None this window โ no structural change.
A streak counts consecutive snapshots the fund moved a position the same direction โ accumulating (green) or distributing (red). The clearest read on where conviction is building.
| # | Ticker | Weight | ฮ Wt |
|---|---|---|---|
| 1 | INSW | 0.358% | -0.003% |
| 2 | ANF | 0.349% | -0.002% |
| 3 | MTRN | 0.336% | -0.002% |
| 4 | OII | 0.335% | +0.335% |
| 5 | DK | 0.329% | -0.002% |
| 6 | PARR | 0.326% | -0.002% |
| 7 | LIVN | 0.321% | -0.003% |
| 8 | PAGP | 0.312% | -0.002% |
| 9 | HCC | 0.309% | -0.002% |
| 10 | BFH | 0.305% | -0.002% |
| 11 | PTEN | 0.302% | -0.002% |
| 12 | CAKE | 0.299% | -0.002% |
| 13 | FTDR | 0.290% | -0.002% |
| 14 | HAE | 0.286% | -0.002% |
| 15 | SAIC | 0.285% | -0.002% |
| 16 | CON | 0.283% | -0.002% |
| 17 | TXG | 0.280% | -0.002% |
| 18 | CHEF | 0.280% | -0.002% |
| 19 | CVBF | 0.277% | -0.002% |
| 20 | MUR | 0.275% | -0.002% |