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 | MATX | 1.078% | +0.004% |
| 2 | SM | 0.912% | +0.001% |
| 3 | LNTH | 0.898% | +0.001% |
| 4 | GATX | 0.849% | +0.004% |
| 5 | ANF | 0.843% | +0.002% |
| 6 | VSAT | 0.791% | +0.001% |
| 7 | LEA | 0.725% | +0.003% |
| 8 | M | 0.699% | +0.002% |
| 9 | OSCR | 0.690% | +0.001% |
| 10 | SKYW | 0.687% | +0.002% |
| 11 | RUSHA | 0.679% | +0.003% |
| 12 | CBT | 0.677% | +0.002% |
| 13 | INSW | 0.662% | +0.002% |
| 14 | MUR | 0.637% | +0.002% |
| 15 | MGY | 0.627% | +0.002% |
| 16 | PTEN | 0.601% | +0.001% |
| 17 | AROC | 0.599% | +0.002% |
| 18 | TPC | 0.595% | +0.002% |
| 19 | CAKE | 0.592% | +0.002% |
| 20 | MTDR | 0.588% | +0.001% |