Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2023 ▲▼ | Q1 2024 ▲▼ | Change ▲▼ | Q4 2023 ▲▼ | Q1 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| WHIRLPOOL CORP(WHR) | 0 | 426,200 | +426,200 | 0 | 50,986 | 9.07% | +50,986 |
| DEERE & CO(DE) | 0 | 83,400 | +83,400 | 0 | 34,256 | 6.09% | +34,256 |
| WESTERN DIGITAL CORP.(WDC) | 0 | 242,200 | +242,200 | 0 | 16,528 | 2.94% | +16,528 |
| LI AUTO INC(LI) | 0 | 489,300 | +489,300 | 0 | 14,816 | 2.63% | +14,816 |
| HUNTSMAN CORP(HUN) | 1,940,312 | 2,239,212 | +298,900 | 48,760 | 58,287 | 10.36% | +9,527 |
| DOW INC(DOW) | 1,117,700 | 1,216,257 | +98,557 | 61,295 | 70,458 | 12.53% | +9,163 |
| VISTEON CORP(VC) | 481,117 | 546,617 | +65,500 | 60,092 | 64,288 | 11.43% | +4,196 |
| GENERAL MTRS CO(GM) | 2,773,830 | 2,241,627 | -532,203 | 99,636 | 101,658 | 18.08% | +2,022 |
| PHINIA INC(PHIN) | 1,521,655 | 1,164,855 | -356,800 | 46,091 | 44,765 | 7.96% | -1,326 |
| INNOVIZ TECHNOLOGIES LTD(INVZ) | 8,728,403 | 14,397,087 | +5,668,684 | 22,083 | 19,436 | 3.46% | -2,647 |
| BLACKBERRY LTD(BB) | 30,789,843 | 31,499,858 | +710,015 | 108,996 | 86,940 | 15.46% | -22,056 |
| LITHIUM AMERICAS ARGENTINA C | 5,157,857 | 0 | -5,157,857 | 32,598 | 0 | — | -32,598 |
| FISKER INC | 19,311,697 | 0 | -19,311,697 | 33,795 | 0 | — | -33,795 |
| MAGNA INTL INC(MGA) | 619,100 | 0 | -619,100 | 36,576 | 0 | — | -36,576 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 485,984 | 0 | -485,984 | 50,542 | 0 | — | -50,542 |
| APTIV PLC(APTV) | 565,837 | 0 | -565,837 | 50,767 | 0 | — | -50,767 |