Fund HoldingsABS Direct Equity Fund LLC

Total Portfolio Value
$89.79M
Total Bought
$19.75M
Total Sold
$19.40M
Net Transaction
+$354.2K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
UNITED PARKS & RESORTS INC(PRKS)070,000+70,00003,5423.94%+3,542
GRUPO AEROPUERTO DEL PACIFIC(PAC)015,160+15,16002,6382.94%+2,638
PHINIA INC(PHIN)40050,000+49,600162,3022.56%+2,286
PDD HOLDINGS INC(PDD)48,40660,100+11,6946,4368,1029.02%+1,667
FULL TRUCK ALLIANCE CO LTD(YMM)356,500487,400+130,9002,8664,3914.89%+1,525
COCA-COLA FEMSA SAB DE CV(KOF)011,300+11,30001,0031.12%+1,003
AMERICA MOVIL SAB DE CV(AMX)340,900413,922+73,0225,7956,7727.54%+976
KANZHUN LIMITED(BZ)56,472104,172+47,7001,0621,8082.01%+746
CROCS INC(CROX)7,50012,500+5,0001,0951,8102.02%+716
PAR TECHNOLOGY CORP68,58073,580+5,0003,2293,8324.27%+603
LATHAM GROUP INC(SWIM)157,123150,000-7,1234761,0201.14%+544
SOLARWINDS CORP210,000235,000+25,0002,5313,0673.42%+536
TRIP COM GROUP LTD(TCOM)42,23142,23101,9852,5102.80%+525
MONTROSE ENVIRONMENTAL GROUP017,164+17,16404510.50%+451
KE HLDGS INC(BEKE)021,900+21,90004360.49%+436
EURONET WORLDWIDE INC(EEFT)24,63630,000+5,3642,5502,9773.32%+427
ALIBABA GROUP HLDG LTD(BABA)11,90011,90008571,2631.41%+406
PAMPA ENERGIA S A(PAM)06,000+6,00003600.40%+360
YPF SOCIEDAD ANONIMA(YPF)015,000+15,00003180.35%+318
LEGACY HOUSING CORP48,42650,000+1,5741,1111,3681.52%+257
H WORLD GROUP LTD(HTHT)64,99464,99402,1662,4182.69%+252
BAIDU INC10,73910,73909291,1311.26%+202
I3 VERTICALS INC25,00035,000+10,0005527460.83%+194
NEW ORIENTAL ED & TECHNOLOGY(EDU)6,3007,400+1,1004905610.63%+72
GRUPO AEROPORTUARIO DEL CENT(OMAB)13,20013,850+6508939391.05%+46
GRUPO AEROPORTUARIO DEL SURE6,6606,970+3101,9951,9712.19%-24
ASBURY AUTOMOTIVE GROUP INC7,5007,000-5001,7091,6701.86%-39
MINISO GROUP HLDG LTD(MNSO)88,44192,941+4,5001,6871,6301.82%-56
VIPSHOP HLDGS LTD(VIPS)4,9800-4,980650-65
GRIFFON CORP(GFF)70,00062,500-7,5004,4704,3754.87%-95
INTERNATIONAL MNY EXPRESS IN75,00075,00001,5631,3871.54%-176
ALTA EQUIPMENT GROUP INC220,000209,200-10,8001,7691,4101.57%-359
XPONENTIAL FITNESS INC170,000180,000+10,0002,6522,2322.49%-420
RENTOKIL INITIAL PLC(RTO)120,232124,900+4,6683,5653,1143.47%-451
SKYLINE CHAMPION CORPORATION(SKY)10,0000-10,0006780-677
EXTREME NETWORKS(EXTR)150,00085,000-65,0002,0181,2781.42%-740
CONTROLADORA VUELA COMP DE A118,0000-118,0007500-750
BLUELINX HLDGS INC20,0009,226-10,7741,8629731.08%-889
TRANSPORTADORA DE GAS SUR(TGS)137,70692,832-44,8742,6141,7031.90%-911
CEMEX SAB DE CV(CX)737,000588,000-149,0004,7093,5873.99%-1,123
VALE S A110,5230-110,5231,2350-1,235
MERCADOLIBRE INC(MELI)1,428500-9282,3471,0261.14%-1,321
FOMENTO ECONOMICO MEXICANO S(FMX)84,00077,700-6,3009,0437,6708.54%-1,373
GRUPO AEROPUERTO DEL PACIFIC(PAC)14,4500-14,4502,2510-2,251
KASPI KZ JSC(KSPI)17,9380-17,9382,3140-2,314
R1 RCM INC375,0000-375,0004,7100-4,710
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