Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TRIUMPH GROUP INC NEW | 2,472,843 | 2,472,843 | 0 | 46,143 | 62,662 | 36.25% | +16,519 |
| TENNANT COMPANY(TNC) | 113,604 | 144,773 | +31,169 | 9,262 | 11,546 | 6.68% | +2,284 |
| VESTIS CORPORATION COM SHS(VSTS) | 2,107,559 | 3,309,017 | +1,201,458 | 32,119 | 32,759 | 18.95% | +640 |
| INGEVITY CORP(NGVT) | 410,678 | 417,178 | +6,500 | 16,735 | 16,516 | 9.55% | -219 |
| ACUITY BRANDS INC(AYI) | 1,353 | 0 | -1,353 | 395 | 0 | — | -395 |
| FOOT LOCKER INC | 55,382 | 55,382 | 0 | 1,205 | 781 | 0.45% | -424 |
| TEGNA INC | 827,831 | 599,323 | -228,508 | 15,141 | 10,920 | 6.32% | -4,221 |
| CHEMOURS CO(CC) | 1,558,498 | 1,558,498 | 0 | 26,339 | 21,086 | 12.20% | -5,252 |
| CAESARS ENTERTAINMENT INC NEW(CZR) | 663,358 | 663,358 | 0 | 22,169 | 16,584 | 9.59% | -5,585 |
| CAPRI HOLDINGS LIMITED SHS | 821,759 | 0 | -821,759 | 17,306 | 0 | — | -17,306 |