Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PENN ENTERTAINMENT INC(PENN) | 0 | 160,600 | +160,600 | 0 | 2,369 | 2.38% | +2,369 |
| MIDDLEBY CORP(MIDD) | 0 | 11,550 | +11,550 | 0 | 1,717 | 1.73% | +1,717 |
| KNIGHT-SWIFT TRANSN HLDGS IN(KNX) | 111,950 | 104,500 | -7,450 | 4,423 | 5,463 | 5.50% | +1,040 |
| DRIVEN BRANDS HLDGS INC(DRVN) | 213,700 | 294,000 | +80,300 | 3,443 | 4,357 | 4.38% | +914 |
| MAGNERA CORP | 310,768 | 281,518 | -29,250 | 3,642 | 4,262 | 4.29% | +620 |
| HERC HLDGS INC(HRI) | 23,875 | 22,775 | -1,100 | 2,785 | 3,379 | 3.40% | +594 |
| LEGGETT & PLATT INC(LEG) | 678,701 | 594,001 | -84,700 | 6,027 | 6,534 | 6.58% | +507 |
| DINE BRANDS GLOBAL INC | 202,800 | 171,175 | -31,625 | 5,013 | 5,502 | 5.54% | +488 |
| AMCOR PLC(AMCR) | 904,537 | 921,037 | +16,500 | 7,399 | 7,681 | 7.73% | +282 |
| BOYD GAMING CORP(BYD) | 114,775 | 119,175 | +4,400 | 9,922 | 10,158 | 10.22% | +236 |
| CONCRETE PUMPING HLDGS INC | 436,555 | 483,469 | +46,914 | 3,078 | 3,244 | 3.26% | +166 |
| ASBURY AUTOMOTIVE GROUP INC | 20,758 | 22,358 | +1,600 | 5,074 | 5,199 | 5.23% | +125 |
| HILLENBRAND INC | 91,927 | 80,027 | -11,900 | 2,486 | 2,538 | 2.55% | +53 |
| ARCBEST CORP(ARCB) | 54,633 | 51,658 | -2,975 | 3,817 | 3,833 | 3.86% | +15 |
| CROWN HLDGS INC(CCK) | 62,712 | 58,387 | -4,325 | 6,057 | 6,012 | 6.05% | -45 |
| GOLDEN ENTMT INC | 76,081 | 54,459 | -21,622 | 1,794 | 1,481 | 1.49% | -313 |
| HELEN OF TROY LTD | 54,700 | 47,200 | -7,500 | 1,378 | 1,003 | 1.01% | -375 |
| CLEARWATER PAPER CORP | 101,309 | 95,686 | -5,623 | 2,103 | 1,665 | 1.68% | -438 |
| JACK IN THE BOX INC | 137,800 | 118,400 | -19,400 | 2,724 | 2,244 | 2.26% | -481 |
| WHIRLPOOL CORP(WHR) | 38,225 | 32,575 | -5,650 | 3,004 | 2,350 | 2.36% | -655 |
| GREAT LAKES DREDGE & DOCK CO | 178,513 | 111,113 | -67,400 | 2,140 | 1,458 | 1.47% | -683 |
| VESTIS CORPORATION(VSTS) | 151,000 | 0 | -151,000 | 684 | 0 | — | -684 |
| STELLANTIS N.V(STLA) | 249,700 | 145,900 | -103,800 | 2,332 | 1,589 | 1.60% | -743 |
| WESCO INTL INC(WCC) | 4,625 | 0 | -4,625 | 978 | 0 | — | -978 |
| GRAPHIC PACKAGING HLDG CO(GPK) | 487,100 | 567,500 | +80,400 | 9,533 | 8,547 | 8.60% | -986 |
| HUNTSMAN CORP(HUN) | 145,700 | 0 | -145,700 | 1,308 | 0 | — | -1,308 |
| SIX FLAGS ENTERTAINMENT CORP(FUN) | 128,947 | 95,347 | -33,600 | 2,930 | 1,463 | 1.47% | -1,467 |
| PERRIGO CO PLC(PRGO) | 330,800 | 382,400 | +51,600 | 7,367 | 5,323 | 5.36% | -2,044 |