| TXRH Texas Roadhouse Inc. | 18.35% | 212,316 | $37.5M | No change |
| ODFL Old Dominion Freight Line | 15.90% | 163,572 | $32.5M | No change |
| LEN.B Lennar Corp. Class B | 8.52% | 100,692 | $17.4M | No change |
| JBHT Hunt (jb) Transprt SVCS Inc. | 8.32% | 98,607 | $17.0M | No change |
| KNX Knight-Swift Transportation | 8.27% | 313,439 | $16.9M | No change |
| LULU Lululemon Athletica Inc. | 6.70% | 50,493 | $13.7M | No change |
| RYAAY Ryanair Holdings PLC-SP ADR | 6.43% | 291,000 | $13.1M | Add +150.0% |
| TOL Toll Brothers Inc. | 5.14% | 67,949 | $10.5M | No change |
| TBBB BBB Foods Inc. Class A | 4.40% | 300,000 | $9.0M | No change |
| URBN Urban Outfitters Inc. | 4.21% | 224,838 | $8.6M | No change |
| LOW Lowe's Cos Inc. | 3.29% | 24,832 | $6.7M | No change |
| FND Floor & Decor Holdings Inc. Class A | 3.05% | 50,179 | $6.2M | No change |
| KMX Carmax Inc. | 2.67% | 70,546 | $5.5M | No change |
| PHM Pultegroup Inc. | 1.74% | 24,755 | $3.6M | No change |
| HTLD Heartland Express Inc. | 1.47% | 245,232 | $3.0M | No change |
| FIGS Figs Inc. Class A | 0.81% | 240,643 | $1.6M | No change |
| LEN Lennar Corp. Class A | 0.42% | 4,633 | $869K | No change |
| GDRX Goodrx Holdings Inc. Class A | 0.20% | 60,000 | $416K | No change |
| FUBO Fubotv Inc. | 0.09% | 127,229 | $181K | No change |