOLDINGS CORP.(WSC) | 1,377,868 | 2,024,100 | +646,232 | 51,808 | 67,706 | 5.58% | +15,898 |
| MASTERCRAFT BOAT HLDGS INC | 3,372,670 | 3,562,615 | +189,945 | 61,416 | 67,939 | 5.60% | +6,523 |
| OWENS & MINOR, INC. | 3,644,481 | 4,785,964 | +1,141,483 | 57,182 | 62,553 | 5.16% | +5,371 |
| MODIVCARE INC | 2,982,751 | 2,982,751 | 0 | 42,594 | 35,316 | 2.91% | -7,278 |
| INNOVAGE HLDG CORP(INNV) | 3,941,327 | 3,914,964 | -26,363 | 23,648 | 15,386 | 1.27% | -8,262 |
| PURPLE INNOVATION INC | 46,855,291 | 46,855,291 | 0 | 46,326 | 36,547 | 3.01% | -9,779 |
| FORTREA HLDGS INC(FTRE) | 1,807,065 | 1,227,065 | -580,000 | 36,141 | 22,885 | 1.89% | -13,257 |
| R1 RCM INC | 3,504,924 | 0 | -3,504,924 | 49,665 | 0 | — | -49,665 |
| GILDAN ACTIVEWEAR INC(GIL) | 5,955,618 | 4,450,918 | -1,504,700 | 280,569 | 209,416 | 17.26% | -71,153 |