Portfolio Value Over Time
Current Holdings for Olstein Capital Management
|
Stock
Click to search
|
Shares | Value | % of Portfolio | Change | Est. Return |
|---|---|---|---|---|---|
|
DIS|DISNEY WALT CO
|
109.0K | $12.5M | TRIM -2.7% | +2.82% | |
|
VNT|VONTIER CORPORATION
|
256.0K | $10.7M | TRIM -13.2% | +6.79% | |
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
346.0K | $10.6M | TRIM -5.7% | -22.74% | |
|
AVTR|AVANTOR INC
|
794.0K | $9.9M | ADD +16.9% | -34.53% | |
|
BDX|BECTON DICKINSON & CO
|
52.0K | $9.7M | ADD +2.0% | — | |
|
LKQ|LKQ CORP
|
318.3K | $9.7M | ADD +40.2% | -22.18% | |
|
ABM|ABM INDS INC
|
209.0K | $9.6M | TRIM -1.4% | +2.70% | |
|
JNJ|JOHNSON & JOHNSON
|
48.5K | $9.0M | TRIM -20.5% | +42.10% | |
|
OMC|OMNICOM GROUP INC
|
110.0K | $9.0M | — | — | |
|
SLB|SCHLUMBERGER LTD
|
253.0K | $8.7M | — | +31.59% | |
|
BAX|BAXTER INTL INC
|
365.0K | $8.3M | ADD +35.7% | — | |
|
MDT|MEDTRONIC PLC
|
87.0K | $8.3M | ADD +3.6% | — | |
|
REYN|REYNOLDS CONSUMER PRODS INC
|
325.6K | $8.0M | ADD +1.1% | -17.52% | |
|
GD|GENERAL DYNAMICS
|
23.3K | $7.9M | TRIM -24.9% | +30.93% | |
|
CFG|CITIZENS FINL GROUP INC
|
146.1K | $7.8M | TRIM -22.8% | — | |
|
IFF|INTERNATIONAL FLAVORS&FRAGRANCE
|
125.0K | $7.7M | ADD +19.1% | -18.14% | |
|
ZBH|ZIMMER BIOMET HOLDINGS INC
|
78.0K | $7.7M | — | — | |
|
DIN|DINE BRANDS GLOBAL INC
|
310.7K | $7.7M | ADD +21.4% | — | |
|
APTV|APTIV PLC
|
88.4K | $7.6M | TRIM -31.4% | +35.53% | |
|
HOLX|HOLOGIC INC
|
113.0K | $7.6M | TRIM -1.7% | +9.69% | |
|
DGX|QUEST DIAGNOSTICS INC
|
40.0K | $7.6M | — | +45.29% | |
|
DAL|DELTA AIR LINES INC DEL
|
134.0K | $7.6M | TRIM -18.3% | — | |
|
USB|US BANCORP DEL
|
157.3K | $7.6M | TRIM -6.9% | — | |
|
MIDD|MIDDLEBY CORP
|
57.0K | $7.6M | ADD +34.2% | +5.48% | |
|
KLIC|KULICKE & SOFFA INDS INC
|
186.0K | $7.6M | — | — | |
|
FDX|FEDEX CORP
|
32.0K | $7.5M | — | — | |
|
FISV|FISERV INC
|
58.0K | $7.5M | ADD +84.1% | -56.61% | |
|
FIS|FIDELITY NATL INFORMATION SV
|
113.0K | $7.5M | ADD +28.4% | -28.96% | |
|
TGT|TARGET CORP
|
82.0K | $7.4M | ADD +3.8% | -22.76% | |
|
NDAQ|NASDAQ INC
|
81.0K | $7.2M | TRIM -11.0% | +39.24% | |
|
MHK|MOHAWK INDS INC
|
55.5K | $7.2M | TRIM -21.4% | -1.14% | |
|
IVZ|INVESCO LTD
|
304.0K | $7.0M | TRIM -20.2% | — | |
|
NKE|NIKE INC
|
98.0K | $6.8M | TRIM -3.0% | -14.20% | |
|
TRV|TRAVELERS COMPANIES INC
|
24.0K | $6.7M | — | — | |
|
HSIC|HENRY SCHEIN INC
|
100.0K | $6.6M | ADD +3.8% | +12.85% | |
|
FITBI|FIFTH THIRD BANCORP
|
145.0K | $6.5M | TRIM -2.7% | — | |
|
RAL|RALLIANT CORP
|
145.0K | $6.3M | ADD +433.8% | +20.17% | |
|
SYY|SYSCO CORP
|
75.0K | $6.2M | — | +4.09% | |
|
WFC|WELLS FARGO CO NEW
|
73.0K | $6.1M | TRIM -11.0% | — | |
|
UPS|UNITED PARCEL SERVICE INC
|
73.0K | $6.1M | ADD +23.7% | — | |
|
CBRE|CBRE GROUP INC
|
38.0K | $6.0M | TRIM -19.5% | +143.32% | |
|
CTVA|CORTEVA INC
|
88.0K | $6.0M | TRIM -6.4% | +95.37% | |
|
CSCO|CISCO SYS INC
|
86.0K | $5.9M | TRIM -12.2% | — | |
|
SWK|STANLEY BLACK & DECKER INC
|
79.0K | $5.9M | TRIM -8.1% | -25.68% | |
|
JLL|JONES LANG LASALLE INC
|
19.5K | $5.8M | TRIM -30.4% | +94.57% | |
|
UNH|UNITEDHEALTH GROUP INC
|
16.5K | $5.7M | TRIM -34.0% | — | |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
11.0K | $5.5M | ADD +44.7% | +82.20% | |
|
ADBE|ADOBE INC
|
15.2K | $5.4M | ADD +52.5% | -21.09% | |
|
CB|CHUBB LIMITED
|
19.0K | $5.4M | ADD +11.8% | +7.71% | |
|
LUV|SOUTHWEST AIRLS CO
|
166.0K | $5.3M | ADD +12.9% | +11.80% | |
|
WTW|WILLIS TOWERS WATSON PLC LTD
|
15.2K | $5.3M | TRIM -7.9% | — | |
|
CMCSA|COMCAST CORP NEW
|
167.0K | $5.2M | — | — | |
|
CVS|CVS HEALTH CORP
|
69.0K | $5.2M | TRIM -10.4% | — | |
|
GM|GENERAL MTRS CO
|
85.0K | $5.2M | TRIM -31.4% | — | |
|
DOV|DOVER CORP
|
30.5K | $5.1M | ADD +3.4% | +38.35% | |
|
FTV|FORTIVE CORP
|
101.0K | $4.9M | ADD +23.9% | +10.77% | |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
55.0K | $4.9M | TRIM -15.4% | +34.68% | |
|
MSFT|MICROSOFT CORP
|
9.1K | $4.7M | TRIM -9.0% | — | |
|
EFX|EQUIFAX INC
|
18.0K | $4.6M | ADD +20.0% | — | |
|
KMB|KIMBERLY CLARK CORP
|
37.0K | $4.6M | ADD +5.7% | -23.52% | |
|
KFY|KORN FERRY
|
65.0K | $4.5M | — | +37.48% | |
|
HON|HONEYWELL INTL INC
|
21.5K | $4.5M | — | +9.86% | |
|
ON|ON SEMICONDUCTOR CORP
|
91.0K | $4.5M | TRIM -13.3% | +0.21% | |
|
WCC|WESCO INTL INC
|
21.2K | $4.5M | TRIM -53.8% | — | |
|
TXN|TEXAS INSTRS INC
|
24.0K | $4.4M | TRIM -9.4% | — | |
|
AAPL|APPLE INC
|
16.0K | $4.1M | TRIM -38.5% | — | |
|
PEP|PEPSICO INC
|
28.0K | $3.9M | — | +1.51% | |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
8.0K | $3.9M | — | +50.97% | |
|
LHX|L3HARRIS TECHNOLOGIES INC
|
12.6K | $3.8M | TRIM -49.6% | +69.93% | |
|
CB1A|CONSTELLATION BRANDS INC
|
28.5K | $3.8M | ADD NEW | — | |
|
SPGI|S&P GLOBAL INC
|
7.8K | $3.8M | ADD +44.4% | — | |
|
GLW|CORNING INC
|
45.5K | $3.7M | TRIM -54.0% | — | |
|
META|META PLATFORMS INC
|
5.0K | $3.7M | ADD +11.1% | +197.36% | |
|
GOOG|ALPHABET INC
|
14.5K | $3.5M | TRIM -47.3% | — | |
|
CMI|CUMMINS INC
|
8.0K | $3.4M | TRIM -41.1% | — | |
|
DE|DEERE & CO
|
7.0K | $3.2M | — | +29.59% | |
|
RTX|RTX CORP
|
18.5K | $3.1M | TRIM -28.9% | +168.77% | |
|
GS|GOLDMAN SACHS GROUP INC
|
3.5K | $2.8M | TRIM -50.0% | — | |
|
AMZN|AMAZON COM INC
|
12.5K | $2.7M | ADD NEW | +4.71% | |
|
UBER|UBER TECHNOLOGIES INC
|
28.0K | $2.7M | ADD NEW | -9.79% | |
|
AEBI|AEBI SCHMIDT
|
185.0K | $2.3M | ADD NEW | +26.69% | |
|
GATES INDUSTRIAL CORPRATIN P
|
86.5K | $2.1M | TRIM -8.9% | — | |
|
V|VISA INC
|
6.0K | $2.0M | — | — | |
|
EBA|EBAY INC
|
22.0K | $2.0M | TRIM -42.1% | — | |
|
IART|INTEGRA LIFESCIENCES HLDGS
|
139.0K | $2.0M | ADD +3.0% | — | |
|
CWK|CUSHMAN WAKEFIELD PLC
|
111.0K | $1.8M | TRIM -21.3% | +2.16% | |
|
VSH|VISHAY INTERTECHNOLOGY INC
|
100.0K | $1.5M | TRIM -10.7% | — | |
|
CENT|CENTRAL GARDEN & PET CO
|
51.5K | $1.5M | TRIM -6.4% | — | |
|
BLBD|BLUE BIRD CORP
|
24.8K | $1.4M | TRIM -51.4% | — | |
|
PBH|PRESTIGE CONSMR HEALTHCARE
|
21.0K | $1.3M | ADD +75.0% | — | |
|
HOMB|HOME BANCSHARES INC
|
41.5K | $1.2M | TRIM -2.4% | — | |
|
FHB|FIRST HAWAIIAN INC
|
46.0K | $1.1M | TRIM -6.1% | +35.72% | |
|
FA|FIRST ADVANTAGE
|
71.0K | $1.1M | ADD +22.4% | -2.72% | |
|
AGCO|AGCO CORP
|
9.5K | $1.0M | TRIM -4.8% | +21.03% | |
|
PLOW|DOUGLAS DYNAMIC INC
|
32.5K | $1.0M | TRIM -26.1% | +49.48% | |
|
TNC|TENNANT CO
|
11.7K | $944.0K | — | -8.73% | |
|
TKR|TIMKEN CO
|
12.0K | $902.0K | TRIM -11.1% | +13.50% | |
|
BRC|BRADY CORP
|
11.5K | $897.0K | TRIM -11.5% | +75.43% | |
|
MLR|MILLER INDS INC TENN
|
21.5K | $869.0K | — | — | |
|
PB|PROSPERITY BANCSHARES INC
|
13.0K | $863.0K | — | — | |
|
PGNY|PROGYNY INC
|
35.0K | $753.0K | ADD +45.8% | +9.02% | |
|
NOV|NOV INC
|
51.0K | $676.0K | ADD +21.4% | +44.70% | |
|
GHM|GRAHAM CORP
|
10.0K | $549.0K | TRIM -41.2% | +448.07% |
Trading Activity for Olstein Capital Management
|
Stock
Click to search
|
Action | Change | Shares After | Value | Est. Return |
|---|---|---|---|---|---|
| 2025-Q3 | |||||
|
DIS|DISNEY WALT CO
|
SELL | -2.68% | 109.0K | $12M | +8.8% |
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
SELL | -5.72% | 346.0K | $11M | -30.2% |
|
VNT|VONTIER CORPORATION
|
SELL | -13.22% | 256.0K | $11M | +18.5% |
|
ABM|ABM INDS INC
|
SELL | -1.42% | 209.0K | $10M | +8.3% |
|
AVTR|AVANTOR INC
|
BUY | +16.94% | 794.0K | $10M | — |
|
BDX|BECTON DICKINSON & CO
|
BUY | +1.96% | 52.0K | $10M | — |
|
LKQ|LKQ CORP
|
BUY | +40.21% | 318.3K | $10M | — |
|
JNJ|JOHNSON & JOHNSON
|
SELL | -20.49% | 48.5K | $9M | +13.2% |
|
GD|GENERAL DYNAMICS
|
SELL | -24.87% | 23.3K | $8M | +12.6% |
|
APTV|APTIV PLC
|
SELL | -31.43% | 88.4K | $8M | +28.1% |
|
WCC|WESCO INTL INC
|
SELL | -53.81% | 21.2K | $4M | — |
|
CFG|CITIZENS FINL GROUP INC
|
SELL | -22.76% | 146.1K | $8M | — |
|
BAX|BAXTER INTL INC
|
BUY | +35.69% | 365.0K | $8M | — |
|
MDT|MEDTRONIC PLC
|
BUY | +3.57% | 87.0K | $8M | — |
|
NDAQ|NASDAQ INC
|
SELL | -10.99% | 81.0K | $7M | +29.4% |
|
DAL|DELTA AIR LINES INC DEL
|
SELL | -18.29% | 134.0K | $8M | — |
|
REYN|REYNOLDS CONSUMER PRODS INC
|
BUY | +1.10% | 325.6K | $8M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -34.00% | 16.5K | $6M | — |
|
TGT|TARGET CORP
|
BUY | +3.80% | 82.0K | $7M | — |
|
IFF|INTERNATIONAL FLAVORS&FRAGRANCE
|
BUY | +19.05% | 125.0K | $8M | — |
|
DIN|DINE BRANDS GLOBAL INC
|
BUY | +21.37% | 310.7K | $8M | — |
|
USB|US BANCORP DEL
|
SELL | -6.89% | 157.3K | $8M | — |
|
HOLX|HOLOGIC INC
|
SELL | -1.74% | 113.0K | $8M | -2.5% |
|
MIDD|MIDDLEBY CORP
|
BUY | +34.24% | 57.0K | $8M | — |
|
FISV|FISERV INC
|
BUY | +84.13% | 58.0K | $7M | — |
|
FIS|FIDELITY NATL INFORMATION SV
|
BUY | +28.41% | 113.0K | $7M | — |
|
MHK|MOHAWK INDS INC
|
SELL | -21.37% | 55.5K | $7M | +1.0% |
|
NKE|NIKE INC
|
SELL | -2.97% | 98.0K | $7M | -0.9% |
|
JLL|JONES LANG LASALLE INC
|
SELL | -30.36% | 19.5K | $6M | +60.3% |
|
HSIC|HENRY SCHEIN INC
|
BUY | +3.80% | 100.0K | $7M | — |
|
CTVA|CORTEVA INC
|
SELL | -6.38% | 88.0K | $6M | +103.4% |
|
IVZ|INVESCO LTD
|
SELL | -20.24% | 304.0K | $7M | — |
|
CSCO|CISCO SYS INC
|
SELL | -12.24% | 86.0K | $6M | — |
|
CBRE|CBRE GROUP INC
|
SELL | -19.47% | 38.0K | $6M | +123.8% |
|
WFC|WELLS FARGO CO NEW
|
SELL | -10.98% | 73.0K | $6M | — |
|
FITBI|FIFTH THIRD BANCORP
|
SELL | -2.68% | 145.0K | $6M | — |
|
RAL|RALLIANT CORP
|
BUY | +433.76% | 145.0K | $6M | — |
|
LHX|L3HARRIS TECHNOLOGIES INC
|
SELL | -49.60% | 12.6K | $4M | +25.8% |
|
GM|GENERAL MTRS CO
|
SELL | -31.45% | 85.0K | $5M | — |
|
UPS|UNITED PARCEL SERVICE INC
|
BUY | +23.73% | 73.0K | $6M | — |
|
SWK|STANLEY BLACK & DECKER INC
|
SELL | -8.14% | 79.0K | $6M | -35.1% |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
BUY | +44.74% | 11.0K | $6M | — |
|
EMN|EASTMAN CHEM CO
|
SELL | EXIT | — | — | — |
|
ON|ON SEMICONDUCTOR CORP
|
SELL | -13.33% | 91.0K | $4M | -15.2% |
|
TXN|TEXAS INSTRS INC
|
SELL | -9.43% | 24.0K | $4M | — |
|
DOV|DOVER CORP
|
BUY | +3.39% | 30.5K | $5M | — |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
SELL | -15.38% | 55.0K | $5M | +45.3% |
|
ADBE|ADOBE INC
|
BUY | +52.50% | 15.2K | $5M | — |
|
CB|CHUBB LIMITED
|
BUY | +11.76% | 19.0K | $5M | — |
|
AAPL|APPLE INC
|
SELL | -38.46% | 16.0K | $4M | — |
|
CVS|CVS HEALTH CORP
|
SELL | -10.39% | 69.0K | $5M | — |
|
LUV|SOUTHWEST AIRLS CO
|
BUY | +12.87% | 166.0K | $5M | — |
|
WTW|WILLIS TOWERS WATSON PLC LTD
|
SELL | -7.88% | 15.2K | $5M | — |
|
GLW|CORNING INC
|
SELL | -54.04% | 45.5K | $4M | — |
|
MSFT|MICROSOFT CORP
|
SELL | -9.00% | 9.1K | $5M | — |
|
GS|GOLDMAN SACHS GROUP INC
|
SELL | -50.00% | 3.5K | $3M | +139.8% |
|
FTV|FORTIVE CORP
|
BUY | +23.93% | 101.0K | $5M | — |
|
GOOG|ALPHABET INC
|
SELL | -47.27% | 14.5K | $4M | — |
|
EFX|EQUIFAX INC
|
BUY | +20.00% | 18.0K | $5M | — |
|
KMB|KIMBERLY CLARK CORP
|
BUY | +5.71% | 37.0K | $5M | — |
|
CMI|CUMMINS INC
|
SELL | -41.11% | 8.0K | $3M | +93.1% |
|
CB1A|CONSTELLATION BRANDS INC
|
BUY | NEW | 28.5K | $4M | — |
|
RTX|RTX CORP
|
SELL | -28.85% | 18.5K | $3M | +82.5% |
|
SPGI|S&P GLOBAL INC
|
BUY | +44.44% | 7.8K | $4M | — |
|
META|META PLATFORMS INC
|
BUY | +11.11% | 5.0K | $4M | — |
|
EBA|EBAY INC
|
SELL | -42.11% | 22.0K | $2M | — |
|
AMZN|AMAZON COM INC
|
BUY | NEW | 12.5K | $3M | — |
|
UBER|UBER TECHNOLOGIES INC
|
BUY | NEW | 28.0K | $3M | — |
|
SHYF|SHYFT GROUP INC
|
SELL | EXIT | — | — | — |
|
AEBI|AEBI SCHMIDT
|
BUY | NEW | 185.0K | $2M | — |
|
BLBD|BLUE BIRD CORP
|
SELL | -51.38% | 24.8K | $1M | — |
|
GATES INDUSTRIAL CORPRATIN P
|
SELL | -8.95% | 86.5K | $2M | — |
|
IART|INTEGRA LIFESCIENCES HLDGS
|
BUY | +2.96% | 139.0K | $2M | — |
|
VSH|VISHAY INTERTECHNOLOGY INC
|
SELL | -10.71% | 100.0K | $2M | -23.7% |
|
CWK|CUSHMAN WAKEFIELD PLC
|
SELL | -21.28% | 111.0K | $2M | -10.4% |
|
CENT|CENTRAL GARDEN & PET CO
|
SELL | -6.36% | 51.5K | $2M | — |
|
PBH|PRESTIGE CONSMR HEALTHCARE
|
BUY | +75.00% | 21.0K | $1M | — |
|
PLOW|DOUGLAS DYNAMIC INC
|
SELL | -26.14% | 32.5K | $1M | +27.5% |
|
FHB|FIRST HAWAIIAN INC
|
SELL | -6.12% | 46.0K | $1M | +28.4% |
|
HOMB|HOME BANCSHARES INC
|
SELL | -2.35% | 41.5K | $1M | +30.4% |
|
FA|FIRST ADVANTAGE
|
BUY | +22.41% | 71.0K | $1M | — |
|
AGCO|AGCO CORP
|
SELL | -4.80% | 9.5K | $1M | +8.9% |
|
TKR|TIMKEN CO
|
SELL | -11.11% | 12.0K | $902000 | -6.0% |
|
BRC|BRADY CORP
|
SELL | -11.54% | 11.5K | $897000 | +51.8% |
|
GHM|GRAHAM CORP
|
SELL | -41.18% | 10.0K | $549000 | +320.4% |
|
PGNY|PROGYNY INC
|
BUY | +45.83% | 35.0K | $753000 | — |
|
NOV|NOV INC
|
BUY | +21.43% | 51.0K | $676000 | — |
| 2025-Q2 | |||||
|
DIS|DISNEY WALT CO
|
SELL | -19.71% | 112.0K | $14M | +2.2% |
|
LKQ|LKQ CORP
|
SELL | -13.03% | 227.0K | $8M | -11.3% |
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
SELL | -17.71% | 367.0K | $11M | -43.6% |
|
VNT|VONTIER CORPORATION
|
BUY | +1.03% | 295.0K | $11M | — |
|
BAX|BAXTER INTL INC
|
SELL | -13.50% | 269.0K | $8M | — |
|
SLB|SCHLUMBERGER LTD
|
BUY | +0.40% | 253.0K | $9M | — |
|
ABM|ABM INDS INC
|
BUY | +8.15% | 212.0K | $10M | — |
|
BDX|BECTON DICKINSON & CO
|
BUY | +18.60% | 51.0K | $9M | — |
|
CTVA|CORTEVA INC
|
SELL | -36.49% | 94.0K | $7M | +90.7% |
|
AVTR|AVANTOR INC
|
BUY | +19.54% | 679.0K | $9M | — |
|
ZBH|ZIMMER BIOMET HOLDINGS INC
|
SELL | -2.50% | 78.0K | $7M | — |
|
GD|GENERAL DYNAMICS
|
SELL | -6.06% | 31.0K | $9M | -1.7% |
|
APTV|APTIV PLC
|
SELL | -5.84% | 129.0K | $9M | +13.6% |
|
FIS|FIDELITY NATL INFORMATION SV
|
SELL | -24.79% | 88.0K | $7M | -13.4% |
|
WCC|WESCO INTL INC
|
BUY | +11.95% | 45.9K | $9M | — |
|
CFG|CITIZENS FINL GROUP INC
|
BUY | +2.10% | 189.2K | $8M | — |
|
DIN|DINE BRANDS GLOBAL INC
|
SELL | -28.09% | 256.0K | $6M | — |
|
UPS|UNITED PARCEL SERVICE INC
|
SELL | -21.33% | 59.0K | $6M | — |
|
OMC|OMNICOM GROUP INC
|
BUY | +11.11% | 110.0K | $8M | — |
|
NDAQ|NASDAQ INC
|
SELL | -1.09% | 91.0K | $8M | +11.8% |
|
DAL|DELTA AIR LINES INC DEL
|
SELL | -6.82% | 164.0K | $8M | — |
|
TRV|TRAVELERS COMPANIES INC
|
SELL | -20.00% | 24.0K | $6M | — |
|
KLIC|KULICKE & SOFFA INDS INC
|
SELL | -22.63% | 186.0K | $6M | — |
|
TGT|TARGET CORP
|
BUY | +5.33% | 79.0K | $8M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
BUY | +78.57% | 25.0K | $8M | — |
|
DGX|QUEST DIAGNOSTICS INC
|
SELL | -13.04% | 40.0K | $7M | +33.8% |
|
USB|US BANCORP DEL
|
BUY | +0.60% | 169.0K | $8M | — |
|
LHX|L3HARRIS TECHNOLOGIES INC
|
SELL | -31.51% | 25.0K | $6M | +2.5% |
|
FDX|FEDEX CORP
|
BUY | +3.23% | 32.0K | $7M | — |
|
CVS|CVS HEALTH CORP
|
SELL | -30.00% | 77.0K | $5M | — |
|
REYN|REYNOLDS CONSUMER PRODS INC
|
BUY | +5.63% | 322.0K | $7M | — |
|
NKE|NIKE INC
|
BUY | +10.99% | 101.0K | $7M | — |
|
JLL|JONES LANG LASALLE INC
|
BUY | +25.28% | 28.0K | $7M | — |
|
HSIC|HENRY SCHEIN INC
|
SELL | -3.02% | 96.3K | $7M | -1.2% |
|
CSCO|CISCO SYS INC
|
SELL | -7.55% | 98.0K | $7M | — |
|
GM|GENERAL MTRS CO
|
SELL | -13.89% | 124.0K | $6M | — |
|
KMB|KIMBERLY CLARK CORP
|
SELL | -25.53% | 35.0K | $5M | +1.3% |
|
CBRE|CBRE GROUP INC
|
BUY | +4.87% | 47.2K | $7M | — |
|
WFC|WELLS FARGO CO NEW
|
SELL | -4.34% | 82.0K | $7M | — |
|
SWK|STANLEY BLACK & DECKER INC
|
BUY | +2.38% | 86.0K | $6M | — |
|
LUV|SOUTHWEST AIRLS CO
|
SELL | -23.40% | 147.1K | $5M | -19.4% |
|
ON|ON SEMICONDUCTOR CORP
|
SELL | -31.82% | 105.0K | $6M | -29.7% |
|
EMN|EASTMAN CHEM CO
|
BUY | +4.23% | 74.0K | $6M | — |
|
FITBI|FIFTH THIRD BANCORP
|
BUY | +5.67% | 149.0K | $6M | — |
|
MIDD|MIDDLEBY CORP
|
BUY | +10.29% | 42.5K | $6M | — |
|
IVZ|INVESCO LTD
|
BUY | +0.29% | 381.1K | $6M | — |
|
WTW|WILLIS TOWERS WATSON PLC LTD
|
SELL | -5.71% | 16.5K | $5M | — |
|
FTV|FORTIVE CORP
|
BUY | +2.52% | 81.5K | $4M | — |
|
TXN|TEXAS INSTRS INC
|
BUY | +15.22% | 26.5K | $6M | — |
|
FISV|FISERV INC
|
BUY | +65.79% | 31.5K | $5M | — |
|
DOV|DOVER CORP
|
BUY | +11.25% | 29.5K | $5M | — |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
BUY | +2.72% | 65.0K | $5M | — |
|
AAPL|APPLE INC
|
BUY | +13.04% | 26.0K | $5M | — |
|
GLW|CORNING INC
|
SELL | -7.48% | 99.0K | $5M | — |
|
HON|HONEYWELL INTL INC
|
BUY | +10.26% | 21.5K | $5M | — |
|
GS|GOLDMAN SACHS GROUP INC
|
SELL | -12.50% | 7.0K | $5M | +96.3% |
|
DE|DEERE & CO
|
SELL | -33.33% | 7.0K | $4M | +25.4% |
|
CB|CHUBB LIMITED
|
BUY | +88.89% | 17.0K | $5M | — |
|
GOOG|ALPHABET INC
|
SELL | -12.70% | 27.5K | $5M | — |
|
KFY|KORN FERRY
|
SELL | -8.45% | 65.0K | $5M | +27.2% |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -13.14% | 7.6K | $4M | +101.2% |
|
CMI|CUMMINS INC
|
BUY | +12.50% | 13.5K | $4M | — |
|
RTX|RTX CORP
|
SELL | -19.73% | 26.0K | $4M | +55.2% |
|
ADBE|ADOBE INC
|
BUY | NEW | 10.0K | $4M | — |
|
PEP|PEPSICO INC
|
BUY | +33.33% | 28.0K | $4M | — |
|
DENN|DENNYS CORP
|
SELL | EXIT | — | — | -73.1% |
|
META|META PLATFORMS INC
|
BUY | +12.50% | 4.5K | $3M | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
BUY | NEW | 8.0K | $3M | — |
|
EBA|EBAY INC
|
SELL | -5.00% | 38.0K | $3M | — |
|
V|VISA INC
|
SELL | -14.29% | 6.0K | $2M | — |
|
SHYF|SHYFT GROUP INC
|
SELL | -14.53% | 193.0K | $2M | — |
|
BLBD|BLUE BIRD CORP
|
SELL | -21.54% | 51.0K | $2M | — |
|
GATES INDUSTRIAL CORPRATIN P
|
SELL | -16.67% | 95.0K | $2M | — |
|
IART|INTEGRA LIFESCIENCES HLDGS
|
BUY | +37.76% | 135.0K | $2M | — |
|
CENT|CENTRAL GARDEN & PET CO
|
SELL | -8.33% | 55.0K | $2M | — |
|
CWK|CUSHMAN WAKEFIELD PLC
|
BUY | +0.71% | 141.0K | $2M | — |
|
HOMB|HOME BANCSHARES INC
|
SELL | -15.00% | 42.5K | $1M | +26.1% |
|
PLOW|DOUGLAS DYNAMIC INC
|
SELL | -26.67% | 44.0K | $1M | +10.3% |
|
RAL|RALLIANT CORP
|
BUY | NEW | 27.2K | $1M | — |
|
PBH|PRESTIGE CONSMR HEALTHCARE
|
SELL | -20.00% | 12.0K | $958000 | — |
|
FHB|FIRST HAWAIIAN INC
|
SELL | -3.92% | 49.0K | $1M | +18.7% |
|
AGCO|AGCO CORP
|
SELL | -20.17% | 10.0K | $1M | -1.4% |
|
BRC|BRADY CORP
|
SELL | -13.33% | 13.0K | $884000 | +45.3% |
|
TKR|TIMKEN CO
|
BUY | +3.85% | 13.5K | $979000 | — |
|
FA|FIRST ADVANTAGE
|
SELL | -7.94% | 58.0K | $963000 | +14.1% |
|
TNC|TENNANT CO
|
BUY | +3.10% | 11.7K | $903000 | — |
|
GHM|GRAHAM CORP
|
SELL | -18.43% | 17.0K | $842000 | +204.8% |
|
PGNY|PROGYNY INC
|
BUY | +14.29% | 24.0K | $528000 | — |
|
NOV|NOV INC
|
BUY | NEW | 42.0K | $522000 | — |
| 2025-Q1 | |||||
|
DIS|DISNEY WALT CO
|
BUY | +1.45% | 139.5K | $14M | — |
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
BUY | +0.43% | 446.0K | $11M | — |
|
VNT|VONTIER CORPORATION
|
SELL | -4.89% | 292.0K | $10M | +4.4% |
|
LKQ|LKQ CORP
|
SELL | -10.00% | 261.0K | $11M | -13.3% |
|
BAX|BAXTER INTL INC
|
SELL | -5.18% | 311.0K | $11M | — |
|
JNJ|JOHNSON & JOHNSON
|
SELL | -6.15% | 61.0K | $10M | +1.5% |
|
ABM|ABM INDS INC
|
BUY | +0.09% | 196.0K | $9M | — |
|
TGT|TARGET CORP
|
BUY | +1.35% | 75.0K | $8M | — |
|
MIDD|MIDDLEBY CORP
|
SELL | -45.77% | 38.5K | $6M | +12.2% |
|
DIN|DINE BRANDS GLOBAL INC
|
BUY | +12.60% | 356.0K | $8M | — |
|
CTVA|CORTEVA INC
|
SELL | -9.18% | 148.0K | $9M | +74.8% |
|
AVTR|AVANTOR INC
|
BUY | +59.55% | 568.0K | $9M | — |
|
GD|GENERAL DYNAMICS
|
BUY | +15.79% | 33.0K | $9M | — |
|
KLIC|KULICKE & SOFFA INDS INC
|
BUY | +27.20% | 240.4K | $8M | — |
|
IFF|INTERNATIONAL FLAVORS&FRAGRANCE
|
BUY | +0.96% | 105.0K | $8M | — |
|
FIS|FIDELITY NATL INFORMATION SV
|
BUY | +50.00% | 117.0K | $9M | — |
|
CFG|CITIZENS FINL GROUP INC
|
SELL | -4.48% | 185.3K | $8M | — |
|
MHK|MOHAWK INDS INC
|
BUY | +0.83% | 70.6K | $8M | — |
|
IVZ|INVESCO LTD
|
SELL | -19.14% | 380.0K | $6M | — |
|
OMC|OMNICOM GROUP INC
|
BUY | +5.32% | 99.0K | $8M | — |
|
DGX|QUEST DIAGNOSTICS INC
|
SELL | -15.15% | 46.0K | $8M | +27.6% |
|
LUV|SOUTHWEST AIRLS CO
|
SELL | -20.00% | 192.0K | $6M | -19.5% |
|
TRV|TRAVELERS COMPANIES INC
|
SELL | -6.25% | 30.0K | $8M | — |
|
FDX|FEDEX CORP
|
BUY | +10.71% | 31.0K | $8M | — |
|
USB|US BANCORP DEL
|
BUY | +2.75% | 168.0K | $7M | — |
|
CBRE|CBRE GROUP INC
|
SELL | -23.73% | 45.0K | $6M | +98.7% |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -7.89% | 14.0K | $7M | — |
|
DAL|DELTA AIR LINES INC DEL
|
BUY | +41.94% | 176.0K | $8M | — |
|
LHX|L3HARRIS TECHNOLOGIES INC
|
BUY | +30.36% | 36.5K | $8M | — |
|
MDT|MEDTRONIC PLC
|
SELL | -10.64% | 84.0K | $8M | — |
|
HSIC|HENRY SCHEIN INC
|
SELL | -8.86% | 99.3K | $7M | +2.8% |
|
CSCO|CISCO SYS INC
|
SELL | -15.87% | 106.0K | $7M | — |
|
CVS|CVS HEALTH CORP
|
SELL | -10.57% | 110.0K | $7M | — |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
SELL | -35.43% | 63.3K | $5M | +37.3% |
|
REYN|REYNOLDS CONSUMER PRODS INC
|
BUY | +28.63% | 304.9K | $7M | — |
|
HOLX|HOLOGIC INC
|
BUY | +27.78% | 115.0K | $7M | — |
|
NDAQ|NASDAQ INC
|
BUY | +15.00% | 92.0K | $7M | — |
|
GLW|CORNING INC
|
SELL | -26.71% | 107.0K | $5M | — |
|
GM|GENERAL MTRS CO
|
BUY | +18.03% | 144.0K | $7M | — |
|
JLL|JONES LANG LASALLE INC
|
SELL | -15.66% | 22.4K | $6M | +46.4% |
|
WCC|WESCO INTL INC
|
BUY | +10.81% | 41.0K | $6M | — |
|
KMB|KIMBERLY CLARK CORP
|
SELL | -2.08% | 47.0K | $7M | +2.3% |
|
DE|DEERE & CO
|
SELL | -33.33% | 10.5K | $5M | +19.6% |
|
WTW|WILLIS TOWERS WATSON PLC LTD
|
SELL | -14.63% | 17.5K | $6M | — |
|
ON|ON SEMICONDUCTOR CORP
|
BUY | +102.63% | 154.0K | $6M | — |
|
EMN|EASTMAN CHEM CO
|
BUY | +6.32% | 71.0K | $6M | — |
|
WFC|WELLS FARGO CO NEW
|
SELL | -3.69% | 85.7K | $6M | — |
|
CMCSA|COMCAST CORP NEW
|
BUY | +50.45% | 167.0K | $6M | — |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -33.21% | 8.8K | $5M | +90.2% |
|
RTX|RTX CORP
|
SELL | -36.83% | 32.4K | $4M | +49.6% |
|
FITBI|FIFTH THIRD BANCORP
|
BUY | +2.17% | 141.0K | $6M | — |
|
NKE|NIKE INC
|
BUY | +42.19% | 91.0K | $6M | — |
|
SYY|SYSCO CORP
|
BUY | +29.31% | 75.0K | $6M | — |
|
DENN|DENNYS CORP
|
BUY | +6.18% | 973.0K | $4M | — |
|
DOV|DOVER CORP
|
SELL | -8.56% | 26.5K | $5M | +33.2% |
|
GOOG|ALPHABET INC
|
BUY | +12.50% | 31.5K | $5M | — |
|
AAPL|APPLE INC
|
BUY | +100.00% | 23.0K | $5M | — |
|
EBA|EBAY INC
|
SELL | -45.21% | 40.0K | $3M | — |
|
GS|GOLDMAN SACHS GROUP INC
|
BUY | +6.67% | 8.0K | $4M | — |
|
TXN|TEXAS INSTRS INC
|
BUY | +6.98% | 23.0K | $4M | — |
|
HON|HONEYWELL INTL INC
|
BUY | +39.29% | 19.5K | $4M | — |
|
MSFT|MICROSOFT CORP
|
BUY | +5.26% | 10.0K | $4M | — |
|
CMI|CUMMINS INC
|
BUY | +6.67% | 12.0K | $4M | — |
|
EFX|EQUIFAX INC
|
BUY | +15.38% | 15.0K | $4M | — |
|
V|VISA INC
|
SELL | -33.33% | 7.0K | $2M | — |
|
PEP|PEPSICO INC
|
BUY | NEW | 21.0K | $3M | — |
|
IART|INTEGRA LIFESCIENCES HLDGS
|
SELL | -26.32% | 98.0K | $2M | -52.4% |
|
GATES INDUSTRIAL CORPRATIN P
|
SELL | -19.72% | 114.0K | $2M | — |
|
CB|CHUBB LIMITED
|
BUY | NEW | 9.0K | $3M | — |
|
META|META PLATFORMS INC
|
SELL | -13.04% | 4.0K | $2M | +230.9% |
|
SHYF|SHYFT GROUP INC
|
SELL | -0.97% | 225.8K | $2M | — |
|
CENT|CENTRAL GARDEN & PET CO
|
SELL | -22.08% | 60.0K | $2M | — |
|
BLBD|BLUE BIRD CORP
|
BUY | +3.17% | 65.0K | $2M | — |
|
VSH|VISHAY INTERTECHNOLOGY INC
|
SELL | -20.00% | 112.0K | $2M | -15.9% |
|
MA|MASTERCARD INC
|
SELL | EXIT | — | — | — |
|
PBH|PRESTIGE CONSMR HEALTHCARE
|
SELL | -42.31% | 15.0K | $1M | — |
|
CWK|CUSHMAN WAKEFIELD PLC
|
SELL | -5.41% | 140.0K | $1M | -26.4% |
|
JOUT|JOHNSON OUTDOORS INC
|
SELL | EXIT | — | — | -63.4% |
|
PLOW|DOUGLAS DYNAMIC INC
|
SELL | -20.00% | 60.0K | $1M | +2.8% |
|
HOMB|HOME BANCSHARES INC
|
SELL | -16.67% | 50.0K | $1M | +30.9% |
|
DUT|MOODYS CORP
|
SELL | EXIT | — | — | — |
|
FHB|FIRST HAWAIIAN INC
|
SELL | -19.05% | 51.0K | $1M | +31.8% |
|
MLR|MILLER INDS INC TENN
|
BUY | +2.38% | 21.5K | $911000 | — |
|
AGCO|AGCO CORP
|
SELL | -13.79% | 12.5K | $1M | -3.6% |
|
BRC|BRADY CORP
|
SELL | -16.67% | 15.0K | $1M | +52.1% |
|
TKR|TIMKEN CO
|
SELL | -23.53% | 13.0K | $934000 | -6.4% |
|
GHM|GRAHAM CORP
|
SELL | -18.27% | 20.8K | $601000 | +210.8% |
|
PB|PROSPERITY BANCSHARES INC
|
SELL | -7.14% | 13.0K | $928000 | — |
|
TNC|TENNANT CO
|
BUY | +18.95% | 11.3K | $901000 | — |
|
PGNY|PROGYNY INC
|
BUY | NEW | 21.0K | $469000 | — |
| 2024-Q4 | |||||
|
DIS|DISNEY WALT CO
|
SELL | -12.42% | 137.5K | $15M | -5.0% |
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
BUY | +19.70% | 444.1K | $12M | — |
|
KLIC|KULICKE & SOFFA INDS INC
|
SELL | -23.30% | 189.0K | $9M | — |
|
LKQ|LKQ CORP
|
BUY | +16.00% | 290.0K | $11M | — |
|
UPS|UNITED PARCEL SERVICE INC
|
SELL | -3.85% | 75.0K | $9M | — |
|
BAX|BAXTER INTL INC
|
BUY | +18.84% | 328.0K | $10M | — |
|
CVS|CVS HEALTH CORP
|
SELL | -25.45% | 123.0K | $6M | — |
|
SLB|SCHLUMBERGER LTD
|
BUY | +3.28% | 252.0K | $10M | — |
|
ABM|ABM INDS INC
|
BUY | +3.61% | 195.8K | $10M | — |
|
TGT|TARGET CORP
|
BUY | +48.00% | 74.0K | $10M | — |
|
JNJ|JOHNSON & JOHNSON
|
BUY | +6.56% | 65.0K | $9M | — |
|
BDX|BECTON DICKINSON & CO
|
BUY | +13.16% | 43.0K | $10M | — |
|
MIDD|MIDDLEBY CORP
|
BUY | +3.65% | 71.0K | $10M | — |
|
DIN|DINE BRANDS GLOBAL INC
|
BUY | +4.62% | 316.2K | $10M | — |
|
WCC|WESCO INTL INC
|
SELL | -33.70% | 37.0K | $7M | — |
|
OMC|OMNICOM GROUP INC
|
BUY | +5.62% | 94.0K | $8M | — |
|
DAL|DELTA AIR LINES INC DEL
|
SELL | -29.14% | 124.0K | $8M | — |
|
CBRE|CBRE GROUP INC
|
SELL | -16.90% | 59.0K | $8M | +89.9% |
|
IFF|INTERNATIONAL FLAVORS&FRAGRANCE
|
BUY | +28.40% | 104.0K | $9M | — |
|
CFG|CITIZENS FINL GROUP INC
|
SELL | -8.27% | 194.0K | $8M | — |
|
IVZ|INVESCO LTD
|
SELL | -4.47% | 470.0K | $8M | — |
|
MHK|MOHAWK INDS INC
|
BUY | +30.35% | 70.0K | $8M | — |
|
FDX|FEDEX CORP
|
SELL | -11.11% | 28.0K | $8M | — |
|
DGX|QUEST DIAGNOSTICS INC
|
SELL | -1.99% | 54.2K | $8M | +19.2% |
|
CSCO|CISCO SYS INC
|
SELL | -21.74% | 126.0K | $7M | — |
|
DE|DEERE & CO
|
SELL | -23.17% | 15.8K | $7M | +3.4% |
|
APTV|APTIV PLC
|
BUY | NEW | 137.0K | $8M | — |
|
USB|US BANCORP DEL
|
SELL | -8.66% | 163.5K | $8M | — |
|
CMI|CUMMINS INC
|
SELL | -55.00% | 11.2K | $4M | +76.3% |
|
LUV|SOUTHWEST AIRLS CO
|
SELL | -6.98% | 240.0K | $8M | -17.7% |
|
APTV|APTIV PLC
|
SELL | EXIT | — | — | -23.5% |
|
MDT|MEDTRONIC PLC
|
BUY | +8.05% | 94.0K | $8M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
BUY | +26.67% | 15.2K | $8M | — |
|
WTW|WILLIS TOWERS WATSON PLC LTD
|
SELL | -21.15% | 20.5K | $6M | — |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
SELL | -3.92% | 98.0K | $7M | +26.3% |
|
HSIC|HENRY SCHEIN INC
|
BUY | +17.20% | 109.0K | $8M | — |
|
GLW|CORNING INC
|
SELL | -12.57% | 146.0K | $7M | — |
|
GD|GENERAL DYNAMICS
|
BUY | +90.00% | 28.5K | $8M | — |
|
AVTR|AVANTOR INC
|
BUY | +51.49% | 356.0K | $8M | — |
|
JLL|JONES LANG LASALLE INC
|
SELL | -3.64% | 26.5K | $7M | +48.6% |
|
SWK|STANLEY BLACK & DECKER INC
|
BUY | +25.37% | 84.0K | $7M | — |
|
FIS|FIDELITY NATL INFORMATION SV
|
SELL | -10.59% | 78.0K | $6M | -8.9% |
|
GM|GENERAL MTRS CO
|
SELL | -24.69% | 122.0K | $6M | — |
|
FITBI|FIFTH THIRD BANCORP
|
SELL | -16.36% | 138.0K | $6M | — |
|
RTX|RTX CORP
|
SELL | -11.59% | 51.3K | $6M | +40.8% |
|
WFC|WELLS FARGO CO NEW
|
SELL | -28.23% | 89.0K | $6M | — |
|
HOLX|HOLOGIC INC
|
BUY | +5.88% | 90.0K | $6M | — |
|
EMN|EASTMAN CHEM CO
|
BUY | +16.14% | 66.8K | $6M | — |
|
REYN|REYNOLDS CONSUMER PRODS INC
|
BUY | +43.31% | 237.0K | $6M | — |
|
GOOG|ALPHABET INC
|
SELL | -24.32% | 28.0K | $5M | — |
|
NDAQ|NASDAQ INC
|
BUY | +35.59% | 80.0K | $6M | — |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
BUY | +8.26% | 13.1K | $6M | — |
|
LHX|L3HARRIS TECHNOLOGIES INC
|
BUY | +20.78% | 28.0K | $6M | — |
|
KFY|KORN FERRY
|
SELL | -5.59% | 71.0K | $5M | +35.0% |
|
NKE|NIKE INC
|
BUY | NEW | 64.0K | $5M | — |
|
ON|ON SEMICONDUCTOR CORP
|
BUY | NEW | 76.0K | $5M | — |
|
GS|GOLDMAN SACHS GROUP INC
|
SELL | -18.48% | 7.5K | $4M | +89.1% |
|
EBA|EBAY INC
|
BUY | +10.61% | 73.0K | $5M | — |
|
SYY|SYSCO CORP
|
BUY | NEW | 58.0K | $4M | — |
|
TXN|TEXAS INSTRS INC
|
BUY | +4.88% | 21.5K | $4M | — |
|
FISV|FISERV INC
|
BUY | +11.76% | 19.0K | $4M | — |
|
AXTA|AXALTA COATING SYS LTD
|
SELL | EXIT | — | — | — |
|
EFX|EQUIFAX INC
|
BUY | +62.50% | 13.0K | $3M | — |
|
GATES INDUSTRIAL CORPRATIN P
|
SELL | -21.55% | 142.0K | $3M | — |
|
SHYF|SHYFT GROUP INC
|
SELL | -6.56% | 228.0K | $3M | — |
|
AAPL|APPLE INC
|
SELL | -11.54% | 11.5K | $3M | — |
|
IART|INTEGRA LIFESCIENCES HLDGS
|
SELL | -14.19% | 133.0K | $3M | -53.5% |
|
META|META PLATFORMS INC
|
SELL | -11.54% | 4.6K | $3M | +207.1% |
|
CENT|CENTRAL GARDEN & PET CO
|
BUY | +1.32% | 77.0K | $3M | — |
|
PBH|PRESTIGE CONSMR HEALTHCARE
|
SELL | -25.71% | 26.0K | $2M | — |
|
WGO|WINNEBAGO INDS INC
|
SELL | EXIT | — | — | -17.3% |
|
BLBD|BLUE BIRD CORP
|
BUY | +61.54% | 63.0K | $2M | — |
|
VSH|VISHAY INTERTECHNOLOGY INC
|
BUY | +16.67% | 140.0K | $2M | — |
|
MA|MASTERCARD INC
|
SELL | -16.54% | 4.0K | $2M | — |
|
CWK|CUSHMAN WAKEFIELD PLC
|
SELL | -13.45% | 148.0K | $2M | -18.0% |
|
DUT|MOODYS CORP
|
SELL | -14.63% | 3.5K | $2M | — |
|
PLOW|DOUGLAS DYNAMIC INC
|
BUY | +11.94% | 75.0K | $2M | — |
|
HOMB|HOME BANCSHARES INC
|
SELL | -9.09% | 60.0K | $2M | +27.2% |
|
MLR|MILLER INDS INC TENN
|
SELL | -27.59% | 21.0K | $1M | — |
|
FHB|FIRST HAWAIIAN INC
|
SELL | -14.86% | 63.0K | $2M | +31.1% |
|
BRC|BRADY CORP
|
SELL | -10.00% | 18.0K | $1M | +56.4% |
|
PB|PROSPERITY BANCSHARES INC
|
SELL | -30.00% | 14.0K | $1M | — |
|
AXP|AMERICAN EXPRESS CO
|
SELL | EXIT | — | — | — |
|
AGCO|AGCO CORP
|
BUY | +20.83% | 14.5K | $1M | — |
|
FA|FIRST ADVANTAGE
|
SELL | -4.55% | 63.0K | $1M | +30.6% |
|
TKR|TIMKEN CO
|
BUY | +17.24% | 17.0K | $1M | — |
|
GHM|GRAHAM CORP
|
SELL | -29.17% | 25.5K | $1M | +236.4% |
|
CARR|CARRIER GLOBAL CORPORATION
|
SELL | EXIT | — | — | +188.6% |
|
TNC|TENNANT CO
|
BUY | NEW | 9.5K | $775000 | — |
| 2024-Q3 | |||||
|
DIS|DISNEY WALT CO
|
BUY | +31.93% | 157.0K | $15M | — |
|
ABM|ABM INDS INC
|
SELL | -34.82% | 189.0K | $10M | +21.0% |
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
BUY | +8.48% | 371.0K | $13M | — |
|
KLIC|KULICKE & SOFFA INDS INC
|
BUY | +22.59% | 246.4K | $11M | — |
|
CFG|CITIZENS FINL GROUP INC
|
SELL | -29.50% | 211.5K | $9M | — |
|
UPS|UNITED PARCEL SERVICE INC
|
BUY | +14.71% | 78.0K | $11M | — |
|
BAX|BAXTER INTL INC
|
BUY | +1.10% | 276.0K | $10M | — |
|
CVS|CVS HEALTH CORP
|
BUY | +6.45% | 165.0K | $10M | — |
|
VNT|VONTIER CORPORATION
|
BUY | +50.49% | 307.0K | $10M | — |
|
SLB|SCHLUMBERGER LTD
|
BUY | +46.99% | 244.0K | $10M | — |
|
LKQ|LKQ CORP
|
BUY | +23.76% | 250.0K | $10M | — |
|
CTVA|CORTEVA INC
|
BUY | +2.49% | 163.0K | $10M | — |
|
MIDD|MIDDLEBY CORP
|
BUY | +3.01% | 68.5K | $10M | — |
|
DIN|DINE BRANDS GLOBAL INC
|
BUY | +25.08% | 302.2K | $9M | — |
|
WCC|WESCO INTL INC
|
BUY | +16.26% | 55.8K | $9M | — |
|
MHK|MOHAWK INDS INC
|
SELL | -34.51% | 53.7K | $9M | +20.5% |
|
OMC|OMNICOM GROUP INC
|
BUY | +1.73% | 89.0K | $9M | — |
|
DGX|QUEST DIAGNOSTICS INC
|
SELL | -17.44% | 55.3K | $9M | +15.3% |
|
BDX|BECTON DICKINSON & CO
|
BUY | +26.67% | 38.0K | $9M | — |
|
JLL|JONES LANG LASALLE INC
|
SELL | -37.50% | 27.5K | $7M | +37.5% |
|
DAL|DELTA AIR LINES INC DEL
|
BUY | +32.58% | 175.0K | $9M | — |
|
CBRE|CBRE GROUP INC
|
SELL | -17.44% | 71.0K | $9M | +61.0% |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
SELL | -27.66% | 102.0K | $8M | +21.8% |
|
IVZ|INVESCO LTD
|
SELL | -4.46% | 492.0K | $9M | — |
|
ZBH|ZIMMER BIOMET HOLDINGS INC
|
BUY | +3.36% | 80.0K | $9M | — |
|
FDX|FEDEX CORP
|
BUY | +14.55% | 31.5K | $9M | — |
|
CSCO|CISCO SYS INC
|
SELL | -8.52% | 161.0K | $9M | — |
|
USB|US BANCORP DEL
|
SELL | -17.00% | 179.0K | $8M | — |
|
IFF|INTERNATIONAL FLAVORS&FRAGRANCE
|
SELL | -7.95% | 81.0K | $8M | +10.0% |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -27.27% | 12.0K | $7M | — |
|
GLW|CORNING INC
|
SELL | -21.23% | 167.0K | $8M | — |
|
FITBI|FIFTH THIRD BANCORP
|
SELL | -23.61% | 165.0K | $7M | — |
|
APTV|APTIV PLC
|
BUY | +32.93% | 109.0K | $8M | — |
|
MDT|MEDTRONIC PLC
|
BUY | +19.18% | 87.0K | $8M | — |
|
TGT|TARGET CORP
|
BUY | +8.70% | 50.0K | $8M | — |
|
WTW|WILLIS TOWERS WATSON PLC LTD
|
SELL | -1.89% | 26.0K | $8M | — |
|
LUV|SOUTHWEST AIRLS CO
|
BUY | +33.68% | 258.0K | $8M | — |
|
REYN|REYNOLDS CONSUMER PRODS INC
|
SELL | -39.20% | 165.4K | $5M | +1.3% |
|
TRV|TRAVELERS COMPANIES INC
|
BUY | +3.23% | 32.0K | $7M | — |
|
FIS|FIDELITY NATL INFORMATION SV
|
SELL | -11.88% | 87.2K | $7M | -17.0% |
|
SWK|STANLEY BLACK & DECKER INC
|
SELL | -21.18% | 67.0K | $7M | -16.1% |
|
GM|GENERAL MTRS CO
|
BUY | +14.89% | 162.0K | $7M | — |
|
WFC|WELLS FARGO CO NEW
|
BUY | +2.48% | 124.0K | $7M | — |
|
RTX|RTX CORP
|
SELL | -17.14% | 58.0K | $7M | +37.2% |
|
LHX|L3HARRIS TECHNOLOGIES INC
|
SELL | -25.22% | 23.2K | $6M | +6.1% |
|
HOLX|HOLOGIC INC
|
SELL | -7.61% | 85.0K | $7M | +17.7% |
|
KFY|KORN FERRY
|
SELL | -26.27% | 75.2K | $6M | +32.4% |
|
HSIC|HENRY SCHEIN INC
|
BUY | +8.14% | 93.0K | $7M | — |
|
EMN|EASTMAN CHEM CO
|
BUY | +19.79% | 57.5K | $6M | — |
|
DENN|DENNYS CORP
|
BUY | +2.23% | 916.4K | $6M | — |
|
FTV|FORTIVE CORP
|
BUY | +58.81% | 79.5K | $6M | — |
|
GOOG|ALPHABET INC
|
BUY | +23.33% | 37.0K | $6M | — |
|
AVTR|AVANTOR INC
|
SELL | -19.30% | 235.0K | $6M | +18.3% |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -10.37% | 12.1K | $6M | +79.1% |
|
DOV|DOVER CORP
|
BUY | +3.57% | 29.0K | $6M | — |
|
EBA|EBAY INC
|
SELL | -35.29% | 66.0K | $4M | — |
|
GS|GOLDMAN SACHS GROUP INC
|
SELL | -23.33% | 9.2K | $5M | +61.4% |
|
CMCSA|COMCAST CORP NEW
|
BUY | +23.33% | 111.0K | $5M | — |
|
GD|GENERAL DYNAMICS
|
BUY | +36.36% | 15.0K | $5M | — |
|
NDAQ|NASDAQ INC
|
BUY | NEW | 59.0K | $4M | — |
|
TXN|TEXAS INSTRS INC
|
SELL | -4.65% | 20.5K | $4M | — |
|
MSFT|MICROSOFT CORP
|
BUY | +35.71% | 9.5K | $4M | — |
|
AXP|AMERICAN EXPRESS CO
|
SELL | -66.67% | 5.0K | $1M | — |
|
PBH|PRESTIGE CONSMR HEALTHCARE
|
SELL | -28.57% | 35.0K | $3M | — |
|
SHYF|SHYFT GROUP INC
|
SELL | -13.70% | 244.0K | $3M | — |
|
IART|INTEGRA LIFESCIENCES HLDGS
|
BUY | +37.17% | 155.0K | $3M | — |
|
GATES INDUSTRIAL CORPRATIN P
|
SELL | -9.95% | 181.0K | $3M | — |
|
WGO|WINNEBAGO INDS INC
|
SELL | -24.56% | 43.0K | $2M | -17.1% |
|
AAPL|APPLE INC
|
SELL | -10.34% | 13.0K | $3M | — |
|
FISV|FISERV INC
|
BUY | +30.77% | 17.0K | $3M | — |
|
META|META PLATFORMS INC
|
SELL | -13.33% | 5.2K | $3M | +171.4% |
|
CARR|CARRIER GLOBAL CORPORATION
|
SELL | -71.74% | 13.0K | $1M | +161.4% |
|
SPGI|S&P GLOBAL INC
|
SELL | -16.92% | 5.4K | $3M | +45.9% |
|
HON|HONEYWELL INTL INC
|
BUY | NEW | 14.0K | $3M | — |
|
DUT|MOODYS CORP
|
SELL | -36.92% | 4.1K | $2M | — |
|
WBD|WARNER BROS DISCOVERY INC
|
SELL | EXIT | — | — | -51.1% |
|
CENT|CENTRAL GARDEN & PET CO
|
SELL | -3.80% | 76.0K | $2M | — |
|
BLBD|BLUE BIRD CORP
|
SELL | -17.02% | 39.0K | $2M | — |
|
EFX|EQUIFAX INC
|
SELL | -20.00% | 8.0K | $2M | +83.2% |
|
CWK|CUSHMAN WAKEFIELD PLC
|
SELL | -26.61% | 171.0K | $2M | -23.0% |
|
MA|MASTERCARD INC
|
SELL | -5.89% | 4.8K | $2M | — |
|
VSH|VISHAY INTERTECHNOLOGY INC
|
BUY | +15.38% | 120.0K | $2M | — |
|
JOUT|JOHNSON OUTDOORS INC
|
SELL | -18.18% | 54.0K | $2M | -54.0% |
|
FHB|FIRST HAWAIIAN INC
|
SELL | -26.00% | 74.0K | $2M | +18.6% |
|
HOMB|HOME BANCSHARES INC
|
SELL | -23.26% | 66.0K | $2M | +20.0% |
|
BRC|BRADY CORP
|
SELL | -33.33% | 20.0K | $2M | +49.9% |
|
UHS|UNIVERSAL HLTH SVCS INC
|
SELL | EXIT | — | — | — |
|
PLOW|DOUGLAS DYNAMIC INC
|
SELL | -6.94% | 67.0K | $2M | +10.8% |
|
MLR|MILLER INDS INC TENN
|
SELL | -12.12% | 29.0K | $2M | — |
|
PB|PROSPERITY BANCSHARES INC
|
SELL | -28.57% | 20.0K | $1M | — |
|
FA|FIRST ADVANTAGE
|
SELL | -9.59% | 66.0K | $1M | +17.8% |
|
AGCO|AGCO CORP
|
BUY | +100.00% | 12.0K | $1M | — |
|
GHM|GRAHAM CORP
|
SELL | -4.64% | 36.0K | $1M | +145.7% |
|
WNC|WABASH NATL CORP
|
SELL | EXIT | — | — | — |
| 2024-Q2 | |||||
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
SELL | -9.28% | 342.0K | $13M | -17.7% |
|
CFG|CITIZENS FINL GROUP INC
|
SELL | -7.98% | 300.0K | $11M | — |
|
WCC|WESCO INTL INC
|
SELL | -26.15% | 48.0K | $8M | — |
|
DIN|DINE BRANDS GLOBAL INC
|
BUY | +6.90% | 241.6K | $9M | — |
|
CVS|CVS HEALTH CORP
|
BUY | +20.16% | 155.0K | $9M | — |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
SELL | -9.31% | 141.0K | $9M | +3.9% |
|
JNJ|JOHNSON & JOHNSON
|
BUY | +1.67% | 61.0K | $9M | — |
|
BAX|BAXTER INTL INC
|
BUY | +22.97% | 273.0K | $9M | — |
|
UPS|UNITED PARCEL SERVICE INC
|
BUY | +17.24% | 68.0K | $9M | — |
|
JLL|JONES LANG LASALLE INC
|
SELL | -7.63% | 44.0K | $9M | +9.6% |
|
IFF|INTERNATIONAL FLAVORS&FRAGRANCE
|
SELL | -18.52% | 88.0K | $8M | +5.6% |
|
CTVA|CORTEVA INC
|
BUY | +1.27% | 159.0K | $9M | — |
|
FITBI|FIFTH THIRD BANCORP
|
SELL | -10.74% | 216.0K | $8M | — |
|
WBD|WARNER BROS DISCOVERY INC
|
SELL | -64.36% | 365.0K | $3M | -48.9% |
|
MDT|MEDTRONIC PLC
|
SELL | -28.43% | 73.0K | $6M | — |
|
RTX|RTX CORP
|
SELL | -22.22% | 70.0K | $7M | +20.6% |
|
OMC|OMNICOM GROUP INC
|
SELL | -2.79% | 87.5K | $8M | — |
|
ZBH|ZIMMER BIOMET HOLDINGS INC
|
BUY | +19.08% | 77.4K | $8M | — |
|
REYN|REYNOLDS CONSUMER PRODS INC
|
SELL | -9.03% | 272.0K | $8M | -4.4% |
|
LHX|L3HARRIS TECHNOLOGIES INC
|
SELL | -22.50% | 31.0K | $7M | +1.0% |
|
GLW|CORNING INC
|
SELL | -17.51% | 212.0K | $8M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
BUY | +13.79% | 16.5K | $8M | — |
|
LKQ|LKQ CORP
|
BUY | +36.84% | 202.0K | $8M | — |
|
FDX|FEDEX CORP
|
BUY | +1.85% | 27.5K | $8M | — |
|
GM|GENERAL MTRS CO
|
SELL | -21.93% | 141.0K | $7M | — |
|
SLB|SCHLUMBERGER LTD
|
BUY | +11.41% | 166.0K | $8M | — |
|
MIDD|MIDDLEBY CORP
|
BUY | +75.00% | 66.5K | $8M | — |
|
DAL|DELTA AIR LINES INC DEL
|
SELL | -21.43% | 132.0K | $6M | — |
|
KFY|KORN FERRY
|
SELL | -15.70% | 102.0K | $7M | +21.0% |
|
LUV|SOUTHWEST AIRLS CO
|
SELL | -28.52% | 193.0K | $6M | -31.3% |
|
VNT|VONTIER CORPORATION
|
BUY | +39.25% | 204.0K | $8M | — |
|
CBRE|CBRE GROUP INC
|
BUY | +7.50% | 86.0K | $8M | — |
|
WFC|WELLS FARGO CO NEW
|
SELL | -6.92% | 121.0K | $7M | — |
|
AVTR|AVANTOR INC
|
SELL | -1.02% | 291.2K | $6M | +13.1% |
|
DENN|DENNYS CORP
|
BUY | +9.88% | 896.4K | $6M | — |
|
TGT|TARGET CORP
|
BUY | +12.20% | 46.0K | $7M | — |
|
SWK|STANLEY BLACK & DECKER INC
|
BUY | +18.06% | 85.0K | $7M | — |
|
BDX|BECTON DICKINSON & CO
|
BUY | +11.11% | 30.0K | $7M | — |
|
CMI|CUMMINS INC
|
BUY | +6.38% | 25.0K | $7M | — |
|
GS|GOLDMAN SACHS GROUP INC
|
SELL | -25.00% | 12.0K | $5M | +47.0% |
|
CBRL|CRACKER BARREL OLD CTRY STOR
|
SELL | EXIT | — | — | -57.9% |
|
EBA|EBAY INC
|
SELL | -8.75% | 102.0K | $5M | — |
|
GOOG|ALPHABET INC
|
SELL | -21.05% | 30.0K | $6M | — |
|
APTV|APTIV PLC
|
BUY | +95.24% | 82.0K | $6M | — |
|
HSIC|HENRY SCHEIN INC
|
BUY | NEW | 86.0K | $6M | — |
|
DOV|DOVER CORP
|
SELL | -9.68% | 28.0K | $5M | +23.9% |
|
EMN|EASTMAN CHEM CO
|
SELL | -11.11% | 48.0K | $5M | — |
|
AXTA|AXALTA COATING SYS LTD
|
SELL | -25.96% | 103.0K | $4M | — |
|
TXN|TEXAS INSTRS INC
|
SELL | -18.87% | 21.5K | $4M | — |
|
CARR|CARRIER GLOBAL CORPORATION
|
SELL | -36.99% | 46.0K | $3M | +140.7% |
|
FTV|FORTIVE CORP
|
BUY | +2.04% | 50.1K | $4M | — |
|
AXP|AMERICAN EXPRESS CO
|
SELL | -18.92% | 15.0K | $3M | — |
|
GATES INDUSTRIAL CORPRATIN P
|
SELL | -1.47% | 201.0K | $3M | — |
|
IART|INTEGRA LIFESCIENCES HLDGS
|
BUY | +13.00% | 113.0K | $3M | — |
|
SHYF|SHYFT GROUP INC
|
SELL | -0.79% | 282.7K | $3M | — |
|
BLBD|BLUE BIRD CORP
|
SELL | -48.91% | 47.0K | $3M | — |
|
PBH|PRESTIGE CONSMR HEALTHCARE
|
BUY | +25.64% | 49.0K | $3M | — |
|
META|META PLATFORMS INC
|
SELL | -7.69% | 6.0K | $3M | +158.9% |
|
CENT|CENTRAL GARDEN & PET CO
|
SELL | -4.82% | 79.0K | $3M | — |
|
HRL|HORMEL FOODS CORP
|
SELL | EXIT | — | — | -22.7% |
|
JOUT|JOHNSON OUTDOORS INC
|
BUY | +29.41% | 66.0K | $2M | — |
|
BRC|BRADY CORP
|
SELL | -18.92% | 30.0K | $2M | +26.9% |
|
UHS|UNIVERSAL HLTH SVCS INC
|
SELL | -16.67% | 10.0K | $2M | — |
|
FHB|FIRST HAWAIIAN INC
|
BUY | +2.04% | 100.0K | $2M | — |
|
HOMB|HOME BANCSHARES INC
|
SELL | -1.15% | 86.0K | $2M | +6.0% |
|
MLR|MILLER INDS INC TENN
|
SELL | -15.38% | 33.0K | $2M | — |
|
FISV|FISERV INC
|
BUY | NEW | 13.0K | $2M | — |
|
PLOW|DOUGLAS DYNAMIC INC
|
BUY | +63.64% | 72.0K | $2M | — |
|
TKR|TIMKEN CO
|
SELL | -14.71% | 14.5K | $1M | +5.1% |
|
GHM|GRAHAM CORP
|
SELL | -21.35% | 37.8K | $1M | +138.5% |
|
FA|FIRST ADVANTAGE
|
BUY | +28.07% | 73.0K | $1M | — |
|
WNC|WABASH NATL CORP
|
BUY | +13.16% | 43.0K | $939000 | — |
|
AGCO|AGCO CORP
|
BUY | NEW | 6.0K | $587000 | — |
| 2024-Q1 | |||||
|
DIS|DISNEY WALT CO
|
SELL | -14.39% | 119.0K | $15M | -2.5% |
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
BUY | +10.56% | 377.0K | $14M | — |
|
ABM|ABM INDS INC
|
BUY | +18.35% | 290.0K | $13M | — |
|
CFG|CITIZENS FINL GROUP INC
|
SELL | -5.51% | 326.0K | $12M | — |
|
MHK|MOHAWK INDS INC
|
SELL | -24.77% | 82.0K | $11M | -7.7% |
|
CVS|CVS HEALTH CORP
|
SELL | -9.15% | 129.0K | $10M | — |
|
WCC|WESCO INTL INC
|
BUY | +85.71% | 65.0K | $11M | — |
|
DIN|DINE BRANDS GLOBAL INC
|
BUY | +5.12% | 226.0K | $11M | — |
|
KLIC|KULICKE & SOFFA INDS INC
|
BUY | +15.91% | 201.0K | $10M | — |
|
GM|GENERAL MTRS CO
|
SELL | -35.73% | 180.6K | $8M | — |
|
IFF|INTERNATIONAL FLAVORS&FRAGRANCE
|
SELL | -12.90% | 108.0K | $9M | -10.6% |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
SELL | -1.59% | 155.5K | $10M | +3.9% |
|
DAL|DELTA AIR LINES INC DEL
|
SELL | -30.00% | 168.0K | $8M | — |
|
BAX|BAXTER INTL INC
|
SELL | -10.84% | 222.0K | $9M | — |
|
KFY|KORN FERRY
|
SELL | -25.31% | 121.0K | $8M | +11.1% |
|
CTVA|CORTEVA INC
|
SELL | -21.50% | 157.0K | $9M | +52.5% |
|
IVZ|INVESCO LTD
|
SELL | -3.38% | 514.9K | $9M | — |
|
JLL|JONES LANG LASALLE INC
|
SELL | -0.42% | 47.6K | $9M | +1.2% |
|
DENN|DENNYS CORP
|
SELL | -2.51% | 815.8K | $7M | -39.2% |
|
REYN|REYNOLDS CONSUMER PRODS INC
|
SELL | -11.28% | 299.0K | $9M | -4.8% |
|
FITBI|FIFTH THIRD BANCORP
|
SELL | -5.84% | 242.0K | $9M | — |
|
DGX|QUEST DIAGNOSTICS INC
|
BUY | +15.52% | 67.0K | $9M | — |
|
RTX|RTX CORP
|
SELL | -6.25% | 90.0K | $9M | +5.7% |
|
LHX|L3HARRIS TECHNOLOGIES INC
|
SELL | -3.61% | 40.0K | $9M | -2.8% |
|
OMC|OMNICOM GROUP INC
|
SELL | -8.16% | 90.0K | $9M | — |
|
TGT|TARGET CORP
|
SELL | -32.79% | 41.0K | $7M | +0.9% |
|
UPS|UNITED PARCEL SERVICE INC
|
BUY | +20.83% | 58.0K | $9M | — |
|
ZBH|ZIMMER BIOMET HOLDINGS INC
|
SELL | -2.45% | 65.0K | $9M | — |
|
DE|DEERE & CO
|
BUY | +7.89% | 20.5K | $8M | — |
|
SLB|SCHLUMBERGER LTD
|
BUY | +10.37% | 149.0K | $8M | — |
|
LUV|SOUTHWEST AIRLS CO
|
BUY | +4.65% | 270.0K | $8M | — |
|
WFC|WELLS FARGO CO NEW
|
SELL | -18.75% | 130.0K | $8M | — |
|
FDX|FEDEX CORP
|
BUY | +20.00% | 27.0K | $8M | — |
|
TRV|TRAVELERS COMPANIES INC
|
SELL | -24.39% | 31.0K | $7M | — |
|
AVTR|AVANTOR INC
|
SELL | -6.61% | 294.2K | $8M | +10.6% |
|
CMI|CUMMINS INC
|
SELL | -24.19% | 23.5K | $7M | +30.9% |
|
FIS|FIDELITY NATL INFORMATION SV
|
SELL | -6.60% | 99.0K | $7M | -32.7% |
|
UNH|UNITEDHEALTH GROUP INC
|
BUY | +93.33% | 14.5K | $7M | — |
|
EBA|EBAY INC
|
SELL | -31.84% | 111.8K | $6M | — |
|
SWK|STANLEY BLACK & DECKER INC
|
BUY | +5.88% | 72.0K | $7M | — |
|
CBRL|CRACKER BARREL OLD CTRY STOR
|
SELL | -5.92% | 85.0K | $6M | -43.2% |
|
GS|GOLDMAN SACHS GROUP INC
|
SELL | -8.57% | 16.0K | $7M | +27.2% |
|
VNT|VONTIER CORPORATION
|
BUY | +38.21% | 146.5K | $7M | — |
|
GOOG|ALPHABET INC
|
SELL | -19.15% | 38.0K | $6M | — |
|
MIDD|MIDDLEBY CORP
|
BUY | NEW | 38.0K | $6M | — |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -20.59% | 13.5K | $6M | +61.6% |
|
AXP|AMERICAN EXPRESS CO
|
SELL | -40.32% | 18.5K | $4M | — |
|
EMN|EASTMAN CHEM CO
|
SELL | -1.82% | 54.0K | $5M | — |
|
CMCSA|COMCAST CORP NEW
|
SELL | -15.89% | 90.0K | $4M | — |
|
META|META PLATFORMS INC
|
SELL | -48.00% | 6.5K | $3M | +147.7% |
|
CARR|CARRIER GLOBAL CORPORATION
|
SELL | -1.35% | 73.0K | $4M | +115.4% |
|
MSFT|MICROSOFT CORP
|
SELL | -33.33% | 7.0K | $3M | — |
|
BLBD|BLUE BIRD CORP
|
SELL | -35.92% | 92.0K | $4M | — |
|
GATES INDUSTRIAL CORPRATIN P
|
SELL | -13.56% | 204.0K | $4M | — |
|
IART|INTEGRA LIFESCIENCES HLDGS
|
BUY | +35.14% | 100.0K | $4M | — |
|
SHYF|SHYFT GROUP INC
|
BUY | +16.33% | 285.0K | $4M | — |
|
APTV|APTIV PLC
|
BUY | NEW | 42.0K | $3M | — |
|
EFX|EQUIFAX INC
|
SELL | -25.93% | 10.0K | $3M | +59.4% |
|
V|VISA INC
|
SELL | -16.00% | 10.5K | $3M | — |
|
CENT|CENTRAL GARDEN & PET CO
|
BUY | +13.70% | 83.0K | $3M | — |
|
GD|GENERAL DYNAMICS
|
BUY | NEW | 11.0K | $3M | — |
|
SPGI|S&P GLOBAL INC
|
SELL | -7.14% | 6.5K | $3M | +27.2% |
|
UHS|UNIVERSAL HLTH SVCS INC
|
SELL | -38.46% | 12.0K | $2M | — |
|
PBH|PRESTIGE CONSMR HEALTHCARE
|
SELL | -9.30% | 39.0K | $3M | — |
|
MA|MASTERCARD INC
|
SELL | -21.65% | 5.1K | $2M | — |
|
DUT|MOODYS CORP
|
SELL | -7.14% | 6.5K | $3M | — |
|
CWK|CUSHMAN WAKEFIELD PLC
|
SELL | -7.17% | 233.0K | $2M | -39.6% |
|
VSH|VISHAY INTERTECHNOLOGY INC
|
BUY | +26.83% | 104.0K | $2M | — |
|
JOUT|JOHNSON OUTDOORS INC
|
BUY | +15.91% | 51.0K | $2M | — |
|
BRC|BRADY CORP
|
SELL | -7.50% | 37.0K | $2M | +24.7% |
|
MLR|MILLER INDS INC TENN
|
SELL | -11.36% | 39.0K | $2M | — |
|
GHM|GRAHAM CORP
|
SELL | -35.01% | 48.0K | $1M | +90.1% |
|
WNC|WABASH NATL CORP
|
SELL | -20.83% | 38.0K | $1M | — |
|
MCD|MCDONALDS CORP
|
SELL | EXIT | — | — | +38.4% |
|
MRSH|MARSH & MCLENNAN COS INC
|
SELL | EXIT | — | — | — |
|
PLOW|DOUGLAS DYNAMIC INC
|
BUY | NEW | 44.0K | $1M | — |
| 2023-Q4 | |||||
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
BUY | +11.44% | 341.0K | $13M | — |
|
WBD|WARNER BROS
|
SELL | -2.10% | 1.0M | $12M | -32.6% |
|
CFG|CITIZENS FINL GROUP INC
|
BUY | +1.47% | 345.0K | $11M | — |
|
MHK|MOHAWK INDS INC
|
BUY | +2.83% | 109.0K | $11M | — |
|
CVS|CVS HEALTH CORP
|
SELL | -8.39% | 142.0K | $11M | — |
|
ABM|ABM INDS INC
|
SELL | -9.93% | 245.0K | $11M | -5.7% |
|
DIN|DINE BRANDS GLOBAL INC
|
BUY | +11.40% | 215.0K | $11M | — |
|
GM|GENERAL MTRS CO
|
BUY | +11.07% | 281.0K | $10M | — |
|
IFF|INTERNATIONAL FLAVORS&FRAGRANCE
|
SELL | -12.68% | 124.0K | $10M | -18.2% |
|
DAL|DELTA AIR LINES INC DEL
|
BUY | +8.60% | 240.0K | $10M | — |
|
BAX|BAXTER INTL INC
|
BUY | +12.16% | 249.0K | $10M | — |
|
CTVA|CORTEVA INC
|
BUY | +8.70% | 200.0K | $10M | — |
|
IVZ|INVESCO LTD
|
SELL | -14.59% | 532.9K | $10M | — |
|
KLIC|KULICKE & SOFFA INDS INC
|
SELL | -10.62% | 173.4K | $9M | — |
|
USB|US BANCORP DEL
|
SELL | -14.42% | 215.7K | $9M | — |
|
DENN|DENNYS CORP
|
SELL | -10.60% | 836.8K | $9M | -40.5% |
|
CSCO|CISCO SYS INC
|
BUY | +4.14% | 176.0K | $9M | — |
|
JLL|JONES LANG LASALLE INC
|
SELL | -13.02% | 47.8K | $9M | -15.7% |
|
FITBI|FIFTH THIRD BANCORP
|
SELL | -13.47% | 257.0K | $9M | — |
|
LHX|L3HARRIS TECHNOLOGIES INC
|
SELL | -11.70% | 41.5K | $9M | -14.3% |
|
EBA|EBAY INC
|
SELL | -17.17% | 164.0K | $7M | — |
|
TGT|TARGET CORP
|
SELL | -1.61% | 61.0K | $9M | -22.7% |
|
OMC|OMNICOM GROUP INC
|
BUY | +2.08% | 98.0K | $8M | — |
|
MDT|MEDTRONIC PLC
|
BUY | +2.00% | 102.0K | $8M | — |
|
DGX|QUEST DIAGNOSTICS INC
|
SELL | -14.71% | 58.0K | $8M | +2.6% |
|
ZBH|ZIMMER BIOMET HOLDINGS INC
|
BUY | +16.90% | 66.6K | $8M | — |
|
RTX|RAYTHEON TECHNOLOGIES CORP
|
BUY | +1.05% | 96.0K | $8M | — |
|
WRKUSD|WESTROCK CO
|
SELL | EXIT | — | — | — |
|
WFC|WELLS FARGO CO NEW
|
SELL | -15.79% | 160.0K | $8M | — |
|
GLW|CORNING INC
|
BUY | +9.83% | 257.0K | $8M | — |
|
DE|DEERE & CO
|
BUY | +2.70% | 19.0K | $8M | — |
|
LUV|SOUTHWEST AIRLS CO
|
BUY | +13.66% | 258.0K | $7M | — |
|
CBRE|CBRE GROUP INC
|
SELL | -13.04% | 80.0K | $7M | +14.0% |
|
GS|GOLDMAN SACHS GROUP INC
|
SELL | -23.91% | 17.5K | $7M | +10.2% |
|
CMI|CUMMINS INC
|
SELL | -3.13% | 31.0K | $7M | +13.3% |
|
CBRL|CRACKER BARREL OLD CTRY STOR
|
SELL | -17.11% | 90.3K | $7M | -44.0% |
|
GOOG|ALPHABET INC
|
SELL | -14.55% | 47.0K | $7M | — |
|
AVTR|AVANTOR INC
|
BUY | +2.94% | 315.0K | $7M | — |
|
LKQ|LKQ CORP
|
BUY | +6.97% | 147.6K | $7M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -44.44% | 7.5K | $4M | — |
|
WTW|WILLIS TOWERS WATSON PLC LTD
|
SELL | -18.46% | 26.5K | $6M | — |
|
SWK|STANLEY BLACK & DECKER INC
|
BUY | +3.03% | 68.0K | $7M | — |
|
CMCSA|COMCAST CORP NEW
|
SELL | -28.67% | 107.0K | $5M | — |
|
AXTA|AXALTA COATING SYS LTD
|
SELL | -43.68% | 139.1K | $5M | — |
|
HOLX|HOLOGIC INC
|
BUY | +2.22% | 92.0K | $7M | — |
|
FIS|FIDELITY NATL INFORMATION SV
|
BUY | +3.92% | 106.0K | $6M | — |
|
WCC|WESCO INTL INC
|
SELL | -5.41% | 35.0K | $6M | — |
|
KMB|KIMBERLY CLARK CORP
|
BUY | +4.35% | 48.0K | $6M | — |
|
AXP|AMERICAN EXPRESS CO
|
SELL | -20.51% | 31.0K | $6M | — |
|
FDX|FEDEX CORP
|
BUY | +28.57% | 22.5K | $6M | — |
|
EFX|EQUIFAX INC
|
SELL | -56.45% | 13.5K | $3M | +23.8% |
|
PB|PROSPERITY BANCSHARES INC
|
SELL | -72.82% | 28.0K | $2M | — |
|
V|VISA INC
|
SELL | -40.48% | 12.5K | $3M | — |
|
META|META PLATFORMS INC
|
SELL | -19.35% | 12.5K | $4M | +70.6% |
|
WGO|WINNEBAGO INDS INC
|
SELL | -25.10% | 57.0K | $4M | -7.4% |
|
CARR|CARRIER GLOBAL CORPORATION
|
SELL | -9.54% | 74.0K | $4M | +102.5% |
|
INTC|INTEL CORP
|
SELL | EXIT | — | — | — |
|
MSFT|MICROSOFT CORP
|
SELL | -19.23% | 10.5K | $4M | — |
|
MA|MASTERCARD INC
|
SELL | -35.00% | 6.5K | $3M | — |
|
BLBD|BLUE BIRD CORP
|
SELL | -9.70% | 143.6K | $4M | — |
|
VNT|VONTIER CORPORATION
|
BUY | NEW | 106.0K | $4M | — |
|
IART|INTEGRA LIFESCIENCES HLDGS
|
BUY | +4.23% | 74.0K | $3M | — |
|
CENT|CENTRAL GARDEN & PET CO
|
BUY | +5.80% | 73.0K | $3M | — |
|
GATES INDUSTRIAL CORPRATIN P
|
SELL | -4.07% | 236.0K | $3M | — |
|
SPGI|S&P GLOBAL INC
|
SELL | -17.65% | 7.0K | $3M | +19.1% |
|
MRSH|MARSH & MCLENNAN COS INC
|
SELL | -62.50% | 6.0K | $1M | — |
|
SHYF|SHYFT GROUP INC
|
BUY | +28.95% | 245.0K | $3M | — |
|
UHS|UNIVERSAL HLTH SVCS INC
|
SELL | -7.14% | 19.5K | $3M | — |
|
AAPL|APPLE INC
|
SELL | -14.71% | 14.5K | $3M | — |
|
DUT|MOODYS CORP
|
SELL | -22.22% | 7.0K | $3M | — |
|
CWK|CUSHMAN WAKEFIELD PLC
|
BUY | +6.36% | 251.0K | $3M | — |
|
MCD|MCDONALDS CORP
|
SELL | -60.00% | 4.0K | $1M | +28.1% |
|
JOUT|JOHNSON OUTDOORS INC
|
SELL | -7.73% | 44.0K | $2M | -42.8% |
|
FHB|FIRST HAWAIIAN INC
|
SELL | -13.27% | 98.0K | $2M | -3.4% |
|
HOMB|HOME BANCSHARES INC
|
SELL | -2.25% | 87.0K | $2M | -2.5% |
|
VSH|VISHAY INTERTECHNOLOGY INC
|
BUY | +7.89% | 82.0K | $2M | — |
|
MLR|MILLER INDS INC TENN
|
SELL | -7.95% | 44.0K | $2M | — |
|
GHM|GRAHAM CORP
|
SELL | -29.76% | 73.9K | $1M | +43.4% |
|
KTB|KONTOOR BRANDS INC
|
SELL | EXIT | — | — | -0.2% |
|
WNC|WABASH NATL CORP
|
SELL | -15.79% | 48.0K | $1M | — |
|
FA|FIRST ADVANTAGE
|
BUY | +185.00% | 57.0K | $944000 | — |
| 2023-Q3 | |||||
|
WBD|WARNER BROS DISCOVERY INC
|
SELL | -1.23% | 1.0M | $11M | -20.0% |
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
BUY | +10.67% | 306.0K | $12M | — |
|
GNRC|GENERAC HLDGS INC
|
SELL | EXIT | — | — | -25.9% |
|
DIS|DISNEY WALT CO
|
BUY | +7.75% | 139.0K | $11M | — |
|
ABM|ABM INDS INC
|
BUY | +2.26% | 272.0K | $11M | — |
|
CVS|CVS HEALTH CORP
|
BUY | +12.32% | 155.0K | $11M | — |
|
CSCO|CISCO SYS INC
|
SELL | -18.75% | 169.0K | $9M | — |
|
IVZ|INVESCO LTD
|
SELL | -1.58% | 624.0K | $9M | — |
|
KLIC|KULICKE & SOFFA INDS INC
|
BUY | +13.45% | 194.0K | $9M | — |
|
IFF|INTERNATIONAL FLAVORS&FRAGRANCE
|
BUY | +15.45% | 142.0K | $10M | — |
|
CMI|CUMMINS INC
|
SELL | -17.95% | 32.0K | $7M | +18.9% |
|
DIN|DINE BRANDS GLOBAL INC
|
BUY | +38.85% | 193.0K | $10M | — |
|
CTVA|CORTEVA INC
|
BUY | +22.67% | 184.0K | $9M | — |
|
GM|GENERAL MTRS CO
|
BUY | +4.55% | 253.0K | $8M | — |
|
DGX|QUEST DIAGNOSTICS INC
|
BUY | +3.03% | 68.0K | $8M | — |
|
CFG|CITIZENS FINL GROUP INC
|
BUY | +0.89% | 340.0K | $9M | — |
|
MHK|MOHAWK INDS INC
|
BUY | +30.86% | 106.0K | $9M | — |
|
DAL|DELTA AIR LINES INC DEL
|
BUY | +16.32% | 221.0K | $8M | — |
|
DENN|DENNYS CORP
|
BUY | +28.04% | 936.0K | $8M | — |
|
CARR|CARRIER GLOBAL CORPORATION
|
SELL | -54.55% | 81.8K | $5M | +110.9% |
|
REYN|REYNOLDS CONSUMER PRODS INC
|
BUY | +6.98% | 337.0K | $9M | — |
|
WFC|WELLS FARGO CO NEW
|
SELL | -5.94% | 190.0K | $8M | — |
|
UPS|UNITED PARCEL SERVICE INC
|
BUY | +2.13% | 48.0K | $7M | — |
|
BAX|BAXTER INTL INC
|
BUY | +24.02% | 222.0K | $8M | — |
|
USB|US BANCORP DEL
|
BUY | +5.00% | 252.0K | $8M | — |
|
CMCSA|COMCAST CORP NEW
|
SELL | -24.24% | 150.0K | $7M | — |
|
LHX|L3HARRIS TECHNOLOGIES INC
|
BUY | +17.50% | 47.0K | $8M | — |
|
CBRE|CBRE GROUP INC
|
SELL | -8.91% | 92.0K | $7M | +22.3% |
|
WRKUSD|WESTROCK CO
|
SELL | -18.06% | 223.7K | $8M | — |
|
SLB|SCHLUMBERGER LTD
|
SELL | -16.67% | 135.0K | $8M | +73.8% |
|
WCC|WESCO INTL INC
|
SELL | -16.48% | 37.0K | $5M | — |
|
BDX|BECTON DICKINSON & CO
|
SELL | -10.00% | 27.0K | $7M | — |
|
JLL|JONES LANG LASALLE INC
|
BUY | +28.99% | 55.0K | $8M | — |
|
KFY|KORN FERRY
|
BUY | +5.19% | 162.0K | $8M | — |
|
GS|GOLDMAN SACHS GROUP INC
|
SELL | -2.13% | 23.0K | $7M | +8.2% |
|
GLW|CORNING INC
|
BUY | +9.35% | 234.0K | $7M | — |
|
TPR|TAPESTRY INC
|
SELL | EXIT | — | — | — |
|
CBRL|CRACKER BARREL OLD CTRY STOR
|
BUY | +73.29% | 109.0K | $7M | — |
|
GOOG|ALPHABET INC
|
SELL | -8.33% | 55.0K | $7M | — |
|
RTX|RAYTHEON TECHNOLOGIES CORP
|
BUY | +30.14% | 95.0K | $7M | — |
|
OMC|OMNICOM GROUP INC
|
BUY | +54.84% | 96.0K | $7M | — |
|
DE|DEERE & CO
|
BUY | +5.71% | 18.5K | $7M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -6.90% | 13.5K | $7M | — |
|
TGT|TARGET CORP
|
BUY | +51.22% | 62.0K | $7M | — |
|
ZBH|ZIMMER BIOMET HOLDINGS INC
|
BUY | +21.28% | 57.0K | $6M | — |
|
LKQ|LKQ CORP
|
BUY | +31.43% | 138.0K | $7M | — |
|
WTW|WILLIS TOWERS WATSON PLC LTD
|
BUY | +35.42% | 32.5K | $7M | — |
|
TRV|TRAVELERS COMPANIES INC
|
BUY | +36.67% | 41.0K | $7M | — |
|
AXTA|AXALTA COATING SYS LTD
|
BUY | +28.65% | 247.0K | $7M | — |
|
WGO|WINNEBAGO INDS INC
|
SELL | -21.23% | 76.1K | $5M | -6.4% |
|
HOLX|HOLOGIC INC
|
BUY | +69.81% | 90.0K | $6M | — |
|
LUV|SOUTHWEST AIRLS CO
|
BUY | +75.97% | 227.0K | $6M | — |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
BUY | +54.55% | 17.0K | $6M | — |
|
V|VISA INC
|
SELL | -14.29% | 21.0K | $5M | — |
|
EFX|EQUIFAX INC
|
BUY | +63.16% | 31.0K | $6M | — |
|
FIS|FIDELITY NATL INFORMATION SV
|
BUY | +20.71% | 102.0K | $6M | — |
|
PB|PROSPERITY BANCSHARES INC
|
BUY | +9.57% | 103.0K | $6M | — |
|
FDX|FEDEX CORP
|
SELL | -22.22% | 17.5K | $5M | — |
|
KMB|KIMBERLY CLARK CORP
|
BUY | +27.07% | 46.0K | $6M | — |
|
INTC|INTEL CORP
|
SELL | -27.88% | 119.0K | $4M | — |
|
SWK|STANLEY BLACK & DECKER INC
|
BUY | +100.00% | 66.0K | $6M | — |
|
META|META PLATFORMS INC
|
SELL | -6.06% | 15.5K | $5M | +57.6% |
|
DOV|DOVER CORP
|
BUY | +3.33% | 31.0K | $4M | — |
|
MA|MASTERCARD INC
|
SELL | -9.09% | 10.0K | $4M | — |
|
EMN|EASTMAN CHEM CO
|
BUY | +46.67% | 55.0K | $4M | — |
|
BLBD|BLUE BIRD CORP
|
BUY | +8.90% | 159.0K | $3M | — |
|
MRSH|MARSH & MCLENNAN COS INC
|
SELL | -5.88% | 16.0K | $3M | — |
|
CENT|CENTRAL GARDEN & PET CO
|
SELL | -18.82% | 69.0K | $3M | — |
|
GATES INDUSTRIAL CORPRATIN P
|
BUY | +11.82% | 246.0K | $3M | — |
|
PBH|PRESTIGE CONSMR HEALTHCARE
|
SELL | -12.24% | 43.0K | $2M | — |
|
SHYF|SHYFT GROUP INC
|
BUY | +58.33% | 190.0K | $3M | — |
|
IART|INTEGRA LIFESCIENCES HLDGS
|
BUY | +2.90% | 71.0K | $3M | — |
|
JOUT|JOHNSON OUTDOORS INC
|
BUY | +10.90% | 47.7K | $3M | — |
|
BRC|BRADY CORP
|
SELL | -15.25% | 40.0K | $2M | +5.6% |
|
MLR|MILLER INDS INC TENN
|
SELL | -24.13% | 47.8K | $2M | — |
|
VSH|VISHAY INTERTECHNOLOGY INC
|
BUY | +2.70% | 76.0K | $2M | — |
|
HOMB|HOME BANCSHARES INC
|
SELL | -2.20% | 89.0K | $2M | +1.0% |
|
FHB|FIRST HAWAIIAN INC
|
BUY | +3.67% | 113.0K | $2M | — |
|
KTB|KONTOOR BRANDS INC
|
SELL | -28.26% | 33.0K | $1M | -14.6% |
|
CWK|CUSHMAN WAKEFIELD PLC
|
BUY | +21.65% | 236.0K | $2M | — |
|
GHM|GRAHAM CORP
|
SELL | -19.03% | 105.2K | $2M | +31.1% |
|
TKR|TIMKEN CO
|
BUY | +9.68% | 17.0K | $1M | — |
|
WNC|WABASH NATL CORP
|
BUY | +11.76% | 57.0K | $1M | — |
|
FA|FIRST ADVANTAGE
|
BUY | NEW | 20.0K | $276000 | — |
| 2023-Q2 | |||||
|
WBD|WARNER BROS DISCOVERY INC
|
SELL | -11.58% | 1.1M | $13M | -19.3% |
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
BUY | +17.66% | 276.5K | $12M | — |
|
DIS|DISNEY WALT CO
|
BUY | +10.26% | 129.0K | $12M | — |
|
GOOG|ALPHABET INC
|
SELL | -46.43% | 60.0K | $7M | — |
|
GNRC|GENERAC HLDGS INC
|
BUY | +34.90% | 77.5K | $12M | — |
|
CSCO|CISCO SYS INC
|
SELL | -4.59% | 208.0K | $11M | — |
|
ABM|ABM INDS INC
|
BUY | +18.22% | 266.0K | $11M | — |
|
MHK|MOHAWK INDS INC
|
SELL | -27.03% | 81.0K | $8M | -22.3% |
|
IVZ|INVESCO LTD
|
BUY | +12.01% | 634.0K | $11M | — |
|
WRKUSD|WESTROCK CO
|
SELL | -19.00% | 273.0K | $8M | — |
|
KLIC|KULICKE & SOFFA INDS INC
|
SELL | -5.52% | 171.0K | $10M | — |
|
DIN|DINE BRANDS GLOBAL INC
|
SELL | -7.33% | 139.0K | $8M | — |
|
BAX|BAXTER INTL INC
|
SELL | -27.53% | 179.0K | $8M | — |
|
IFF|INTERNATIONAL FLAVORS&FRAGRANCE
|
BUY | +36.67% | 123.0K | $10M | — |
|
CFG|CITIZENS FINL GROUP INC
|
BUY | +5.82% | 337.0K | $9M | — |
|
CMI|CUMMINS INC
|
BUY | +23.81% | 39.0K | $10M | — |
|
CVS|CVS HEALTH CORP
|
BUY | +16.95% | 138.0K | $10M | — |
|
EBA|EBAY INC
|
SELL | -6.16% | 198.0K | $9M | — |
|
GM|GENERAL MTRS CO
|
BUY | +9.50% | 242.0K | $9M | — |
|
DGX|QUEST DIAGNOSTICS INC
|
BUY | +20.00% | 66.0K | $9M | — |
|
WCC|WESCO INTL INC
|
SELL | -26.04% | 44.3K | $8M | — |
|
WBA|WALGREENS BOOTS ALLIANCE INC
|
SELL | EXIT | — | — | — |
|
DAL|DELTA AIR LINES INC DEL
|
SELL | -24.96% | 190.0K | $9M | — |
|
JLL|JONES LANG LASALLE INC
|
SELL | -31.23% | 42.6K | $7M | -22.9% |
|
DENN|DENNYS CORP
|
SELL | -5.92% | 731.0K | $9M | -32.6% |
|
CARR|CARRIER GLOBAL CORPORATION
|
BUY | +10.43% | 180.0K | $9M | — |
|
UPS|UNITED PARCEL SERVICE INC
|
BUY | +2.17% | 47.0K | $8M | — |
|
WFC|WELLS FARGO CO NEW
|
BUY | +1.00% | 202.0K | $9M | — |
|
CTVA|CORTEVA INC
|
BUY | +20.97% | 150.0K | $9M | — |
|
CMCSA|COMCAST CORP NEW
|
SELL | -12.00% | 198.0K | $8M | — |
|
INTC|INTEL CORP
|
SELL | -34.26% | 165.0K | $6M | — |
|
BDX|BECTON DICKINSON & CO
|
SELL | -9.09% | 30.0K | $8M | — |
|
SLB|SCHLUMBERGER LTD
|
BUY | +74.19% | 162.0K | $8M | — |
|
USB|US BANCORP DEL
|
BUY | +12.15% | 240.0K | $8M | — |
|
LHX|L3HARRIS TECHNOLOGIES INC
|
BUY | +15.48% | 40.0K | $8M | — |
|
FITBI|FIFTH THIRD BANCORP
|
BUY | +6.45% | 297.0K | $8M | — |
|
WGO|WINNEBAGO INDS INC
|
SELL | -27.14% | 96.6K | $6M | -15.6% |
|
LUV|SOUTHWEST AIRLS CO
|
SELL | -45.11% | 129.0K | $5M | -34.1% |
|
KFY|KORN FERRY
|
BUY | +33.91% | 154.0K | $8M | — |
|
FIS|FIDELITY NATL INFORMATION SV
|
SELL | -39.64% | 84.5K | $5M | -44.3% |
|
RTX|RAYTHEON TECHNOLOGIES CORP
|
SELL | -5.19% | 73.0K | $7M | +14.1% |
|
GLW|CORNING INC
|
BUY | +2.39% | 214.0K | $7M | — |
|
MSFT|MICROSOFT CORP
|
SELL | -50.00% | 13.0K | $4M | — |
|
TPR|TAPESTRY INC
|
BUY | +4.88% | 172.0K | $7M | — |
|
ZBH|ZIMMER BIOMET HOLDINGS INC
|
SELL | -14.55% | 47.0K | $7M | — |
|
DE|DEERE & CO
|
BUY | +105.88% | 17.5K | $7M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
BUY | +31.82% | 14.5K | $7M | — |
|
AXP|AMERICAN EXPRESS CO
|
BUY | +25.81% | 39.0K | $7M | — |
|
CWK|CUSHMAN WAKEFIELD PLC
|
SELL | -69.78% | 194.0K | $2M | -49.1% |
|
AXTA|AXALTA COATING SYS LTD
|
SELL | -13.90% | 192.0K | $6M | — |
|
AVTR|AVANTOR INC
|
BUY | +117.02% | 306.0K | $6M | — |
|
OMC|OMNICOM GROUP INC
|
SELL | -6.06% | 62.0K | $6M | — |
|
EMN|EASTMAN CHEM CO
|
SELL | -48.63% | 37.5K | $3M | — |
|
FDX|FEDEX CORP
|
SELL | -15.09% | 22.5K | $6M | — |
|
SWK|STANLEY BLACK & DECKER INC
|
SELL | -56.00% | 33.0K | $3M | -32.5% |
|
KMB|KIMBERLY CLARK CORP
|
SELL | -19.56% | 36.2K | $5M | +3.8% |
|
AAPL|APPLE INC
|
SELL | -52.78% | 17.0K | $3M | — |
|
CBRL|CRACKER BARREL OLD CTRY STOR
|
BUY | +20.96% | 62.9K | $6M | — |
|
V|VISA INC
|
SELL | -3.92% | 24.5K | $6M | — |
|
WTW|WILLIS TOWERS WATSON PLC LTD
|
BUY | +2.13% | 24.0K | $6M | — |
|
META|META PLATFORMS INC
|
SELL | -36.54% | 16.5K | $5M | +27.3% |
|
TGT|TARGET CORP
|
BUY | NEW | 41.0K | $5M | — |
|
TRV|TRAVELERS COMPANIES INC
|
BUY | +5.26% | 30.0K | $5M | — |
|
TXN|TEXAS INSTRS INC
|
BUY | +1.92% | 26.5K | $5M | — |
|
HOLX|HOLOGIC INC
|
SELL | -5.36% | 53.0K | $4M | +22.1% |
|
DOV|DOVER CORP
|
BUY | +50.00% | 30.0K | $4M | — |
|
MA|MASTERCARD INC
|
SELL | -8.33% | 11.0K | $4M | — |
|
ORCL|ORACLE CORP
|
SELL | EXIT | — | — | — |
|
UHS|UNIVERSAL HLTH SVCS INC
|
SELL | -30.00% | 21.0K | $3M | — |
|
BLBD|BLUE BIRD CORP
|
BUY | +23.73% | 146.0K | $3M | — |
|
CENT|CENTRAL GARDEN & PET CO
|
BUY | +3.66% | 85.0K | $3M | — |
|
DUT|MOODYS CORP
|
SELL | -10.00% | 9.0K | $3M | — |
|
JOUT|JOHNSON OUTDOORS INC
|
SELL | -10.42% | 43.0K | $3M | -35.9% |
|
IART|INTEGRA LIFESCIENCES HLDGS
|
BUY | +53.33% | 69.0K | $3M | — |
|
VSH|VISHAY INTERTECHNOLOGY INC
|
SELL | -39.34% | 74.0K | $2M | +22.8% |
|
SHYF|SHYFT GROUP INC
|
BUY | +10.09% | 120.0K | $3M | — |
|
MLR|MILLER INDS INC TENN
|
SELL | -3.08% | 63.0K | $2M | — |
|
KTB|KONTOOR BRANDS INC
|
BUY | +2.22% | 46.0K | $2M | — |
|
HOMB|HOME BANCSHARES INC
|
SELL | -2.15% | 91.0K | $2M | -3.0% |
|
FHB|FIRST HAWAIIAN INC
|
BUY | +31.33% | 109.0K | $2M | — |
|
GHM|GRAHAM CORP
|
SELL | -2.99% | 129.9K | $2M | +6.6% |
|
TKR|TIMKEN CO
|
SELL | -8.82% | 15.5K | $1M | -5.9% |
|
WNC|WABASH NATL CORP
|
SELL | -3.77% | 51.0K | $1M | — |
| 2023-Q1 | |||||
|
GNRC|GENERAC HLDGS INC
|
SELL | -52.13% | 57.5K | $6M | -27.7% |
|
CSCO|CISCO SYS INC
|
SELL | -12.45% | 218.0K | $11M | — |
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
SELL | -17.54% | 235.0K | $12M | -1.8% |
|
GOOG|ALPHABET INC
|
BUY | +5.66% | 112.0K | $12M | — |
|
IVZ|INVESCO LTD
|
SELL | -8.74% | 566.0K | $9M | — |
|
MHK|MOHAWK INDS INC
|
BUY | +7.77% | 111.0K | $11M | — |
|
WRKUSD|WESTROCK CO
|
BUY | +32.15% | 337.1K | $10M | — |
|
DIN|DINE BRANDS GLOBAL INC
|
BUY | +1.69% | 150.0K | $10M | — |
|
ABM|ABM INDS INC
|
BUY | +4.65% | 225.0K | $10M | — |
|
BAX|BAXTER INTL INC
|
BUY | +42.77% | 247.0K | $10M | — |
|
WCC|WESCO INTL INC
|
SELL | -25.12% | 59.9K | $9M | — |
|
WBA|WALGREENS BOOTS ALLIANCE INC
|
BUY | +1.17% | 267.0K | $9M | — |
|
FIS|FIDELITY NATL INFORMATION SV
|
SELL | -3.11% | 140.0K | $8M | -31.3% |
|
CFG|CITIZENS FINL GROUP INC
|
BUY | +41.55% | 318.5K | $10M | — |
|
KLIC|KULICKE & SOFFA INDS INC
|
SELL | -13.81% | 181.0K | $10M | — |
|
EBA|EBAY INC
|
BUY | +13.44% | 211.0K | $9M | — |
|
JNJ|JOHNSON & JOHNSON
|
BUY | +25.00% | 60.0K | $9M | — |
|
JLL|JONES LANG LASALLE INC
|
BUY | +6.90% | 62.0K | $9M | — |
|
TPR|TAPESTRY INC
|
SELL | -32.23% | 164.0K | $7M | — |
|
REYN|REYNOLDS CONSUMER PRODS INC
|
BUY | +3.96% | 315.0K | $9M | — |
|
DAL|DELTA AIR LINES INC DEL
|
SELL | -8.26% | 253.2K | $9M | — |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
SELL | -8.67% | 158.0K | $9M | -3.0% |
|
UPS|UNITED PARCEL SERVICE INC
|
SELL | -8.00% | 46.0K | $9M | — |
|
CVS|CVS HEALTH CORP
|
BUY | +51.28% | 118.0K | $9M | — |
|
INTC|INTEL CORP
|
SELL | -22.77% | 251.0K | $8M | — |
|
CMCSA|COMCAST CORP NEW
|
BUY | +1.35% | 225.0K | $9M | — |
|
OMC|OMNICOM GROUP INC
|
SELL | -36.40% | 66.0K | $6M | — |
|
RTX|RAYTHEON TECHNOLOGIES CORP
|
SELL | -7.23% | 77.0K | $8M | +14.9% |
|
GLW|CORNING INC
|
SELL | -19.92% | 209.0K | $7M | — |
|
SMG|SCOTTS MIRACLE-GRO CO
|
SELL | EXIT | — | — | -12.7% |
|
AXTA|AXALTA COATING SYS LTD
|
SELL | -31.48% | 223.0K | $7M | — |
|
IFF|INTERNATIONAL FLAVORS&FRAGRANCE
|
BUY | +221.43% | 90.0K | $8M | — |
|
FDX|FEDEX CORP
|
SELL | -43.62% | 26.5K | $6M | — |
|
GM|GENERAL MTRS CO
|
BUY | +3.76% | 221.0K | $8M | — |
|
MSFT|MICROSOFT CORP
|
SELL | -21.21% | 26.0K | $7M | — |
|
META|META PLATFORMS INC
|
SELL | -60.00% | 26.0K | $6M | -8.3% |
|
DGX|QUEST DIAGNOSTICS INC
|
BUY | +19.57% | 55.0K | $8M | — |
|
USB|US BANCORP DEL
|
BUY | +31.29% | 214.0K | $8M | — |
|
GS|GOLDMAN SACHS GROUP INC
|
BUY | +11.90% | 23.5K | $8M | — |
|
WGO|WINNEBAGO INDS INC
|
SELL | -3.19% | 132.6K | $8M | -11.1% |
|
LUV|SOUTHWEST AIRLS CO
|
BUY | +36.63% | 235.0K | $8M | — |
|
CARR|CARRIER GLOBAL CORPORATION
|
SELL | -11.89% | 163.0K | $7M | +79.7% |
|
CMI|CUMMINS INC
|
BUY | +3.28% | 31.5K | $8M | — |
|
WFC|WELLS FARGO CO NEW
|
BUY | +9.89% | 200.0K | $7M | — |
|
CTVA|CORTEVA INC
|
BUY | +5.08% | 124.0K | $7M | — |
|
FITBI|FIFTH THIRD BANCORP
|
BUY | +43.81% | 279.0K | $7M | — |
|
CBRE|CBRE GROUP INC
|
BUY | +6.32% | 101.0K | $7M | — |
|
KMB|KIMBERLY CLARK CORP
|
SELL | -16.67% | 45.0K | $6M | -2.6% |
|
ZBH|ZIMMER BIOMET HOLDINGS INC
|
SELL | -3.51% | 55.0K | $7M | — |
|
CWK|CUSHMAN WAKEFIELD PLC
|
BUY | +13.23% | 642.0K | $7M | — |
|
LHX|L3HARRIS TECHNOLOGIES INC
|
BUY | +33.22% | 34.6K | $7M | — |
|
BKNG|BOOKING HLDGS INC
|
SELL | EXIT | — | — | +20.4% |
|
PB|PROSPERITY BANCSHARES INC
|
BUY | +2.30% | 94.0K | $6M | — |
|
AXP|AMERICAN EXPRESS CO
|
SELL | -29.55% | 31.0K | $5M | — |
|
EFX|EQUIFAX INC
|
SELL | -42.44% | 19.0K | $4M | +34.1% |
|
AAPL|APPLE INC
|
SELL | -26.53% | 36.0K | $6M | — |
|
ORCL|ORACLE CORP
|
SELL | -40.26% | 46.0K | $4M | — |
|
V|VISA INC
|
SELL | -15.00% | 25.5K | $6M | — |
|
EMN|EASTMAN CHEM CO
|
SELL | -3.31% | 73.0K | $6M | — |
|
SLB|SCHLUMBERGER LTD
|
SELL | -19.13% | 93.0K | $5M | +72.5% |
|
SWK|STANLEY BLACK & DECKER INC
|
SELL | -5.06% | 75.0K | $6M | -29.6% |
|
LKQ|LKQ CORP
|
SELL | -2.78% | 105.0K | $6M | +21.8% |
|
KFY|KORN FERRY
|
BUY | NEW | 115.0K | $6M | — |
|
CBRL|CRACKER BARREL OLD CTRY STOR
|
SELL | -5.88% | 52.0K | $6M | -24.4% |
|
WTW|WILLIS TOWERS WATSON PLC LTD
|
SELL | -2.08% | 23.5K | $5M | — |
|
HOLX|HOLOGIC INC
|
SELL | -25.33% | 56.0K | $5M | +20.1% |
|
UNH|UNITEDHEALTH GROUP INC
|
BUY | +41.94% | 11.0K | $5M | — |
|
TRV|TRAVELERS COMPANIES INC
|
BUY | +18.75% | 28.5K | $5M | — |
|
MA|MASTERCARD INC
|
SELL | -14.29% | 12.0K | $4M | — |
|
TXN|TEXAS INSTRS INC
|
SELL | -3.70% | 26.0K | $5M | — |
|
DUT|MOODYS CORP
|
SELL | -35.48% | 10.0K | $3M | — |
|
UHS|UNIVERSAL HLTH SVCS INC
|
BUY | +7.14% | 30.0K | $4M | — |
|
DE|DEERE & CO
|
BUY | NEW | 8.5K | $4M | — |
|
HRL|HORMEL FOODS CORP
|
BUY | +40.00% | 84.0K | $3M | — |
|
SPGI|S&P GLOBAL INC
|
SELL | -15.00% | 8.5K | $3M | +3.7% |
|
PBH|PRESTIGE CONSMR HEALTHCARE
|
BUY | +2.80% | 49.0K | $3M | — |
|
DOV|DOVER CORP
|
BUY | NEW | 20.0K | $3M | — |
|
JOUT|JOHNSON OUTDOORS INC
|
BUY | +20.00% | 48.0K | $3M | — |
|
AVTR|AVANTOR INC
|
BUY | NEW | 141.0K | $3M | — |
|
SHYF|SHYFT GROUP INC
|
SELL | -6.84% | 109.0K | $2M | — |
|
BLBD|BLUE BIRD CORP
|
SELL | -53.17% | 118.0K | $2M | — |
|
BRC|BRADY CORP
|
SELL | -15.71% | 47.2K | $3M | +9.7% |
|
IART|INTEGRA LIFESCIENCES HLDGS
|
SELL | -2.17% | 45.0K | $3M | +6.0% |
|
KTB|KONTOOR BRANDS INC
|
SELL | -22.41% | 45.0K | $2M | -7.6% |
|
MLR|MILLER INDS INC TENN
|
SELL | -17.72% | 65.0K | $2M | — |
|
HOMB|HOME BANCSHARES INC
|
BUY | +18.47% | 93.0K | $2M | — |
|
GHM|GRAHAM CORP
|
SELL | -16.86% | 133.9K | $2M | +7.2% |
|
FHB|FIRST HAWAIIAN INC
|
BUY | +69.39% | 83.0K | $2M | — |
|
TKR|TIMKEN CO
|
SELL | -19.05% | 17.0K | $1M | -1.6% |
|
WNC|WABASH NATL CORP
|
SELL | -14.52% | 53.0K | $1M | — |
| 2022-Q4 | |||||
|
GNRC|GENERAC HLDGS INC
|
SELL | -43.40% | 120.0K | $12M | -34.6% |
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
BUY | +145.69% | 285.0K | $12M | — |
|
WBD|WARNER BROS DISCOVERY INC
|
BUY | +24.31% | 1.2M | $11M | — |
|
IVZ|INVESCO LTD
|
BUY | +581.54% | 620.2K | $11M | — |
|
MHK|MOHAWK INDS INC
|
BUY | +505.88% | 103.0K | $11M | — |
|
SMG|SCOTTS MIRACLE-GRO CO
|
SELL | -38.96% | 170.9K | $8M | -42.1% |
|
DIS|DISNEY WALT CO
|
BUY | +56.00% | 117.0K | $10M | — |
|
WCC|WESCO INTL INC
|
SELL | -1.23% | 80.0K | $10M | — |
|
GOOG|ALPHABET INC
|
BUY | +1.92% | 106.0K | $9M | — |
|
WBA|WALGREENS BOOTS ALLIANCE INC
|
BUY | +210.48% | 263.9K | $10M | — |
|
FIS|FIDELITY NATL INFORMATION SV
|
SELL | -20.61% | 144.5K | $10M | -29.3% |
|
GATES INDUSTRIAL CORPRATIN P
|
BUY | +301.83% | 220.0K | $3M | — |
|
DIN|DINE BRANDS GLOBAL INC
|
SELL | -2.31% | 147.5K | $10M | — |
|
ABM|ABM INDS INC
|
BUY | +3.37% | 215.0K | $10M | — |
|
KLIC|KULICKE & SOFFA INDS INC
|
BUY | +45.30% | 210.0K | $9M | — |
|
INTC|INTEL CORP
|
SELL | -52.01% | 325.0K | $9M | — |
|
ZBH|ZIMMER BIOMET HOLDINGS INC
|
SELL | -35.59% | 57.0K | $7M | — |
|
JLL|JONES LANG LASALLE INC
|
BUY | +2.65% | 58.0K | $9M | — |
|
TPR|TAPESTRY INC
|
BUY | +796.30% | 242.0K | $9M | — |
|
KMB|KIMBERLY CLARK CORP
|
SELL | -77.35% | 54.0K | $7M | -3.4% |
|
REYN|REYNOLDS CONSUMER PRODS INC
|
BUY | NEW | 303.0K | $9M | +7.1% |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
BUY | +118.99% | 173.0K | $9M | — |
|
BAX|BAXTER INTL INC
|
BUY | +3.59% | 173.0K | $9M | — |
|
RTX|RAYTHEON TECHNOLOGIES CORP
|
SELL | -75.35% | 83.0K | $8M | +11.9% |
|
UPS|UNITED PARCEL SERVICE INC
|
BUY | +474.71% | 50.0K | $9M | — |
|
JNJ|JOHNSON & JOHNSON
|
SELL | -15.04% | 48.0K | $8M | +14.2% |
|
GLW|CORNING INC
|
SELL | -11.22% | 261.0K | $8M | — |
|
MLR|MILLER INDS INC TENN
|
SELL | -15.05% | 79.0K | $2M | — |
|
OMC|OMNICOM GROUP INC
|
SELL | -2.10% | 103.8K | $8M | — |
|
BDX|BECTON DICKINSON & CO
|
SELL | -10.81% | 33.0K | $8M | — |
|
WNC|WABASH NATL CORP
|
SELL | -76.69% | 62.0K | $1M | — |
|
PB|PROSPERITY BANCSHARES INC
|
BUY | +36.33% | 91.9K | $7M | — |
|
FDX|FEDEX CORP
|
SELL | -53.23% | 47.0K | $8M | — |
|
TRV|TRAVELERS COMPANIES INC
|
SELL | -52.00% | 24.0K | $4M | — |
|
LUV|SOUTHWEST AIRLS CO
|
BUY | +1.78% | 172.0K | $6M | — |
|
GM|GENERAL MTRS CO
|
BUY | +674.55% | 213.0K | $7M | — |
|
CMI|CUMMINS INC
|
SELL | -22.39% | 30.5K | $7M | +23.7% |
|
MSFT|MICROSOFT CORP
|
SELL | -58.23% | 33.0K | $8M | — |
|
DUT|MOODYS CORP
|
SELL | -87.50% | 15.5K | $4M | — |
|
META|META PLATFORMS INC
|
BUY | +116.67% | 65.0K | $8M | — |
|
MDT|MEDTRONIC PLC
|
BUY | +29.87% | 100.0K | $8M | — |
|
CMCSA|COMCAST CORP NEW
|
BUY | +1.83% | 222.0K | $8M | — |
|
IART|INTEGRA LIFESCIENCES HLDGS
|
SELL | -84.72% | 46.0K | $3M | -1.7% |
|
EBA|EBAY INC
|
BUY | +365.00% | 186.0K | $8M | — |
|
CTVA|CORTEVA INC
|
SELL | -11.94% | 118.0K | $7M | +107.3% |
|
CARR|CARRIER GLOBAL CORPORATION
|
SELL | -5.13% | 185.0K | $8M | +66.0% |
|
WFC|WELLS FARGO CO NEW
|
BUY | +2.82% | 182.0K | $8M | — |
|
WTW|WILLIS TOWERS WATSON PLC LTD
|
SELL | -35.14% | 24.0K | $6M | — |
|
WGO|WINNEBAGO INDS INC
|
SELL | -1.65% | 137.0K | $7M | -17.8% |
|
DENN|DENNYS CORP
|
SELL | -0.91% | 777.0K | $7M | -37.3% |
|
CBRL|CRACKER BARREL OLD CTRY STOR
|
SELL | -30.06% | 55.2K | $5M | -31.7% |
|
CVS|CVS HEALTH CORP
|
BUY | +2.63% | 78.0K | $7M | — |
|
GS|GOLDMAN SACHS GROUP INC
|
SELL | -86.96% | 21.0K | $7M | +15.0% |
|
DGX|QUEST DIAGNOSTICS INC
|
SELL | -47.13% | 46.0K | $7M | +13.9% |
|
USB|US BANCORP DEL
|
BUY | +393.94% | 163.0K | $7M | — |
|
CWK|CUSHMAN WAKEFIELD PLC
|
BUY | +32.17% | 567.0K | $7M | — |
|
FSS|FEDERAL SIGNAL CORP
|
SELL | EXIT | — | — | — |
|
BKNG|BOOKING HLDGS INC
|
SELL | -20.24% | 3.4K | $7M | -4.6% |
|
SWK|STANLEY BLACK & DECKER INC
|
SELL | -67.36% | 79.0K | $6M | -35.5% |
|
AAPL|APPLE INC
|
BUY | +1.03% | 49.0K | $6M | — |
|
UHS|UNIVERSAL HLTH SVCS INC
|
SELL | -82.82% | 28.0K | $4M | — |
|
PBH|PRESTIGE CONSMR HEALTHCARE
|
SELL | -51.31% | 47.7K | $3M | — |
|
MCD|MCDONALDS CORP
|
SELL | -79.17% | 10.0K | $3M | +28.1% |
|
EFX|EQUIFAX INC
|
SELL | -2.91% | 33.0K | $6M | +24.5% |
|
EMN|EASTMAN CHEM CO
|
SELL | -56.36% | 75.5K | $6M | — |
|
FITBI|FIFTH THIRD BANCORP
|
BUY | +259.26% | 194.0K | $6M | — |
|
ORCL|ORACLE CORP
|
BUY | +40.00% | 77.0K | $6M | — |
|
V|VISA INC
|
SELL | -79.31% | 30.0K | $6M | — |
|
MA|MASTERCARD INC
|
SELL | -81.82% | 14.0K | $5M | — |
|
SLB|SCHLUMBERGER LTD
|
SELL | -16.06% | 115.0K | $6M | +64.4% |
|
LHX|L3HARRIS TECHNOLOGIES INC
|
SELL | -79.37% | 26.0K | $5M | +2.2% |
|
GHM|GRAHAM CORP
|
BUY | +75.00% | 161.0K | $2M | — |
|
LKQ|LKQ CORP
|
BUY | +535.29% | 108.0K | $6M | +29.5% |
|
HOLX|HOLOGIC INC
|
SELL | -24.24% | 75.0K | $6M | +10.9% |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -87.70% | 7.8K | $4M | — |
|
SHYF|SHYFT GROUP INC
|
SELL | -31.98% | 117.0K | $3M | — |
|
SPGI|S&P GLOBAL INC
|
SELL | -92.86% | 10.0K | $3M | -1.7% |
|
TXN|TEXAS INSTRS INC
|
BUY | +12.50% | 27.0K | $4M | — |
|
KTB|KONTOOR BRANDS INC
|
BUY | +190.00% | 58.0K | $2M | — |
|
TKR|TIMKEN CO
|
SELL | -22.22% | 21.0K | $1M | -14.0% |
|
MRSH|MARSH & MCLENNAN COS INC
|
BUY | +13.33% | 17.0K | $3M | — |
|
FTV|FORTIVE CORP
|
SELL | -76.07% | 49.1K | $3M | +1.1% |
|
FHB|FIRST HAWAIIAN INC
|
SELL | -9.36% | 49.0K | $1M | +45.6% |
|
HOMB|HOME BANCSHARES INC
|
BUY | +17.16% | 78.5K | $2M | — |
|
IFF|INTERNATIONAL FLAVORS&FRAGRANCE
|
BUY | NEW | 28.0K | $3M | — |
|
CENT|CENTRAL GARDEN & PET CO
|
BUY | +1.23% | 82.0K | $3M | — |
|
HRL|HORMEL FOODS CORP
|
BUY | +30.43% | 60.0K | $3M | +3.4% |
|
BLBD|BLUE BIRD CORP
|
BUY | +26.63% | 252.0K | $3M | — |
|
JOUT|JOHNSON OUTDOORS INC
|
SELL | -27.27% | 40.0K | $3M | -43.1% |
|
VSH|VISHAY INTERTECHNOLOGY INC
|
SELL | -12.86% | 122.0K | $3M | +6.4% |
|
LCUT|LIFETIME BRANDS INC
|
SELL | EXIT | — | — | — |
|
KDP|KEURIG DR PEPPER INC
|
SELL | EXIT | — | — | +24.8% |
| 2022-Q3 | |||||
|
WRKUSD|WESTROCK CO
|
SELL | -49.09% | 255.1K | $8M | — |
|
ZBH|ZIMMER BIOMET HOLDINGS INC
|
SELL | -52.16% | 88.5K | $9M | — |
|
GOOG|ALPHABET INC
|
BUY | NEW | 104.0K | $10M | — |
|
IVZ|INVESCO LTD
|
SELL | -86.56% | 91.0K | $11M | — |
|
WBD|WARNER BROS DISCOVERY INC
|
BUY | +28.66% | 963.7K | $11M | — |
|
JNJ|JOHNSON & JOHNSON
|
SELL | -7.38% | 56.5K | $9M | +9.7% |
|
CSCO|CISCO SYS INC
|
BUY | +1.22% | 249.0K | $10M | — |
|
SMG|SCOTTS MIRACLE-GRO CO
|
BUY | +374.58% | 280.0K | $10M | — |
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
SELL | -53.60% | 116.0K | $2M | -21.4% |
|
WCC|WESCO INTL INC
|
SELL | -15.98% | 81.0K | $10M | — |
|
DIN|DINE BRANDS GLOBAL INC
|
SELL | -1.95% | 151.0K | $10M | — |
|
JLL|JONES LANG LASALLE INC
|
BUY | +3.57% | 58.0K | $7M | — |
|
GNRC|GENERAC HLDGS INC
|
BUY | +356.80% | 212.0K | $7M | — |
|
GATES INDUSTRIAL CORPRATIN P
|
SELL | -72.63% | 54.8K | $10M | — |
|
FDX|FEDEX CORP
|
BUY | +133.72% | 100.5K | $8M | — |
|
MHK|MOHAWK INDS INC
|
SELL | -77.98% | 17.0K | $4M | -15.2% |
|
UPS|UNITED PARCEL SERVICE INC
|
SELL | -83.27% | 8.7K | $4M | — |
|
BDX|BECTON DICKINSON & CO
|
SELL | -2.63% | 37.0K | $8M | — |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
SELL | -50.63% | 79.0K | $6M | -8.5% |
|
INTC|INTEL CORP
|
BUY | +210.64% | 677.2K | $9M | — |
|
REYN|REYNOLDS CONSUMER PRODS INC
|
SELL | -97.50% | 8.5K | $3M | -4.3% |
|
KMB|KIMBERLY CLARK CORP
|
BUY | +311.03% | 238.4K | $9M | — |
|
BAX|BAXTER INTL INC
|
BUY | +19.29% | 167.0K | $9M | — |
|
DGX|QUEST DIAGNOSTICS INC
|
BUY | +29.08% | 87.0K | $7M | — |
|
RTX|RAYTHEON TECHNOLOGIES CORP
|
BUY | +310.67% | 336.8K | $9M | — |
|
FIS|FIDELITY NATL INFORMATION SV
|
BUY | +94.24% | 182.0K | $6M | — |
|
CTVA|CORTEVA INC
|
SELL | -14.65% | 134.0K | $8M | +92.9% |
|
MLR|MILLER INDS INC TENN
|
BUY | +30.99% | 93.0K | $8M | — |
|
KLIC|KULICKE & SOFFA INDS INC
|
SELL | -27.01% | 144.5K | $978000 | — |
|
WBA|WALGREENS BOOTS ALLIANCE INC
|
SELL | -61.88% | 85.0K | $8M | — |
|
WNC|WABASH NATL CORP
|
BUY | +61.21% | 266.0K | $8M | — |
|
PB|PROSPERITY BANCSHARES INC
|
SELL | -31.84% | 67.4K | $8M | — |
|
EFX|EQUIFAX INC
|
SELL | -24.44% | 34.0K | $1M | +26.6% |
|
GS|GOLDMAN SACHS GROUP INC
|
BUY | +485.45% | 161.0K | $1M | — |
|
TRV|TRAVELERS COMPANIES INC
|
BUY | +85.19% | 50.0K | $8M | — |
|
LUV|SOUTHWEST AIRLS CO
|
BUY | +21.58% | 169.0K | $8M | — |
|
GM|GENERAL MTRS CO
|
SELL | -86.65% | 27.5K | $8M | — |
|
DIS|DISNEY WALT CO
|
BUY | +13.33% | 85.0K | $8M | — |
|
ABM|ABM INDS INC
|
BUY | +26.17% | 208.0K | $8M | — |
|
OMC|OMNICOM GROUP INC
|
SELL | -14.52% | 106.0K | $6M | — |
|
CBRL|CRACKER BARREL OLD CTRY STOR
|
SELL | -15.96% | 79.0K | $7M | -31.5% |
|
DUT|MOODYS CORP
|
BUY | +427.66% | 124.0K | $8M | — |
|
LKQ|LKQ CORP
|
SELL | -89.29% | 17.0K | $5M | +23.2% |
|
IART|INTEGRA LIFESCIENCES HLDGS
|
BUY | +568.89% | 301.0K | $8M | — |
|
DAL|DELTA AIR LINES INC DEL
|
BUY | +14.05% | 276.0K | $8M | — |
|
CFG|CITIZENS FINL GROUP INC
|
BUY | +17.92% | 225.0K | $8M | — |
|
CMCSA|COMCAST CORP NEW
|
BUY | +11.79% | 218.0K | $6M | — |
|
TPR|TAPESTRY INC
|
SELL | -88.84% | 27.0K | $4M | — |
|
DENN|DENNYS CORP
|
BUY | +0.51% | 784.2K | $7M | — |
|
USB|US BANCORP DEL
|
SELL | -79.38% | 33.0K | $6M | — |
|
AXTA|AXALTA COATING SYS LTD
|
BUY | +2.84% | 325.4K | $7M | — |
|
META|META PLATFORMS INC
|
SELL | -28.57% | 30.0K | $7M | -28.7% |
|
FSS|FEDERAL SIGNAL CORP
|
BUY | +2.62% | 47.0K | $7M | — |
|
CARR|CARRIER GLOBAL CORPORATION
|
BUY | +1.56% | 195.0K | $7M | — |
|
BKNG|BOOKING HLDGS INC
|
BUY | +10.53% | 4.2K | $7M | — |
|
SWK|STANLEY BLACK & DECKER INC
|
BUY | +317.24% | 242.0K | $7M | — |
|
EBA|EBAY INC
|
SELL | -73.15% | 40.0K | $7M | — |
|
AAPL|APPLE INC
|
BUY | +1.04% | 48.5K | $7M | — |
|
ORCL|ORACLE CORP
|
SELL | -42.11% | 55.0K | $3M | — |
|
UHS|UNIVERSAL HLTH SVCS INC
|
BUY | +201.85% | 163.0K | $7M | — |
|
PBH|PRESTIGE CONSMR HEALTHCARE
|
BUY | +60.47% | 97.9K | $7M | — |
|
MCD|MCDONALDS CORP
|
BUY | +220.00% | 48.0K | $7M | — |
|
V|VISA INC
|
BUY | +339.39% | 145.0K | $3M | — |
|
CBRE|CBRE GROUP INC
|
BUY | +7.95% | 95.0K | $6M | — |
|
HOLX|HOLOGIC INC
|
BUY | +7.61% | 99.0K | $2M | — |
|
EMN|EASTMAN CHEM CO
|
BUY | +143.66% | 173.0K | $6M | — |
|
MA|MASTERCARD INC
|
BUY | +431.03% | 77.0K | $6M | — |
|
LHX|L3HARRIS TECHNOLOGIES INC
|
BUY | +530.00% | 126.0K | $6M | — |
|
GHM|GRAHAM CORP
|
SELL | -42.86% | 92.0K | $6M | -33.3% |
|
CWK|CUSHMAN WAKEFIELD PLC
|
BUY | +10.84% | 429.0K | $5M | — |
|
SLB|SCHLUMBERGER LTD
|
BUY | +82.67% | 137.0K | $6M | — |
|
MSFT|MICROSOFT CORP
|
BUY | +259.09% | 79.0K | $2M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
BUY | +530.00% | 63.0K | $6M | — |
|
0VVB|PARAMOUNT GLOBAL
|
SELL | EXIT | — | — | — |
|
SHYF|SHYFT GROUP INC
|
BUY | +49.57% | 172.0K | $5M | — |
|
SPGI|S&P GLOBAL INC
|
BUY | NEW | 140.0K | $5M | — |
|
FITBI|FIFTH THIRD BANCORP
|
SELL | -63.01% | 54.0K | $1M | — |
|
WDC|WESTERN DIGITAL CORP
|
SELL | EXIT | — | — | — |
|
TXN|TEXAS INSTRS INC
|
SELL | -21.31% | 24.0K | $1M | — |
|
KTB|KONTOOR BRANDS INC
|
SELL | -64.91% | 20.0K | $4M | -36.6% |
|
TKR|TIMKEN CO
|
BUY | +12.50% | 27.0K | $4M | — |
|
FTV|FORTIVE CORP
|
BUY | +196.85% | 205.0K | $2M | -4.8% |
|
HRL|HORMEL FOODS CORP
|
SELL | -39.68% | 46.0K | $2M | +7.2% |
|
MRSH|MARSH & MCLENNAN COS INC
|
SELL | -6.25% | 15.0K | $3M | — |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
SELL | EXIT | — | — | +50.5% |
|
CENT|CENTRAL GARDEN & PET CO
|
BUY | +1.25% | 81.0K | $3M | — |
|
FHB|FIRST HAWAIIAN INC
|
BUY | +0.11% | 54.1K | $3M | — |
|
HOMB|HOME BANCSHARES INC
|
SELL | -45.97% | 67.0K | $3M | +6.3% |
|
KDP|KEURIG DR PEPPER INC
|
SELL | -30.95% | 58.0K | $2M | +25.5% |
|
VSH|VISHAY INTERTECHNOLOGY INC
|
SELL | -12.50% | 140.0K | $2M | -3.8% |
|
BRC|BRADY CORP
|
SELL | -1.75% | 56.0K | $2M | -2.1% |
|
LCUT|LIFETIME BRANDS INC
|
SELL | -89.16% | 17.0K | $3M | — |
|
JOUT|JOHNSON OUTDOORS INC
|
BUY | +74.60% | 55.0K | $2M | — |
|
BLBD|BLUE BIRD CORP
|
SELL | -1.97% | 199.0K | $2M | — |
|
BIGGQ|BIG LOTS INC
|
SELL | EXIT | — | — | -45.7% |
| 2022-Q2 | |||||
|
WRKUSD|WESTROCK CO
|
BUY | +84.87% | 501.0K | $22M | — |
|
ZBH|ZIMMER BIOMET HOLDINGS INC
|
BUY | +85.00% | 185.0K | $22M | — |
|
IVZ|INVESCO LTD
|
SELL | -10.89% | 677.2K | $11M | — |
|
DISCKUSD|DISCOVERY COMMUNICATIONS NEW
|
SELL | EXIT | — | — | — |
|
WCC|WESCO INTL INC
|
SELL | -12.20% | 96.4K | $10M | — |
|
GNRC|GENERAC HLDGS INC
|
SELL | -0.19% | 46.4K | $10M | +156.0% |
|
DIN|DINE BRANDS GLOBAL INC
|
SELL | -10.07% | 154.0K | $10M | — |
|
INTC|INTEL CORP
|
SELL | -17.74% | 218.0K | $8M | — |
|
JNJ|JOHNSON & JOHNSON
|
SELL | -14.08% | 61.0K | $11M | +16.6% |
|
JLL|JONES LANG LASALLE INC
|
BUY | +7.69% | 56.0K | $10M | — |
|
FDX|FEDEX CORP
|
SELL | -19.63% | 43.0K | $10M | — |
|
MHK|MOHAWK INDS INC
|
SELL | -22.01% | 77.2K | $10M | -7.6% |
|
CSCO|CISCO SYS INC
|
BUY | +12.33% | 246.0K | $10M | — |
|
JBLU|JETBLUE AIRWAYS CORP
|
SELL | EXIT | — | — | — |
|
META|META PLATFORMS INC
|
SELL | -22.94% | 42.0K | $7M | -15.2% |
|
BDX|BECTON DICKINSON & CO
|
SELL | -15.56% | 38.0K | $9M | — |
|
GOOG|ALPHABET INC
|
BUY | +44.00% | 5.4K | $12M | — |
|
MDT|MEDTRONIC PLC
|
SELL | -23.76% | 77.0K | $7M | — |
|
DAL|DELTA AIR LINES INC DEL
|
SELL | -13.57% | 242.0K | $7M | — |
|
WGO|WINNEBAGO INDS INC
|
SELL | -31.05% | 139.3K | $7M | -24.5% |
|
DIS|DISNEY WALT CO
|
SELL | -5.06% | 75.0K | $7M | -8.8% |
|
DENN|DENNYS CORP
|
BUY | +3.04% | 780.2K | $7M | — |
|
CTVA|CORTEVA INC
|
SELL | -16.31% | 157.0K | $8M | +89.0% |
|
KLIC|KULICKE & SOFFA INDS INC
|
BUY | +3.72% | 198.0K | $8M | — |
|
CBRL|CRACKER BARREL OLD CTRY STOR
|
BUY | +8.05% | 94.0K | $8M | — |
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
BUY | +25.94% | 250.0K | $10M | — |
|
DGX|QUEST DIAGNOSTICS INC
|
SELL | -10.13% | 67.4K | $9M | +6.6% |
|
EFX|EQUIFAX INC
|
BUY | +5.88% | 45.0K | $8M | — |
|
WBD|WARNER BROS DISCOVERY INC
|
BUY | NEW | 749.0K | $10M | — |
|
CVS|CVS HEALTH CORP
|
SELL | -23.23% | 76.0K | $7M | — |
|
GLW|CORNING INC
|
BUY | +10.11% | 294.0K | $9M | — |
|
BAX|BAXTER INTL INC
|
BUY | +10.24% | 140.0K | $9M | — |
|
CMI|CUMMINS INC
|
SELL | -17.26% | 39.3K | $8M | +2.1% |
|
WBA|WALGREENS BOOTS ALLIANCE INC
|
BUY | +3.72% | 223.0K | $8M | — |
|
REYN|REYNOLDS CONSUMER PRODS INC
|
BUY | +3.51% | 339.6K | $9M | — |
|
SWK|STANLEY BLACK & DECKER INC
|
SELL | -14.71% | 58.0K | $6M | -36.5% |
|
UPS|UNITED PARCEL SERVICE INC
|
BUY | +26.83% | 52.0K | $9M | — |
|
EBA|EBAY INC
|
SELL | -9.70% | 149.0K | $6M | — |
|
0VVB|PARAMOUNT GLOBAL
|
SELL | -12.20% | 216.0K | $5M | — |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
BUY | +41.59% | 160.0K | $9M | — |
|
GS|GOLDMAN SACHS GROUP INC
|
SELL | -1.79% | 27.5K | $8M | +37.2% |
|
GM|GENERAL MTRS CO
|
SELL | -1.44% | 206.0K | $7M | — |
|
OMC|OMNICOM GROUP INC
|
BUY | +19.23% | 124.0K | $8M | — |
|
CFG|CITIZENS FINL GROUP INC
|
BUY | +1.38% | 190.8K | $7M | — |
|
HOLX|HOLOGIC INC
|
SELL | -15.60% | 92.0K | $6M | +13.0% |
|
USB|US BANCORP DEL
|
BUY | +1.91% | 160.0K | $7M | — |
|
RTX|RAYTHEON TECHNOLOGIES CORP
|
SELL | -2.38% | 82.0K | $8M | +33.5% |
|
EMN|EASTMAN CHEM CO
|
SELL | -4.05% | 71.0K | $6M | — |
|
LKQ|LKQ CORP
|
SELL | -12.75% | 158.8K | $8M | +15.3% |
|
TPR|TAPESTRY INC
|
BUY | +14.42% | 242.0K | $7M | — |
|
BKNG|BOOKING HLDGS INC
|
BUY | +16.92% | 3.8K | $7M | — |
|
ORCL|ORACLE CORP
|
BUY | +3.26% | 95.0K | $7M | — |
|
AAPL|APPLE INC
|
BUY | +11.63% | 48.0K | $7M | — |
|
CARR|CARRIER GLOBAL CORPORATION
|
BUY | +18.52% | 192.0K | $7M | — |
|
ABM|ABM INDS INC
|
BUY | +25.84% | 164.9K | $7M | — |
|
AXTA|AXALTA COATING SYS LTD
|
BUY | +9.42% | 316.4K | $7M | — |
|
TKR|TIMKEN CO
|
SELL | -79.50% | 24.0K | $1M | -29.0% |
|
CBRE|CBRE GROUP INC
|
BUY | +14.29% | 88.0K | $6M | — |
|
WFC|WELLS FARGO CO NEW
|
BUY | +36.15% | 177.0K | $7M | — |
|
V|VISA INC
|
BUY | +8.20% | 33.0K | $6M | — |
|
LUV|SOUTHWEST AIRLS CO
|
SELL | -2.11% | 139.0K | $5M | -19.4% |
|
DUT|MOODYS CORP
|
BUY | +30.56% | 23.5K | $6M | — |
|
AXP|AMERICAN EXPRESS CO
|
BUY | +57.14% | 44.0K | $6M | — |
|
CWK|CUSHMAN WAKEFIELD PLC
|
BUY | +48.87% | 387.1K | $6M | — |
|
MA|MASTERCARD INC
|
SELL | -12.12% | 14.5K | $5M | — |
|
TRV|TRAVELERS COMPANIES INC
|
SELL | -15.63% | 27.0K | $5M | — |
|
MSFT|MICROSOFT CORP
|
BUY | +18.92% | 22.0K | $6M | — |
|
WDC|WESTERN DIGITAL CORP
|
SELL | -7.08% | 105.0K | $5M | — |
|
UHS|UNIVERSAL HLTH SVCS INC
|
BUY | +58.82% | 54.0K | $5M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -4.76% | 10.0K | $5M | — |
|
FITBI|FIFTH THIRD BANCORP
|
BUY | +17.74% | 146.0K | $5M | — |
|
TXN|TEXAS INSTRS INC
|
BUY | +5.17% | 30.5K | $5M | — |
|
LHX|L3HARRIS TECHNOLOGIES INC
|
BUY | +5.26% | 20.0K | $5M | — |
|
SLB|SCHLUMBERGER LTD
|
SELL | -35.90% | 75.0K | $3M | +36.2% |
|
SMG|SCOTTS MIRACLE-GRO CO
|
BUY | NEW | 59.0K | $5M | — |
|
HRL|HORMEL FOODS CORP
|
SELL | -10.28% | 76.3K | $4M | +15.3% |
|
KDP|KEURIG DR PEPPER INC
|
SELL | -17.65% | 84.0K | $3M | +21.9% |
|
DLTR|DOLLAR TREE INC
|
SELL | EXIT | — | — | +60.3% |
|
FTV|FORTIVE CORP
|
BUY | +14.99% | 69.1K | $4M | — |
|
CENT|CENTRAL GARDEN & PET CO
|
SELL | -10.11% | 80.0K | $3M | — |
|
PBH|PRESTIGE CONSMR HEALTHCARE
|
SELL | -10.29% | 61.0K | $4M | — |
|
MRSH|MARSH & MCLENNAN COS INC
|
SELL | -23.81% | 16.0K | $2M | — |
|
GATES INDUSTRIAL CORPRATIN P
|
SELL | -11.11% | 200.0K | $2M | — |
|
SPGI|S&P GLOBAL INC
|
BUY | +66.67% | 10.0K | $3M | — |
|
VSH|VISHAY INTERTECHNOLOGY INC
|
SELL | -5.88% | 160.0K | $3M | -5.8% |
|
SHYF|SHYFT GROUP INC
|
BUY | +33.72% | 115.0K | $2M | — |
|
BLBD|BLUE BIRD CORP
|
BUY | +28.85% | 203.0K | $2M | — |
|
HOMB|HOME BANCSHARES INC
|
SELL | -2.36% | 124.0K | $3M | -1.6% |
|
BRC|BRADY CORP
|
SELL | -6.56% | 57.0K | $3M | -4.5% |
|
JOUT|JOHNSON OUTDOORS INC
|
SELL | -10.00% | 31.5K | $2M | -45.6% |
|
IART|INTEGRA LIFESCIENCES HLDGS
|
BUY | +7.14% | 45.0K | $2M | — |
|
BIGGQ|BIG LOTS INC
|
SELL | -32.88% | 49.0K | $1M | -22.0% |
|
KTB|KONTOOR BRANDS INC
|
SELL | -6.56% | 57.0K | $2M | -30.9% |
|
WNC|WABASH NATL CORP
|
BUY | +7.84% | 165.0K | $2M | — |
|
MLR|MILLER INDS INC TENN
|
BUY | +7.58% | 71.0K | $2M | — |
|
FSS|FEDERAL SIGNAL CORP
|
BUY | +6.51% | 45.8K | $2M | — |
|
FHB|FIRST HAWAIIAN INC
|
BUY | +10.20% | 54.0K | $1M | — |
|
35Y|CORECARD CORPORATION
|
SELL | EXIT | — | — | — |
|
GHM|GRAHAM CORP
|
BUY | +1.26% | 161.0K | $1M | — |
| 2022-Q1 | |||||
|
WBA|WALGREENS BOOTS ALLIANCE INC
|
SELL | -40.36% | 215.0K | $10M | — |
|
DISCKUSD|DISCOVERY COMMUNICATIONS NEW
|
SELL | -21.68% | 639.9K | $16M | — |
|
IVZ|INVESCO LTD
|
BUY | +1.75% | 760.0K | $18M | — |
|
ZBH|ZIMMER HLDGS INC
|
SELL | -23.43% | 100.0K | $13M | — |
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
SELL | -18.82% | 198.5K | $10M | +6.1% |
|
WCC|WESCO INTL INC
|
BUY | +15.34% | 109.8K | $14M | — |
|
MHK|MOHAWK INDS INC
|
BUY | +30.18% | 99.0K | $12M | — |
|
GNRC|GENERAC HLDGS INC
|
BUY | +43.08% | 46.5K | $14M | — |
|
FDX|FEDEX CORP
|
BUY | +0.94% | 53.5K | $12M | — |
|
DIN|DINEEQUITY INC
|
SELL | -1.58% | 171.2K | $13M | — |
|
INTC|INTEL CORP
|
BUY | +10.42% | 265.0K | $13M | — |
|
CVS|CVS CAREMARK CORPORATION
|
SELL | -21.43% | 99.0K | $10M | — |
|
OMC|OMNICOM GROUP INC
|
SELL | -40.91% | 104.0K | $9M | — |
|
WRKUSD|WESTROCK CO
|
SELL | -4.36% | 271.0K | $13M | — |
|
DENN|DENNYS CORP
|
SELL | -3.30% | 757.2K | $11M | -9.8% |
|
JLL|JONES LANG LASALLE INC
|
BUY | +14.29% | 52.0K | $12M | — |
|
CTVA|CORTEVA INC
|
SELL | -28.40% | 187.6K | $11M | +65.0% |
|
BDX|BECTON DICKINSON & CO
|
SELL | -8.16% | 45.0K | $12M | — |
|
CFG|CITIZENS FINL GROUP INC
|
SELL | -27.82% | 188.2K | $9M | — |
|
JBLU|JETBLUE AIRWAYS CORP
|
SELL | -1.75% | 812.0K | $12M | — |
|
META|FACEBOOK INC
|
BUY | +70.31% | 54.5K | $12M | — |
|
0VVB|PARAMOUNT GLOBAL
|
SELL | -37.08% | 246.0K | $9M | — |
|
GLW|CORNING INC
|
SELL | -15.51% | 267.0K | $10M | — |
|
CBRL|CRACKER BARREL OLD CTRY STOR
|
SELL | -2.25% | 87.0K | $10M | -17.7% |
|
GM|GENERAL MTRS CO
|
BUY | +8.85% | 209.0K | $9M | — |
|
MDT|MEDTRONIC PLC
|
SELL | -4.72% | 101.0K | $11M | — |
|
DAL|DELTA AIR LINES INC DEL
|
BUY | +3.32% | 280.0K | $11M | — |
|
KLIC|KULICKE & SOFFA INDS INC
|
BUY | +5.59% | 190.9K | $11M | — |
|
WGO|WINNEBAGO INDS INC
|
BUY | +59.06% | 202.0K | $11M | — |
|
DIS|DISNEY WALT CO
|
BUY | +16.18% | 79.0K | $11M | — |
|
UPS|UNITED PARCEL SERVICE INC
|
SELL | -17.17% | 41.0K | $9M | — |
|
REYN|REYNOLDS CONSUMER PRODS INC
|
SELL | -1.90% | 328.1K | $10M | +0.8% |
|
GOOG|ALPHABET INC
|
BUY | +56.25% | 3.8K | $10M | — |
|
DGX|QUEST DIAGNOSTICS INC
|
BUY | +78.57% | 75.0K | $10M | — |
|
SWK|STANLEY BLACK & DECKER INC
|
BUY | +25.93% | 68.0K | $10M | — |
|
EFX|EQUIFAX INC
|
BUY | +123.68% | 42.5K | $10M | — |
|
RTX|RAYTHEON TECHNOLOGIES CORP
|
SELL | -27.59% | 84.0K | $8M | +32.0% |
|
GS|GOLDMAN SACHS GROUP INC
|
BUY | +9.80% | 28.0K | $9M | — |
|
CMI|CUMMINS INC
|
BUY | +25.00% | 47.5K | $10M | — |
|
EBA|EBAY INC
|
BUY | +15.38% | 165.0K | $9M | — |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
SELL | -1.74% | 113.0K | $8M | +20.2% |
|
AXTA|AXALTA COATING SYS LTD
|
BUY | +1.65% | 289.2K | $7M | — |
|
FIS|FIDELITY NATL INFORMATION SV
|
BUY | NEW | 93.7K | $9M | — |
|
LHX|L3HARRIS TECHNOLOGIES INC
|
SELL | -56.82% | 19.0K | $5M | +16.5% |
|
EMN|EASTMAN CHEM CO
|
SELL | -2.63% | 74.0K | $8M | — |
|
WFC|WELLS FARGO CO NEW
|
SELL | -30.85% | 130.0K | $6M | — |
|
USB|US BANCORP DEL
|
SELL | -1.88% | 157.0K | $8M | — |
|
SLB|SCHLUMBERGER LTD
|
SELL | -59.79% | 117.0K | $5M | +28.7% |
|
HOLX|HOLOGIC INC
|
BUY | +28.24% | 109.0K | $8M | — |
|
FITBI|FIFTH THIRD BANCORP
|
SELL | -34.74% | 124.0K | $5M | — |
|
LKQ|LKQ CORP
|
BUY | +40.00% | 182.0K | $8M | — |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -59.26% | 11.0K | $4M | +41.1% |
|
TRV|TRAVELERS COMPANIES INC
|
SELL | -37.25% | 32.0K | $6M | — |
|
TPR|TAPESTRY INC
|
BUY | +29.15% | 211.5K | $8M | — |
|
CBRE|CBRE GROUP INC
|
BUY | +6.94% | 77.0K | $7M | — |
|
AAPL|APPLE INC
|
SELL | -2.27% | 43.0K | $8M | — |
|
BKNG|BOOKING HLDGS INC
|
BUY | +4.84% | 3.2K | $8M | — |
|
ORCL|ORACLE CORP
|
BUY | +80.39% | 92.0K | $8M | — |
|
PB|PROSPERITY BANCSHARES INC
|
SELL | -5.37% | 98.9K | $7M | — |
|
CARR|CARRIER GLOBAL CORPORATION
|
BUY | +20.90% | 162.0K | $7M | — |
|
KMB|KIMBERLY CLARK CORP
|
BUY | +18.37% | 58.0K | $7M | — |
|
WDC|WESTERN DIGITAL CORP
|
BUY | +3.67% | 113.0K | $6M | — |
|
MA|MASTERCARD INC
|
SELL | -13.16% | 16.5K | $6M | — |
|
UHS|UNIVERSAL HLTH SVCS INC
|
SELL | -29.17% | 34.0K | $5M | — |
|
DUT|MOODYS CORP
|
BUY | +80.00% | 18.0K | $6M | — |
|
ABM|ABM INDS INC
|
BUY | NEW | 131.0K | $6M | — |
|
AXP|AMERICAN EXPRESS CO
|
SELL | -22.22% | 28.0K | $5M | — |
|
MSFT|MICROSOFT CORP
|
BUY | +54.17% | 18.5K | $6M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -4.55% | 10.5K | $5M | — |
|
CWK|CUSHMAN WAKEFIELD PLC
|
BUY | NEW | 260.0K | $5M | — |
|
TXN|TEXAS INSTRS INC
|
BUY | +45.00% | 29.0K | $5M | — |
|
CENT|CENTRAL GARDEN & PET CO
|
SELL | -13.59% | 89.0K | $4M | — |
|
DLTR|DOLLAR TREE INC
|
SELL | -29.41% | 24.0K | $4M | +40.2% |
|
KDP|KEURIG DR PEPPER INC
|
SELL | -17.74% | 102.0K | $4M | +26.2% |
|
MCD|MCDONALDS CORP
|
SELL | -11.76% | 15.0K | $4M | +45.8% |
|
HRL|HORMEL FOODS CORP
|
SELL | -7.61% | 85.0K | $4M | +9.6% |
|
PBH|PRESTIGE BRANDS HLDGS INC
|
SELL | -6.85% | 68.0K | $4M | — |
|
MRSH|MARSH & MCLENNAN COS INC
|
SELL | -16.00% | 21.0K | $4M | — |
|
WNC|WABASH NATL CORP
|
SELL | -20.30% | 153.0K | $2M | — |
|
GATES INDUSTRIAL CORPRATIN P
|
SELL | -4.26% | 225.0K | $3M | — |
|
VSH|VISHAY INTERTECHNOLOGY INC
|
BUY | +1.19% | 170.0K | $3M | — |
|
FTV|FORTIVE CORP
|
BUY | NEW | 60.1K | $4M | — |
|
SHYF|SHYFT GROUP INC
|
BUY | +30.30% | 86.0K | $3M | — |
|
KTB|KONTOOR BRANDS INC
|
SELL | -3.17% | 61.0K | $3M | -18.4% |
|
BLBD|BLUE BIRD CORP
|
SELL | -23.52% | 157.5K | $3M | — |
|
HOMB|HOME BANCSHARES INC
|
SELL | -3.79% | 127.0K | $3M | +6.3% |
|
IART|INTEGRA LIFESCIENCES HLDGS
|
SELL | -6.67% | 42.0K | $3M | +19.1% |
|
JOUT|JOHNSON OUTDOORS INC
|
BUY | +11.11% | 35.0K | $3M | — |
|
BIGGQ|BIG LOTS INC
|
BUY | +14.06% | 73.0K | $3M | — |
|
BRC|BRADY CORP
|
BUY | +35.86% | 61.0K | $3M | — |
|
35Y|CORECARD CORPORATION
|
SELL | -34.08% | 46.1K | $1M | — |
|
MLR|MILLER INDS INC TENN
|
BUY | +10.00% | 66.0K | $2M | — |
|
FHB|FIRST HAWAIIAN INC
|
SELL | -28.99% | 49.0K | $1M | +67.4% |
|
GHM|GRAHAM CORP
|
BUY | +17.86% | 159.0K | $1M | — |
|
FSS|FEDERAL SIGNAL CORP
|
BUY | +43.33% | 43.0K | $1M | — |
| 2021-Q4 | |||||
|
WBA|WALGREENS BOOTS ALLIANCE INC
|
SELL | -5.26% | 360.5K | $19M | — |
|
DISCKUSD|DISCOVERY COMMUNICATIONS NEW
|
BUY | +8.07% | 817.0K | $19M | — |
|
IVZ|INVESCO LTD
|
BUY | +10.73% | 746.9K | $17M | — |
|
ZBH|ZIMMER HLDGS INC
|
BUY | +30.60% | 130.6K | $17M | — |
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
SELL | -2.00% | 244.5K | $15M | +8.0% |
|
CVS|CVS CAREMARK CORPORATION
|
SELL | -28.81% | 126.0K | $13M | — |
|
WCC|WESCO INTL INC
|
SELL | -26.20% | 95.2K | $13M | — |
|
CSCO|CISCO SYS INC
|
SELL | -2.67% | 219.0K | $14M | — |
|
MHK|MOHAWK INDS INC
|
BUY | +5.55% | 76.0K | $14M | — |
|
FDX|FEDEX CORP
|
BUY | +1.92% | 53.0K | $14M | — |
|
DIN|DINEEQUITY INC
|
BUY | +6.10% | 174.0K | $13M | — |
|
OMC|OMNICOM GROUP INC
|
BUY | +10.69% | 176.0K | $13M | — |
|
WRKUSD|WESTROCK CO
|
BUY | +20.45% | 283.4K | $13M | — |
|
DENN|DENNYS CORP
|
BUY | +2.09% | 783.0K | $13M | — |
|
CFG|CITIZENS FINL GROUP INC
|
SELL | -1.59% | 260.8K | $12M | — |
|
INTC|INTEL CORP
|
BUY | +8.60% | 240.0K | $12M | — |
|
JLL|JONES LANG LASALLE INC
|
BUY | +1.79% | 45.5K | $12M | — |
|
JNJ|JOHNSON & JOHNSON
|
BUY | +10.94% | 71.0K | $12M | — |
|
0VVB|VIACOMCBS INC
|
BUY | +31.65% | 391.0K | $12M | — |
|
JBLU|JETBLUE AIRWAYS CORP
|
BUY | +8.18% | 826.5K | $12M | — |
|
GLW|CORNING INC
|
BUY | +17.46% | 316.0K | $12M | — |
|
CBRL|CRACKER BARREL OLD CTRY STOR
|
BUY | +28.61% | 89.0K | $11M | — |
|
GNRC|GENERAC HLDGS INC
|
BUY | +56.63% | 32.5K | $11M | — |
|
GM|GENERAL MTRS CO
|
SELL | -1.54% | 192.0K | $11M | — |
|
MDT|MEDTRONIC PLC
|
BUY | +55.88% | 106.0K | $11M | — |
|
KLIC|KULICKE & SOFFA INDS INC
|
SELL | -0.66% | 180.8K | $11M | — |
|
META|FACEBOOK INC
|
BUY | +14.29% | 32.0K | $11M | — |
|
UPS|UNITED PARCEL SERVICE INC
|
SELL | -2.94% | 49.5K | $11M | — |
|
DAL|DELTA AIR LINES INC DEL
|
BUY | +11.07% | 271.0K | $11M | — |
|
DIS|DISNEY WALT CO
|
BUY | +23.64% | 68.0K | $11M | — |
|
REYN|REYNOLDS CONSUMER PRODS INC
|
BUY | +12.44% | 334.4K | $10M | — |
|
WTW|WILLIS TOWERS WATSON PUB LTD
|
SELL | -17.78% | 37.0K | $9M | — |
|
SWK|STANLEY BLACK & DECKER INC
|
BUY | +1.89% | 54.0K | $10M | — |
|
EBA|EBAY INC
|
SELL | -2.05% | 143.0K | $10M | — |
|
WFC|WELLS FARGO CO NEW
|
SELL | -13.76% | 188.0K | $9M | — |
|
RTX|RAYTHEON TECHNOLOGIES CORP
|
BUY | +26.09% | 116.0K | $10M | — |
|
CMCSA|COMCAST CORP NEW
|
BUY | +16.07% | 195.0K | $10M | — |
|
GS|GOLDMAN SACHS GROUP INC
|
BUY | +4.08% | 25.5K | $10M | — |
|
WGO|WINNEBAGO INDS INC
|
BUY | +27.70% | 127.0K | $10M | — |
|
AAPL|APPLE INC
|
SELL | -34.33% | 44.0K | $8M | — |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
SELL | -10.85% | 115.0K | $9M | +21.2% |
|
AXTA|AXALTA COATING SYS LTD
|
SELL | -3.07% | 284.5K | $9M | — |
|
LHX|L3HARRIS TECHNOLOGIES INC
|
BUY | +22.22% | 44.0K | $9M | — |
|
FITBI|FIFTH THIRD BANCORP
|
SELL | -11.21% | 190.0K | $8M | — |
|
DLTR|DOLLAR TREE INC
|
SELL | -63.04% | 34.0K | $5M | +29.6% |
|
EFX|EQUIFAX INC
|
SELL | -44.93% | 19.0K | $6M | +138.1% |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -15.63% | 27.0K | $8M | +26.3% |
|
DGX|QUEST DIAGNOSTICS INC
|
SELL | -30.00% | 42.0K | $7M | +20.1% |
|
SLB|SCHLUMBERGER LTD
|
BUY | +1.39% | 291.0K | $9M | — |
|
CMI|CUMMINS INC
|
BUY | +15.15% | 38.0K | $8M | — |
|
CARR|CARRIER GLOBAL CORPORATION
|
SELL | -11.84% | 134.0K | $7M | +174.6% |
|
LKQ|LKQ CORP
|
SELL | -13.91% | 130.0K | $8M | +43.6% |
|
TPR|TAPESTRY INC
|
SELL | -21.59% | 163.8K | $7M | — |
|
BKNG|BOOKING HLDGS INC
|
BUY | +13.76% | 3.1K | $7M | — |
|
WDC|WESTERN DIGITAL CORP
|
BUY | +15.96% | 109.0K | $7M | — |
|
KMB|KIMBERLY CLARK CORP
|
BUY | +4.26% | 49.0K | $7M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -37.14% | 11.0K | $6M | — |
|
MA|MASTERCARD INC
|
BUY | +153.33% | 19.0K | $7M | — |
|
V|VISA INC
|
BUY | +103.33% | 30.5K | $7M | — |
|
HOLX|HOLOGIC INC
|
BUY | +12.12% | 85.0K | $7M | — |
|
UHS|UNIVERSAL HLTH SVCS INC
|
BUY | +29.73% | 48.0K | $6M | — |
|
LUV|SOUTHWEST AIRLS CO
|
BUY | +75.31% | 142.0K | $6M | — |
|
AXP|AMERICAN EXPRESS CO
|
BUY | +9.09% | 36.0K | $6M | — |
|
MCD|MCDONALDS CORP
|
SELL | -29.17% | 17.0K | $5M | +45.6% |
|
SPGI|S&P GLOBAL INC
|
SELL | -53.85% | 6.0K | $3M | +92.7% |
|
ORCL|ORACLE CORP
|
SELL | -19.05% | 51.0K | $4M | — |
|
LOW|LOWES COS INC
|
SELL | EXIT | — | — | — |
|
MSFT|MICROSOFT CORP
|
SELL | -36.84% | 12.0K | $4M | — |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
SELL | -39.62% | 16.0K | $4M | +45.1% |
|
DUT|MOODYS CORP
|
SELL | -31.03% | 10.0K | $4M | — |
|
CENT|CENTRAL GARDEN & PET CO
|
BUY | +9.46% | 103.0K | $5M | — |
|
PBH|PRESTIGE BRANDS HLDGS INC
|
SELL | -15.12% | 73.0K | $4M | — |
|
HRL|HORMEL FOODS CORP
|
BUY | +48.39% | 92.0K | $4M | — |
|
MRSH|MARSH & MCLENNAN COS INC
|
SELL | -7.41% | 25.0K | $4M | — |
|
BLBD|BLUE BIRD CORP
|
BUY | +8.77% | 206.0K | $3M | — |
|
WNC|WABASH NATL CORP
|
SELL | -21.48% | 192.0K | $4M | — |
|
GATES INDUSTRIAL CORPRATIN P
|
BUY | +17.50% | 235.0K | $4M | — |
|
35Y|INTELLIGENT SYS CORP NEW
|
SELL | -23.91% | 70.0K | $3M | — |
|
VSH|VISHAY INTERTECHNOLOGY INC
|
BUY | +18.31% | 168.0K | $4M | — |
|
KEYS|KEYSIGHT TECHNOLOGIES INC
|
SELL | EXIT | — | — | — |
|
SHYF|SHYFT GROUP INC
|
SELL | -25.84% | 66.0K | $3M | — |
|
KTB|KONTOOR BRANDS INC
|
BUY | +43.18% | 63.0K | $3M | — |
|
IART|INTEGRA LIFESCIENCES HLDGS
|
BUY | +9.76% | 45.0K | $3M | — |
|
JOUT|JOHNSON OUTDOORS INC
|
BUY | +15.01% | 31.5K | $3M | — |
|
BIGGQ|BIG LOTS INC
|
BUY | +8.47% | 64.0K | $3M | — |
|
LCUT|LIFETIME BRANDS INC
|
SELL | -1.05% | 156.8K | $3M | — |
|
AON|AON PLC
|
SELL | EXIT | — | — | +57.4% |
|
BRC|BRADY CORP
|
BUY | +40.31% | 44.9K | $2M | — |
|
FHB|FIRST HAWAIIAN INC
|
SELL | -5.99% | 69.0K | $2M | +63.6% |
|
MLR|MILLER INDS INC TENN
|
BUY | +23.46% | 60.0K | $2M | — |
|
GHM|GRAHAM CORP
|
BUY | +0.22% | 134.9K | $2M | — |
|
FSS|FEDERAL SIGNAL CORP
|
SELL | -28.57% | 30.0K | $1M | — |
|
NLSUSD|NAUTILUS INC
|
SELL | EXIT | — | — | — |
|
KFY|KORN FERRY
|
SELL | EXIT | — | — | +165.0% |
|
UFPT|UFP TECHNOLOGIES INC
|
SELL | EXIT | — | — | +35.7% |
| 2021-Q3 | |||||
|
DISCKUSD|DISCOVERY COMMUNICATIONS NEW
|
BUY | +14.30% | 756.0K | $18M | — |
|
IVZ|INVESCO LTD
|
BUY | +7.56% | 674.5K | $16M | — |
|
WCC|WESCO INTL INC
|
SELL | -17.31% | 129.0K | $15M | — |
|
EBA|EBAY INC
|
SELL | -31.78% | 146.0K | $10M | — |
|
CVS|CVS CAREMARK CORPORATION
|
SELL | -1.67% | 177.0K | $15M | — |
|
KLIC|KULICKE & SOFFA INDS INC
|
SELL | -24.48% | 182.0K | $11M | — |
|
ZBH|ZIMMER HLDGS INC
|
BUY | +49.25% | 100.0K | $15M | — |
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
SELL | -1.15% | 249.5K | $14M | +7.6% |
|
DIN|DINEEQUITY INC
|
BUY | +22.85% | 164.0K | $13M | — |
|
CSCO|CISCO SYS INC
|
SELL | -10.36% | 225.0K | $12M | — |
|
MHK|MOHAWK INDS INC
|
BUY | +14.37% | 72.0K | $13M | — |
|
DENN|DENNYS CORP
|
BUY | +24.74% | 767.0K | $13M | — |
|
CFG|CITIZENS FINL GROUP INC
|
SELL | -0.77% | 264.9K | $12M | — |
|
0VVB|VIACOMCBS INC
|
BUY | +8.00% | 297.0K | $12M | — |
|
BDX|BECTON DICKINSON & CO
|
BUY | +4.26% | 49.0K | $12M | — |
|
INTC|INTEL CORP
|
BUY | +4.25% | 221.0K | $12M | — |
|
WRKUSD|WESTROCK CO
|
BUY | +13.78% | 235.2K | $12M | — |
|
JBLU|JETBLUE AIRWAYS CORP
|
BUY | +16.29% | 764.0K | $12M | — |
|
OMC|OMNICOM GROUP INC
|
BUY | +13.57% | 159.0K | $12M | — |
|
FDX|FEDEX CORP
|
BUY | +57.58% | 52.0K | $11M | — |
|
WFC|WELLS FARGO CO NEW
|
SELL | -11.74% | 218.0K | $10M | — |
|
JLL|JONES LANG LASALLE INC
|
BUY | +14.62% | 44.7K | $11M | — |
|
CTVA|CORTEVA INC
|
BUY | +30.35% | 262.0K | $11M | — |
|
EFX|EQUIFAX INC
|
SELL | -23.33% | 34.5K | $9M | +120.5% |
|
WTW|WILLIS TOWERS WATSON PUB LTD
|
BUY | +25.00% | 45.0K | $10M | — |
|
META|FACEBOOK INC
|
SELL | -6.67% | 28.0K | $10M | +61.4% |
|
DAL|DELTA AIR LINES INC DEL
|
BUY | +26.42% | 244.0K | $10M | — |
|
GM|GENERAL MTRS CO
|
BUY | +51.16% | 195.0K | $10M | — |
|
AAPL|APPLE INC
|
SELL | -10.67% | 67.0K | $9M | — |
|
BAX|BAXTER INTL INC
|
BUY | +54.88% | 127.0K | $10M | — |
|
GLW|CORNING INC
|
BUY | +16.11% | 269.0K | $10M | — |
|
CBRL|CRACKER BARREL OLD CTRY STOR
|
BUY | +23.57% | 69.2K | $10M | — |
|
CARR|CARRIER GLOBAL CORPORATION
|
SELL | -23.23% | 152.0K | $8M | +181.3% |
|
GNRC|GENERAC HLDGS INC
|
SELL | -7.78% | 20.8K | $8M | +726.6% |
|
SWK|STANLEY BLACK & DECKER INC
|
BUY | +89.29% | 53.0K | $9M | — |
|
UPS|UNITED PARCEL SERVICE INC
|
BUY | +30.77% | 51.0K | $9M | — |
|
FITBI|FIFTH THIRD BANCORP
|
SELL | -3.60% | 214.0K | $9M | — |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
BUY | +18.35% | 129.0K | $9M | — |
|
MDT|MEDTRONIC PLC
|
SELL | -4.23% | 68.0K | $9M | — |
|
DLTR|DOLLAR TREE INC
|
BUY | +21.05% | 92.0K | $9M | — |
|
KEYS|KEYSIGHT TECHNOLOGIES INC
|
SELL | -61.06% | 22.0K | $4M | — |
|
DGX|QUEST DIAGNOSTICS INC
|
SELL | -3.23% | 60.0K | $9M | +20.7% |
|
AXTA|AXALTA COATING SYS LTD
|
BUY | +13.45% | 293.5K | $9M | — |
|
SLB|SCHLUMBERGER LTD
|
BUY | +20.08% | 287.0K | $9M | — |
|
LHX|L3HARRIS TECHNOLOGIES INC
|
SELL | -7.69% | 36.0K | $8M | +21.9% |
|
REYN|REYNOLDS CONSUMER PRODS INC
|
BUY | +63.41% | 297.4K | $8M | — |
|
RTX|RAYTHEON TECHNOLOGIES CORP
|
BUY | +19.48% | 92.0K | $8M | — |
|
GOOG|ALPHABET INC
|
SELL | -22.58% | 2.4K | $6M | — |
|
TPR|TAPESTRY INC
|
BUY | +161.06% | 208.8K | $8M | — |
|
TKR|TIMKEN CO
|
BUY | +27.98% | 117.1K | $8M | — |
|
EMN|EASTMAN CHEM CO
|
BUY | +145.16% | 76.0K | $8M | — |
|
LKQ|LKQ CORP
|
BUY | +7.02% | 151.0K | $8M | — |
|
PB|PROSPERITY BANCSHARES INC
|
BUY | +6.40% | 104.5K | $7M | — |
|
CMI|CUMMINS INC
|
BUY | +37.50% | 33.0K | $7M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -5.41% | 17.5K | $7M | — |
|
WGO|WINNEBAGO INDS INC
|
BUY | +40.07% | 99.5K | $7M | — |
|
BKNG|BOOKING HLDGS INC
|
BUY | +21.11% | 2.7K | $6M | — |
|
HOLX|HOLOGIC INC
|
SELL | -20.20% | 75.8K | $6M | +18.1% |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
SELL | -8.62% | 26.5K | $5M | +30.2% |
|
MSFT|MICROSOFT CORP
|
SELL | -9.52% | 19.0K | $5M | — |
|
AXP|AMERICAN EXPRESS CO
|
SELL | -2.94% | 33.0K | $6M | — |
|
DUT|MOODYS CORP
|
SELL | -6.45% | 14.5K | $5M | — |
|
SPGI|S&P GLOBAL INC
|
SELL | -3.70% | 13.0K | $6M | +82.7% |
|
PBH|PRESTIGE BRANDS HLDGS INC
|
SELL | -18.87% | 86.0K | $5M | — |
|
ORCL|ORACLE CORP
|
SELL | -7.35% | 63.0K | $5M | — |
|
SHYF|SHYFT GROUP INC
|
SELL | -25.83% | 89.0K | $3M | — |
|
V|VISA INC
|
SELL | -21.05% | 15.0K | $3M | — |
|
ACCENTURE PLC IRELAND
|
SELL | EXIT | — | — | — |
|
CENT|CENTRAL GARDEN & PET CO
|
BUY | +6.93% | 94.1K | $4M | — |
|
LUV|SOUTHWEST AIRLS CO
|
BUY | +12.50% | 81.0K | $4M | — |
|
BLBD|BLUE BIRD CORP
|
BUY | +26.26% | 189.4K | $4M | — |
|
35Y|INTELLIGENT SYS CORP NEW
|
SELL | -19.30% | 92.0K | $4M | — |
|
WNC|WABASH NATL CORP
|
BUY | +11.64% | 244.5K | $4M | — |
|
HOMB|HOME BANCSHARES INC
|
BUY | +2.33% | 132.0K | $3M | — |
|
IART|INTEGRA LIFESCIENCES HLDGS
|
SELL | -10.87% | 41.0K | $3M | +30.4% |
|
VSH|VISHAY INTERTECHNOLOGY INC
|
BUY | +5.19% | 142.0K | $3M | — |
|
JOUT|JOHNSON OUTDOORS INC
|
BUY | +14.12% | 27.4K | $3M | — |
|
LCUT|LIFETIME BRANDS INC
|
SELL | -7.35% | 158.4K | $3M | — |
|
BIGGQ|BIG LOTS INC
|
BUY | +59.46% | 59.0K | $3M | — |
|
HRL|HORMEL FOODS CORP
|
BUY | NEW | 62.0K | $3M | — |
|
KTB|KONTOOR BRANDS INC
|
BUY | +46.67% | 44.0K | $2M | — |
|
FHB|FIRST HAWAIIAN INC
|
SELL | -4.68% | 73.4K | $2M | +61.1% |
|
MLR|MILLER INDS INC TENN
|
BUY | +13.02% | 48.6K | $2M | — |
|
GHM|GRAHAM CORP
|
BUY | +18.17% | 134.6K | $2M | — |
|
BRC|BRADY CORP
|
BUY | +18.52% | 32.0K | $2M | — |
|
KFY|KORN FERRY
|
SELL | -18.18% | 18.0K | $1M | +139.9% |
|
NLSUSD|NAUTILUS INC
|
BUY | NEW | 170.0K | $2M | — |
|
UFPT|UFP TECHNOLOGIES INC
|
SELL | -67.48% | 4.0K | $246000 | +29.1% |
| 2021-Q2 | |||||
|
WBA|WALGREENS BOOTS ALLIANCE INC
|
SELL | -2.44% | 380.5K | $20M | — |
|
DISCKUSD|DISCOVERY COMMUNICATIONS NEW
|
BUY | +51.33% | 661.4K | $19M | — |
|
IVZ|INVESCO LTD
|
SELL | -1.18% | 627.1K | $17M | — |
|
EBA|EBAY INC
|
SELL | -5.31% | 214.0K | $15M | — |
|
KLIC|KULICKE & SOFFA INDS INC
|
BUY | +1.92% | 241.0K | $15M | — |
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
BUY | +34.26% | 252.4K | $15M | — |
|
CSCO|CISCO SYS INC
|
SELL | -5.64% | 251.0K | $13M | — |
|
WRKUSD|WESTROCK CO
|
SELL | -17.96% | 206.8K | $11M | — |
|
0VVB|VIACOMCBS INC
|
BUY | +35.47% | 275.0K | $12M | — |
|
CFG|CITIZENS FINL GROUP INC
|
BUY | +14.99% | 267.0K | $12M | — |
|
DIN|DINEEQUITY INC
|
BUY | +292.65% | 133.5K | $12M | — |
|
INTC|INTEL CORP
|
BUY | +19.77% | 212.0K | $12M | — |
|
META|FACEBOOK INC
|
SELL | -25.00% | 30.0K | $10M | +43.2% |
|
ZBH|ZIMMER HLDGS INC
|
SELL | -5.63% | 67.0K | $11M | — |
|
WFC|WELLS FARGO CO NEW
|
SELL | -11.79% | 247.0K | $11M | — |
|
JBLU|JETBLUE AIRWAYS CORP
|
BUY | +35.19% | 657.0K | $11M | — |
|
EFX|EQUIFAX INC
|
SELL | -8.16% | 45.0K | $11M | +98.1% |
|
GS|GOLDMAN SACHS GROUP INC
|
SELL | -22.22% | 24.5K | $9M | +65.0% |
|
AAPL|APPLE INC
|
BUY | +27.12% | 75.0K | $10M | — |
|
DENN|DENNYS CORP
|
BUY | +9.80% | 614.9K | $10M | — |
|
USB|US BANCORP DEL
|
SELL | -11.60% | 160.0K | $9M | — |
|
FDX|FEDEX CORP
|
SELL | -5.71% | 33.0K | $10M | — |
|
DIS|DISNEY WALT CO
|
BUY | +5.77% | 55.0K | $10M | — |
|
GNRC|GENERAC HLDGS INC
|
SELL | -17.58% | 22.5K | $9M | +523.9% |
|
MDT|MEDTRONIC PLC
|
SELL | -6.58% | 71.0K | $9M | — |
|
KEYS|KEYSIGHT TECHNOLOGIES INC
|
BUY | +6.40% | 56.5K | $9M | — |
|
FITBI|FIFTH THIRD BANCORP
|
SELL | -2.63% | 222.0K | $8M | — |
|
DLTR|DOLLAR TREE INC
|
BUY | +4.11% | 76.0K | $8M | — |
|
DAL|DELTA AIR LINES INC DEL
|
BUY | +22.15% | 193.0K | $8M | — |
|
CBRL|CRACKER BARREL OLD CTRY STOR
|
BUY | +20.30% | 56.0K | $8M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -15.91% | 18.5K | $7M | — |
|
UPS|UNITED PARCEL SERVICE INC
|
SELL | -13.33% | 39.0K | $8M | — |
|
AXTA|AXALTA COATING SYS LTD
|
BUY | +4.09% | 258.7K | $8M | — |
|
GOOG|ALPHABET INC
|
SELL | -16.22% | 3.1K | $8M | — |
|
SLB|SCHLUMBERGER LTD
|
SELL | -2.45% | 239.0K | $8M | +2.6% |
|
TRV|TRAVELERS COMPANIES INC
|
BUY | +15.91% | 51.0K | $8M | — |
|
JLL|JONES LANG LASALLE INC
|
BUY | +14.71% | 39.0K | $8M | — |
|
TKR|TIMKEN CO
|
BUY | NEW | 91.5K | $7M | — |
|
LOW|LOWES COS INC
|
SELL | -25.00% | 27.0K | $5M | — |
|
ORCL|ORACLE CORP
|
SELL | -28.42% | 68.0K | $5M | — |
|
UHS|UNIVERSAL HLTH SVCS INC
|
SELL | -22.92% | 37.0K | $5M | — |
|
HOLX|HOLOGIC INC
|
BUY | NEW | 95.0K | $6M | — |
|
KMB|KIMBERLY CLARK CORP
|
BUY | +11.90% | 47.0K | $6M | — |
|
SPGI|S&P GLOBAL INC
|
SELL | -20.59% | 13.5K | $6M | +59.4% |
|
TPR|TAPESTRY INC
|
SELL | -44.83% | 80.0K | $3M | — |
|
CMI|CUMMINS INC
|
BUY | +103.39% | 24.0K | $6M | — |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
SELL | -3.33% | 29.0K | $6M | +23.1% |
|
SWK|STANLEY BLACK & DECKER INC
|
BUY | +225.58% | 28.0K | $6M | — |
|
MSFT|MICROSOFT CORP
|
SELL | -8.70% | 21.0K | $6M | — |
|
AXP|AMERICAN EXPRESS CO
|
SELL | -5.56% | 34.0K | $6M | — |
|
DUT|MOODYS CORP
|
SELL | -16.22% | 15.5K | $6M | — |
|
MCD|MCDONALDS CORP
|
SELL | -4.00% | 24.0K | $6M | +35.1% |
|
REYN|REYNOLDS CONSUMER PRODS INC
|
BUY | NEW | 182.0K | $6M | — |
|
PBH|PRESTIGE BRANDS HLDGS INC
|
SELL | -1.85% | 106.0K | $6M | — |
|
WGO|WINNEBAGO INDS INC
|
BUY | NEW | 71.0K | $5M | — |
|
SHYF|SHYFT GROUP INC
|
BUY | +31.87% | 120.0K | $4M | — |
|
V|VISA INC
|
SELL | -9.52% | 19.0K | $4M | — |
|
LUV|SOUTHWEST AIRLS CO
|
BUY | NEW | 72.0K | $4M | — |
|
BLBD|BLUE BIRD CORP
|
SELL | -1.32% | 150.0K | $4M | — |
|
GATES INDUSTRIAL CORPRATIN P
|
BUY | +53.85% | 200.0K | $4M | — |
|
35Y|INTELLIGENT SYS CORP NEW
|
BUY | +34.12% | 114.0K | $4M | — |
|
WNC|WABASH NATL CORP
|
BUY | +28.82% | 219.0K | $4M | — |
|
MA|MASTERCARD INC
|
SELL | -16.67% | 7.5K | $3M | — |
|
HOMB|HOME BANCSHARES INC
|
BUY | +12.17% | 129.0K | $3M | — |
|
VSH|VISHAY INTERTECHNOLOGY INC
|
BUY | +87.50% | 135.0K | $3M | — |
|
JOUT|JOHNSON OUTDOORS INC
|
BUY | +100.00% | 24.0K | $3M | — |
|
LCUT|LIFETIME BRANDS INC
|
BUY | +6.21% | 171.0K | $3M | — |
|
KTB|KONTOOR BRANDS INC
|
BUY | NEW | 30.0K | $2M | — |
|
KFY|KORN FERRY
|
SELL | -12.00% | 22.0K | $2M | +130.1% |
|
GHM|GRAHAM CORP
|
BUY | NEW | 113.9K | $2M | — |
| 2021-Q1 | |||||
|
WBA|WALGREENS BOOTS ALLIANCE INC
|
SELL | -1.52% | 390.0K | $21M | — |
|
DISCKUSD|DISCOVERY COMMUNICATIONS NEW
|
SELL | -36.47% | 437.1K | $16M | — |
|
IVZ|INVESCO LTD
|
SELL | -27.35% | 634.6K | $16M | — |
|
WCC|WESCO INTL INC
|
SELL | -12.36% | 156.0K | $13M | — |
|
EBA|EBAY INC
|
BUY | +11.88% | 226.0K | $14M | — |
|
CVS|CVS CAREMARK CORPORATION
|
BUY | +6.51% | 180.0K | $14M | — |
|
WRKUSD|WESTROCK CO
|
BUY | +12.50% | 252.0K | $13M | — |
|
0VVB|VIACOMCBS INC
|
SELL | -41.53% | 203.0K | $9M | — |
|
MHK|MOHAWK INDS INC
|
SELL | -26.74% | 63.0K | $12M | +24.7% |
|
META|FACEBOOK INC
|
BUY | +21.21% | 40.0K | $12M | — |
|
KLIC|KULICKE & SOFFA INDS INC
|
SELL | -16.67% | 236.5K | $12M | — |
|
INTC|INTEL CORP
|
SELL | -20.27% | 177.0K | $11M | — |
|
OMC|OMNICOM GROUP INC
|
SELL | -21.83% | 140.0K | $10M | — |
|
CFG|CITIZENS FINL GROUP INC
|
SELL | -24.72% | 232.2K | $10M | — |
|
WFC|WELLS FARGO CO NEW
|
SELL | -17.89% | 280.0K | $11M | — |
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
BUY | +55.37% | 188.0K | $11M | — |
|
JNJ|JOHNSON & JOHNSON
|
BUY | +42.22% | 64.0K | $11M | — |
|
GS|GOLDMAN SACHS GROUP INC
|
SELL | -12.50% | 31.5K | $10M | +42.6% |
|
CTVA|CORTEVA INC
|
SELL | -23.85% | 201.0K | $9M | +59.7% |
|
DENN|DENNYS CORP
|
SELL | -12.91% | 560.0K | $10M | -1.1% |
|
GLW|CORNING INC
|
BUY | +9.45% | 231.7K | $10M | — |
|
USB|US BANCORP DEL
|
BUY | +19.08% | 181.0K | $10M | — |
|
DIS|DISNEY WALT CO
|
SELL | -5.45% | 52.0K | $10M | +67.7% |
|
FDX|FEDEX CORP
|
BUY | +37.25% | 35.0K | $10M | — |
|
JBLU|JETBLUE AIRWAYS CORP
|
BUY | +4.93% | 486.0K | $10M | — |
|
GOOG|ALPHABET INC
|
SELL | -30.19% | 3.7K | $8M | — |
|
GNRC|GENERAC HLDGS INC
|
SELL | -31.23% | 27.3K | $9M | +477.0% |
|
KEYS|KEYSIGHT TECHNOLOGIES INC
|
SELL | -22.03% | 53.1K | $8M | — |
|
TPR|TAPESTRY INC
|
SELL | -47.91% | 145.0K | $6M | — |
|
FITBI|FIFTH THIRD BANCORP
|
SELL | -26.45% | 228.0K | $9M | — |
|
WDC|WESTERN DIGITAL CORP
|
SELL | -37.75% | 94.0K | $6M | — |
|
CARR|CARRIER GLOBAL CORPORATION
|
BUY | +9.39% | 198.0K | $8M | — |
|
DLTR|DOLLAR TREE INC
|
BUY | +32.73% | 73.0K | $8M | — |
|
AAPL|APPLE INC
|
SELL | -4.84% | 59.0K | $7M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
BUY | +37.50% | 22.0K | $8M | — |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
BUY | +23.08% | 32.0K | $8M | — |
|
CBRL|CRACKER BARREL OLD CTRY STOR
|
SELL | -16.50% | 46.5K | $8M | -2.4% |
|
DGX|QUEST DIAGNOSTICS INC
|
BUY | +55.00% | 62.0K | $8M | — |
|
LHX|L3HARRIS TECHNOLOGIES INC
|
BUY | NEW | 39.0K | $8M | — |
|
DD|DUPONT DE NEMOURS INC
|
SELL | EXIT | — | — | +16.3% |
|
PB|PROSPERITY BANCSHARES INC
|
SELL | -11.61% | 98.2K | $7M | — |
|
DAL|DELTA AIR LINES INC DEL
|
BUY | +20.61% | 158.0K | $8M | — |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
BUY | +53.52% | 109.0K | $8M | — |
|
SLB|SCHLUMBERGER LTD
|
SELL | -29.39% | 245.0K | $7M | -13.4% |
|
UHS|UNIVERSAL HLTH SVCS INC
|
SELL | -11.11% | 48.0K | $6M | — |
|
GM|GENERAL MTRS CO
|
SELL | -17.31% | 129.0K | $7M | — |
|
AXTA|AXALTA COATING SYS LTD
|
BUY | +8.75% | 248.5K | $7M | — |
|
LOW|LOWES COS INC
|
BUY | +20.00% | 36.0K | $7M | — |
|
JLL|JONES LANG LASALLE INC
|
BUY | NEW | 34.0K | $6M | — |
|
AXP|AMERICAN EXPRESS CO
|
SELL | -28.00% | 36.0K | $5M | — |
|
SPGI|S&P GLOBAL INC
|
BUY | +13.33% | 17.0K | $6M | — |
|
LKQ|LKQ CORP
|
BUY | NEW | 141.1K | $6M | — |
|
KMB|KIMBERLY CLARK CORP
|
BUY | NEW | 42.0K | $6M | — |
|
CBRE|CBRE GROUP INC
|
BUY | +44.00% | 72.0K | $6M | — |
|
DUT|MOODYS CORP
|
BUY | +8.82% | 18.5K | $6M | — |
|
MSFT|MICROSOFT CORP
|
BUY | +53.33% | 23.0K | $5M | — |
|
BKNG|BOOKING HLDGS INC
|
BUY | +4.65% | 2.2K | $5M | — |
|
PBH|PRESTIGE BRANDS HLDGS INC
|
BUY | +28.57% | 108.0K | $5M | — |
|
EMN|EASTMAN CHEM CO
|
SELL | -32.61% | 31.0K | $3M | — |
|
CENT|CENTRAL GARDEN & PET CO
|
SELL | -3.30% | 88.0K | $5M | — |
|
KDP|KEURIG DR PEPPER INC
|
BUY | +24.00% | 124.0K | $4M | — |
|
BLBD|BLUE BIRD CORP
|
SELL | -19.58% | 152.0K | $4M | — |
|
TXN|TEXAS INSTRS INC
|
SELL | -4.76% | 20.0K | $4M | — |
|
35Y|INTELLIGENT SYS CORP NEW
|
BUY | +112.50% | 85.0K | $3M | — |
|
SHYF|SHYFT GROUP INC
|
SELL | -11.65% | 91.0K | $3M | — |
|
WNC|WABASH NATL CORP
|
BUY | +16.44% | 170.0K | $3M | — |
|
HOMB|HOME BANCSHARES INC
|
BUY | +0.88% | 115.0K | $3M | — |
|
DIN|DINEEQUITY INC
|
BUY | +21.43% | 34.0K | $3M | — |
|
CMI|CUMMINS INC
|
SELL | -9.23% | 11.8K | $3M | +70.8% |
|
BIGGQ|BIG LOTS INC
|
SELL | -22.92% | 37.0K | $3M | +68.6% |
|
LCUT|LIFETIME BRANDS INC
|
BUY | +45.57% | 161.0K | $2M | — |
|
FHB|FIRST HAWAIIAN INC
|
SELL | -3.75% | 77.0K | $2M | +56.6% |
|
GATES INDUSTRIAL CORPRATIN P
|
BUY | NEW | 130.0K | $2M | — |
|
MLR|MILLER INDS INC TENN
|
BUY | +28.27% | 43.0K | $2M | — |
|
SWK|STANLEY BLACK & DECKER INC
|
BUY | NEW | 8.6K | $2M | — |
|
JOUT|JOHNSON OUTDOORS INC
|
BUY | NEW | 12.0K | $2M | — |
|
FSS|FEDERAL SIGNAL CORP
|
BUY | +44.83% | 42.0K | $2M | — |
|
DNOW|NOW INC
|
SELL | EXIT | — | — | +13.8% |
|
ETN|EATON CORP PLC
|
SELL | EXIT | — | — | — |
|
UFPT|UFP TECHNOLOGIES INC
|
BUY | NEW | 12.3K | $613000 | — |
|
LEVI|LEVI STRAUSS & CO NEW
|
SELL | EXIT | — | — | +74.9% |
| 2020-Q4 | |||||
|
DISCKUSD|DISCOVERY COMMUNICATIONS NEW
|
BUY | +17.15% | 688.0K | $18M | — |
|
WBA|WALGREENS BOOTS ALLIANCE INC
|
BUY | +28.99% | 396.0K | $16M | — |
|
IVZ|INVESCO LTD
|
SELL | -17.83% | 873.5K | $15M | — |
|
WCC|WESCO INTL INC
|
SELL | -16.82% | 178.0K | $14M | — |
|
0VVB|VIACOMCBS INC
|
SELL | -2.75% | 347.2K | $13M | — |
|
MHK|MOHAWK INDS INC
|
BUY | +2.38% | 86.0K | $12M | — |
|
CSCO|CISCO SYS INC
|
BUY | +10.37% | 266.0K | $12M | — |
|
BDX|BECTON DICKINSON & CO
|
BUY | +14.63% | 47.0K | $12M | — |
|
CVS|CVS CAREMARK CORPORATION
|
BUY | +1.20% | 169.0K | $12M | — |
|
OMC|OMNICOM GROUP INC
|
BUY | +9.88% | 179.1K | $11M | — |
|
INTC|INTEL CORP
|
BUY | +24.02% | 222.0K | $11M | — |
|
CFG|CITIZENS FINL GROUP INC
|
SELL | -12.59% | 308.5K | $11M | — |
|
GOOG|ALPHABET INC
|
SELL | -29.33% | 5.3K | $9M | — |
|
ZBH|ZIMMER HLDGS INC
|
SELL | -2.94% | 71.0K | $11M | — |
|
WFC|WELLS FARGO CO NEW
|
BUY | +8.60% | 341.0K | $10M | — |
|
EBA|EBAY INC
|
BUY | +48.53% | 202.0K | $10M | — |
|
DIS|DISNEY WALT CO
|
BUY | +1.85% | 55.0K | $10M | — |
|
GNRC|GENERAC HLDGS INC
|
SELL | -22.16% | 39.7K | $9M | +308.4% |
|
FDX|FEDEX CORP
|
SELL | -34.62% | 25.5K | $7M | — |
|
WRKUSD|WESTROCK CO
|
SELL | -1.32% | 224.0K | $10M | — |
|
GS|GOLDMAN SACHS GROUP INC
|
SELL | -14.29% | 36.0K | $9M | +0.5% |
|
EFX|EQUIFAX INC
|
BUY | +34.25% | 49.0K | $9M | — |
|
DENN|DENNYS CORP
|
BUY | +33.55% | 643.0K | $9M | — |
|
KEYS|KEYSIGHT TECHNOLOGIES INC
|
SELL | -28.24% | 68.1K | $9M | — |
|
KLIC|KULICKE & SOFFA INDS INC
|
SELL | -6.35% | 283.8K | $9M | — |
|
MDT|MEDTRONIC PLC
|
SELL | -11.63% | 76.0K | $9M | — |
|
TPR|TAPESTRY INC
|
SELL | -43.78% | 278.4K | $9M | — |
|
WDC|WESTERN DIGITAL CORP
|
SELL | -22.56% | 151.0K | $8M | — |
|
GLW|CORNING INC
|
SELL | -13.94% | 211.7K | $8M | — |
|
DD|DUPONT DE NEMOURS INC
|
SELL | -7.50% | 111.0K | $8M | -6.3% |
|
GBX|GREENBRIER COS INC
|
SELL | EXIT | — | — | — |
|
WTW|WILLIS TOWERS WATSON PUB LTD
|
BUY | +33.33% | 36.0K | $8M | — |
|
SLB|SCHLUMBERGER LTD
|
BUY | +26.64% | 347.0K | $8M | — |
|
UHS|UNIVERSAL HLTH SVCS INC
|
SELL | -20.59% | 54.0K | $7M | — |
|
CBRL|CRACKER BARREL OLD CTRY STOR
|
BUY | +13.78% | 55.8K | $7M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -30.43% | 16.0K | $6M | — |
|
JNJ|JOHNSON & JOHNSON
|
BUY | +32.35% | 45.0K | $7M | — |
|
JBLU|JETBLUE AIRWAYS CORP
|
BUY | +4.62% | 463.1K | $7M | — |
|
BAX|BAXTER INTL INC
|
BUY | +22.39% | 82.0K | $7M | — |
|
AXTA|AXALTA COATING SYS LTD
|
SELL | -4.38% | 228.5K | $7M | — |
|
GM|GENERAL MTRS CO
|
SELL | -28.54% | 156.0K | $6M | — |
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
BUY | +1.44% | 121.0K | $6M | — |
|
TRV|TRAVELERS COMPANIES INC
|
SELL | -14.89% | 44.0K | $6M | — |
|
AXP|AMERICAN EXPRESS CO
|
SELL | -12.28% | 50.0K | $6M | — |
|
MIDD|MIDDLEBY CORP
|
SELL | EXIT | — | — | +17.6% |
|
MCD|MCDONALDS CORP
|
SELL | -3.85% | 25.0K | $5M | +25.2% |
|
RTX|RAYTHEON TECHNOLOGIES CORP
|
BUY | +20.31% | 77.0K | $6M | — |
|
BKNG|BOOKING HLDGS INC
|
SELL | -30.65% | 2.1K | $5M | +4.1% |
|
DAL|DELTA AIR LINES INC DEL
|
BUY | +3.97% | 131.0K | $5M | — |
|
DUT|MOODYS CORP
|
BUY | +13.33% | 17.0K | $5M | — |
|
SPGI|S&P GLOBAL INC
|
BUY | +36.36% | 15.0K | $5M | — |
|
LOW|LOWES COS INC
|
BUY | +15.38% | 30.0K | $5M | — |
|
V|VISA INC
|
SELL | -12.50% | 21.0K | $5M | — |
|
DGX|QUEST DIAGNOSTICS INC
|
BUY | NEW | 40.0K | $5M | — |
|
EMN|EASTMAN CHEM CO
|
SELL | -9.80% | 46.0K | $5M | — |
|
CAT|CATERPILLAR INC DEL
|
SELL | EXIT | — | — | — |
|
DIN|DINEEQUITY INC
|
SELL | -63.05% | 28.0K | $2M | — |
|
MA|MASTERCARD INC
|
SELL | -25.00% | 9.0K | $3M | — |
|
APTV|APTIV PLC
|
SELL | EXIT | — | — | +44.2% |
|
PRKS|SEAWORLD ENTMT INC
|
SELL | EXIT | — | — | — |
|
IR|INGERSOLL RAND INC
|
SELL | EXIT | — | — | +21.9% |
|
ACCENTURE PLC IRELAND
|
BUY | +11.54% | 14.5K | $4M | — |
|
BLBD|BLUE BIRD CORP
|
BUY | +18.11% | 189.0K | $3M | — |
|
TXN|TEXAS INSTRS INC
|
SELL | -12.50% | 21.0K | $3M | — |
|
MSFT|MICROSOFT CORP
|
BUY | +5.63% | 15.0K | $3M | — |
|
CENT|CENTRAL GARDEN & PET CO
|
BUY | +139.47% | 91.0K | $3M | — |
|
KDP|KEURIG DR PEPPER INC
|
BUY | NEW | 100.0K | $3M | — |
|
CBRE|CBRE GROUP INC
|
BUY | NEW | 50.0K | $3M | — |
|
LFUS|LITTELFUSE INC
|
SELL | EXIT | — | — | +28.3% |
|
IART|INTEGRA LIFESCIENCES HLDGS
|
BUY | +6.98% | 46.0K | $3M | — |
|
PBH|PRESTIGE BRANDS HLDGS INC
|
BUY | +104.88% | 84.0K | $3M | — |
|
SHYF|SHYFT GROUP INC
|
SELL | -3.12% | 103.0K | $3M | — |
|
ZBRA|ZEBRA TECHNOLOGIES CORP
|
SELL | EXIT | — | — | — |
|
ETN|EATON CORP PLC
|
SELL | -62.96% | 10.0K | $1M | — |
|
SNA|SNAP ON INC
|
SELL | EXIT | — | — | — |
|
DHR|DANAHER CORP DEL
|
SELL | EXIT | — | — | — |
|
WNC|WABASH NATL CORP
|
SELL | -15.12% | 146.0K | $3M | — |
|
HOMB|HOME BANCSHARES INC
|
BUY | +31.03% | 114.0K | $2M | — |
|
BIGGQ|BIG LOTS INC
|
BUY | +92.00% | 48.0K | $2M | — |
|
FHB|FIRST HAWAIIAN INC
|
BUY | +12.68% | 80.0K | $2M | — |
|
LCUT|LIFETIME BRANDS INC
|
SELL | -5.47% | 110.6K | $2M | — |
|
35Y|INTELLIGENT SYS CORP NEW
|
BUY | +196.30% | 40.0K | $2M | — |
|
DNOW|NOW INC
|
BUY | +25.57% | 221.0K | $2M | — |
|
BRC|BRADY CORP
|
BUY | NEW | 27.0K | $1M | — |
|
AGCO|AGCO CORP
|
SELL | EXIT | — | — | -4.3% |
| 2020-Q3 | |||||
|
GOOG|ALPHABET INC
|
SELL | -9.64% | 7.5K | $11M | — |
|
DISCKUSD|DISCOVERY COMMUNICATIONS NEW
|
BUY | +9.16% | 587.3K | $12M | — |
|
WBA|WALGREENS BOOTS ALLIANCE INC
|
BUY | +26.86% | 307.0K | $11M | — |
|
AAPL|APPLE INC
|
BUY | +125.45% | 62.0K | $7M | — |
|
ZBH|ZIMMER HLDGS INC
|
SELL | -8.56% | 73.2K | $10M | — |
|
CSCO|CISCO SYS INC
|
BUY | +13.68% | 241.0K | $9M | — |
|
GNRC|GENERAC HLDGS INC
|
SELL | -31.08% | 51.0K | $10M | +234.9% |
|
FDX|FEDEX CORP
|
SELL | -32.76% | 39.0K | $10M | — |
|
CVS|CVS CAREMARK CORPORATION
|
BUY | +15.97% | 167.0K | $10M | — |
|
BDX|BECTON DICKINSON & CO
|
BUY | +3.80% | 41.0K | $10M | — |
|
WCC|WESCO INTL INC
|
SELL | -6.14% | 214.0K | $9M | — |
|
KEYS|KEYSIGHT TECHNOLOGIES INC
|
BUY | +42.92% | 94.9K | $9M | — |
|
INTC|INTEL CORP
|
BUY | +17.76% | 179.0K | $9M | — |
|
GLW|CORNING INC
|
SELL | -27.65% | 246.0K | $8M | — |
|
META|FACEBOOK INC
|
BUY | +8.55% | 33.0K | $9M | — |
|
GS|GOLDMAN SACHS GROUP INC
|
BUY | +7.69% | 42.0K | $8M | — |
|
MHK|MOHAWK INDS INC
|
BUY | +52.73% | 84.0K | $8M | — |
|
WRKUSD|WESTROCK CO
|
SELL | -20.91% | 227.0K | $8M | — |
|
OMC|OMNICOM GROUP INC
|
BUY | +10.14% | 163.0K | $8M | — |
|
DIS|DISNEY WALT CO
|
SELL | -23.51% | 54.0K | $7M | +15.1% |
|
TPR|TAPESTRY INC
|
BUY | +5.57% | 495.1K | $8M | — |
|
MIDD|MIDDLEBY CORP
|
SELL | -32.68% | 65.5K | $6M | -15.8% |
|
GBX|GREENBRIER COS INC
|
SELL | -7.63% | 260.5K | $8M | — |
|
CTVA|CORTEVA INC
|
BUY | +4.50% | 264.0K | $8M | — |
|
UPS|UNITED PARCEL SERVICE INC
|
SELL | -27.42% | 45.0K | $7M | — |
|
WFC|WELLS FARGO CO NEW
|
BUY | +7.53% | 314.0K | $7M | — |
|
UHS|UNIVERSAL HLTH SVCS INC
|
SELL | -4.23% | 68.0K | $7M | — |
|
WDC|WESTERN DIGITAL CORP
|
BUY | +46.62% | 195.0K | $7M | — |
|
EBA|EBAY INC
|
BUY | +5.43% | 136.0K | $7M | — |
|
KLIC|KULICKE & SOFFA INDS INC
|
BUY | +2.71% | 303.0K | $7M | — |
|
FITBI|FIFTH THIRD BANCORP
|
BUY | +7.64% | 310.0K | $7M | — |
|
GM|GENERAL MTRS CO
|
SELL | -10.53% | 218.3K | $6M | — |
|
CBRL|CRACKER BARREL OLD CTRY STOR
|
SELL | -9.26% | 49.0K | $6M | -25.3% |
|
EFX|EQUIFAX INC
|
BUY | +5.80% | 36.5K | $6M | — |
|
TRV|TRAVELERS COMPANIES INC
|
BUY | +1.37% | 51.7K | $6M | — |
|
EMN|EASTMAN CHEM CO
|
SELL | -38.55% | 51.0K | $4M | — |
|
PB|PROSPERITY BANCSHARES INC
|
BUY | +37.00% | 111.1K | $6M | — |
|
MCD|MCDONALDS CORP
|
SELL | -16.13% | 26.0K | $6M | +20.2% |
|
WTW|WILLIS TOWERS WATSON PUB LTD
|
BUY | +42.11% | 27.0K | $6M | — |
|
PRKS|SEAWORLD ENTMT INC
|
SELL | -45.17% | 204.5K | $4M | — |
|
DIN|DINEEQUITY INC
|
SELL | -42.15% | 75.8K | $4M | — |
|
AXTA|AXALTA COATING SYS LTD
|
SELL | -0.42% | 239.0K | $5M | — |
|
BAX|BAXTER INTL INC
|
BUY | +26.42% | 67.0K | $5M | — |
|
DUT|MOODYS CORP
|
SELL | -21.05% | 15.0K | $4M | — |
|
JNJ|JOHNSON & JOHNSON
|
BUY | +30.77% | 34.0K | $5M | — |
|
DLTR|DOLLAR TREE INC
|
BUY | +12.24% | 55.0K | $5M | — |
|
ZBRA|ZEBRA TECHNOLOGIES CORP
|
SELL | -43.37% | 11.1K | $3M | — |
|
DENN|DENNYS CORP
|
BUY | +1.48% | 481.5K | $5M | — |
|
MA|MASTERCARD INC
|
SELL | -25.00% | 12.0K | $4M | — |
|
CAT|CATERPILLAR INC DEL
|
SELL | -24.32% | 28.0K | $4M | — |
|
CHV|CHEVRON CORP NEW
|
SELL | EXIT | — | — | — |
|
DAL|DELTA AIR LINES INC DEL
|
SELL | -20.25% | 126.0K | $4M | — |
|
LOW|LOWES COS INC
|
SELL | -13.33% | 26.0K | $4M | — |
|
SSNC|SS&C TECHNOLOGIES HLDGS INC
|
BUY | NEW | 71.0K | $4M | — |
|
SLB|SCHLUMBERGER LTD
|
BUY | +19.65% | 274.0K | $4M | — |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
BUY | +66.67% | 30.0K | $4M | — |
|
APTV|APTIV PLC
|
SELL | -6.38% | 44.0K | $4M | +9.8% |
|
IR|INGERSOLL RAND INC
|
SELL | -2.63% | 111.0K | $4M | -1.3% |
|
RRX|REGAL-BELOIT CORP
|
SELL | EXIT | — | — | — |
|
LFUS|LITTELFUSE INC
|
SELL | -21.60% | 17.6K | $3M | +1.4% |
|
RTX|RAYTHEON TECHNOLOGIES CORP
|
BUY | +28.00% | 64.0K | $4M | — |
|
TXN|TEXAS INSTRS INC
|
SELL | -17.24% | 24.0K | $3M | — |
|
MRSH|MARSH & MCLENNAN COS INC
|
SELL | -20.59% | 27.0K | $3M | — |
|
DHR|DANAHER CORP DEL
|
SELL | -33.33% | 12.0K | $3M | — |
|
MSFT|MICROSOFT CORP
|
SELL | -6.58% | 14.2K | $3M | — |
|
ETN|EATON CORP PLC
|
SELL | -20.59% | 27.0K | $3M | — |
|
CMI|CUMMINS INC
|
SELL | -23.53% | 13.0K | $3M | +41.4% |
|
ACCENTURE PLC IRELAND
|
BUY | +62.50% | 13.0K | $3M | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
SELL | EXIT | — | — | +0.7% |
|
WNC|WABASH NATL CORP
|
SELL | -16.45% | 172.0K | $2M | — |
|
SHYF|SHYFT GROUP INC
|
SELL | -13.57% | 106.3K | $2M | — |
|
IART|INTEGRA LIFESCIENCES HLDGS
|
BUY | +19.44% | 43.0K | $2M | — |
|
BLBD|BLUE BIRD CORP
|
BUY | +18.42% | 160.0K | $2M | — |
|
PBH|PRESTIGE BRANDS HLDGS INC
|
BUY | +10.81% | 41.0K | $1M | — |
|
HOLX|HOLOGIC INC
|
SELL | EXIT | — | — | +18.6% |
|
CENT|CENTRAL GARDEN & PET CO
|
SELL | -2.56% | 38.0K | $1M | — |
|
HOMB|HOME BANCSHARES INC
|
SELL | -1.14% | 87.0K | $1M | -27.2% |
|
DNOW|NOW INC
|
BUY | +34.35% | 176.0K | $799000 | — |
|
VSH|VISHAY INTERTECHNOLOGY INC
|
BUY | +56.52% | 72.0K | $1M | — |
|
LCUT|LIFETIME BRANDS INC
|
SELL | -29.52% | 117.0K | $1M | — |
|
BIGGQ|BIG LOTS INC
|
BUY | +31.58% | 25.0K | $1M | — |
|
FHB|FIRST HAWAIIAN INC
|
BUY | +36.54% | 71.0K | $1M | — |
|
AGCO|AGCO CORP
|
SELL | -3.57% | 13.5K | $1M | -24.1% |
|
KFY|KORN FERRY
|
BUY | +38.89% | 25.0K | $725000 | — |
|
35Y|INTELLIGENT SYS CORP NEW
|
BUY | NEW | 13.5K | $526000 | — |
|
LEVI|LEVI STRAUSS & CO NEW
|
BUY | NEW | 7.0K | $94000 | — |
| 2020-Q2 | |||||
|
GOOG|ALPHABET INC
|
SELL | -6.74% | 8.3K | $12M | — |
|
IVZ|INVESCO LTD
|
BUY | +59.66% | 1.1M | $11M | — |
|
DISCKUSD|DISCOVERY COMMUNICATIONS NEW
|
BUY | +29.25% | 538.0K | $10M | — |
|
WBA|WALGREENS BOOTS ALLIANCE INC
|
BUY | +23.47% | 242.0K | $10M | — |
|
ZBH|ZIMMER HLDGS INC
|
SELL | -5.10% | 80.0K | $10M | — |
|
BDX|BECTON DICKINSON & CO
|
BUY | +12.86% | 39.5K | $9M | — |
|
INTC|INTEL CORP
|
SELL | -9.52% | 152.0K | $9M | — |
|
GNRC|GENERAC HLDGS INC
|
SELL | -19.21% | 74.0K | $9M | +99.2% |
|
CFG|CITIZENS FINL GROUP INC
|
BUY | +2.92% | 352.9K | $9M | — |
|
GLW|CORNING INC
|
BUY | +14.86% | 340.0K | $9M | — |
|
0VVB|VIACOMCBS INC
|
SELL | -6.54% | 357.0K | $8M | — |
|
FDX|FEDEX CORP
|
SELL | -4.92% | 58.0K | $8M | — |
|
WRKUSD|WESTROCK CO
|
BUY | +22.60% | 287.0K | $8M | — |
|
OMC|OMNICOM GROUP INC
|
BUY | +32.14% | 148.0K | $8M | — |
|
WCC|WESCO INTL INC
|
SELL | -18.57% | 228.0K | $8M | — |
|
MDT|MEDTRONIC PLC
|
BUY | +21.13% | 86.0K | $8M | — |
|
UPS|UNITED PARCEL SERVICE INC
|
SELL | -26.19% | 62.0K | $7M | — |
|
GS|GOLDMAN SACHS GROUP INC
|
BUY | +5.41% | 39.0K | $8M | — |
|
MIDD|MIDDLEBY CORP
|
BUY | +10.25% | 97.3K | $8M | — |
|
WFC|WELLS FARGO CO NEW
|
BUY | +59.65% | 292.0K | $7M | — |
|
GBX|GREENBRIER COS INC
|
SELL | -29.67% | 282.0K | $6M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -17.86% | 23.0K | $7M | — |
|
CTVA|CORTEVA INC
|
BUY | +9.35% | 252.6K | $7M | — |
|
EBA|EBAY INC
|
SELL | -37.68% | 129.0K | $7M | — |
|
KEYS|KEYSIGHT TECHNOLOGIES INC
|
SELL | -13.65% | 66.4K | $7M | — |
|
UHS|UNIVERSAL HLTH SVCS INC
|
BUY | +46.69% | 71.0K | $7M | — |
|
CMCSA|COMCAST CORP NEW
|
SELL | -1.18% | 168.0K | $7M | — |
|
MHK|MOHAWK INDS INC
|
SELL | -34.52% | 55.0K | $6M | -42.9% |
|
DD|DUPONT DE NEMOURS INC
|
SELL | -17.81% | 120.0K | $6M | -28.1% |
|
TPR|TAPESTRY INC
|
BUY | +75.07% | 469.0K | $6M | — |
|
GM|GENERAL MTRS CO
|
SELL | -3.17% | 244.0K | $6M | — |
|
KLIC|KULICKE & SOFFA INDS INC
|
BUY | +3.22% | 295.0K | $6M | — |
|
CBRL|CRACKER BARREL OLD CTRY STOR
|
SELL | -9.17% | 54.0K | $6M | -37.8% |
|
WDC|WESTERN DIGITAL CORP
|
BUY | +33.00% | 133.0K | $6M | — |
|
TRV|TRAVELERS COMPANIES INC
|
BUY | +7.55% | 51.0K | $6M | — |
|
EMN|EASTMAN CHEM CO
|
SELL | -29.66% | 83.0K | $6M | — |
|
FITBI|FIFTH THIRD BANCORP
|
BUY | +1.05% | 288.0K | $6M | — |
|
PRKS|SEAWORLD ENTMT INC
|
SELL | -16.46% | 372.9K | $6M | — |
|
DIN|DINEEQUITY INC
|
SELL | -9.90% | 131.0K | $6M | — |
|
AXP|AMERICAN EXPRESS CO
|
BUY | +5.56% | 57.0K | $5M | — |
|
AXTA|AXALTA COATING SYS LTD
|
SELL | -2.83% | 240.0K | $5M | — |
|
MA|MASTERCARD INC
|
SELL | -27.27% | 16.0K | $5M | — |
|
ORCL|ORACLE CORP
|
SELL | -8.39% | 95.0K | $5M | — |
|
LOW|LOWES COS INC
|
SELL | -50.82% | 30.0K | $4M | — |
|
DAL|DELTA AIR LINES INC DEL
|
SELL | -13.66% | 158.0K | $4M | — |
|
DUT|MOODYS CORP
|
SELL | -20.83% | 19.0K | $5M | — |
|
CAT|CATERPILLAR INC DEL
|
SELL | -15.91% | 37.0K | $5M | — |
|
ZBRA|ZEBRA TECHNOLOGIES CORP
|
SELL | -26.59% | 19.6K | $5M | — |
|
V|VISA INC
|
SELL | -21.31% | 24.0K | $5M | — |
|
SPGI|S&P GLOBAL INC
|
SELL | -45.00% | 11.0K | $4M | +43.5% |
|
PB|PROSPERITY BANCSHARES INC
|
SELL | -11.94% | 81.1K | $5M | — |
|
CHV|CHEVRON CORP NEW
|
SELL | -21.21% | 52.0K | $5M | — |
|
UTXZ|UNITED TECHNOLOGIES CORP
|
SELL | EXIT | — | — | — |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
BUY | +4.00% | 26.0K | $5M | — |
|
BAX|BAXTER INTL INC
|
BUY | +26.19% | 53.0K | $5M | — |
|
DLTR|DOLLAR TREE INC
|
BUY | +32.43% | 49.0K | $5M | — |
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
SELL | -7.74% | 119.3K | $4M | -30.4% |
|
SLB|SCHLUMBERGER LTD
|
BUY | +2.23% | 229.0K | $4M | — |
|
CARR|CARRIER GLOBAL CORPORATION
|
BUY | NEW | 181.0K | $4M | — |
|
RRX|REGAL-BELOIT CORP
|
SELL | -16.09% | 44.0K | $4M | — |
|
APTV|APTIV PLC
|
SELL | -22.12% | 47.0K | $4M | -9.3% |
|
JNJ|JOHNSON & JOHNSON
|
BUY | NEW | 26.0K | $4M | — |
|
ETN|EATON CORP PLC
|
SELL | -27.66% | 34.0K | $3M | — |
|
IR|INGERSOLL RAND INC
|
SELL | -17.21% | 114.0K | $3M | -19.3% |
|
MSFT|MICROSOFT CORP
|
SELL | -26.21% | 15.2K | $3M | — |
|
DHR|DANAHER CORP DEL
|
SELL | -14.29% | 18.0K | $3M | — |
|
HOLX|HOLOGIC INC
|
SELL | -72.22% | 25.0K | $1M | -1.0% |
|
CMI|CUMMINS INC
|
SELL | -26.09% | 17.0K | $3M | +11.5% |
|
RTX|RAYTHEON TECHNOLOGIES CORP
|
BUY | NEW | 50.0K | $3M | — |
|
SNA|SNAP ON INC
|
SELL | -28.00% | 18.0K | $2M | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
SELL | -26.32% | 7.0K | $3M | -18.5% |
|
SHYF|SHYFT GROUP INC
|
BUY | NEW | 123.0K | $2M | — |
|
BLBD|BLUE BIRD CORP
|
BUY | +0.84% | 135.1K | $2M | — |
|
SPARUSD|SPARTAN MTRS INC
|
SELL | EXIT | — | — | — |
|
AON|AON PLC
|
BUY | NEW | 9.0K | $2M | — |
|
ACCENTURE PLC IRELAND
|
BUY | NEW | 8.0K | $2M | — |
|
IART|INTEGRA LIFESCIENCES HLDGS
|
BUY | +13.53% | 36.0K | $2M | — |
|
PBH|PRESTIGE BRANDS HLDGS INC
|
SELL | -17.78% | 37.0K | $1M | — |
|
AON|AON PLC
|
SELL | EXIT | — | — | — |
|
CENT|CENTRAL GARDEN & PET CO
|
SELL | -19.25% | 39.0K | $1M | — |
|
LCUT|LIFETIME BRANDS INC
|
SELL | -27.83% | 166.0K | $1M | — |
|
BIGGQ|BIG LOTS INC
|
SELL | -78.65% | 19.0K | $798000 | -18.1% |
|
SAVEEUR|SPIRIT AIRLS INC
|
SELL | EXIT | — | — | — |
|
MLR|MILLER INDS INC TENN
|
BUY | +4.76% | 33.5K | $998000 | — |
|
FHB|FIRST HAWAIIAN INC
|
BUY | NEW | 52.0K | $896000 | — |
|
FSS|FEDERAL SIGNAL CORP
|
SELL | -6.45% | 29.0K | $862000 | — |
|
VSH|VISHAY INTERTECHNOLOGY INC
|
BUY | +7.23% | 46.0K | $702000 | — |
|
KFY|KORN FERRY
|
BUY | NEW | 18.0K | $553000 | — |
| 2020-Q1 | |||||
|
DISCKUSD|DISCOVERY COMMUNICATIONS NEW
|
SELL | -23.14% | 416.2K | $7M | — |
|
ZBH|ZIMMER HLDGS INC
|
BUY | +6.71% | 84.3K | $9M | — |
|
WCC|WESCO INTL INC
|
BUY | +41.49% | 280.0K | $6M | — |
|
GNRC|GENERAC HLDGS INC
|
SELL | -17.55% | 91.6K | $9M | +96.7% |
|
0VVB|VIACOMCBS INC
|
BUY | +47.28% | 382.0K | $5M | — |
|
CFG|CITIZENS FINL GROUP INC
|
BUY | +28.43% | 342.9K | $6M | — |
|
WRKUSD|WESTROCK CO
|
SELL | -4.06% | 234.1K | $7M | — |
|
GOOG|ALPHABET INC
|
BUY | +21.92% | 8.9K | $10M | — |
|
WBA|WALGREENS BOOTS ALLIANCE INC
|
BUY | +15.98% | 196.0K | $9M | — |
|
INTC|INTEL CORP
|
BUY | +2.44% | 168.0K | $9M | — |
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
SELL | -28.97% | 129.3K | $4M | -7.3% |
|
FDX|FEDEX CORP
|
SELL | -1.61% | 61.0K | $7M | — |
|
CVS|CVS CAREMARK CORPORATION
|
BUY | +15.66% | 144.0K | $9M | — |
|
GBX|GREENBRIER COS INC
|
BUY | +42.59% | 400.9K | $7M | — |
|
CSCO|CISCO SYS INC
|
BUY | +12.17% | 212.0K | $8M | — |
|
PRKS|SEAWORLD ENTMT INC
|
BUY | +56.63% | 446.4K | $5M | — |
|
MHK|MOHAWK INDS INC
|
BUY | +27.08% | 84.0K | $6M | — |
|
BDX|BECTON DICKINSON & CO
|
BUY | +9.38% | 35.0K | $8M | — |
|
DIS|DISNEY WALT CO
|
BUY | +18.46% | 70.6K | $7M | — |
|
GS|GOLDMAN SACHS GROUP INC
|
BUY | +1.37% | 37.0K | $6M | — |
|
EMN|EASTMAN CHEM CO
|
BUY | +13.24% | 118.0K | $5M | — |
|
CMCSA|COMCAST CORP NEW
|
SELL | -7.10% | 170.0K | $6M | — |
|
WFC|WELLS FARGO CO NEW
|
BUY | +20.33% | 182.9K | $5M | — |
|
DAL|DELTA AIR LINES INC DEL
|
BUY | +32.61% | 183.0K | $5M | — |
|
ZBRA|ZEBRA TECHNOLOGIES CORP
|
SELL | -15.24% | 26.7K | $5M | — |
|
OMC|OMNICOM GROUP INC
|
BUY | +15.46% | 112.0K | $6M | — |
|
UPS|UNITED PARCEL SERVICE INC
|
BUY | +29.23% | 84.0K | $8M | — |
|
KLIC|KULICKE & SOFFA INDS INC
|
SELL | -0.76% | 285.8K | $6M | — |
|
MDT|MEDTRONIC PLC
|
BUY | +2.90% | 71.0K | $6M | — |
|
NCLH|NORWEGIAN CRUISE LINE HLDG L
|
SELL | EXIT | — | — | -4.9% |
|
DIN|DINEEQUITY INC
|
BUY | +56.33% | 145.4K | $4M | — |
|
TPR|TAPESTRY INC
|
SELL | -6.66% | 267.9K | $3M | — |
|
SAVEEUR|SPIRIT AIRLS INC
|
SELL | -55.21% | 86.0K | $1M | — |
|
USB|US BANCORP DEL
|
BUY | +16.92% | 152.0K | $5M | — |
|
PB|PROSPERITY BANCSHARES INC
|
SELL | -13.20% | 92.1K | $4M | — |
|
EBA|EBAY INC
|
SELL | -1.43% | 207.0K | $6M | — |
|
BWA|BORGWARNER INC
|
SELL | EXIT | — | — | — |
|
WDC|WESTERN DIGITAL CORP
|
SELL | -12.89% | 100.0K | $4M | — |
|
AAPL|APPLE INC
|
BUY | +44.74% | 27.5K | $7M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
BUY | +27.27% | 28.0K | $7M | — |
|
SLB|SCHLUMBERGER LTD
|
BUY | +31.76% | 224.0K | $3M | — |
|
DD|DUPONT DE NEMOURS INC
|
BUY | +37.74% | 146.0K | $5M | — |
|
LMEUR|LEGG MASON INC
|
SELL | EXIT | — | — | — |
|
UTXZ|UNITED TECHNOLOGIES CORP
|
BUY | +11.11% | 50.0K | $5M | — |
|
GM|GENERAL MTRS CO
|
BUY | +37.70% | 252.0K | $5M | — |
|
GLW|CORNING INC
|
BUY | +30.40% | 296.0K | $6M | — |
|
JBLU|JETBLUE AIRWAYS CORP
|
BUY | +25.41% | 442.7K | $4M | — |
|
AXTA|AXALTA COATING SYS LTD
|
BUY | +13.82% | 247.0K | $4M | — |
|
GDI1EUR|GARDNER DENVER HLDGS INC
|
SELL | EXIT | — | — | — |
|
KEYS|KEYSIGHT TECHNOLOGIES INC
|
BUY | +40.07% | 76.9K | $6M | — |
|
IVZ|INVESCO LTD
|
BUY | +88.61% | 665.8K | $6M | — |
|
PRU|PRUDENTIAL FINL INC
|
SELL | EXIT | — | — | — |
|
MIDD|MIDDLEBY CORP
|
BUY | +54.82% | 88.2K | $5M | — |
|
FITBI|FIFTH THIRD BANCORP
|
BUY | +40.39% | 285.0K | $4M | — |
|
CTVA|CORTEVA INC
|
BUY | +11.59% | 231.0K | $5M | — |
|
WTW|WILLIS TOWERS WATSON PUB LTD
|
SELL | -36.67% | 19.0K | $3M | — |
|
DOW|DOW INC
|
SELL | EXIT | — | — | -7.8% |
|
CBRL|CRACKER BARREL OLD CTRY STOR
|
BUY | +52.44% | 59.5K | $5M | — |
|
EFX|EQUIFAX INC
|
SELL | -14.60% | 34.5K | $4M | +48.7% |
|
CAT|CATERPILLAR INC DEL
|
BUY | +15.79% | 44.0K | $5M | — |
|
MCD|MCDONALDS CORP
|
BUY | +14.81% | 31.0K | $5M | — |
|
MA|MASTERCARD INC
|
BUY | +37.50% | 22.0K | $5M | — |
|
LOW|LOWES COS INC
|
BUY | +52.50% | 61.0K | $5M | — |
|
MSFT|MICROSOFT CORP
|
SELL | -37.58% | 20.6K | $3M | — |
|
DUT|MOODYS CORP
|
BUY | +20.00% | 24.0K | $5M | — |
|
META|FACEBOOK INC
|
BUY | NEW | 30.4K | $5M | — |
|
ORCL|ORACLE CORP
|
BUY | +24.94% | 103.7K | $5M | — |
|
BK|BANK NEW YORK MELLON CORP
|
SELL | EXIT | — | — | — |
|
V|VISA INC
|
BUY | +17.31% | 30.5K | $5M | — |
|
SPGI|S&P GLOBAL INC
|
BUY | +25.00% | 20.0K | $5M | — |
|
RRX|REGAL-BELOIT CORP
|
SELL | -8.08% | 52.4K | $3M | — |
|
CHV|CHEVRON CORP NEW
|
BUY | +65.00% | 66.0K | $5M | — |
|
UHS|UNIVERSAL HLTH SVCS INC
|
BUY | +56.13% | 48.4K | $5M | — |
|
ETN|EATON CORP PLC
|
SELL | -6.00% | 47.0K | $4M | — |
|
TRV|TRAVELERS COMPANIES INC
|
BUY | +55.99% | 47.4K | $5M | — |
|
APTV|APTIV PLC
|
BUY | +23.16% | 60.3K | $3M | — |
|
AXP|AMERICAN EXPRESS CO
|
BUY | +115.14% | 54.0K | $5M | — |
|
DLTR|DOLLAR TREE INC
|
SELL | -24.49% | 37.0K | $3M | -13.8% |
|
LFUS|LITTELFUSE INC
|
SELL | -6.07% | 22.4K | $3M | +4.4% |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
BUY | NEW | 25.0K | $5M | — |
|
XOM|EXXON MOBIL CORP
|
SELL | EXIT | — | — | — |
|
PKG|PACKAGING CORP AMER
|
SELL | EXIT | — | — | -2.8% |
|
TXN|TEXAS INSTRS INC
|
SELL | -14.71% | 29.0K | $3M | — |
|
BKNG|BOOKING HLDGS INC
|
BUY | +63.16% | 3.1K | $4M | — |
|
AON|AON PLC
|
SELL | -55.00% | 9.0K | $2M | — |
|
MRSH|MARSH & MCLENNAN COS INC
|
BUY | +3.03% | 34.0K | $3M | — |
|
DENN|DENNYS CORP
|
BUY | +762.64% | 474.5K | $4M | — |
|
SNA|SNAP ON INC
|
BUY | +19.05% | 25.0K | $3M | — |
|
TFC|TRUIST FINL CORP
|
SELL | EXIT | — | — | -0.9% |
|
BAX|BAXTER INTL INC
|
BUY | +2.44% | 42.0K | $3M | — |
|
IR|INGERSOLL RAND INC
|
BUY | NEW | 137.7K | $3M | — |
|
PH|PARKER HANNIFIN CORP
|
SELL | EXIT | — | — | +12.1% |
|
HOLX|HOLOGIC INC
|
BUY | NEW | 90.0K | $3M | — |
|
BLBD|BLUE BIRD CORP
|
BUY | +3.88% | 134.0K | $1M | — |
|
CENT|CENTRAL GARDEN & PET CO
|
SELL | -48.06% | 48.3K | $1M | — |
|
BIGGQ|BIG LOTS INC
|
SELL | -4.30% | 89.0K | $1M | -23.6% |
|
PBH|PRESTIGE BRANDS HLDGS INC
|
SELL | -29.69% | 45.0K | $2M | — |
|
SPARUSD|SPARTAN MTRS INC
|
BUY | +9.09% | 156.0K | $2M | — |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
BUY | NEW | 18.0K | $2M | — |
|
WNC|WABASH NATL CORP
|
BUY | +43.97% | 205.9K | $1M | — |
|
LCUT|LIFETIME BRANDS INC
|
SELL | -11.54% | 230.0K | $1M | — |
|
PKOH|PARK OHIO HLDGS CORP
|
SELL | EXIT | — | — | — |
|
HOMB|HOME BANCSHARES INC
|
BUY | +3.53% | 88.0K | $1M | — |
|
LDLEUR|LYDALL INC DEL
|
SELL | EXIT | — | — | — |
|
IART|INTEGRA LIFESCIENCES HLDGS
|
BUY | +51.00% | 31.7K | $1M | — |
|
MLR|MILLER INDS INC TENN
|
SELL | -3.03% | 32.0K | $905000 | — |
|
HAIN|HAIN CELESTIAL GROUP INC
|
SELL | EXIT | — | — | -19.1% |
|
FSS|FEDERAL SIGNAL CORP
|
BUY | +22.53% | 31.0K | $846000 | — |
|
AGCO|AGCO CORP
|
BUY | +40.00% | 14.0K | $662000 | — |
|
VSH|VISHAY INTERTECHNOLOGY INC
|
BUY | +34.06% | 42.9K | $618000 | — |
|
DNOW|NOW INC
|
BUY | +555.00% | 131.0K | $676000 | — |
|
BEN|FRANKLIN RES INC
|
SELL | EXIT | — | — | — |
| 2019-Q4 | |||||
|
DISCKUSD|DISCOVERY COMMUNICATIONS NEW
|
BUY | +1.42% | 541.6K | $17M | — |
|
ZBH|ZIMMER HLDGS INC
|
SELL | -1.74% | 79.0K | $12M | — |
|
WCC|WESCO INTL INC
|
SELL | -16.05% | 197.9K | $12M | — |
|
CVS|CVS CAREMARK CORPORATION
|
SELL | -33.17% | 124.5K | $9M | — |
|
CFG|CITIZENS FINL GROUP INC
|
SELL | -17.96% | 267.0K | $11M | — |
|
GNRC|GENERAC HLDGS INC
|
SELL | -10.40% | 111.1K | $11M | +78.8% |
|
0VVB|VIACOMCBS INC
|
BUY | NEW | 259.4K | $11M | — |
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
SELL | -15.74% | 182.0K | $10M | +0.6% |
|
WRKUSD|WESTROCK CO
|
SELL | -15.28% | 244.0K | $10M | — |
|
WBA|WALGREENS BOOTS ALLIANCE INC
|
SELL | -1.17% | 169.0K | $10M | — |
|
INTC|INTEL CORP
|
SELL | -8.89% | 164.0K | $10M | — |
|
MHK|MOHAWK INDS INC
|
SELL | -16.33% | 66.1K | $9M | -10.6% |
|
GBX|GREENBRIER COS INC
|
SELL | -13.56% | 281.2K | $9M | — |
|
GOOG|ALPHABET INC
|
BUY | +30.36% | 7.3K | $10M | — |
|
FDX|FEDEX CORP
|
BUY | +5.08% | 62.0K | $9M | — |
|
ZBRA|ZEBRA TECHNOLOGIES CORP
|
SELL | -29.21% | 31.5K | $8M | — |
|
IVZ|INVESCO LTD
|
SELL | -34.63% | 353.0K | $6M | — |
|
KLIC|KULICKE & SOFFA INDS INC
|
SELL | -25.68% | 288.0K | $8M | — |
|
CSCO|CISCO SYS INC
|
BUY | +34.82% | 189.0K | $9M | — |
|
VIAB|VIACOM INC NEW
|
SELL | EXIT | — | — | — |
|
PRKS|SEAWORLD ENTMT INC
|
BUY | +4.40% | 285.0K | $9M | — |
|
TPR|TAPESTRY INC
|
SELL | -16.81% | 287.0K | $8M | — |
|
BDX|BECTON DICKINSON & CO
|
BUY | +3.23% | 32.0K | $9M | — |
|
DIS|DISNEY WALT CO
|
BUY | +1.71% | 59.6K | $9M | — |
|
LMEUR|LEGG MASON INC
|
SELL | -15.21% | 188.4K | $7M | — |
|
USB|US BANCORP DEL
|
SELL | -14.47% | 130.0K | $8M | — |
|
EMN|EASTMAN CHEM CO
|
SELL | -7.79% | 104.2K | $8M | — |
|
PB|PROSPERITY BANCSHARES INC
|
SELL | -10.08% | 106.1K | $8M | — |
|
CMCSA|COMCAST CORP NEW
|
BUY | +24.49% | 183.0K | $8M | — |
|
DAL|DELTA AIR LINES INC DEL
|
BUY | +10.40% | 138.0K | $8M | — |
|
MDT|MEDTRONIC PLC
|
SELL | -6.76% | 69.0K | $8M | — |
|
DIN|DINEEQUITY INC
|
BUY | +4.49% | 93.0K | $8M | — |
|
SAVEEUR|SPIRIT AIRLS INC
|
BUY | +9.28% | 192.0K | $8M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -37.14% | 22.0K | $6M | — |
|
EBA|EBAY INC
|
BUY | +32.66% | 210.0K | $8M | — |
|
BWA|BORGWARNER INC
|
SELL | -8.56% | 171.0K | $7M | — |
|
UTXZ|UNITED TECHNOLOGIES CORP
|
SELL | -16.67% | 45.0K | $7M | — |
|
WDC|WESTERN DIGITAL CORP
|
SELL | -5.20% | 114.8K | $7M | — |
|
SLB|SCHLUMBERGER LTD
|
BUY | +11.84% | 170.0K | $7M | — |
|
DD|DUPONT DE NEMOURS INC
|
BUY | +51.43% | 106.0K | $7M | — |
|
GM|GENERAL MTRS CO
|
BUY | +14.81% | 183.0K | $7M | — |
|
PRU|PRUDENTIAL FINL INC
|
SELL | -9.46% | 67.0K | $6M | — |
|
GLW|CORNING INC
|
BUY | +8.10% | 227.0K | $7M | — |
|
JBLU|JETBLUE AIRWAYS CORP
|
BUY | +1.99% | 353.0K | $7M | — |
|
IBM|INTERNATIONAL BUSINESS MACHS
|
SELL | EXIT | — | — | — |
|
GDI1EUR|GARDNER DENVER HLDGS INC
|
SELL | -21.45% | 178.0K | $7M | — |
|
DUT|MOODYS CORP
|
SELL | -35.90% | 20.0K | $5M | — |
|
MIDD|MIDDLEBY CORP
|
BUY | +62.86% | 57.0K | $6M | — |
|
CTVA|CORTEVA INC
|
BUY | +53.33% | 207.0K | $6M | — |
|
CBRL|CRACKER BARREL OLD CTRY STOR
|
BUY | +44.98% | 39.0K | $6M | — |
|
PKG|PACKAGING CORP AMER
|
SELL | -29.11% | 39.7K | $4M | +9.4% |
|
APTV|APTIV PLC
|
SELL | -26.87% | 49.0K | $5M | — |
|
RRX|REGAL-BELOIT CORP
|
SELL | -27.76% | 57.0K | $5M | — |
|
KEYS|KEYSIGHT TECHNOLOGIES INC
|
BUY | +30.71% | 54.9K | $6M | — |
|
CAT|CATERPILLAR INC DEL
|
SELL | -11.63% | 38.0K | $6M | — |
|
AAPL|APPLE INC
|
SELL | -20.83% | 19.0K | $6M | — |
|
MCD|MCDONALDS CORP
|
BUY | +42.11% | 27.0K | $5M | — |
|
ETN|EATON CORP PLC
|
SELL | -21.88% | 50.0K | $5M | — |
|
LFUS|LITTELFUSE INC
|
SELL | -14.64% | 23.9K | $5M | +4.9% |
|
CHV|CHEVRON CORP NEW
|
BUY | +8.11% | 40.0K | $5M | — |
|
SNA|SNAP ON INC
|
SELL | -31.37% | 21.0K | $4M | — |
|
CMI|CUMMINS INC
|
SELL | -20.69% | 23.0K | $4M | +24.6% |
|
PH|PARKER HANNIFIN CORP
|
SELL | -38.46% | 16.0K | $3M | +11.0% |
|
TXN|TEXAS INSTRS INC
|
SELL | -5.56% | 34.0K | $4M | — |
|
DLTR|DOLLAR TREE INC
|
BUY | +32.43% | 49.0K | $5M | — |
|
XOM|EXXON MOBIL CORP
|
BUY | +3.17% | 65.0K | $5M | — |
|
MRSH|MARSH & MCLENNAN COS INC
|
SELL | -22.90% | 33.0K | $4M | — |
|
AON|AON PLC
|
SELL | -9.09% | 20.0K | $4M | — |
|
BBTUSD|BB&T CORP
|
SELL | EXIT | — | — | — |
|
BKNG|BOOKING HLDGS INC
|
BUY | +280.00% | 1.9K | $4M | — |
|
TFC|TRUIST FINL CORP
|
BUY | NEW | 63.0K | $4M | — |
|
AGCO|AGCO CORP
|
SELL | -77.12% | 10.0K | $773000 | — |
|
BEN|FRANKLIN RES INC
|
SELL | -86.84% | 15.0K | $390000 | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
SELL | -9.52% | 9.5K | $3M | — |
|
CENT|CENTRAL GARDEN & PET CO
|
SELL | -14.68% | 93.0K | $3M | — |
|
LRCX|LAM RESEARCH CORP
|
SELL | EXIT | — | — | +48.2% |
|
BLBD|BLUE BIRD CORP
|
BUY | +0.78% | 129.0K | $3M | — |
|
SKAA|SKECHERS U S A INC
|
SELL | EXIT | — | — | — |
|
SPARUSD|SPARTAN MTRS INC
|
SELL | -28.50% | 143.0K | $3M | — |
|
PBH|PRESTIGE BRANDS HLDGS INC
|
SELL | -16.88% | 64.0K | $3M | — |
|
BIGGQ|BIG LOTS INC
|
BUY | +19.23% | 93.0K | $3M | — |
|
WNC|WABASH NATL CORP
|
SELL | -3.38% | 143.0K | $2M | — |
|
LCUT|LIFETIME BRANDS INC
|
BUY | +14.93% | 260.0K | $2M | — |
|
LDLEUR|LYDALL INC DEL
|
BUY | +33.33% | 80.0K | $2M | — |
|
HAIN|HAIN CELESTIAL GROUP INC
|
SELL | -31.88% | 47.0K | $1M | -20.6% |
|
MLR|MILLER INDS INC TENN
|
SELL | -14.95% | 33.0K | $1M | — |
|
IART|INTEGRA LIFESCIENCES HLDGS
|
BUY | +133.33% | 21.0K | $1M | — |
|
DENN|DENNYS CORP
|
BUY | +37.50% | 55.0K | $1M | — |
|
FSS|FEDERAL SIGNAL CORP
|
SELL | -20.94% | 25.3K | $816000 | — |
|
VSH|VISHAY INTERTECHNOLOGY INC
|
SELL | -8.57% | 32.0K | $681000 | +20.4% |
|
DNOW|NOW INC
|
BUY | NEW | 20.0K | $225000 | — |
| 2019-Q3 | |||||
|
DISCKUSD|DISCOVERY COMMUNICATIONS NEW
|
BUY | +10.38% | 534.0K | $13M | — |
|
ZBH|ZIMMER HLDGS INC
|
SELL | -24.86% | 80.4K | $11M | — |
|
CVS|CVS CAREMARK CORPORATION
|
BUY | +1.80% | 186.3K | $12M | — |
|
CFG|CITIZENS FINL GROUP INC
|
SELL | -0.02% | 325.4K | $12M | — |
|
WCC|WESCO INTL INC
|
BUY | +39.73% | 235.7K | $11M | — |
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
SELL | -1.32% | 216.0K | $11M | -7.8% |
|
WRKUSD|WESTROCK CO
|
BUY | +2.06% | 288.0K | $10M | — |
|
KLIC|KULICKE & SOFFA INDS INC
|
SELL | -11.12% | 387.5K | $9M | — |
|
MHK|MOHAWK INDS INC
|
BUY | +42.34% | 79.0K | $10M | — |
|
GBX|GREENBRIER COS INC
|
BUY | +34.42% | 325.3K | $10M | — |
|
GNRC|GENERAC HLDGS INC
|
BUY | +20.39% | 124.0K | $10M | — |
|
WBA|WALGREENS BOOTS ALLIANCE INC
|
BUY | +6.21% | 171.0K | $9M | — |
|
INTC|INTEL CORP
|
BUY | +2.27% | 180.0K | $9M | — |
|
FDX|FEDEX CORP
|
BUY | +5.36% | 59.0K | $9M | — |
|
ZBRA|ZEBRA TECHNOLOGIES CORP
|
BUY | +31.66% | 44.5K | $9M | — |
|
IVZ|INVESCO LTD
|
BUY | +30.12% | 540.0K | $9M | — |
|
VIAB|VIACOM INC NEW
|
BUY | +24.83% | 377.0K | $9M | — |
|
TPR|TAPESTRY INC
|
BUY | +55.41% | 345.0K | $9M | — |
|
WDC|WESTERN DIGITAL CORP
|
SELL | -35.93% | 121.1K | $7M | — |
|
BDX|BECTON DICKINSON & CO
|
SELL | -11.43% | 31.0K | $8M | — |
|
LMEUR|LEGG MASON INC
|
SELL | -2.37% | 222.2K | $8M | — |
|
OMC|OMNICOM GROUP INC
|
SELL | -8.49% | 97.0K | $8M | — |
|
PRKS|SEAWORLD ENTMT INC
|
SELL | -2.15% | 273.0K | $7M | — |
|
EMN|EASTMAN CHEM CO
|
BUY | +9.92% | 113.0K | $8M | — |
|
PB|PROSPERITY BANCSHARES INC
|
SELL | -3.67% | 118.0K | $8M | — |
|
DAL|DELTA AIR LINES INC DEL
|
SELL | -14.32% | 125.0K | $7M | — |
|
UPS|UNITED PARCEL SERVICE INC
|
SELL | -13.33% | 65.0K | $8M | — |
|
WFC|WELLS FARGO CO NEW
|
BUY | +1.33% | 152.0K | $8M | — |
|
GDI1EUR|GARDNER DENVER HLDGS INC
|
BUY | +2.53% | 226.6K | $6M | — |
|
DIS|DISNEY WALT CO
|
BUY | +34.40% | 58.6K | $8M | — |
|
DUT|MOODYS CORP
|
SELL | -20.00% | 31.2K | $6M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
BUY | +25.00% | 35.0K | $8M | — |
|
CSCO|CISCO SYS INC
|
BUY | +29.81% | 140.2K | $7M | — |
|
NCLH|NORWEGIAN CRUISE LINE HLDG L
|
BUY | +40.00% | 133.0K | $7M | — |
|
BWA|BORGWARNER INC
|
BUY | +17.61% | 187.0K | $7M | — |
|
DIN|DINEEQUITY INC
|
BUY | +270.83% | 89.0K | $7M | — |
|
PRU|PRUDENTIAL FINL INC
|
BUY | +25.42% | 74.0K | $7M | — |
|
AXTA|AXALTA COATING SYS LTD
|
SELL | -2.69% | 217.0K | $7M | — |
|
APTV|APTIV PLC
|
SELL | -18.29% | 67.0K | $6M | — |
|
CMCSA|COMCAST CORP NEW
|
BUY | +2.15% | 147.0K | $7M | — |
|
IBM|INTERNATIONAL BUSINESS MACHS
|
SELL | -6.25% | 45.0K | $7M | — |
|
EBA|EBAY INC
|
SELL | -5.21% | 158.3K | $6M | — |
|
KEYS|KEYSIGHT TECHNOLOGIES INC
|
SELL | -42.58% | 42.0K | $4M | — |
|
GM|GENERAL MTRS CO
|
SELL | -3.98% | 159.4K | $6M | — |
|
SAVEEUR|SPIRIT AIRLS INC
|
BUY | +427.63% | 175.7K | $6M | — |
|
ETN|EATON CORP PLC
|
SELL | -15.79% | 64.0K | $5M | — |
|
JBLU|JETBLUE AIRWAYS CORP
|
BUY | +1.50% | 346.1K | $6M | — |
|
PKG|PACKAGING CORP AMER
|
SELL | -13.85% | 56.0K | $6M | -1.4% |
|
TXN|TEXAS INSTRS INC
|
SELL | -31.43% | 36.0K | $5M | — |
|
GLW|CORNING INC
|
BUY | +36.36% | 210.0K | $6M | — |
|
WTW|WILLIS TOWERS WATSON PUB LTD
|
SELL | -3.23% | 30.0K | $6M | — |
|
EFX|EQUIFAX INC
|
SELL | -6.05% | 40.4K | $6M | +38.9% |
|
CAT|CATERPILLAR INC DEL
|
BUY | +19.44% | 43.0K | $5M | — |
|
AAPL|APPLE INC
|
BUY | +20.00% | 24.0K | $5M | — |
|
DOW|DOW INC
|
BUY | +19.57% | 110.0K | $5M | — |
|
CMI|CUMMINS INC
|
SELL | -4.92% | 29.0K | $5M | +11.8% |
|
SLB|SCHLUMBERGER LTD
|
BUY | +21.60% | 152.0K | $5M | — |
|
MCD|MCDONALDS CORP
|
SELL | -24.00% | 19.0K | $4M | +34.3% |
|
LOW|LOWES COS INC
|
SELL | -21.57% | 40.0K | $4M | — |
|
ORCL|ORACLE CORP
|
SELL | -6.74% | 83.0K | $5M | — |
|
DD|DUPONT DE NEMOURS INC
|
BUY | +16.67% | 70.0K | $5M | — |
|
LFUS|LITTELFUSE INC
|
BUY | +31.46% | 28.0K | $5M | — |
|
SNA|SNAP ON INC
|
BUY | +21.91% | 30.6K | $5M | — |
|
PH|PARKER HANNIFIN CORP
|
SELL | -6.47% | 26.0K | $5M | -4.9% |
|
V|VISA INC
|
SELL | -3.70% | 26.0K | $4M | — |
|
UHS|UNIVERSAL HLTH SVCS INC
|
SELL | -6.06% | 31.0K | $5M | — |
|
MA|MASTERCARD INC
|
SELL | -5.88% | 16.0K | $4M | — |
|
MRSH|MARSH & MCLENNAN COS INC
|
SELL | -4.46% | 42.8K | $4M | — |
|
XOM|EXXON MOBIL CORP
|
BUY | +17.76% | 63.0K | $4M | — |
|
AON|AON PLC
|
SELL | -4.35% | 22.0K | $4M | — |
|
CHV|CHEVRON CORP NEW
|
BUY | +5.71% | 37.0K | $4M | — |
|
LRCX|LAM RESEARCH CORP
|
SELL | -43.48% | 13.0K | $3M | +13.7% |
|
DLTR|DOLLAR TREE INC
|
BUY | +19.35% | 37.0K | $4M | — |
|
MIDD|MIDDLEBY CORP
|
BUY | NEW | 35.0K | $4M | — |
|
CTVA|CORTEVA INC
|
BUY | NEW | 135.0K | $4M | — |
|
SKAA|SKECHERS U S A INC
|
SELL | -37.00% | 75.6K | $3M | — |
|
AGCO|AGCO CORP
|
BUY | +6.59% | 43.7K | $3M | — |
|
BEN|FRANKLIN RES INC
|
BUY | +28.09% | 114.0K | $3M | — |
|
PBH|PRESTIGE BRANDS HLDGS INC
|
SELL | -22.22% | 77.0K | $3M | — |
|
SPARUSD|SPARTAN MTRS INC
|
SELL | -29.33% | 200.0K | $3M | — |
|
CENT|CENTRAL GARDEN & PET CO
|
SELL | -0.91% | 109.0K | $3M | — |
|
HOLX|HOLOGIC INC
|
SELL | EXIT | — | — | — |
|
WNC|WABASH NATL CORP
|
SELL | -3.90% | 148.0K | $2M | — |
|
BLBD|BLUE BIRD CORP
|
BUY | +0.79% | 128.0K | $2M | — |
|
LCUT|LIFETIME BRANDS INC
|
BUY | +2.57% | 226.2K | $2M | — |
|
BIGGQ|BIG LOTS INC
|
BUY | +59.18% | 78.0K | $2M | — |
|
JHG|JANUS HENDERSON GROUP PLC
|
SELL | EXIT | — | — | — |
|
PKOH|PARK OHIO HLDGS CORP
|
BUY | +2.00% | 51.0K | $2M | — |
|
HAIN|HAIN CELESTIAL GROUP INC
|
BUY | +6.15% | 69.0K | $1M | — |
|
MLR|MILLER INDS INC TENN
|
SELL | -9.77% | 38.8K | $1M | — |
|
DENN|DENNYS CORP
|
SELL | -34.43% | 40.0K | $911000 | +49.5% |
|
FSS|FEDERAL SIGNAL CORP
|
SELL | -23.81% | 32.0K | $1M | — |
|
SBUX|STARBUCKS CORP
|
SELL | EXIT | — | — | +74.8% |
|
BKNG|BOOKING HLDGS INC
|
BUY | NEW | 500 | $981000 | — |
|
VSH|VISHAY INTERTECHNOLOGY INC
|
BUY | NEW | 35.0K | $593000 | — |
|
IART|INTEGRA LIFESCIENCES HLDGS
|
BUY | +12.50% | 9.0K | $541000 | — |
| 2019-Q2 | |||||
|
DISCKUSD|DISCOVERY COMMUNICATIONS NEW
|
SELL | -0.45% | 483.8K | $14M | — |
|
ZBH|ZIMMER HLDGS INC
|
BUY | +7.00% | 107.0K | $13M | — |
|
WRKUSD|WESTROCK CO
|
BUY | +4.52% | 282.2K | $10M | — |
|
GDI1EUR|GARDNER DENVER HLDGS INC
|
SELL | -38.95% | 221.0K | $8M | — |
|
CVS|CVS CAREMARK CORPORATION
|
BUY | +3.39% | 183.0K | $10M | — |
|
KLIC|KULICKE & SOFFA INDS INC
|
BUY | +3.59% | 436.0K | $10M | — |
|
DIS|DISNEY WALT CO
|
SELL | -50.73% | 43.6K | $6M | +31.1% |
|
LMEUR|LEGG MASON INC
|
SELL | -33.93% | 227.6K | $9M | — |
|
VIAB|VIACOM INC NEW
|
SELL | -9.31% | 302.0K | $9M | — |
|
FDX|FEDEX CORP
|
BUY | +16.67% | 56.0K | $9M | — |
|
DAL|DELTA AIR LINES INC DEL
|
SELL | -17.67% | 145.9K | $8M | — |
|
WDC|WESTERN DIGITAL CORP
|
SELL | -0.53% | 189.0K | $9M | — |
|
WCC|WESCO INTL INC
|
SELL | -1.92% | 168.7K | $9M | — |
|
IVZ|INVESCO LTD
|
SELL | -10.17% | 415.0K | $8M | — |
|
BDX|BECTON DICKINSON & CO
|
BUY | +15.51% | 35.0K | $9M | — |
|
INTC|INTEL CORP
|
BUY | +7.32% | 176.0K | $8M | — |
|
WBA|WALGREENS BOOTS ALLIANCE INC
|
BUY | +27.78% | 161.0K | $9M | — |
|
OMC|OMNICOM GROUP INC
|
SELL | -4.50% | 106.0K | $9M | — |
|
PRKS|SEAWORLD ENTMT INC
|
SELL | -2.96% | 279.0K | $9M | — |
|
CSCO|CISCO SYS INC
|
SELL | -31.63% | 108.0K | $6M | — |
|
MHK|MOHAWK INDS INC
|
BUY | +4.72% | 55.5K | $8M | — |
|
PB|PROSPERITY BANCSHARES INC
|
BUY | +8.18% | 122.5K | $8M | — |
|
EMN|EASTMAN CHEM CO
|
BUY | +11.14% | 102.8K | $8M | — |
|
UPS|UNITED PARCEL SERVICE INC
|
BUY | +17.19% | 75.0K | $8M | — |
|
DUT|MOODYS CORP
|
SELL | -4.88% | 39.0K | $8M | — |
|
OIEUR|OWENS ILL INC
|
SELL | EXIT | — | — | — |
|
GBX|GREENBRIER COS INC
|
BUY | +30.81% | 242.0K | $7M | — |
|
RRX|REGAL-BELOIT CORP
|
SELL | -11.84% | 78.9K | $6M | — |
|
GNRC|GENERAC HLDGS INC
|
SELL | -27.46% | 103.0K | $7M | +15.0% |
|
UTXZ|UNITED TECHNOLOGIES CORP
|
SELL | -3.57% | 54.0K | $7M | — |
|
MDT|MEDTRONIC PLC
|
BUY | +7.25% | 74.0K | $7M | — |
|
WFC|WELLS FARGO CO NEW
|
BUY | +4.97% | 150.0K | $7M | — |
|
EBA|EBAY INC
|
SELL | -12.57% | 167.0K | $7M | — |
|
ZBRA|ZEBRA TECHNOLOGIES CORP
|
BUY | +60.95% | 33.8K | $7M | — |
|
PKG|PACKAGING CORP AMER
|
SELL | -8.45% | 65.0K | $6M | -5.5% |
|
TPR|TAPESTRY INC
|
BUY | +17.46% | 222.0K | $7M | — |
|
TXN|TEXAS INSTRS INC
|
SELL | -20.21% | 52.5K | $6M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
BUY | +86.67% | 28.0K | $7M | — |
|
DD|DOWDUPONT INC
|
SELL | EXIT | — | — | — |
|
BWA|BORGWARNER INC
|
BUY | +8.16% | 159.0K | $7M | — |
|
AXTA|AXALTA COATING SYS LTD
|
BUY | +1.46% | 223.0K | $7M | — |
|
APTV|APTIV PLC
|
BUY | +45.13% | 82.0K | $7M | — |
|
KEYS|KEYSIGHT TECHNOLOGIES INC
|
BUY | +19.33% | 73.2K | $7M | — |
|
CMCSA|COMCAST CORP NEW
|
SELL | -11.17% | 143.9K | $6M | — |
|
GM|GENERAL MTRS CO
|
BUY | +6.41% | 166.0K | $6M | — |
|
GOOG|ALPHABET INC
|
BUY | +24.44% | 5.6K | $6M | — |
|
PRU|PRUDENTIAL FINL INC
|
SELL | -9.23% | 59.0K | $6M | — |
|
ORCL|ORACLE CORP
|
SELL | -19.89% | 89.0K | $5M | — |
|
WTW|WILLIS TOWERS WATSON PUB LTD
|
SELL | -6.06% | 31.0K | $6M | — |
|
LRCX|LAM RESEARCH CORP
|
SELL | -29.23% | 23.0K | $4M | +4.5% |
|
MCD|MCDONALDS CORP
|
SELL | -3.85% | 25.0K | $5M | +24.4% |
|
CAT|CATERPILLAR INC DEL
|
SELL | -5.26% | 36.0K | $5M | — |
|
LOW|LOWES COS INC
|
BUY | +13.33% | 51.0K | $5M | — |
|
GLW|CORNING INC
|
BUY | +12.41% | 154.0K | $5M | — |
|
NCLH|NORWEGIAN CRUISE LINE HLDG L
|
BUY | NEW | 95.0K | $5M | — |
|
SLB|SCHLUMBERGER LTD
|
BUY | NEW | 125.0K | $5M | — |
|
V|VISA INC
|
SELL | -12.90% | 27.0K | $5M | — |
|
PH|PARKER HANNIFIN CORP
|
BUY | +2.96% | 27.8K | $5M | — |
|
AON|AON PLC
|
SELL | -14.81% | 23.0K | $4M | — |
|
MA|MASTERCARD INC
|
SELL | -12.82% | 17.0K | $4M | — |
|
TRV|TRAVELERS COMPANIES INC
|
SELL | -7.88% | 30.4K | $5M | — |
|
DOW|DOW INC
|
BUY | NEW | 92.0K | $5M | — |
|
DD|DUPONT DE NEMOURS INC
|
BUY | NEW | 60.0K | $5M | — |
|
MSFT|MICROSOFT CORP
|
SELL | -13.16% | 33.0K | $4M | — |
|
AAPL|APPLE INC
|
SELL | -14.89% | 20.0K | $4M | — |
|
BK|BANK NEW YORK MELLON CORP
|
BUY | +16.47% | 99.0K | $4M | — |
|
UHS|UNIVERSAL HLTH SVCS INC
|
BUY | +27.41% | 33.0K | $4M | — |
|
SNA|SNAP ON INC
|
SELL | -7.38% | 25.1K | $4M | — |
|
SKAA|SKECHERS U S A INC
|
BUY | +2.09% | 120.0K | $4M | — |
|
SEE|SEALED AIR CORP NEW
|
SELL | EXIT | — | — | +5.8% |
|
AXP|AMERICAN EXPRESS CO
|
SELL | -28.29% | 25.1K | $3M | — |
|
AGCO|AGCO CORP
|
SELL | -24.63% | 41.0K | $3M | — |
|
LFUS|LITTELFUSE INC
|
BUY | NEW | 21.3K | $4M | — |
|
SPGI|S&P GLOBAL INC
|
BUY | +39.13% | 16.0K | $4M | — |
|
SBUX|STARBUCKS CORP
|
SELL | -73.47% | 13.0K | $1M | +47.1% |
|
DHR|DANAHER CORP DEL
|
SELL | -19.23% | 21.0K | $3M | — |
|
BAX|BAXTER INTL INC
|
SELL | -2.38% | 41.0K | $3M | — |
|
PBH|PRESTIGE BRANDS HLDGS INC
|
SELL | -12.39% | 99.0K | $3M | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
SELL | -12.50% | 10.5K | $3M | — |
|
SPARUSD|SPARTAN MTRS INC
|
SELL | -0.91% | 283.0K | $3M | — |
|
BEN|FRANKLIN RES INC
|
SELL | -3.26% | 89.0K | $3M | — |
|
HOLX|HOLOGIC INC
|
SELL | -9.02% | 55.5K | $3M | — |
|
CENT|CENTRAL GARDEN & PET CO
|
BUY | +3.77% | 110.0K | $3M | — |
|
SJM|SMUCKER J M CO
|
SELL | EXIT | — | — | — |
|
WNC|WABASH NATL CORP
|
SELL | -1.91% | 154.0K | $3M | — |
|
DIN|DINEEQUITY INC
|
SELL | -7.69% | 24.0K | $2M | — |
|
CASY|CASEYS GEN STORES INC
|
SELL | EXIT | — | — | +18.1% |
|
JHG|JANUS HENDERSON GROUP PLC
|
SELL | -4.44% | 86.0K | $2M | — |
|
HAIN|HAIN CELESTIAL GROUP INC
|
SELL | -29.35% | 65.0K | $1M | -30.4% |
|
LCUT|LIFETIME BRANDS INC
|
BUY | +14.28% | 220.6K | $2M | — |
|
DNKN|DUNKIN BRANDS GROUP INC
|
SELL | EXIT | — | — | — |
|
PKOH|PARK OHIO HLDGS CORP
|
BUY | +4.82% | 50.0K | $2M | — |
|
SAVEEUR|SPIRIT AIRLS INC
|
BUY | +57.82% | 33.3K | $2M | — |
|
BIGGQ|BIG LOTS INC
|
BUY | +22.50% | 49.0K | $1M | — |
|
DENN|DENNYS CORP
|
SELL | -15.28% | 61.0K | $1M | +28.6% |
|
LDLEUR|LYDALL INC DEL
|
BUY | NEW | 60.0K | $1M | — |
|
FSS|FEDERAL SIGNAL CORP
|
SELL | -6.67% | 42.0K | $1M | — |
|
IART|INTEGRA LIFESCIENCES HLDGS
|
BUY | NEW | 8.0K | $447000 | — |
| 2019-Q1 | |||||
|
ZBH|ZIMMER HLDGS INC
|
SELL | -6.41% | 100.0K | $13M | — |
|
DISCKUSD|DISCOVERY COMMUNICATIONS NEW
|
SELL | -8.76% | 486.0K | $12M | — |
|
WCC|WESCO INTL INC
|
SELL | -31.01% | 172.0K | $9M | — |
|
KEYS|KEYSIGHT TECHNOLOGIES INC
|
SELL | -68.07% | 61.3K | $5M | — |
|
LMEUR|LEGG MASON INC
|
SELL | -18.48% | 344.5K | $9M | — |
|
CFG|CITIZENS FINL GROUP INC
|
SELL | -1.97% | 325.5K | $11M | — |
|
AAPL|APPLE INC
|
SELL | -64.77% | 23.5K | $4M | — |
|
WRKUSD|WESTROCK CO
|
BUY | +8.74% | 270.0K | $10M | — |
|
GOOG|ALPHABET INC
|
SELL | -54.95% | 4.5K | $5M | — |
|
GDI1EUR|GARDNER DENVER HLDGS INC
|
SELL | -5.24% | 362.0K | $10M | — |
|
CSCO|CISCO SYS INC
|
SELL | -30.72% | 158.0K | $9M | — |
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
BUY | +11.80% | 218.9K | $10M | — |
|
DIS|DISNEY WALT CO
|
BUY | +4.73% | 88.5K | $10M | — |
|
INTC|INTEL CORP
|
SELL | -20.00% | 164.0K | $9M | — |
|
CVS|CVS CAREMARK CORPORATION
|
BUY | +39.37% | 177.0K | $10M | — |
|
VIAB|VIACOM INC NEW
|
BUY | +26.14% | 333.0K | $9M | — |
|
KLIC|KULICKE & SOFFA INDS INC
|
SELL | -2.11% | 420.9K | $9M | — |
|
GT|GOODYEAR TIRE & RUBR CO
|
SELL | EXIT | — | — | — |
|
DAL|DELTA AIR LINES INC DEL
|
BUY | +20.54% | 177.2K | $9M | — |
|
WDC|WESTERN DIGITAL CORP
|
BUY | +7.34% | 190.0K | $9M | — |
|
IVZ|INVESCO LTD
|
SELL | -1.70% | 462.0K | $9M | — |
|
NWL|NEWELL RUBBERMAID INC
|
SELL | EXIT | — | — | — |
|
OMC|OMNICOM GROUP INC
|
SELL | -3.14% | 111.0K | $8M | — |
|
WBA|WALGREENS BOOTS ALLIANCE INC
|
BUY | +34.04% | 126.0K | $8M | — |
|
PB|PROSPERITY BANCSHARES INC
|
SELL | -5.04% | 113.2K | $8M | — |
|
EBA|EBAY INC
|
SELL | -29.31% | 191.0K | $7M | — |
|
PRKS|SEAWORLD ENTMT INC
|
BUY | +49.08% | 287.5K | $7M | — |
|
EMN|EASTMAN CHEM CO
|
SELL | -8.42% | 92.5K | $7M | — |
|
OIEUR|OWENS ILL INC
|
SELL | -8.64% | 387.8K | $7M | — |
|
RRX|REGAL-BELOIT CORP
|
SELL | -4.46% | 89.5K | $7M | — |
|
USB|US BANCORP DEL
|
BUY | +12.59% | 152.0K | $7M | — |
|
ORCL|ORACLE CORP
|
SELL | -31.40% | 111.1K | $6M | — |
|
GNRC|GENERAC HLDGS INC
|
BUY | +1.43% | 142.0K | $7M | — |
|
UTXZ|UNITED TECHNOLOGIES CORP
|
BUY | +7.69% | 56.0K | $7M | — |
|
PKG|PACKAGING CORP AMER
|
SELL | -2.80% | 71.0K | $7M | -5.8% |
|
IBM|INTERNATIONAL BUSINESS MACHS
|
SELL | -21.95% | 48.0K | $7M | — |
|
TXN|TEXAS INSTRS INC
|
SELL | -6.00% | 65.8K | $7M | — |
|
MA|MASTERCARD INC
|
SELL | -47.15% | 19.5K | $5M | — |
|
DD|DOWDUPONT INC
|
BUY | +7.63% | 127.0K | $7M | — |
|
CMCSA|COMCAST CORP NEW
|
SELL | -6.90% | 162.0K | $6M | — |
|
MDT|MEDTRONIC PLC
|
BUY | +11.29% | 69.0K | $6M | — |
|
JBLU|JETBLUE AIRWAYS CORP
|
SELL | -12.34% | 341.0K | $6M | — |
|
AXTA|AXALTA COATING SYS LTD
|
SELL | -17.28% | 219.8K | $6M | — |
|
PRU|PRUDENTIAL FINL INC
|
SELL | -14.47% | 65.0K | $6M | — |
|
TPR|TAPESTRY INC
|
BUY | +17.39% | 189.0K | $6M | — |
|
GBX|GREENBRIER COS INC
|
BUY | +78.28% | 185.0K | $6M | — |
|
LRCX|LAM RESEARCH CORP
|
SELL | -20.73% | 32.5K | $6M | -4.7% |
|
WTW|WILLIS TOWERS WATSON PUB LTD
|
SELL | -11.26% | 33.0K | $6M | — |
|
GM|GENERAL MTRS CO
|
SELL | -7.14% | 156.0K | $6M | — |
|
BWA|BORGWARNER INC
|
SELL | -11.51% | 147.0K | $6M | — |
|
SKAA|SKECHERS U S A INC
|
SELL | -53.14% | 117.5K | $4M | — |
|
SEE|SEALED AIR CORP NEW
|
SELL | -46.50% | 85.6K | $4M | +1.5% |
|
ZBRA|ZEBRA TECHNOLOGIES CORP
|
SELL | -38.14% | 21.0K | $4M | — |
|
LOW|LOWES COS INC
|
SELL | -11.76% | 45.0K | $5M | — |
|
PH|PARKER HANNIFIN CORP
|
SELL | -17.93% | 27.0K | $5M | -6.3% |
|
DELPHI TECHNOLOGIES PLC
|
SELL | EXIT | — | — | — |
|
V|VISA INC
|
SELL | -11.43% | 31.0K | $5M | — |
|
CMI|CUMMINS INC
|
BUY | +22.00% | 30.5K | $5M | — |
|
BK|BANK NEW YORK MELLON CORP
|
SELL | -16.67% | 85.0K | $4M | — |
|
MSFT|MICROSOFT CORP
|
SELL | -17.39% | 38.0K | $4M | — |
|
AON|AON PLC
|
SELL | -3.57% | 27.0K | $5M | — |
|
GLW|CORNING INC
|
SELL | -9.87% | 137.0K | $5M | — |
|
TRV|TRAVELERS COMPANIES INC
|
SELL | -5.71% | 33.0K | $5M | — |
|
SNA|SNAP ON INC
|
SELL | -12.58% | 27.1K | $4M | — |
|
APTV|APTIV PLC
|
SELL | -18.12% | 56.5K | $4M | — |
|
SBUX|STARBUCKS CORP
|
SELL | -28.99% | 49.0K | $4M | +32.9% |
|
CBRL|CRACKER BARREL OLD CTRY STOR
|
BUY | +64.77% | 26.9K | $4M | — |
|
AGCO|AGCO CORP
|
SELL | -27.80% | 54.4K | $4M | — |
|
SJM|SMUCKER J M CO
|
SELL | -50.00% | 22.0K | $3M | — |
|
AXP|AMERICAN EXPRESS CO
|
SELL | -5.41% | 35.0K | $4M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
BUY | +31.58% | 15.0K | $4M | — |
|
BEN|FRANKLIN RES INC
|
SELL | -23.47% | 92.0K | $3M | — |
|
BBTUSD|BB&T CORP
|
BUY | +13.64% | 75.0K | $3M | — |
|
DHR|DANAHER CORP DEL
|
SELL | -3.70% | 26.0K | $3M | — |
|
BAX|BAXTER INTL INC
|
SELL | -8.70% | 42.0K | $3M | — |
|
PBH|PRESTIGE BRANDS HLDGS INC
|
BUY | +15.54% | 113.0K | $3M | — |
|
CASY|CASEYS GEN STORES INC
|
SELL | -32.70% | 17.7K | $2M | +16.7% |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
SELL | -4.00% | 12.0K | $3M | — |
|
DLTR|DOLLAR TREE INC
|
BUY | NEW | 31.0K | $3M | — |
|
HOLX|HOLOGIC INC
|
SELL | -10.29% | 61.0K | $3M | — |
|
CENT|CENTRAL GARDEN & PET CO
|
BUY | +27.10% | 106.0K | $2M | — |
|
SPARUSD|SPARTAN MTRS INC
|
SELL | -9.99% | 285.6K | $3M | — |
|
DIN|DINEEQUITY INC
|
BUY | +10.64% | 26.0K | $2M | — |
|
JHG|JANUS HENDERSON GROUP PLC
|
SELL | -7.22% | 90.0K | $2M | — |
|
BLBD|BLUE BIRD CORP
|
BUY | +63.34% | 127.0K | $2M | — |
|
HAIN|HAIN CELESTIAL GROUP INC
|
SELL | -16.06% | 92.0K | $2M | -42.3% |
|
WNC|WABASH NATL CORP
|
BUY | +2.28% | 157.0K | $2M | — |
|
LCUT|LIFETIME BRANDS INC
|
SELL | -5.44% | 193.0K | $2M | — |
|
DNKN|DUNKIN BRANDS GROUP INC
|
SELL | -20.13% | 25.4K | $2M | — |
|
MLR|MILLER INDS INC TENN
|
SELL | -35.44% | 43.0K | $1M | — |
|
PKOH|PARK OHIO HLDGS CORP
|
SELL | -4.79% | 47.7K | $2M | — |
|
BIGGQ|BIG LOTS INC
|
SELL | -20.00% | 40.0K | $2M | -25.7% |
|
HOMB|HOME BANCSHARES INC
|
SELL | -2.63% | 85.0K | $1M | -16.9% |
|
DENN|DENNYS CORP
|
SELL | -20.92% | 72.0K | $1M | +17.4% |
|
SAVEEUR|SPIRIT AIRLS INC
|
SELL | -7.25% | 21.1K | $1M | — |
|
FSS|FEDERAL SIGNAL CORP
|
SELL | -8.16% | 45.0K | $1M | — |
| 2018-Q4 | |||||
|
DISCKUSD|DISCOVERY COMMUNICATIONS NEW
|
BUY | +10.97% | 532.7K | $12M | — |
|
ZBH|ZIMMER HLDGS INC
|
BUY | +0.33% | 106.8K | $11M | — |
|
WCC|WESCO INTL INC
|
BUY | +10.13% | 249.3K | $12M | — |
|
LMEUR|LEGG MASON INC
|
BUY | +1.34% | 422.6K | $11M | — |
|
OIEUR|OWENS ILL INC
|
SELL | -35.25% | 424.5K | $7M | — |
|
NWL|NEWELL RUBBERMAID INC
|
SELL | -21.96% | 469.0K | $9M | — |
|
CNDT|CONDUENT INC
|
SELL | EXIT | — | — | — |
|
KEYS|KEYSIGHT TECHNOLOGIES INC
|
BUY | +22.29% | 192.0K | $12M | — |
|
AAPL|APPLE INC
|
BUY | +28.27% | 66.7K | $11M | — |
|
GOOG|ALPHABET INC
|
BUY | +21.83% | 10.0K | $10M | — |
|
GT|GOODYEAR TIRE & RUBR CO
|
BUY | +1.95% | 450.3K | $9M | — |
|
WBA|WALGREENS BOOTS ALLIANCE INC
|
SELL | -33.19% | 94.0K | $6M | — |
|
CFG|CITIZENS FINL GROUP INC
|
BUY | +26.05% | 332.0K | $10M | — |
|
CVS|CVS CAREMARK CORPORATION
|
SELL | -0.78% | 127.0K | $8M | — |
|
DAL|DELTA AIR LINES INC DEL
|
SELL | -15.03% | 147.0K | $7M | — |
|
IVZ|INVESCO LTD
|
BUY | +8.80% | 470.0K | $8M | — |
|
VIAB|VIACOM INC NEW
|
SELL | -7.37% | 264.0K | $7M | — |
|
INTC|INTEL CORP
|
BUY | +1.49% | 205.0K | $10M | — |
|
KLIC|KULICKE & SOFFA INDS INC
|
BUY | +6.81% | 430.0K | $9M | — |
|
ORCL|ORACLE CORP
|
SELL | -11.50% | 162.0K | $7M | — |
|
WRKUSD|WESTROCK CO
|
BUY | +45.36% | 248.3K | $9M | — |
|
ZBRA|ZEBRA TECHNOLOGIES CORP
|
SELL | -35.46% | 34.0K | $5M | — |
|
WDC|WESTERN DIGITAL CORP
|
BUY | +15.69% | 177.0K | $7M | — |
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
BUY | +24.36% | 195.8K | $9M | — |
|
SKAA|SKECHERS U S A INC
|
SELL | -20.00% | 250.8K | $6M | — |
|
OMC|OMNICOM GROUP INC
|
SELL | -10.47% | 114.6K | $8M | — |
|
GDI1EUR|GARDNER DENVER HLDGS INC
|
BUY | +25.55% | 382.0K | $8M | — |
|
WTW|WILLIS TOWERS WATSON PUB LTD
|
SELL | -39.04% | 37.2K | $6M | — |
|
EBA|EBAY INC
|
BUY | +5.96% | 270.2K | $8M | — |
|
VISN|COMMSCOPE HLDG CO INC
|
SELL | EXIT | — | — | -44.7% |
|
PB|PROSPERITY BANCSHARES INC
|
BUY | +0.25% | 119.2K | $7M | — |
|
IBM|INTERNATIONAL BUSINESS MACHS
|
BUY | +13.89% | 61.5K | $7M | — |
|
CMCSA|COMCAST CORP NEW
|
SELL | -23.01% | 174.0K | $6M | — |
|
FDX|FEDEX CORP
|
BUY | +65.52% | 48.0K | $8M | — |
|
AON|AON PLC
|
SELL | -42.51% | 28.0K | $4M | — |
|
PRU|PRUDENTIAL FINL INC
|
BUY | +4.11% | 76.0K | $6M | — |
|
EMN|EASTMAN CHEM CO
|
BUY | +42.25% | 101.0K | $7M | — |
|
WFC|WELLS FARGO CO NEW
|
BUY | +3.55% | 142.9K | $7M | — |
|
BDX|BECTON DICKINSON & CO
|
BUY | +12.22% | 30.3K | $7M | — |
|
UTXZ|UNITED TECHNOLOGIES CORP
|
BUY | +4.00% | 52.0K | $6M | — |
|
MDT|MEDTRONIC PLC
|
SELL | -12.58% | 62.0K | $6M | — |
|
MA|MASTERCARD INC
|
BUY | +130.63% | 36.9K | $7M | — |
|
DD|DOWDUPONT INC
|
BUY | +10.28% | 118.0K | $6M | — |
|
TXN|TEXAS INSTRS INC
|
BUY | +9.38% | 70.0K | $7M | — |
|
GM|GENERAL MTRS CO
|
SELL | -16.83% | 168.0K | $6M | — |
|
PH|PARKER HANNIFIN CORP
|
SELL | -10.78% | 32.9K | $5M | -7.8% |
|
SAVEEUR|SPIRIT AIRLS INC
|
SELL | -84.15% | 22.8K | $1M | — |
|
COTY|COTY INC
|
SELL | EXIT | — | — | — |
|
DELPHI TECHNOLOGIES PLC
|
BUY | +62.27% | 341.5K | $5M | — |
|
BWA|BORGWARNER INC
|
BUY | +7.87% | 166.1K | $6M | — |
|
AXTA|AXALTA COATING SYS LTD
|
BUY | +19.26% | 265.7K | $6M | — |
|
BK|BANK NEW YORK MELLON CORP
|
SELL | -18.40% | 102.0K | $5M | — |
|
MHK|MOHAWK INDS INC
|
BUY | +51.43% | 53.0K | $6M | — |
|
GS|GOLDMAN SACHS GROUP INC
|
BUY | +102.78% | 36.5K | $6M | — |
|
PKG|PACKAGING CORP AMER
|
BUY | +121.35% | 73.0K | $6M | — |
|
LRCX|LAM RESEARCH CORP
|
BUY | +4.06% | 41.0K | $6M | — |
|
TRV|TRAVELERS COMPANIES INC
|
SELL | -21.35% | 35.0K | $4M | — |
|
DUT|MOODYS CORP
|
BUY | +115.79% | 41.0K | $6M | — |
|
SEE|SEALED AIR CORP NEW
|
BUY | +23.08% | 160.0K | $6M | — |
|
GBX|GREENBRIER COS INC
|
BUY | +13.35% | 103.8K | $4M | — |
|
TPR|TAPESTRY INC
|
BUY | +103.80% | 161.0K | $5M | — |
|
DHR|DANAHER CORP DEL
|
SELL | -46.00% | 27.0K | $3M | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
SELL | -43.18% | 12.5K | $3M | — |
|
SNA|SNAP ON INC
|
BUY | +10.71% | 31.0K | $5M | — |
|
FITBI|FIFTH THIRD BANCORP
|
BUY | +10.33% | 203.0K | $5M | — |
|
CASY|CASEYS GEN STORES INC
|
SELL | -33.89% | 26.3K | $3M | +12.7% |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -40.00% | 11.4K | $3M | — |
|
HOLX|HOLOGIC INC
|
SELL | -44.22% | 68.0K | $3M | — |
|
UHS|UNIVERSAL HLTH SVCS INC
|
SELL | -33.59% | 25.9K | $3M | — |
|
APTV|APTIV PLC
|
BUY | +16.43% | 69.0K | $4M | — |
|
CAT|CATERPILLAR INC DEL
|
BUY | +35.71% | 38.0K | $5M | — |
|
AXP|AMERICAN EXPRESS CO
|
SELL | -13.95% | 37.0K | $4M | — |
|
BEN|FRANKLIN RES INC
|
SELL | -19.97% | 120.2K | $4M | — |
|
SBUX|STARBUCKS CORP
|
SELL | -11.54% | 69.0K | $4M | +21.9% |
|
PBH|PRESTIGE BRANDS HLDGS INC
|
SELL | -12.13% | 97.8K | $3M | — |
|
EFX|EQUIFAX INC
|
BUY | NEW | 43.0K | $4M | — |
|
CHV|CHEVRON CORP NEW
|
BUY | +32.08% | 35.0K | $4M | — |
|
XOM|EXXON MOBIL CORP
|
BUY | +24.42% | 53.5K | $4M | — |
|
HSIC|SCHEIN HENRY INC
|
SELL | EXIT | — | — | — |
|
PG|PROCTOR & GAMBLE CO
|
SELL | EXIT | — | — | — |
|
CMI|CUMMINS INC
|
BUY | +92.31% | 25.0K | $3M | — |
|
CBRL|CRACKER BARREL OLD CTRY STOR
|
SELL | -26.35% | 16.3K | $3M | +10.2% |
|
BBTUSD|BB&T CORP
|
BUY | +3.13% | 66.0K | $3M | — |
|
SPARUSD|SPARTAN MTRS INC
|
BUY | +51.53% | 317.3K | $2M | — |
|
DNKN|DUNKIN BRANDS GROUP INC
|
SELL | -19.08% | 31.8K | $2M | — |
|
KMB|KIMBERLY CLARK CORP
|
SELL | EXIT | — | — | — |
|
CENT|CENTRAL GARDEN & PET CO
|
BUY | +41.36% | 83.4K | $3M | — |
|
WNC|WABASH NATL CORP
|
BUY | +17.18% | 153.5K | $2M | — |
|
DIN|DINEEQUITY INC
|
SELL | -19.24% | 23.5K | $2M | — |
|
LCUT|LIFETIME BRANDS INC
|
SELL | -5.07% | 204.1K | $2M | — |
|
HAIN|HAIN CELESTIAL GROUP INC
|
BUY | +29.55% | 109.6K | $2M | — |
|
JHG|JANUS HENDERSON GROUP PLC
|
BUY | +18.15% | 97.0K | $2M | — |
|
HRL|HORMEL FOODS CORP
|
SELL | EXIT | — | — | — |
|
SPGI|S&P GLOBAL INC
|
BUY | NEW | 11.5K | $2M | — |
|
PKOH|PARK OHIO HLDGS CORP
|
BUY | +4.38% | 50.1K | $2M | — |
|
MLR|MILLER INDS INC TENN
|
BUY | +11.96% | 66.6K | $2M | — |
|
BIGGQ|BIG LOTS INC
|
BUY | +22.55% | 50.0K | $1M | — |
|
DENN|DENNYS CORP
|
SELL | -12.37% | 91.0K | $1M | +7.8% |
|
BLBD|BLUE BIRD CORP
|
BUY | +24.98% | 77.8K | $1M | — |
|
HOMB|HOME BANCSHARES INC
|
BUY | +27.45% | 87.3K | $1M | — |
|
FSS|FEDERAL SIGNAL CORP
|
SELL | -7.55% | 49.0K | $975000 | — |
|
HELE|HELEN OF TROY CORP LTD
|
SELL | EXIT | — | — | — |
|
FLEX|FLEX LTD
|
SELL | EXIT | — | — | -39.2% |
|
BABYEUR|NATUS MEDICAL INC DEL
|
SELL | EXIT | — | — | — |
| 2018-Q3 | |||||
|
AAPL|APPLE INC
|
SELL | -48.51% | 52.0K | $12M | — |
|
DISCKUSD|DISCOVERY COMMUNICATIONS NEW
|
SELL | -28.56% | 480.0K | $14M | — |
|
ZBH|ZIMMER HLDGS INC
|
SELL | -24.68% | 106.5K | $14M | — |
|
WCC|WESCO INTL INC
|
SELL | -2.16% | 226.4K | $14M | — |
|
LMEUR|LEGG MASON INC
|
BUY | +12.51% | 417.0K | $13M | — |
|
CNDT|CONDUENT INC
|
SELL | -20.51% | 539.7K | $12M | — |
|
OIEUR|OWENS ILL INC
|
SELL | -5.18% | 655.6K | $12M | — |
|
SRCLEUR|STERICYCLE INC
|
SELL | EXIT | — | — | — |
|
NWL|NEWELL RUBBERMAID INC
|
BUY | +30.94% | 601.0K | $12M | — |
|
ZBRA|ZEBRA TECHNOLOGIES CORP
|
SELL | -34.58% | 52.6K | $9M | — |
|
SAVEEUR|SPIRIT AIRLS INC
|
SELL | -53.46% | 143.6K | $7M | — |
|
ORCL|ORACLE CORP
|
SELL | -26.21% | 183.0K | $9M | — |
|
KLIC|KULICKE & SOFFA INDS INC
|
SELL | -12.02% | 402.6K | $10M | — |
|
VIAB|VIACOM INC NEW
|
SELL | -20.83% | 285.0K | $10M | — |
|
PRKS|SEAWORLD ENTMT INC
|
SELL | -61.24% | 192.8K | $6M | — |
|
WBA|WALGREENS BOOTS ALLIANCE INC
|
SELL | -21.83% | 140.7K | $10M | — |
|
CVS|CVS CAREMARK CORPORATION
|
SELL | -21.95% | 128.0K | $10M | — |
|
IVZ|INVESCO LTD
|
BUY | +8.82% | 432.0K | $10M | — |
|
KEYS|KEYSIGHT TECHNOLOGIES INC
|
SELL | -5.42% | 157.0K | $10M | — |
|
GT|GOODYEAR TIRE & RUBR CO
|
BUY | +13.43% | 441.7K | $10M | — |
|
GOOG|ALPHABET INC
|
SELL | -10.87% | 8.2K | $10M | — |
|
CFG|CITIZENS FINL GROUP INC
|
BUY | +2.49% | 263.4K | $10M | — |
|
DAL|DELTA AIR LINES INC DEL
|
SELL | -2.81% | 173.0K | $10M | — |
|
INTC|INTEL CORP
|
BUY | +14.25% | 202.0K | $10M | — |
|
WRKUSD|WESTROCK CO
|
BUY | +14.26% | 170.8K | $9M | — |
|
SKAA|SKECHERS U S A INC
|
BUY | +3.94% | 313.6K | $9M | — |
|
CMCSA|COMCAST CORP NEW
|
SELL | -17.52% | 226.0K | $8M | — |
|
WDC|WESTERN DIGITAL CORP
|
BUY | +42.99% | 153.0K | $9M | — |
|
BDX|BECTON DICKINSON & CO
|
SELL | -27.03% | 27.0K | $7M | — |
|
OMC|OMNICOM GROUP INC
|
BUY | +17.43% | 128.0K | $9M | — |
|
WTW|WILLIS TOWERS WATSON PUB LTD
|
BUY | +7.02% | 61.0K | $9M | — |
|
GDI1EUR|GARDNER DENVER HLDGS INC
|
BUY | +60.81% | 304.2K | $9M | — |
|
PB|PROSPERITY BANCSHARES INC
|
SELL | -4.80% | 119.0K | $8M | — |
|
RRX|REGAL-BELOIT CORP
|
SELL | -9.34% | 93.7K | $8M | — |
|
EBA|EBAY INC
|
BUY | +13.33% | 255.0K | $8M | — |
|
AON|AON PLC
|
SELL | -20.16% | 48.7K | $7M | — |
|
GBX|GREENBRIER COS INC
|
SELL | -42.02% | 91.5K | $6M | — |
|
GNRC|GENERAC HLDGS INC
|
BUY | +3.70% | 140.0K | $8M | — |
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
BUY | +5.27% | 157.4K | $8M | — |
|
JBLU|JETBLUE AIRWAYS CORP
|
BUY | +19.36% | 389.0K | $8M | — |
|
MDT|MEDTRONIC PLC
|
SELL | -17.53% | 70.9K | $7M | — |
|
AXTA|AXALTA COATING SYS LTD
|
SELL | -3.76% | 222.8K | $6M | — |
|
UTXZ|UNITED TECHNOLOGIES CORP
|
SELL | -6.54% | 50.0K | $7M | — |
|
DD|DOWDUPONT INC
|
BUY | +32.10% | 107.0K | $7M | — |
|
TXN|TEXAS INSTRS INC
|
BUY | +10.34% | 64.0K | $7M | — |
|
PH|PARKER HANNIFIN CORP
|
SELL | -16.19% | 36.9K | $7M | -3.7% |
|
GM|GENERAL MTRS CO
|
BUY | +24.69% | 202.0K | $7M | — |
|
COTY|COTY INC
|
BUY | +9.54% | 528.0K | $7M | — |
|
EMN|EASTMAN CHEM CO
|
BUY | +7.58% | 71.0K | $7M | — |
|
DELPHI TECHNOLOGIES PLC
|
BUY | +184.39% | 210.4K | $7M | — |
|
SNA|SNAP ON INC
|
SELL | -31.71% | 28.0K | $5M | — |
|
BWA|BORGWARNER INC
|
BUY | +14.07% | 154.0K | $7M | — |
|
MSFT|MICROSOFT CORP
|
SELL | -30.62% | 46.0K | $5M | — |
|
BEN|FRANKLIN RES INC
|
SELL | -26.00% | 150.2K | $5M | — |
|
MHK|MOHAWK INDS INC
|
BUY | NEW | 35.0K | $6M | — |
|
LOW|LOWES COS INC
|
SELL | -20.31% | 51.0K | $6M | — |
|
LRCX|LAM RESEARCH CORP
|
BUY | +97.00% | 39.4K | $6M | — |
|
KMB|KIMBERLY CLARK CORP
|
SELL | -51.92% | 25.0K | $3M | — |
|
CASY|CASEYS GEN STORES INC
|
SELL | -23.17% | 39.8K | $5M | +0.4% |
|
DHR|DANAHER CORP DEL
|
SELL | -1.96% | 50.0K | $5M | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
SELL | -4.35% | 22.0K | $5M | — |
|
GLW|CORNING INC
|
SELL | -17.84% | 152.0K | $5M | — |
|
AXP|AMERICAN EXPRESS CO
|
SELL | -20.37% | 43.0K | $5M | — |
|
V|VISA INC
|
SELL | -7.89% | 35.0K | $5M | — |
|
SEE|SEALED AIR CORP NEW
|
BUY | +54.76% | 130.0K | $5M | — |
|
SJM|SMUCKER J M CO
|
SELL | -8.33% | 44.0K | $5M | — |
|
PBH|PRESTIGE BRANDS HLDGS INC
|
SELL | -17.13% | 111.3K | $4M | — |
|
FITBI|FIFTH THIRD BANCORP
|
BUY | +8.88% | 184.0K | $5M | — |
|
HOLX|HOLOGIC INC
|
SELL | -4.77% | 121.9K | $5M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -5.00% | 19.0K | $5M | — |
|
UHS|UNIVERSAL HLTH SVCS INC
|
SELL | -11.96% | 39.0K | $5M | — |
|
APTV|APTIV PLC
|
BUY | +71.78% | 59.3K | $5M | — |
|
DNKN|DUNKIN BRANDS GROUP INC
|
SELL | -44.76% | 39.3K | $3M | — |
|
AGCO|AGCO CORP
|
BUY | +1.36% | 75.3K | $5M | — |
|
SBUX|STARBUCKS CORP
|
BUY | NEW | 78.0K | $4M | — |
|
MCD|MCDONALDS CORP
|
BUY | NEW | 26.0K | $4M | — |
|
CAT|CATERPILLAR INC DEL
|
BUY | +12.00% | 28.0K | $4M | — |
|
GS|GOLDMAN SACHS GROUP INC
|
BUY | +5.88% | 18.0K | $4M | — |
|
PKG|PACKAGING CORP AMER
|
BUY | NEW | 33.0K | $4M | — |
|
MA|MASTERCARD INC
|
SELL | -11.11% | 16.0K | $4M | — |
|
PG|PROCTOR & GAMBLE CO
|
SELL | -8.89% | 41.0K | $3M | — |
|
HRL|HORMEL FOODS CORP
|
SELL | -45.74% | 51.0K | $2M | — |
|
HSIC|SCHEIN HENRY INC
|
SELL | -11.30% | 40.8K | $3M | — |
|
CBRL|CRACKER BARREL OLD CTRY STOR
|
BUY | NEW | 22.2K | $3M | — |
|
DUT|MOODYS CORP
|
BUY | +26.67% | 19.0K | $3M | — |
|
SPARUSD|SPARTAN MTRS INC
|
BUY | +13.80% | 209.4K | $3M | — |
|
DIN|DINEEQUITY INC
|
SELL | -22.99% | 29.1K | $2M | — |
|
HELE|HELEN OF TROY CORP LTD
|
SELL | -67.11% | 8.9K | $1M | — |
|
HAIN|HAIN CELESTIAL GROUP INC
|
SELL | -5.58% | 84.6K | $2M | -15.9% |
|
LCUT|LIFETIME BRANDS INC
|
BUY | +5.29% | 215.0K | $2M | — |
|
JHG|JANUS HENDERSON GROUP PLC
|
BUY | +1.11% | 82.1K | $2M | — |
|
WNC|WABASH NATL CORP
|
BUY | +6.63% | 131.0K | $2M | — |
|
CENT|CENTRAL GARDEN & PET CO
|
BUY | +3.69% | 59.0K | $2M | — |
|
CMI|CUMMINS INC
|
BUY | NEW | 13.0K | $2M | — |
|
PKOH|PARK OHIO HLDGS CORP
|
BUY | +20.00% | 48.0K | $2M | — |
|
MLR|MILLER INDS INC TENN
|
SELL | -15.54% | 59.5K | $2M | — |
|
BIGGQ|BIG LOTS INC
|
BUY | NEW | 40.8K | $2M | — |
|
ISRG|INTUITIVE SURGICAL INC
|
SELL | EXIT | — | — | — |
|
BLBD|BLUE BIRD CORP
|
SELL | -11.65% | 62.2K | $2M | — |
|
DENN|DENNYS CORP
|
BUY | +7.56% | 103.9K | $2M | — |
|
FSS|FEDERAL SIGNAL CORP
|
SELL | -19.08% | 53.0K | $1M | — |
|
HOMB|HOME BANCSHARES INC
|
BUY | +8.39% | 68.5K | $2M | — |
|
BABYEUR|NATUS MEDICAL INC DEL
|
SELL | -30.96% | 24.8K | $882000 | — |
|
PEP|PEPSICO INC
|
SELL | EXIT | — | — | — |
|
FLEX|FLEX LTD
|
BUY | NEW | 70.0K | $918000 | — |
| 2018-Q2 | |||||
|
AAPL|APPLE INC
|
SELL | -10.62% | 101.0K | $19M | — |
|
GOOG|ALPHABET INC
|
SELL | -49.45% | 9.2K | $10M | — |
|
DISCKUSD|DISCOVERY COMMUNICATIONS NEW
|
BUY | +6.25% | 671.9K | $17M | — |
|
INTC|INTEL CORP
|
SELL | -45.92% | 176.8K | $9M | — |
|
ZBH|ZIMMER HLDGS INC
|
BUY | +2.80% | 141.4K | $16M | — |
|
ZBRA|ZEBRA TECHNOLOGIES CORP
|
SELL | -24.86% | 80.4K | $12M | — |
|
LMEUR|LEGG MASON INC
|
BUY | +6.23% | 370.6K | $13M | — |
|
CNDT|CONDUENT INC
|
SELL | -6.97% | 678.9K | $12M | — |
|
MSFT|MICROSOFT CORP
|
SELL | -55.20% | 66.3K | $7M | — |
|
WCC|WESCO INTL INC
|
BUY | +9.03% | 231.4K | $13M | — |
|
KEYS|KEYSIGHT TECHNOLOGIES INC
|
SELL | -31.40% | 166.0K | $10M | — |
|
PRKS|SEAWORLD ENTMT INC
|
SELL | -37.90% | 497.6K | $11M | — |
|
NWL|NEWELL RUBBERMAID INC
|
BUY | +10.87% | 459.0K | $12M | — |
|
OIEUR|OWENS ILL INC
|
BUY | +31.95% | 691.4K | $12M | — |
|
CVS|CVS CAREMARK CORPORATION
|
SELL | -11.35% | 164.0K | $11M | — |
|
SAVEEUR|SPIRIT AIRLS INC
|
BUY | +3.35% | 308.5K | $11M | — |
|
CSCO|CISCO SYS INC
|
SELL | -10.94% | 228.0K | $10M | — |
|
ORCL|ORACLE CORP
|
BUY | +4.20% | 248.0K | $11M | — |
|
KLIC|KULICKE & SOFFA INDS INC
|
BUY | +15.78% | 457.6K | $11M | — |
|
VIAB|VIACOM INC NEW
|
BUY | +11.80% | 360.0K | $11M | — |
|
WBA|WALGREENS BOOTS ALLIANCE INC
|
BUY | +12.99% | 180.0K | $11M | — |
|
IVZ|INVESCO LTD
|
BUY | +21.78% | 397.0K | $11M | — |
|
RRX|REGAL-BELOIT CORP
|
SELL | -27.00% | 103.3K | $8M | — |
|
CFG|CITIZENS FINL GROUP INC
|
BUY | +29.41% | 257.0K | $10M | — |
|
DAL|DELTA AIR LINES INC DEL
|
BUY | +2.89% | 178.0K | $9M | — |
|
MDT|MEDTRONIC PLC
|
SELL | -25.86% | 86.0K | $7M | — |
|
PB|PROSPERITY BANCSHARES INC
|
SELL | -1.92% | 125.0K | $9M | — |
|
GBX|GREENBRIER COS INC
|
SELL | -13.42% | 157.9K | $8M | — |
|
GT|GOODYEAR TIRE & RUBR CO
|
BUY | +19.65% | 389.4K | $9M | — |
|
SKAA|SKECHERS U S A INC
|
BUY | +94.24% | 301.6K | $9M | — |
|
IBM|INTERNATIONAL BUSINESS MACHS
|
SELL | -8.47% | 54.0K | $8M | — |
|
WRKUSD|WESTROCK CO
|
BUY | +6.49% | 149.5K | $9M | — |
|
CMCSA|COMCAST CORP NEW
|
BUY | +4.18% | 274.0K | $9M | — |
|
BDX|BECTON DICKINSON & CO
|
BUY | +12.12% | 37.0K | $9M | — |
|
DIS|DISNEY WALT CO
|
BUY | NEW | 84.5K | $9M | — |
|
WTW|WILLIS TOWERS WATSON PUB LTD
|
BUY | +14.00% | 57.0K | $9M | — |
|
AON|AON PLC
|
BUY | +1.67% | 61.0K | $8M | — |
|
OMC|OMNICOM GROUP INC
|
BUY | +10.10% | 109.0K | $8M | — |
|
WDC|WESTERN DIGITAL CORP
|
BUY | +24.42% | 107.0K | $8M | — |
|
EBA|EBAY INC
|
BUY | +13.07% | 225.0K | $8M | — |
|
VISN|COMMSCOPE HLDG CO INC
|
BUY | +97.28% | 268.3K | $8M | — |
|
FOXA|TWENTY FIRST CENTY FOX INC
|
SELL | EXIT | — | — | — |
|
WFC|WELLS FARGO CO NEW
|
BUY | +2.22% | 138.0K | $8M | — |
|
PDCOEUR|PATTERSON COMPANIES INC
|
SELL | EXIT | — | — | — |
|
SNA|SNAP ON INC
|
SELL | -18.00% | 41.0K | $7M | — |
|
TXN|TEXAS INSTRS INC
|
SELL | -18.31% | 58.0K | $6M | — |
|
LOW|LOWES COS INC
|
SELL | -22.89% | 64.0K | $6M | — |
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
BUY | +10.93% | 149.6K | $7M | — |
|
GM|GENERAL MTRS CO
|
SELL | -16.92% | 162.0K | $6M | — |
|
EMN|EASTMAN CHEM CO
|
SELL | -1.49% | 66.0K | $7M | — |
|
GNRC|GENERAC HLDGS INC
|
BUY | NEW | 135.0K | $7M | — |
|
PRU|PRUDENTIAL FINL INC
|
BUY | +8.96% | 73.0K | $7M | — |
|
BEN|FRANKLIN RES INC
|
BUY | +1.50% | 203.0K | $7M | — |
|
PH|PARKER HANNIFIN CORP
|
BUY | +109.52% | 44.0K | $7M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -37.34% | 20.0K | $5M | — |
|
COTY|COTY INC
|
BUY | +93.57% | 482.0K | $7M | — |
|
USB|US BANCORP DEL
|
BUY | +25.70% | 135.0K | $7M | — |
|
V|VISA INC
|
SELL | -32.14% | 38.0K | $5M | — |
|
HOLX|HOLOGIC INC
|
SELL | -23.67% | 128.0K | $5M | — |
|
BWA|BORGWARNER INC
|
BUY | +33.66% | 135.0K | $6M | — |
|
DNKN|DUNKIN BRANDS GROUP INC
|
SELL | -26.66% | 71.2K | $5M | — |
|
JHG|JANUS HENDERSON GROUP PLC
|
SELL | -53.60% | 81.2K | $2M | — |
|
HRL|HORMEL FOODS CORP
|
SELL | -43.71% | 94.0K | $3M | — |
|
ETN|EATON CORP PLC
|
BUY | +8.57% | 76.0K | $6M | — |
|
HSIC|SCHEIN HENRY INC
|
SELL | -44.68% | 46.0K | $3M | — |
|
GDI1EUR|GARDNER DENVER HLDGS INC
|
BUY | +67.43% | 189.2K | $6M | — |
|
AXP|AMERICAN EXPRESS CO
|
SELL | -8.47% | 54.0K | $5M | — |
|
KMB|KIMBERLY CLARK CORP
|
BUY | +18.05% | 52.0K | $5M | — |
|
FITBI|FIFTH THIRD BANCORP
|
SELL | -1.74% | 169.0K | $5M | — |
|
TRV|TRAVELERS COMPANIES INC
|
BUY | +18.67% | 44.5K | $5M | — |
|
CASY|CASEYS GEN STORES INC
|
BUY | +9.75% | 51.8K | $5M | — |
|
PBH|PRESTIGE BRANDS HLDGS INC
|
SELL | -15.93% | 134.3K | $5M | — |
|
DHR|DANAHER CORP DEL
|
SELL | -7.27% | 51.0K | $5M | — |
|
UHS|UNIVERSAL HLTH SVCS INC
|
SELL | -0.67% | 44.3K | $5M | — |
|
SJM|SMUCKER J M CO
|
BUY | +14.29% | 48.0K | $5M | — |
|
GLW|CORNING INC
|
BUY | +1.65% | 185.0K | $5M | — |
|
APTV|APTIV PLC
|
SELL | -36.11% | 34.5K | $3M | — |
|
TPR|TAPESTRY INC
|
SELL | -4.82% | 79.0K | $4M | — |
|
PG|PROCTOR & GAMBLE CO
|
SELL | -18.18% | 45.0K | $4M | — |
|
DIN|DINEEQUITY INC
|
SELL | -41.46% | 37.8K | $3M | — |
|
MA|MASTERCARD INC
|
SELL | -18.18% | 18.0K | $4M | — |
|
GS|GOLDMAN SACHS GROUP INC
|
BUY | NEW | 17.0K | $4M | — |
|
XOM|EXXON MOBIL CORP
|
SELL | -14.00% | 43.0K | $4M | — |
|
NKE|NIKE INC
|
SELL | EXIT | — | — | — |
|
CHV|CHEVRON CORP NEW
|
SELL | -17.19% | 26.5K | $3M | — |
|
BBTUSD|BB&T CORP
|
SELL | -5.88% | 64.0K | $3M | — |
|
BAX|BAXTER INTL INC
|
SELL | -14.81% | 46.0K | $3M | — |
|
LRCX|LAM RESEARCH CORP
|
BUY | NEW | 20.0K | $3M | — |
|
DELPHI TECHNOLOGIES PLC
|
BUY | +2.78% | 74.0K | $3M | — |
|
SPARUSD|SPARTAN MTRS INC
|
SELL | -7.21% | 184.0K | $3M | — |
|
CAT|CATERPILLAR INC DEL
|
BUY | +78.57% | 25.0K | $3M | — |
|
PEP|PEPSICO INC
|
SELL | -69.00% | 9.3K | $1M | — |
|
HELE|HELEN OF TROY CORP LTD
|
SELL | -19.35% | 27.2K | $3M | — |
|
HAIN|HAIN CELESTIAL GROUP INC
|
BUY | +28.74% | 89.6K | $3M | — |
|
CENT|CENTRAL GARDEN & PET CO
|
SELL | -15.45% | 56.9K | $2M | — |
|
LCUT|LIFETIME BRANDS INC
|
BUY | +15.27% | 204.2K | $3M | — |
|
DUT|MOODYS CORP
|
BUY | +50.00% | 15.0K | $3M | — |
|
WNC|WABASH NATL CORP
|
BUY | +18.18% | 122.8K | $2M | — |
|
BABYEUR|NATUS MEDICAL INC DEL
|
SELL | -45.71% | 35.9K | $1M | — |
|
BLBD|BLUE BIRD CORP
|
SELL | -20.09% | 70.4K | $2M | — |
|
FSS|FEDERAL SIGNAL CORP
|
SELL | -26.86% | 65.5K | $2M | — |
|
PKOH|PARK OHIO HLDGS CORP
|
BUY | +9.59% | 40.0K | $1M | — |
|
HOMB|HOME BANCSHARES INC
|
BUY | NEW | 63.2K | $1M | — |
| 2018-Q1 | |||||
|
GOOG|ALPHABET INC
|
SELL | -13.33% | 18.2K | $19M | — |
|
INTC|INTEL CORP
|
SELL | -15.31% | 326.9K | $17M | — |
|
ZBH|ZIMMER HLDGS INC
|
SELL | -3.28% | 137.5K | $15M | — |
|
DISCKUSD|DISCOVERY COMMUNICATIONS NEW
|
SELL | -20.48% | 632.4K | $12M | — |
|
ORCL|ORACLE CORP
|
SELL | -27.22% | 238.0K | $11M | — |
|
SRCLEUR|STERICYCLE INC
|
SELL | -16.87% | 188.5K | $11M | — |
|
LMEUR|LEGG MASON INC
|
SELL | -4.58% | 348.9K | $14M | — |
|
PRKS|SEAWORLD ENTMT INC
|
SELL | -28.46% | 801.2K | $12M | — |
|
ZBRA|ZEBRA TECHNOLOGIES CORP
|
SELL | -17.85% | 107.0K | $15M | — |
|
MSFT|MICROSOFT CORP
|
BUY | +48.00% | 148.0K | $14M | — |
|
KEYS|KEYSIGHT TECHNOLOGIES INC
|
SELL | -20.50% | 242.0K | $13M | — |
|
CFG|CITIZENS FINL GROUP INC
|
SELL | -30.60% | 198.6K | $8M | — |
|
WDC|WESTERN DIGITAL CORP
|
SELL | -42.67% | 86.0K | $8M | — |
|
SAVEEUR|SPIRIT AIRLS INC
|
BUY | +12.47% | 298.5K | $11M | — |
|
PDCOEUR|PATTERSON COMPANIES INC
|
BUY | +1.82% | 333.0K | $7M | — |
|
CVS|CVS CAREMARK CORPORATION
|
BUY | +35.53% | 185.0K | $12M | — |
|
PB|PROSPERITY BANCSHARES INC
|
SELL | -21.91% | 127.4K | $9M | — |
|
OIEUR|OWENS ILL INC
|
BUY | +8.26% | 524.0K | $11M | — |
|
GBX|GREENBRIER COS INC
|
SELL | -14.21% | 182.4K | $9M | — |
|
CSCO|CISCO SYS INC
|
SELL | -8.90% | 256.0K | $11M | — |
|
NWL|NEWELL RUBBERMAID INC
|
BUY | +71.07% | 414.0K | $11M | — |
|
WBA|WALGREENS BOOTS ALLIANCE INC
|
BUY | +10.63% | 159.3K | $10M | — |
|
IVZ|INVESCO LTD
|
BUY | +17.77% | 326.0K | $10M | — |
|
RRX|REGAL-BELOIT CORP
|
BUY | +29.15% | 141.6K | $10M | — |
|
VIAB|VIACOM INC NEW
|
BUY | +11.44% | 322.0K | $10M | — |
|
KLIC|KULICKE & SOFFA INDS INC
|
BUY | +199.05% | 395.2K | $10M | — |
|
DAL|DELTA AIR LINES INC DEL
|
BUY | +11.61% | 173.0K | $9M | — |
|
MDT|MEDTRONIC PLC
|
SELL | -0.85% | 116.0K | $9M | — |
|
SKAA|SKECHERS U S A INC
|
SELL | -35.58% | 155.3K | $6M | — |
|
SNA|SNAP ON INC
|
SELL | -3.85% | 50.0K | $7M | — |
|
IBM|INTERNATIONAL BUSINESS MACHS
|
BUY | +3.51% | 59.0K | $9M | — |
|
WRKUSD|WESTROCK CO
|
SELL | -1.86% | 140.4K | $9M | — |
|
CMCSA|COMCAST CORP NEW
|
BUY | +38.42% | 263.0K | $9M | — |
|
FOXA|TWENTY FIRST CENTY FOX INC
|
SELL | -17.31% | 215.0K | $8M | — |
|
GT|GOODYEAR TIRE & RUBR CO
|
BUY | +37.32% | 325.4K | $9M | — |
|
UHS|UNIVERSAL HLTH SVCS INC
|
SELL | -40.53% | 44.6K | $5M | — |
|
AON|AON PLC
|
BUY | +13.21% | 60.0K | $8M | — |
|
EBA|EBAY INC
|
SELL | -5.24% | 199.0K | $8M | — |
|
UPS|UNITED PARCEL SERVICE INC
|
SELL | -3.03% | 64.0K | $7M | — |
|
V|VISA INC
|
SELL | -16.42% | 56.0K | $7M | — |
|
WTW|WILLIS TOWERS WATSON PUB LTD
|
BUY | +38.89% | 50.0K | $8M | — |
|
AXTA|AXALTA COATING SYS LTD
|
BUY | +0.23% | 231.5K | $7M | — |
|
UTXZ|UNITED TECHNOLOGIES CORP
|
SELL | -8.55% | 53.5K | $7M | — |
|
OMC|OMNICOM GROUP INC
|
SELL | -3.23% | 99.0K | $7M | — |
|
TXN|TEXAS INSTRS INC
|
BUY | +23.48% | 71.0K | $7M | — |
|
LOW|LOWES COS INC
|
BUY | +45.61% | 83.0K | $7M | — |
|
JBLU|JETBLUE AIRWAYS CORP
|
SELL | -0.03% | 325.9K | $7M | — |
|
SJM|SMUCKER J M CO
|
SELL | -27.59% | 42.0K | $5M | — |
|
BDX|BECTON DICKINSON & CO
|
BUY | +22.22% | 33.0K | $7M | — |
|
GM|GENERAL MTRS CO
|
BUY | +45.52% | 195.0K | $7M | — |
|
WFC|WELLS FARGO CO NEW
|
BUY | +117.74% | 135.0K | $7M | — |
|
EMN|EASTMAN CHEM CO
|
BUY | +76.32% | 67.0K | $7M | — |
|
COTY|COTY INC
|
SELL | -29.46% | 249.0K | $5M | — |
|
ST|SENSATA TECHNOLOGIES HLDNG P
|
BUY | NEW | 134.8K | $7M | — |
|
FDX|FEDEX CORP
|
BUY | +7.41% | 29.0K | $7M | — |
|
PRU|PRUDENTIAL FINL INC
|
BUY | +15.52% | 67.0K | $7M | — |
|
BEN|FRANKLIN RES INC
|
BUY | +150.94% | 200.0K | $7M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
BUY | +38.78% | 31.9K | $7M | — |
|
ST|SENSATA TECHNOLOGIES HLDG NV
|
SELL | EXIT | — | — | — |
|
HOLX|HOLOGIC INC
|
BUY | +13.54% | 167.7K | $6M | — |
|
USB|US BANCORP DEL
|
SELL | -5.37% | 107.4K | $5M | — |
|
HSIC|SCHEIN HENRY INC
|
BUY | +22.01% | 83.2K | $6M | — |
|
TRV|TRAVELERS COMPANIES INC
|
SELL | -8.54% | 37.5K | $5M | — |
|
AXP|AMERICAN EXPRESS CO
|
BUY | +22.92% | 59.0K | $6M | — |
|
VISN|COMMSCOPE HLDG CO INC
|
BUY | NEW | 136.0K | $5M | — |
|
PBH|PRESTIGE BRANDS HLDGS INC
|
BUY | +48.12% | 159.8K | $5M | — |
|
DHR|DANAHER CORP DEL
|
BUY | +1.85% | 55.0K | $5M | — |
|
CRL|CHARLES RIV LABS INTL INC
|
SELL | EXIT | — | — | — |
|
BBTUSD|BB&T CORP
|
SELL | -35.24% | 68.0K | $4M | — |
|
CASY|CASEYS GEN STORES INC
|
BUY | NEW | 47.2K | $5M | — |
|
DD|DOWDUPONT INC
|
BUY | +62.00% | 81.0K | $5M | — |
|
GLW|CORNING INC
|
BUY | +64.41% | 182.0K | $5M | — |
|
BWA|BORGWARNER INC
|
BUY | +40.28% | 101.0K | $5M | — |
|
MA|MASTERCARD INC
|
SELL | -33.33% | 22.0K | $4M | — |
|
KMB|KIMBERLY CLARK CORP
|
BUY | +46.83% | 44.0K | $5M | — |
|
AGCO|AGCO CORP
|
BUY | +43.68% | 74.3K | $5M | — |
|
DUT|MOODYS CORP
|
SELL | -68.52% | 10.0K | $2M | — |
|
APTV|APTIV PLC
|
BUY | +9.09% | 54.0K | $5M | — |
|
HOG|HARLEY DAVIDSON INC
|
SELL | EXIT | — | — | — |
|
TPR|TAPESTRY INC
|
SELL | -15.31% | 83.0K | $4M | — |
|
PG|PROCTOR & GAMBLE CO
|
BUY | +48.65% | 55.0K | $4M | — |
|
DIN|DINEEQUITY INC
|
SELL | -24.77% | 64.5K | $4M | — |
|
XOM|EXXON MOBIL CORP
|
BUY | +4.17% | 50.0K | $4M | — |
|
SERVUSD|SERVICEMASTER GLOBAL HLDGS I
|
SELL | EXIT | — | — | — |
|
NKE|NIKE INC
|
SELL | -9.84% | 55.0K | $4M | — |
|
CHV|CHEVRON CORP NEW
|
BUY | +77.78% | 32.0K | $4M | — |
|
SEE|SEALED AIR CORP NEW
|
BUY | NEW | 84.0K | $4M | — |
|
PH|PARKER HANNIFIN CORP
|
BUY | NEW | 21.0K | $4M | — |
|
SPGI|S&P GLOBAL INC
|
SELL | EXIT | — | — | — |
|
CAT|CATERPILLAR INC DEL
|
SELL | -36.36% | 14.0K | $2M | — |
|
GDI1EUR|GARDNER DENVER HLDGS INC
|
BUY | NEW | 113.0K | $3M | — |
|
DELPHI TECHNOLOGIES PLC
|
BUY | +336.39% | 72.0K | $3M | — |
|
SPARUSD|SPARTAN MTRS INC
|
BUY | +10.89% | 198.3K | $3M | — |
|
HELE|HELEN OF TROY CORP LTD
|
BUY | +6.81% | 33.7K | $3M | — |
|
ISRG|INTUITIVE SURGICAL INC
|
SELL | -57.50% | 3.4K | $1M | — |
|
WNC|WABASH NATL CORP
|
SELL | -15.59% | 104.0K | $2M | — |
|
CENT|CENTRAL GARDEN & PET CO
|
BUY | +5.24% | 67.3K | $3M | — |
|
LCUT|LIFETIME BRANDS INC
|
BUY | +17.72% | 177.2K | $2M | — |
|
HAIN|HAIN CELESTIAL GROUP INC
|
BUY | NEW | 69.6K | $2M | — |
|
BABYEUR|NATUS MEDICAL INC DEL
|
BUY | +74.45% | 66.0K | $2M | — |
|
BLBD|BLUE BIRD CORP
|
SELL | -11.81% | 88.1K | $2M | — |
|
FSS|FEDERAL SIGNAL CORP
|
BUY | +4.88% | 89.5K | $2M | — |
|
DENN|DENNYS CORP
|
BUY | NEW | 96.6K | $1M | — |
Closed Positions for Olstein Capital Management
|
Stock
Click to search
|
Held Period | Cost Basis | Sale Proceeds | Realized Gain | Return | CAGR |
|---|---|---|---|---|---|---|
|
DENN|DENNYS CORP
|
2018-Q1 → 2025-Q2 (7.2y) | $19.2M | $8.6M | $-10.6M | -55.3% | -10.6% |
|
JOUT|JOHNSON OUTDOORS INC
|
2021-Q1 → 2025-Q1 (4.0y) | $7.4M | $3.5M | $-3.8M | -51.8% | -16.7% |
|
CARR|CARRIER GLOBAL CORPORATION
|
2020-Q2 → 2024-Q4 (4.5y) | $7.2M | $15.7M | $+8.5M | +118.0% | +19.0% |
|
WGO|WINNEBAGO INDS INC
|
2021-Q2 → 2024-Q4 (3.5y) | $14.0M | $11.6M | $-2.4M | -17.0% | -5.2% |
|
APTV|APTIV PLC
|
2024-Q1 → 2024-Q4 (0.7y) | $8.3M | $6.3M | $-1.9M | -23.5% | -30.2% |
|
WBD|WARNER BROS DISCOVERY INC
|
2022-Q2 → 2024-Q3 (2.2y) | $19.0M | $10.4M | $-8.7M | -45.5% | -23.7% |
|
CBRL|CRACKER BARREL OLD CTRY STOR
|
2018-Q3 → 2024-Q2 (5.7y) | $22.8M | $14.2M | $-8.6M | -37.7% | -7.9% |
|
HRL|HORMEL FOODS CORP
|
2021-Q3 → 2024-Q2 (2.7y) | $5.8M | $5.2M | $-677.9K | -11.6% | -4.4% |
|
MCD|MCDONALDS CORP
|
2018-Q3 → 2024-Q1 (5.5y) | $15.0M | $18.3M | $+3.3M | +22.1% | +3.7% |
|
KTB|KONTOOR BRANDS INC
|
2021-Q2 → 2023-Q4 (2.5y) | $5.2M | $4.5M | $-715.8K | -13.8% | -5.8% |
|
GNRC|GENERAC HLDGS INC
|
2018-Q2 → 2023-Q3 (5.2y) | $58.5M | $45.5M | $-13.0M | -22.2% | -4.7% |
|
SMG|SCOTTS MIRACLE-GRO CO
|
2022-Q2 → 2023-Q1 (0.7y) | $23.5M | $17.8M | $-5.7M | -24.1% | -30.9% |
|
BKNG|BOOKING HLDGS INC
|
2019-Q3 → 2023-Q1 (3.5y) | $10.5M | $11.8M | $+1.3M | +12.3% | +3.4% |
|
KDP|KEURIG DR PEPPER INC
|
2020-Q4 → 2022-Q4 (2.0y) | $3.7M | $4.7M | $+924.6K | +24.8% | +11.7% |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
2020-Q1 → 2022-Q3 (2.5y) | $4.7M | $6.9M | $+2.2M | +46.0% | +16.4% |
|
BIGGQ|BIG LOTS INC
|
2018-Q3 → 2022-Q3 (4.0y) | $6.7M | $4.8M | $-1.8M | -27.4% | -7.7% |
|
DLTR|DOLLAR TREE INC
|
2019-Q1 → 2022-Q2 (3.2y) | $10.4M | $13.8M | $+3.4M | +32.9% | +9.2% |
|
AON|AON PLC
|
2020-Q2 → 2021-Q4 (1.5y) | $1.7M | $2.7M | $+975.6K | +57.4% | +35.5% |
|
KFY|KORN FERRY
|
2020-Q2 → 2021-Q4 (1.5y) | $717.8K | $1.8M | $+1.1M | +156.8% | +87.9% |
|
UFPT|UFP TECHNOLOGIES INC
|
2021-Q1 → 2021-Q4 (0.7y) | $598.5K | $785.4K | $+186.9K | +31.2% | +43.9% |
|
DD|DUPONT DE NEMOURS INC
|
2019-Q2 → 2021-Q1 (1.7y) | $4.0M | $4.3M | $+282.1K | +7.0% | +4.0% |
|
DNOW|NOW INC
|
2019-Q4 → 2021-Q1 (1.2y) | $1.9M | $2.2M | $+268.4K | +13.8% | +11.0% |
|
LEVI|LEVI STRAUSS & CO NEW
|
2020-Q3 → 2021-Q1 (0.5y) | $88.0K | $153.9K | $+65.9K | +74.9% | +207.1% |
|
MIDD|MIDDLEBY CORP
|
2019-Q3 → 2020-Q4 (1.2y) | $10.7M | $11.4M | $+713.0K | +6.7% | +5.3% |
|
LFUS|LITTELFUSE INC
|
2019-Q2 → 2020-Q4 (1.5y) | $4.9M | $5.8M | $+932.2K | +19.0% | +12.3% |
|
IR|INGERSOLL RAND INC
|
2020-Q1 → 2020-Q4 (0.7y) | $4.8M | $5.5M | $+689.6K | +14.3% | +19.5% |
|
HOLX|HOLOGIC INC
|
2020-Q1 → 2020-Q3 (0.5y) | $4.7M | $4.9M | $+208.8K | +4.4% | +9.1% |
|
PH|PARKER HANNIFIN CORP
|
2018-Q1 → 2020-Q1 (2.0y) | $7.9M | $8.3M | $+355.2K | +4.5% | +2.2% |
|
PKG|PACKAGING CORP AMER
|
2018-Q3 → 2020-Q1 (1.5y) | $7.5M | $7.4M | $-17.5K | -0.2% | -0.2% |
|
NCLH|NORWEGIAN CRUISE LINE HLDG L
|
2019-Q2 → 2020-Q1 (0.7y) | $7.3M | $6.9M | $-355.1K | -4.9% | -6.5% |
|
DOW|DOW INC
|
2019-Q2 → 2020-Q1 (0.7y) | $5.7M | $5.2M | $-444.7K | -7.8% | -10.3% |
|
TFC|TRUIST FINL CORP
|
2019-Q4 → 2020-Q1 (0.2y) | $3.4M | $3.4M | $-32.1K | -0.9% | -0.9% |
|
HAIN|HAIN CELESTIAL GROUP INC
|
2018-Q1 → 2020-Q1 (2.0y) | $3.7M | $2.8M | $-910.8K | -24.7% | -13.2% |
|
LRCX|LAM RESEARCH CORP
|
2018-Q2 → 2019-Q4 (1.5y) | $747.0K | $886.8K | $+139.8K | +18.7% | +12.2% |
|
SBUX|STARBUCKS CORP
|
2018-Q3 → 2019-Q3 (1.0y) | $4.1M | $6.0M | $+1.9M | +45.2% | +45.4% |
|
SEE|SEALED AIR CORP NEW
|
2018-Q1 → 2019-Q2 (1.2y) | $6.7M | $6.9M | $+252.6K | +3.8% | +3.0% |
|
CASY|CASEYS GEN STORES INC
|
2018-Q1 → 2019-Q2 (1.2y) | $5.8M | $6.5M | $+719.8K | +12.4% | +9.8% |
|
VISN|COMMSCOPE HLDG CO INC
|
2018-Q1 → 2018-Q4 (0.7y) | $9.2M | $5.1M | $-4.1M | -44.7% | -54.8% |
|
FLEX|FLEX LTD
|
2018-Q3 → 2018-Q4 (0.2y) | $733.2K | $445.5K | $-287.8K | -39.2% | -39.2% |