Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SONOCO PRODS CO(SON) | 80,000 | 260,000 | +180,000 | 4,327 | 14,651 | 7.23% | +10,324 |
| MAGNITE INC(MGNI) | 0 | 480,000 | +480,000 | 0 | 9,110 | 4.50% | +9,110 |
| ACV AUCTIONS INC(ACVA) | 0 | 1,135,000 | +1,135,000 | 0 | 8,161 | 4.03% | +8,161 |
| GREIF INC(GEF) | 160,000 | 250,000 | +90,000 | 10,731 | 18,623 | 9.19% | +7,891 |
| WORLD KINECT CORPORATION(WKC) | 940,000 | 880,000 | -60,000 | 21,686 | 28,987 | 14.31% | +7,301 |
| STANDARDAERO INC(SARO) | 165,000 | 384,000 | +219,000 | 4,262 | 11,485 | 5.67% | +7,223 |
| MEDIAALPHA INC(MAX) | 0 | 440,000 | +440,000 | 0 | 5,531 | 2.73% | +5,531 |
| MAYVILLE ENGR CO INC(MEC) | 620,000 | 441,908 | -178,092 | 11,129 | 16,554 | 8.17% | +5,425 |
| HEARTLAND EXPRESS INC(HTLD) | 330,000 | 480,000 | +150,000 | 3,432 | 7,306 | 3.61% | +3,874 |
| INTERNATIONAL FLAVORS&FRAGRA(IFF) | 0 | 35,000 | +35,000 | 0 | 2,773 | 1.37% | +2,773 |
| NEWELL BRANDS INC(NWL) | 0 | 430,000 | +430,000 | 0 | 2,640 | 1.30% | +2,640 |
| ANTERIX INC(ATEX) | 0 | 25,000 | +25,000 | 0 | 2,574 | 1.27% | +2,574 |
| TRIMAS CORP(TRS) | 0 | 50,000 | +50,000 | 0 | 2,252 | 1.11% | +2,252 |
| TITAN MACHY INC(TITN) | 425,000 | 430,200 | +5,200 | 7,106 | 9,086 | 4.49% | +1,980 |
| DANA INC(DAN) | 200,000 | 320,000 | +120,000 | 6,730 | 8,707 | 4.30% | +1,977 |
| STONERIDGE INC(SRI) | 770,000 | 700,000 | -70,000 | 3,719 | 5,124 | 2.53% | +1,405 |
| KFORCE INC(KFRC) | 0 | 25,000 | +25,000 | 0 | 1,173 | 0.58% | +1,173 |
| NATIONAL CINEMEDIA INC(NCMI) | 1,130,000 | 1,160,000 | +30,000 | 3,447 | 4,408 | 2.18% | +962 |
| WABASH NATL CORP(WNC) | 0 | 58,000 | +58,000 | 0 | 783 | 0.39% | +783 |
| AMERICAN VANGUARD CORP | 720,000 | 775,000 | +55,000 | 1,793 | 2,170 | 1.07% | +377 |
| MASTERBRAND INC(MBC) | 300,000 | 230,000 | -70,000 | 2,493 | 2,367 | 1.17% | -126 |
| TECHTARGET INC(TTGT) | 1,280,000 | 1,215,000 | -65,000 | 4,966 | 4,374 | 2.16% | -592 |
| ARHAUS INC(ARHS) | 500,000 | 290,000 | -210,000 | 3,390 | 2,442 | 1.21% | -948 |
| CLEAR CHANNEL OUTDOOR HLDGS(CCO) | 485,000 | 0 | -485,000 | 1,149 | 0 | — | -1,149 |
| DRIVEN BRANDS HLDGS INC(DRVN) | 540,000 | 400,000 | -140,000 | 6,809 | 5,576 | 2.75% | -1,233 |
| GATES INDL CORP PLC ORD SHS | 160,000 | 80,000 | -80,000 | 3,618 | 2,238 | 1.10% | -1,380 |
| SELECT WATER SOLUTIONS INC(WTTR) | 450,000 | 240,000 | -210,000 | 6,885 | 4,795 | 2.37% | -2,090 |
| COOPER-STANDARD HOLDINGS INC(CPS) | 435,000 | 360,000 | -75,000 | 12,123 | 9,738 | 4.81% | -2,385 |
| CELANESE CORP DEL(CE) | 40,000 | 0 | -40,000 | 2,631 | 0 | — | -2,631 |
| FLOOR & DECOR HLDGS INC(FND) | 230,000 | 150,000 | -80,000 | 11,684 | 8,904 | 4.40% | -2,780 |
| SENECA FOODS CORP NEW(SENEA) | 23,000 | 0 | -23,000 | 3,476 | 0 | — | -3,476 |
| LITHIA MTRS INC(LAD) | 15,000 | 0 | -15,000 | 3,746 | 0 | — | -3,746 |
| SCHOLASTIC CORP(SCHL) | 110,000 | 0 | -110,000 | 4,297 | 0 | — | -4,297 |
| WEYERHAEUSER CO(WY) | 200,000 | 0 | -200,000 | 4,886 | 0 | — | -4,886 |
| ENOVIS CORPORATION(ENOV) | 225,000 | 0 | -225,000 | 5,119 | 0 | — | -5,119 |
| COSTAR GROUP INC(CSGP) | 130,000 | 0 | -130,000 | 5,244 | 0 | — | -5,244 |
| OMNICELL COM(OMCL) | 173,000 | 0 | -173,000 | 5,775 | 0 | — | -5,775 |
| NATIONAL PRESTO INDS INC(NPK) | 65,000 | 0 | -65,000 | 8,909 | 0 | — | -8,909 |