Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TFI INTL INC(TFII) | 326,900 | 316,400 | -10,500 | 35,511 | 45,426 | 54.71% | +9,914 |
| UNITED NAT FOODS INC(UNFI) | 188,500 | 220,724 | +32,224 | 8,494 | 10,080 | 12.14% | +1,587 |
| BUILDERS FIRSTSOURCE INC(BLDR) | 125,500 | 128,900 | +3,400 | 10,332 | 11,534 | 13.89% | +1,202 |
| WARNER BROS DISCOVERY INC(WBD) | 620,000 | 600,000 | -20,000 | 17,025 | 15,996 | 19.26% | -1,029 |