| ODFL Old Dominion Freight Line | 17.07% | 165,172 | $36.2M | No change |
| TXRH Texas Roadhouse Inc. | 15.75% | 216,316 | $33.4M | No change |
| LULU Lululemon Athletica Inc. | 9.66% | 52,493 | $20.5M | No change |
| JBHT Hunt (jb) Transprt SVCS Inc. | 9.45% | 100,607 | $20.0M | No change |
| RYAAY Ryanair Holdings PLC-SP ADR | 8.14% | 118,700 | $17.3M | No change |
| KNX Knight-Swift Transportation | 8.13% | 313,639 | $17.3M | No change |
| LEN.B Lennar Corp. Class B | 7.46% | 102,692 | $15.8M | No change |
| URBN Urban Outfitters Inc. | 4.68% | 228,838 | $9.9M | No change |
| TOL Toll Brothers Inc. | 4.23% | 69,349 | $9.0M | No change |
| FND Floor & Decor Holdings Inc. Class A | 3.13% | 51,179 | $6.6M | No change |
| LOW Lowe's Cos Inc. | 3.04% | 25,332 | $6.5M | No change |
| KMX Carmax Inc. | 2.95% | 71,946 | $6.3M | No change |
| TBBB BBB Foods Inc. Class A | 2.24% | 200,000 | $4.8M | New |
| PHM Pultegroup Inc. | 1.44% | 25,255 | $3.0M | No change |
| HTLD Heartland Express Inc. | 1.38% | 245,232 | $2.9M | No change |
| FIGS Figs Inc. Class A | 0.56% | 240,643 | $1.2M | No change |
| LEN Lennar Corp. Class A | 0.38% | 4,633 | $797K | No change |
| GDRX Goodrx Holdings Inc. Class A | 0.20% | 60,000 | $426K | No change |
| FUBO Fubotv Inc. | 0.09% | 127,229 | $201K | No change |