Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TFI INTL INC(TFII) | 322,200 | 326,900 | +4,700 | 33,299 | 35,511 | 49.76% | +2,212 |
| UNITED NAT FOODS INC(UNFI) | 193,000 | 188,500 | -4,500 | 6,498 | 8,494 | 11.90% | +1,996 |
| BUILDERS FIRSTSOURCE INC(BLDR) | 125,500 | 125,500 | 0 | 12,913 | 10,332 | 14.48% | -2,580 |
| WARNER BROS DISCOVERY INC(WBD) | 3,052,000 | 620,000 | -2,432,000 | 87,959 | 17,025 | 23.86% | -70,933 |