Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2023 ▲▼ | Q4 2023 ▲▼ | Change ▲▼ | Q3 2023 ▲▼ | Q4 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MOHAWK INDS INC(MHK) | 259,698 | 326,490 | +66,792 | 22,285 | 33,792 | 23.34% | +11,507 |
| ALIGHT INC(ALIT) | 5,095,196 | 5,527,546 | +432,350 | 36,125 | 47,150 | 32.57% | +11,025 |
| RYANAIR HLDGS PLC(RYAAY) | 247,218 | 221,652 | -25,566 | 24,032 | 29,560 | 20.42% | +5,527 |
| ALPHABET INC(GOOG) | 283,467 | 245,299 | -38,168 | 37,094 | 34,266 | 23.67% | -2,829 |
| EBAY(EBAY) | 343,000 | 0 | -343,000 | 15,123 | 0 | — | -15,123 |