{
 "manager": "Maverick Capital",
 "page": "https://www.moatshark.com/m/maverick-capital",
 "form": "13F-HR",
 "period": "2026-06-30",
 "filed": "2026-08-14",
 "previous_period": "2026-03-31",
 "filing_url": "https://www.sec.gov/Archives/edgar/data/934639/000094787126000793/0000947871-26-000793-index.htm",
 "total_value_usd": 11320923736,
 "note": "Source: SEC filings via moatshark. Values and changes are estimates; not investment advice.",
 "holdings": [
  {
   "company": "NVIDIA",
   "ticker": "NVDA",
   "moatshark_slug": "nvda",
   "sector": "Technology",
   "value_usd": 611631911,
   "shares": 3056784,
   "portfolio_pct": 5.4,
   "previous_pct": 6.39,
   "change": "REDUCE",
   "share_change_pct": -3.7,
   "quarters_held": 14
  },
  {
   "company": "Advanced Micro Devices",
   "ticker": "AMD",
   "moatshark_slug": "amd",
   "sector": "Technology",
   "value_usd": 567157537,
   "shares": 976326,
   "portfolio_pct": 5.01,
   "previous_pct": 1.59,
   "change": "ADD",
   "share_change_pct": 44.3,
   "quarters_held": 2
  },
  {
   "company": "Astera Labs",
   "ticker": "ALAB",
   "moatshark_slug": "alab",
   "sector": "Technology",
   "value_usd": 515486189,
   "shares": 1067215,
   "portfolio_pct": 4.55,
   "previous_pct": 1.21,
   "change": "ADD",
   "share_change_pct": 11.7,
   "quarters_held": 10
  },
  {
   "company": "Intel",
   "ticker": "INTC",
   "moatshark_slug": "intc",
   "sector": "Technology",
   "value_usd": 512282224,
   "shares": 3668855,
   "portfolio_pct": 4.53,
   "previous_pct": 1.52,
   "change": "ADD",
   "share_change_pct": 22.5,
   "quarters_held": 2
  },
  {
   "company": "Alphabet",
   "ticker": "GOOG",
   "moatshark_slug": "goog",
   "sector": "Communication and media",
   "value_usd": 509543553,
   "shares": 1442118,
   "portfolio_pct": 4.5,
   "previous_pct": 2.89,
   "change": "ADD",
   "share_change_pct": 65.2,
   "quarters_held": 3
  },
  {
   "company": "Amazon.com",
   "ticker": "AMZN",
   "moatshark_slug": "amzn",
   "sector": "Consumer discretionary",
   "value_usd": 481659876,
   "shares": 2020894,
   "portfolio_pct": 4.25,
   "previous_pct": 5.57,
   "change": "REDUCE",
   "share_change_pct": -12.8,
   "quarters_held": 26
  },
  {
   "company": "NU Holdings Ltd/Cayman Islands",
   "ticker": "NU",
   "moatshark_slug": "nu",
   "sector": "Financials",
   "value_usd": 474976069,
   "shares": 35552101,
   "portfolio_pct": 4.2,
   "previous_pct": 3.72,
   "change": "ADD",
   "share_change_pct": 58.4,
   "quarters_held": 14
  },
  {
   "company": "Meta Platforms",
   "ticker": "META",
   "moatshark_slug": "meta",
   "sector": "Communication and media",
   "value_usd": 430376655,
   "shares": 764041,
   "portfolio_pct": 3.8,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "GFL Environmental",
   "ticker": "GFL",
   "moatshark_slug": "gfl",
   "sector": "Utilities",
   "value_usd": 375279348,
   "shares": 10202931,
   "portfolio_pct": 3.31,
   "previous_pct": 1.85,
   "change": "ADD",
   "share_change_pct": 165,
   "quarters_held": 10
  },
  {
   "company": "Natera",
   "ticker": "NTRA",
   "moatshark_slug": "ntra",
   "sector": "Health care",
   "value_usd": 368266171,
   "shares": 1356663,
   "portfolio_pct": 3.25,
   "previous_pct": 2.7,
   "change": "ADD",
   "share_change_pct": 15.8,
   "quarters_held": 10
  },
  {
   "company": "Taiwan Semiconductor Manufacturing",
   "ticker": "TSM",
   "moatshark_slug": "tsm",
   "sector": "Technology",
   "value_usd": 339913790,
   "shares": 711757,
   "portfolio_pct": 3,
   "previous_pct": 4.82,
   "change": "REDUCE",
   "share_change_pct": -42.5,
   "quarters_held": 14
  },
  {
   "company": "Dick's Sporting Goods",
   "ticker": "DKS",
   "moatshark_slug": "dks",
   "sector": "Consumer discretionary",
   "value_usd": 334289135,
   "shares": 1473873,
   "portfolio_pct": 2.95,
   "previous_pct": 2.39,
   "change": "ADD",
   "share_change_pct": 41.1,
   "quarters_held": 4
  },
  {
   "company": "Microsoft",
   "ticker": "MSFT",
   "moatshark_slug": "msft",
   "sector": "Technology",
   "value_usd": 310493269,
   "shares": 832377,
   "portfolio_pct": 2.74,
   "previous_pct": 3.1,
   "change": "ADD",
   "share_change_pct": 14.7,
   "quarters_held": 36
  },
  {
   "company": "RTX",
   "ticker": "RTX",
   "moatshark_slug": "rtx",
   "sector": "Industrials",
   "value_usd": 294182626,
   "shares": 1550533,
   "portfolio_pct": 2.6,
   "previous_pct": 3.04,
   "change": "ADD",
   "share_change_pct": 13.6,
   "quarters_held": 4
  },
  {
   "company": "Capital One Financial",
   "ticker": "COF",
   "moatshark_slug": "cof",
   "sector": "Financials",
   "value_usd": 277796909,
   "shares": 1384692,
   "portfolio_pct": 2.45,
   "previous_pct": 2.63,
   "change": "ADD",
   "share_change_pct": 10.9,
   "quarters_held": 6
  },
  {
   "company": "Repligen",
   "ticker": "RGEN",
   "moatshark_slug": "rgen",
   "sector": "Health care",
   "value_usd": 270772548,
   "shares": 1984554,
   "portfolio_pct": 2.39,
   "previous_pct": 2.06,
   "change": "ADD",
   "share_change_pct": 30.7,
   "quarters_held": 2
  },
  {
   "company": "Philip Morris International",
   "ticker": "PM",
   "moatshark_slug": "pm",
   "sector": "Consumer staples",
   "value_usd": 263596544,
   "shares": 1457059,
   "portfolio_pct": 2.33,
   "previous_pct": 1.08,
   "change": "ADD",
   "share_change_pct": 156.9,
   "quarters_held": 13
  },
  {
   "company": "Visa",
   "ticker": "V",
   "moatshark_slug": "v",
   "sector": "Financials",
   "value_usd": 258090139,
   "shares": 752252,
   "portfolio_pct": 2.28,
   "previous_pct": 2.81,
   "change": "REDUCE",
   "share_change_pct": -6.8,
   "quarters_held": 3
  },
  {
   "company": "Boston Scientific",
   "ticker": "BSX",
   "moatshark_slug": "bsx",
   "sector": "Health care",
   "value_usd": 253414762,
   "shares": 5937553,
   "portfolio_pct": 2.24,
   "previous_pct": 3.04,
   "change": "ADD",
   "share_change_pct": 41.5,
   "quarters_held": 3
  },
  {
   "company": "Monster Beverage",
   "ticker": "MNST",
   "moatshark_slug": "mnst",
   "sector": "Consumer staples",
   "value_usd": 252820591,
   "shares": 2630260,
   "portfolio_pct": 2.23,
   "previous_pct": 2.06,
   "change": "ADD",
   "share_change_pct": 6.7,
   "quarters_held": 4
  },
  {
   "company": "DPC Holdings",
   "ticker": "DPC",
   "moatshark_slug": "dpc",
   "sector": "Materials",
   "value_usd": 251524144,
   "shares": 5126868,
   "portfolio_pct": 2.22,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Snowflake",
   "ticker": "SNOW",
   "moatshark_slug": "snow",
   "sector": "Technology",
   "value_usd": 248827195,
   "shares": 977710,
   "portfolio_pct": 2.2,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Insmed",
   "ticker": "INSM",
   "moatshark_slug": "insm",
   "sector": "Health care",
   "value_usd": 229314244,
   "shares": 2150762,
   "portfolio_pct": 2.03,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Sherwin Williams",
   "ticker": "SHW",
   "moatshark_slug": "shw",
   "sector": "Consumer discretionary",
   "value_usd": 197988476,
   "shares": 575013,
   "portfolio_pct": 1.75,
   "previous_pct": 1.45,
   "change": "ADD",
   "share_change_pct": 46.7,
   "quarters_held": 5
  },
  {
   "company": "Camden Property Trust",
   "ticker": "CPT",
   "moatshark_slug": "cpt",
   "sector": "Financials",
   "value_usd": 195466487,
   "shares": 1707280,
   "portfolio_pct": 1.73,
   "previous_pct": 2.1,
   "change": "REDUCE",
   "share_change_pct": -8.6,
   "quarters_held": 3
  },
  {
   "company": "Vulcan Materials",
   "ticker": "VMC",
   "moatshark_slug": "vmc",
   "sector": "Materials",
   "value_usd": 187999253,
   "shares": 637264,
   "portfolio_pct": 1.66,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Carvana",
   "ticker": "CVNA",
   "moatshark_slug": "cvna",
   "sector": "Consumer discretionary",
   "value_usd": 173677457,
   "shares": 2638673,
   "portfolio_pct": 1.53,
   "previous_pct": 1.52,
   "change": "ADD",
   "share_change_pct": 527.8,
   "quarters_held": 4
  },
  {
   "company": "Southwest Gas Holdings",
   "ticker": "SWX",
   "moatshark_slug": "swx",
   "sector": "Utilities",
   "value_usd": 167566003,
   "shares": 1889558,
   "portfolio_pct": 1.48,
   "previous_pct": 2.13,
   "change": "REDUCE",
   "share_change_pct": -11.2,
   "quarters_held": 11
  },
  {
   "company": "Coca-Cola",
   "ticker": "KO",
   "moatshark_slug": "ko",
   "sector": "Consumer staples",
   "value_usd": 163106777,
   "shares": 2006974,
   "portfolio_pct": 1.44,
   "previous_pct": 1.13,
   "change": "ADD",
   "share_change_pct": 56.2,
   "quarters_held": 4
  },
  {
   "company": "Performance Food Group",
   "ticker": "PFGC",
   "moatshark_slug": "pfgc",
   "sector": "Consumer staples",
   "value_usd": 140987200,
   "shares": 1261179,
   "portfolio_pct": 1.25,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Voya Financial",
   "ticker": "VOYA",
   "moatshark_slug": "voya",
   "sector": "Insurance",
   "value_usd": 119869053,
   "shares": 1324081,
   "portfolio_pct": 1.06,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Newamsterdam Pharma Company",
   "ticker": "NAMS",
   "moatshark_slug": "nams",
   "sector": "Health care",
   "value_usd": 110745810,
   "shares": 3267802,
   "portfolio_pct": 0.98,
   "previous_pct": 0.81,
   "change": "ADD",
   "share_change_pct": 49.5,
   "quarters_held": 7
  },
  {
   "company": "Bio-Techne",
   "ticker": "TECH",
   "moatshark_slug": "tech",
   "sector": "Health care",
   "value_usd": 108490847,
   "shares": 1535610,
   "portfolio_pct": 0.96,
   "previous_pct": 2.86,
   "change": "REDUCE",
   "share_change_pct": -67.6,
   "quarters_held": 4
  },
  {
   "company": "Roivant Sciences",
   "ticker": "ROIV",
   "moatshark_slug": "roiv",
   "sector": "Health care",
   "value_usd": 100119159,
   "shares": 2829024,
   "portfolio_pct": 0.88,
   "previous_pct": 0.52,
   "change": "ADD",
   "share_change_pct": 73.9,
   "quarters_held": 2
  },
  {
   "company": "Fluor",
   "ticker": "FLR",
   "moatshark_slug": "flr",
   "sector": "Industrials",
   "value_usd": 97296455,
   "shares": 1857157,
   "portfolio_pct": 0.86,
   "previous_pct": 0.76,
   "change": "ADD",
   "share_change_pct": 31.2,
   "quarters_held": 2
  },
  {
   "company": "Veradermics",
   "ticker": "MANE",
   "moatshark_slug": "mane",
   "sector": "Health care",
   "value_usd": 97120141,
   "shares": 789980,
   "portfolio_pct": 0.86,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Mirion Technologies",
   "ticker": "MIR",
   "moatshark_slug": "mir",
   "sector": "Technology",
   "value_usd": 94043549,
   "shares": 5245039,
   "portfolio_pct": 0.83,
   "previous_pct": 0.57,
   "change": "ADD",
   "share_change_pct": 97.9,
   "quarters_held": 2
  },
  {
   "company": "Vaxcyte",
   "ticker": "PCVX",
   "moatshark_slug": "pcvx",
   "sector": "Health care",
   "value_usd": 93777757,
   "shares": 1613242,
   "portfolio_pct": 0.83,
   "previous_pct": 0.92,
   "change": "ADD",
   "share_change_pct": 17.1,
   "quarters_held": 10
  },
  {
   "company": "Novo-Nordisk",
   "ticker": "NVO",
   "moatshark_slug": "nvo",
   "sector": "Health care",
   "value_usd": 79286624,
   "shares": 1653872,
   "portfolio_pct": 0.7,
   "previous_pct": 0.88,
   "change": "REDUCE",
   "share_change_pct": -20.5,
   "quarters_held": 2
  },
  {
   "company": "Compass",
   "ticker": "COMP",
   "moatshark_slug": "comp",
   "sector": "Real estate",
   "value_usd": 72904614,
   "shares": 5912783,
   "portfolio_pct": 0.64,
   "previous_pct": 0.44,
   "change": "ADD",
   "share_change_pct": 14.3,
   "quarters_held": 3
  },
  {
   "company": "Merit Medical Systems",
   "ticker": "MMSI",
   "moatshark_slug": "mmsi",
   "sector": "Health care",
   "value_usd": 67857303,
   "shares": 978617,
   "portfolio_pct": 0.6,
   "previous_pct": 0.57,
   "change": "ADD",
   "share_change_pct": 37,
   "quarters_held": 6
  },
  {
   "company": "Belite Bio",
   "ticker": "BLTE",
   "moatshark_slug": "blte",
   "sector": "Health care",
   "value_usd": 61025949,
   "shares": 396311,
   "portfolio_pct": 0.54,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Wave Life Sciences",
   "ticker": "96663EUR",
   "moatshark_slug": "96663eur",
   "sector": null,
   "value_usd": 59715848,
   "shares": 10278115,
   "portfolio_pct": 0.53,
   "previous_pct": 0.85,
   "change": "ADD",
   "share_change_pct": 1.1,
   "quarters_held": 22
  },
  {
   "company": "Uniqure",
   "ticker": "QURE",
   "moatshark_slug": "qure",
   "sector": "Health care",
   "value_usd": 42623141,
   "shares": 925383,
   "portfolio_pct": 0.38,
   "previous_pct": 0.13,
   "change": "ADD",
   "share_change_pct": 32.6,
   "quarters_held": 3
  },
  {
   "company": "Invivyd",
   "ticker": "IVVD",
   "moatshark_slug": "ivvd",
   "sector": "Health care",
   "value_usd": 16550225,
   "shares": 18970913,
   "portfolio_pct": 0.15,
   "previous_pct": 0.28,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 14
  },
  {
   "company": "Rocket Pharmaceuticals",
   "ticker": "RCKT",
   "moatshark_slug": "rckt",
   "sector": "Health care",
   "value_usd": 13419953,
   "shares": 3923963,
   "portfolio_pct": 0.12,
   "previous_pct": 0.15,
   "change": "ADD",
   "share_change_pct": 10,
   "quarters_held": 21
  },
  {
   "company": "Abivax",
   "ticker": "ABVX",
   "moatshark_slug": "abvx",
   "sector": "Health care",
   "value_usd": 5330400,
   "shares": 40000,
   "portfolio_pct": 0.05,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Celestica",
   "ticker": "CLS",
   "moatshark_slug": "cls",
   "sector": "Technology",
   "value_usd": 4668939,
   "shares": 12782,
   "portfolio_pct": 0.04,
   "previous_pct": 0.04,
   "change": "ADD",
   "share_change_pct": 10.4,
   "quarters_held": 2
  },
  {
   "company": "Perrigo Company",
   "ticker": "PRGO",
   "moatshark_slug": "prgo",
   "sector": "Health care",
   "value_usd": 4655271,
   "shares": 448053,
   "portfolio_pct": 0.04,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Magnum ICE Cream",
   "ticker": "MICC",
   "moatshark_slug": "micc",
   "sector": "Consumer staples",
   "value_usd": 4581692,
   "shares": 263278,
   "portfolio_pct": 0.04,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Novartis",
   "ticker": "NVS",
   "moatshark_slug": "nvs",
   "sector": "Health care",
   "value_usd": 4355092,
   "shares": 27789,
   "portfolio_pct": 0.04,
   "previous_pct": 0.03,
   "change": "ADD",
   "share_change_pct": 82.3,
   "quarters_held": 4
  },
  {
   "company": "Bunge Global",
   "ticker": "BG",
   "moatshark_slug": "bg",
   "sector": "Consumer staples",
   "value_usd": 4271121,
   "shares": 40018,
   "portfolio_pct": 0.04,
   "previous_pct": 0.04,
   "change": "ADD",
   "share_change_pct": 66.9,
   "quarters_held": 2
  },
  {
   "company": "Primo Brands",
   "ticker": "PRMB",
   "moatshark_slug": "prmb",
   "sector": "Consumer staples",
   "value_usd": 4086075,
   "shares": 167188,
   "portfolio_pct": 0.04,
   "previous_pct": 0.05,
   "change": "REDUCE",
   "share_change_pct": -25.5,
   "quarters_held": 6
  },
  {
   "company": "Bank Nova Scotia BC",
   "ticker": "BNS",
   "moatshark_slug": "bns",
   "sector": "Financials",
   "value_usd": 3989430,
   "shares": 46020,
   "portfolio_pct": 0.04,
   "previous_pct": 0.03,
   "change": "ADD",
   "share_change_pct": 25.4,
   "quarters_held": 2
  },
  {
   "company": "Seaboard",
   "ticker": "SEB",
   "moatshark_slug": "seb",
   "sector": "Other",
   "value_usd": 3852717,
   "shares": 863,
   "portfolio_pct": 0.03,
   "previous_pct": 0.05,
   "change": "ADD",
   "share_change_pct": 16.5,
   "quarters_held": 3
  },
  {
   "company": "J & J Snack Foods",
   "ticker": "JJSF",
   "moatshark_slug": "jjsf",
   "sector": "Consumer staples",
   "value_usd": 3716570,
   "shares": 50600,
   "portfolio_pct": 0.03,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Turning Point Brands",
   "ticker": "TPB",
   "moatshark_slug": "tpb",
   "sector": "Consumer staples",
   "value_usd": 3688302,
   "shares": 43489,
   "portfolio_pct": 0.03,
   "previous_pct": 0.04,
   "change": "ADD",
   "share_change_pct": 12,
   "quarters_held": 4
  },
  {
   "company": "Altria Group",
   "ticker": "MO",
   "moatshark_slug": "mo",
   "sector": "Consumer staples",
   "value_usd": 3611962,
   "shares": 50201,
   "portfolio_pct": 0.03,
   "previous_pct": 0.04,
   "change": "REDUCE",
   "share_change_pct": -4.1,
   "quarters_held": 4
  },
  {
   "company": "Vita Coco",
   "ticker": "COCO",
   "moatshark_slug": "coco",
   "sector": "Consumer staples",
   "value_usd": 3416726,
   "shares": 51659,
   "portfolio_pct": 0.03,
   "previous_pct": 0.04,
   "change": "REDUCE",
   "share_change_pct": -32.9,
   "quarters_held": 4
  },
  {
   "company": "Kenvue",
   "ticker": "KVUE",
   "moatshark_slug": "kvue",
   "sector": "Materials",
   "value_usd": 3324968,
   "shares": 173991,
   "portfolio_pct": 0.03,
   "previous_pct": 0.02,
   "change": "ADD",
   "share_change_pct": 89.1,
   "quarters_held": 2
  },
  {
   "company": "Fractyl Health",
   "ticker": null,
   "moatshark_slug": null,
   "sector": null,
   "value_usd": 3157586,
   "shares": 3974806,
   "portfolio_pct": 0.03,
   "previous_pct": 0.02,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 10
  },
  {
   "company": "Smucker JM",
   "ticker": "SJM",
   "moatshark_slug": "sjm",
   "sector": "Consumer staples",
   "value_usd": 3119963,
   "shares": 27733,
   "portfolio_pct": 0.03,
   "previous_pct": 0.03,
   "change": "REDUCE",
   "share_change_pct": -7.1,
   "quarters_held": 4
  },
  {
   "company": "Brown Forman",
   "ticker": "BF.B",
   "moatshark_slug": "bf-b",
   "sector": "Consumer staples",
   "value_usd": 3045722,
   "shares": 114286,
   "portfolio_pct": 0.03,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Edgewell Personal Care",
   "ticker": "EPC",
   "moatshark_slug": "epc",
   "sector": "Materials",
   "value_usd": 2904828,
   "shares": 108147,
   "portfolio_pct": 0.03,
   "previous_pct": 0.04,
   "change": "REDUCE",
   "share_change_pct": -34.6,
   "quarters_held": 2
  },
  {
   "company": "Spectrum Brands Holdings",
   "ticker": "SPB",
   "moatshark_slug": "spb",
   "sector": "Industrials",
   "value_usd": 2812171,
   "shares": 32795,
   "portfolio_pct": 0.02,
   "previous_pct": 0.06,
   "change": "REDUCE",
   "share_change_pct": -51.6,
   "quarters_held": 3
  },
  {
   "company": "Canadian National Railway",
   "ticker": "CNI",
   "moatshark_slug": "cni",
   "sector": "Industrials",
   "value_usd": 2799212,
   "shares": 23484,
   "portfolio_pct": 0.02,
   "previous_pct": 0.02,
   "change": "ADD",
   "share_change_pct": 25.1,
   "quarters_held": 2
  },
  {
   "company": "Elanco Animal Health",
   "ticker": "ELAN",
   "moatshark_slug": "elan",
   "sector": "Health care",
   "value_usd": 2414192,
   "shares": 98098,
   "portfolio_pct": 0.02,
   "previous_pct": 0.04,
   "change": "REDUCE",
   "share_change_pct": -32.1,
   "quarters_held": 4
  },
  {
   "company": "Prestige Consumer Healthcare",
   "ticker": "PBH",
   "moatshark_slug": "pbh",
   "sector": "Health care",
   "value_usd": 2409588,
   "shares": 50975,
   "portfolio_pct": 0.02,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "British American Tobacco",
   "ticker": "BTI",
   "moatshark_slug": "bti",
   "sector": "Consumer staples",
   "value_usd": 2265480,
   "shares": 36682,
   "portfolio_pct": 0.02,
   "previous_pct": 0.02,
   "change": "ADD",
   "share_change_pct": 4.6,
   "quarters_held": 4
  },
  {
   "company": "Alcon",
   "ticker": "ALC",
   "moatshark_slug": "alc",
   "sector": "Health care",
   "value_usd": 2216716,
   "shares": 33036,
   "portfolio_pct": 0.02,
   "previous_pct": 0.01,
   "change": "ADD",
   "share_change_pct": 159.5,
   "quarters_held": 2
  },
  {
   "company": "Sanofi",
   "ticker": "SNY",
   "moatshark_slug": "sny",
   "sector": "Health care",
   "value_usd": 2200062,
   "shares": 51572,
   "portfolio_pct": 0.02,
   "previous_pct": 0.01,
   "change": "ADD",
   "share_change_pct": 109.8,
   "quarters_held": 2
  },
  {
   "company": "Coty",
   "ticker": "COTY",
   "moatshark_slug": "coty",
   "sector": "Materials",
   "value_usd": 2171485,
   "shares": 1005317,
   "portfolio_pct": 0.02,
   "previous_pct": 0.03,
   "change": "REDUCE",
   "share_change_pct": -20.3,
   "quarters_held": 2
  },
  {
   "company": "Broadcom",
   "ticker": "AVGO",
   "moatshark_slug": "avgo",
   "sector": "Technology",
   "value_usd": 2166019,
   "shares": 5734,
   "portfolio_pct": 0.02,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Kraft Heinz",
   "ticker": "KHC",
   "moatshark_slug": "khc",
   "sector": "Consumer staples",
   "value_usd": 2157191,
   "shares": 91329,
   "portfolio_pct": 0.02,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "UTZ Brands",
   "ticker": "UTZ",
   "moatshark_slug": "utz",
   "sector": "Consumer staples",
   "value_usd": 1951758,
   "shares": 253475,
   "portfolio_pct": 0.02,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "ASML Holding",
   "ticker": "ASML",
   "moatshark_slug": "asml",
   "sector": "Industrials",
   "value_usd": 1949651,
   "shares": 980,
   "portfolio_pct": 0.02,
   "previous_pct": 3.94,
   "change": "REDUCE",
   "share_change_pct": -99.6,
   "quarters_held": 4
  },
  {
   "company": "Reynolds Consumer Products",
   "ticker": "REYN",
   "moatshark_slug": "reyn",
   "sector": "Materials",
   "value_usd": 1936610,
   "shares": 72127,
   "portfolio_pct": 0.02,
   "previous_pct": 0.01,
   "change": "ADD",
   "share_change_pct": 36.9,
   "quarters_held": 4
  },
  {
   "company": "Micron Technology",
   "ticker": "MU",
   "moatshark_slug": "mu",
   "sector": "Technology",
   "value_usd": 1931127,
   "shares": 1673,
   "portfolio_pct": 0.02,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Keurig Dr Pepper",
   "ticker": "KDP",
   "moatshark_slug": "kdp",
   "sector": "Consumer staples",
   "value_usd": 1910777,
   "shares": 58380,
   "portfolio_pct": 0.02,
   "previous_pct": 0.02,
   "change": "ADD",
   "share_change_pct": 4.6,
   "quarters_held": 4
  },
  {
   "company": "Tfi International",
   "ticker": "TFII",
   "moatshark_slug": "tfii",
   "sector": "Industrials",
   "value_usd": 1884941,
   "shares": 13108,
   "portfolio_pct": 0.02,
   "previous_pct": 0.02,
   "change": "REDUCE",
   "share_change_pct": -3.4,
   "quarters_held": 2
  },
  {
   "company": "Canadian Natural Resources",
   "ticker": "CNQ",
   "moatshark_slug": "cnq",
   "sector": "Energy",
   "value_usd": 1851993,
   "shares": 46850,
   "portfolio_pct": 0.02,
   "previous_pct": 0.03,
   "change": "ADD",
   "share_change_pct": 1.7,
   "quarters_held": 2
  },
  {
   "company": "Applied Materials",
   "ticker": "AMAT",
   "moatshark_slug": "amat",
   "sector": "Technology",
   "value_usd": 1784364,
   "shares": 2468,
   "portfolio_pct": 0.02,
   "previous_pct": 3.43,
   "change": "REDUCE",
   "share_change_pct": -99.7,
   "quarters_held": 3
  },
  {
   "company": "Lam Research",
   "ticker": "LRCX",
   "moatshark_slug": "lrcx",
   "sector": "Industrials",
   "value_usd": 1769286,
   "shares": 4083,
   "portfolio_pct": 0.02,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "KLA",
   "ticker": "KLAC",
   "moatshark_slug": "klac",
   "sector": "Technology",
   "value_usd": 1689274,
   "shares": 5599,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Anheuser Busch Inbev",
   "ticker": "BUD",
   "moatshark_slug": "bud",
   "sector": "Consumer staples",
   "value_usd": 1670166,
   "shares": 20269,
   "portfolio_pct": 0.01,
   "previous_pct": 0.04,
   "change": "REDUCE",
   "share_change_pct": -60.3,
   "quarters_held": 4
  },
  {
   "company": "Tyson Foods",
   "ticker": "TSN",
   "moatshark_slug": "tsn",
   "sector": "Consumer staples",
   "value_usd": 1619030,
   "shares": 28280,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Cisco Systems",
   "ticker": "CSCO",
   "moatshark_slug": "csco",
   "sector": "Technology",
   "value_usd": 1376866,
   "shares": 11722,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "ARM Holdings",
   "ticker": "ARM",
   "moatshark_slug": "arm",
   "sector": "Technology",
   "value_usd": 1351975,
   "shares": 3813,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Deutsche Bank",
   "ticker": "DB",
   "moatshark_slug": "db",
   "sector": "Financials",
   "value_usd": 1314148,
   "shares": 38837,
   "portfolio_pct": 0.01,
   "previous_pct": 0.01,
   "change": "ADD",
   "share_change_pct": 63.2,
   "quarters_held": 2
  },
  {
   "company": "Sandisk",
   "ticker": "SNDK",
   "moatshark_slug": "sndk",
   "sector": "Technology",
   "value_usd": 1307395,
   "shares": 575,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Ge Vernova",
   "ticker": "GEV",
   "moatshark_slug": "gev",
   "sector": "Industrials",
   "value_usd": 1302920,
   "shares": 1109,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Dell Technologies",
   "ticker": "DELL",
   "moatshark_slug": "dell",
   "sector": "Technology",
   "value_usd": 1266335,
   "shares": 2935,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Marvell Technology",
   "ticker": "MRVL",
   "moatshark_slug": "mrvl",
   "sector": "Technology",
   "value_usd": 1258883,
   "shares": 4226,
   "portfolio_pct": 0.01,
   "previous_pct": 0.21,
   "change": "REDUCE",
   "share_change_pct": -97.8,
   "quarters_held": 2
  },
  {
   "company": "Palo Alto Networks",
   "ticker": "PANW",
   "moatshark_slug": "panw",
   "sector": "Technology",
   "value_usd": 1246428,
   "shares": 3655,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Corning",
   "ticker": "GLW",
   "moatshark_slug": "glw",
   "sector": "Materials",
   "value_usd": 1219423,
   "shares": 4774,
   "portfolio_pct": 0.01,
   "previous_pct": 0.59,
   "change": "REDUCE",
   "share_change_pct": -98.7,
   "quarters_held": 2
  },
  {
   "company": "Hershey",
   "ticker": "HSY",
   "moatshark_slug": "hsy",
   "sector": "Consumer staples",
   "value_usd": 1214816,
   "shares": 6924,
   "portfolio_pct": 0.01,
   "previous_pct": 0.06,
   "change": "REDUCE",
   "share_change_pct": -70.3,
   "quarters_held": 3
  },
  {
   "company": "Conagra Brands",
   "ticker": "CAG",
   "moatshark_slug": "cag",
   "sector": "Consumer staples",
   "value_usd": 1207120,
   "shares": 89682,
   "portfolio_pct": 0.01,
   "previous_pct": 0.03,
   "change": "REDUCE",
   "share_change_pct": -37.2,
   "quarters_held": 3
  },
  {
   "company": "Western Digital",
   "ticker": "WDC",
   "moatshark_slug": "wdc",
   "sector": "Technology",
   "value_usd": 1202071,
   "shares": 1882,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Texas Instruments",
   "ticker": "TXN",
   "moatshark_slug": "txn",
   "sector": "Technology",
   "value_usd": 1169627,
   "shares": 3924,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Seagate Technology Holdings",
   "ticker": "STX",
   "moatshark_slug": "stx",
   "sector": "Technology",
   "value_usd": 1167650,
   "shares": 1210,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Arista Networks",
   "ticker": "ANET",
   "moatshark_slug": "anet",
   "sector": "Technology",
   "value_usd": 1152636,
   "shares": 6785,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Suncor Energy",
   "ticker": "SU",
   "moatshark_slug": "su",
   "sector": "Energy",
   "value_usd": 1148742,
   "shares": 21374,
   "portfolio_pct": 0.01,
   "previous_pct": 0.02,
   "change": "REDUCE",
   "share_change_pct": -6.7,
   "quarters_held": 2
  },
  {
   "company": "Caribou Biosciences",
   "ticker": "CRBU",
   "moatshark_slug": "crbu",
   "sector": "Health care",
   "value_usd": 1148474,
   "shares": 652542,
   "portfolio_pct": 0.01,
   "previous_pct": 0.01,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 20
  },
  {
   "company": "Manulife Financial",
   "ticker": "MFC",
   "moatshark_slug": "mfc",
   "sector": "Insurance",
   "value_usd": 1138308,
   "shares": 28095,
   "portfolio_pct": 0.01,
   "previous_pct": 0.01,
   "change": "ADD",
   "share_change_pct": 17.7,
   "quarters_held": 2
  },
  {
   "company": "Amphenol",
   "ticker": "APH",
   "moatshark_slug": "aph",
   "sector": "Technology",
   "value_usd": 1132503,
   "shares": 6423,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Crowdstrike Holdings",
   "ticker": "CRWD",
   "moatshark_slug": "crwd",
   "sector": "Technology",
   "value_usd": 1111132,
   "shares": 1456,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Analog Devices",
   "ticker": "ADI",
   "moatshark_slug": "adi",
   "sector": "Technology",
   "value_usd": 1073948,
   "shares": 2704,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Qualcomm",
   "ticker": "QCOM",
   "moatshark_slug": "qcom",
   "sector": "Technology",
   "value_usd": 1024106,
   "shares": 5542,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Teradyne",
   "ticker": "TER",
   "moatshark_slug": "ter",
   "sector": "Technology",
   "value_usd": 1016548,
   "shares": 2101,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Cenovus Energy",
   "ticker": "CVE",
   "moatshark_slug": "cve",
   "sector": "Energy",
   "value_usd": 989966,
   "shares": 39735,
   "portfolio_pct": 0.01,
   "previous_pct": 0.01,
   "change": "REDUCE",
   "share_change_pct": -3.7,
   "quarters_held": 2
  },
  {
   "company": "Ase Technology Holding",
   "ticker": "ASX",
   "moatshark_slug": "asx",
   "sector": "Technology",
   "value_usd": 944542,
   "shares": 20934,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Coherent",
   "ticker": "COHR",
   "moatshark_slug": "cohr",
   "sector": "Technology",
   "value_usd": 914381,
   "shares": 2318,
   "portfolio_pct": 0.01,
   "previous_pct": 0.02,
   "change": "REDUCE",
   "share_change_pct": -66.3,
   "quarters_held": 2
  },
  {
   "company": "MKS Instrs",
   "ticker": "MKSI",
   "moatshark_slug": "mksi",
   "sector": "Industrials",
   "value_usd": 911840,
   "shares": 2050,
   "portfolio_pct": 0.01,
   "previous_pct": 0.02,
   "change": "REDUCE",
   "share_change_pct": -71.9,
   "quarters_held": 2
  },
  {
   "company": "Logitech International SA",
   "ticker": "LOGI",
   "moatshark_slug": "logi",
   "sector": "Technology",
   "value_usd": 910936,
   "shares": 9722,
   "portfolio_pct": 0.01,
   "previous_pct": 0.01,
   "change": "ADD",
   "share_change_pct": 48.5,
   "quarters_held": 2
  },
  {
   "company": "Lumentum Holdings",
   "ticker": "LITE",
   "moatshark_slug": "lite",
   "sector": "Technology",
   "value_usd": 885518,
   "shares": 1032,
   "portfolio_pct": 0.01,
   "previous_pct": 0.02,
   "change": "REDUCE",
   "share_change_pct": -52.5,
   "quarters_held": 2
  },
  {
   "company": "Entegris",
   "ticker": "ENTG",
   "moatshark_slug": "entg",
   "sector": "Other",
   "value_usd": 863508,
   "shares": 4801,
   "portfolio_pct": 0.01,
   "previous_pct": 0.02,
   "change": "REDUCE",
   "share_change_pct": -62.7,
   "quarters_held": 2
  },
  {
   "company": "Flex",
   "ticker": "FLEX",
   "moatshark_slug": "flex",
   "sector": "Technology",
   "value_usd": 857188,
   "shares": 5289,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Wheaton Precious Metals",
   "ticker": "WPM",
   "moatshark_slug": "wpm",
   "sector": "Materials",
   "value_usd": 835756,
   "shares": 7437,
   "portfolio_pct": 0.01,
   "previous_pct": 0.01,
   "change": "ADD",
   "share_change_pct": 19,
   "quarters_held": 2
  },
  {
   "company": "Stmicroelectronics",
   "ticker": "STM",
   "moatshark_slug": "stm",
   "sector": "Technology",
   "value_usd": 824539,
   "shares": 11010,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Monolithic Power Systems",
   "ticker": "MPWR",
   "moatshark_slug": "mpwr",
   "sector": "Technology",
   "value_usd": 819739,
   "shares": 593,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Pan American Silver",
   "ticker": "PAAS",
   "moatshark_slug": "paas",
   "sector": "Materials",
   "value_usd": 817550,
   "shares": 18255,
   "portfolio_pct": 0.01,
   "previous_pct": 0.02,
   "change": "REDUCE",
   "share_change_pct": -44.5,
   "quarters_held": 2
  },
  {
   "company": "Motorola Solutions",
   "ticker": "MSI",
   "moatshark_slug": "msi",
   "sector": "Technology",
   "value_usd": 813553,
   "shares": 1959,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Hewlett Packard Enterprise C",
   "ticker": "HPE",
   "moatshark_slug": "hpe",
   "sector": "Technology",
   "value_usd": 802823,
   "shares": 17797,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Keysight Technologies",
   "ticker": "KEYS",
   "moatshark_slug": "keys",
   "sector": "Industrials",
   "value_usd": 800960,
   "shares": 2288,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Qnity Electronics",
   "ticker": "Q",
   "moatshark_slug": "q",
   "sector": "Technology",
   "value_usd": 799566,
   "shares": 4896,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Credo Technology Group Holding",
   "ticker": "CRDO",
   "moatshark_slug": "crdo",
   "sector": "Technology",
   "value_usd": 789743,
   "shares": 2904,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Onto Innovation",
   "ticker": "ONTO",
   "moatshark_slug": "onto",
   "sector": "Technology",
   "value_usd": 785284,
   "shares": 2075,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "United Microelectronics",
   "ticker": "UMC",
   "moatshark_slug": "umc",
   "sector": "Technology",
   "value_usd": 782532,
   "shares": 28759,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "TE Connectivity",
   "ticker": "TEL",
   "moatshark_slug": "tel",
   "sector": "Industrials",
   "value_usd": 776400,
   "shares": 3851,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Amkor Technology",
   "ticker": "AMKR",
   "moatshark_slug": "amkr",
   "sector": "Technology",
   "value_usd": 763998,
   "shares": 8860,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Jabil",
   "ticker": "JBL",
   "moatshark_slug": "jbl",
   "sector": "Technology",
   "value_usd": 755541,
   "shares": 1960,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "ON Semiconductor",
   "ticker": "ON",
   "moatshark_slug": "on",
   "sector": "Technology",
   "value_usd": 754335,
   "shares": 7979,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Nova",
   "ticker": "NVMI",
   "moatshark_slug": "nvmi",
   "sector": "Technology",
   "value_usd": 728625,
   "shares": 1342,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "FormFactor",
   "ticker": "FORM",
   "moatshark_slug": "form",
   "sector": "Technology",
   "value_usd": 728321,
   "shares": 4554,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Ultra Clean Holdings",
   "ticker": "UCTT",
   "moatshark_slug": "uctt",
   "sector": "Technology",
   "value_usd": 717941,
   "shares": 5035,
   "portfolio_pct": 0.01,
   "previous_pct": 0.01,
   "change": "REDUCE",
   "share_change_pct": -75.2,
   "quarters_held": 2
  },
  {
   "company": "Allegro Microsystems",
   "ticker": "ALGM",
   "moatshark_slug": "algm",
   "sector": "Technology",
   "value_usd": 702744,
   "shares": 10094,
   "portfolio_pct": 0.01,
   "previous_pct": 0.02,
   "change": "REDUCE",
   "share_change_pct": -76.1,
   "quarters_held": 2
  },
  {
   "company": "Tower Semiconductor",
   "ticker": "TSEM",
   "moatshark_slug": "tsem",
   "sector": "Technology",
   "value_usd": 693042,
   "shares": 2659,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Maxlinear",
   "ticker": "MXL",
   "moatshark_slug": "mxl",
   "sector": "Technology",
   "value_usd": 692898,
   "shares": 5412,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Vicor",
   "ticker": "VICR",
   "moatshark_slug": "vicr",
   "sector": "Technology",
   "value_usd": 685503,
   "shares": 1805,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Macom Technologies Solutions Holdings",
   "ticker": "MTSI",
   "moatshark_slug": "mtsi",
   "sector": "Technology",
   "value_usd": 681623,
   "shares": 1792,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Netapp",
   "ticker": "NTAP",
   "moatshark_slug": "ntap",
   "sector": "Technology",
   "value_usd": 677075,
   "shares": 4375,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Acm Research",
   "ticker": "ACMR",
   "moatshark_slug": "acmr",
   "sector": "Industrials",
   "value_usd": 674420,
   "shares": 5315,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Lattice Semiconductor",
   "ticker": "LSCC",
   "moatshark_slug": "lscc",
   "sector": "Technology",
   "value_usd": 665070,
   "shares": 4348,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Ichor Holdings",
   "ticker": "ICHR",
   "moatshark_slug": "ichr",
   "sector": "Technology",
   "value_usd": 659196,
   "shares": 5871,
   "portfolio_pct": 0.01,
   "previous_pct": 0.01,
   "change": "REDUCE",
   "share_change_pct": -75.9,
   "quarters_held": 2
  },
  {
   "company": "Microchip Technology",
   "ticker": "MCHP",
   "moatshark_slug": "mchp",
   "sector": "Technology",
   "value_usd": 657096,
   "shares": 7205,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Generac Holdings",
   "ticker": "GNRC",
   "moatshark_slug": "gnrc",
   "sector": "Industrials",
   "value_usd": 655602,
   "shares": 2239,
   "portfolio_pct": 0.01,
   "previous_pct": 0.01,
   "change": "REDUCE",
   "share_change_pct": -65.5,
   "quarters_held": 2
  },
  {
   "company": "F5",
   "ticker": "FFIV",
   "moatshark_slug": "ffiv",
   "sector": "Technology",
   "value_usd": 653057,
   "shares": 1570,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Sitime",
   "ticker": "SITM",
   "moatshark_slug": "sitm",
   "sector": "Technology",
   "value_usd": 649383,
   "shares": 871,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Applied Optoelectronics",
   "ticker": "AAOI",
   "moatshark_slug": "aaoi",
   "sector": "Technology",
   "value_usd": 620494,
   "shares": 4188,
   "portfolio_pct": 0.01,
   "previous_pct": 0.02,
   "change": "REDUCE",
   "share_change_pct": -74.1,
   "quarters_held": 2
  },
  {
   "company": "Td Synnex",
   "ticker": "SNX",
   "moatshark_slug": "snx",
   "sector": "Industrials",
   "value_usd": 619427,
   "shares": 2317,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Silicon Motion Technology",
   "ticker": "SIMO",
   "moatshark_slug": "simo",
   "sector": "Technology",
   "value_usd": 615661,
   "shares": 1847,
   "portfolio_pct": 0.01,
   "previous_pct": 0.01,
   "change": "REDUCE",
   "share_change_pct": -74.9,
   "quarters_held": 2
  },
  {
   "company": "Element Solutions",
   "ticker": "ESI",
   "moatshark_slug": "esi",
   "sector": "Materials",
   "value_usd": 611773,
   "shares": 12812,
   "portfolio_pct": 0.01,
   "previous_pct": 0.02,
   "change": "REDUCE",
   "share_change_pct": -70.6,
   "quarters_held": 2
  },
  {
   "company": "Mondelez International",
   "ticker": "MDLZ",
   "moatshark_slug": "mdlz",
   "sector": "Consumer staples",
   "value_usd": 602172,
   "shares": 10411,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Advanced Energy Industries",
   "ticker": "AEIS",
   "moatshark_slug": "aeis",
   "sector": "Technology",
   "value_usd": 595846,
   "shares": 1598,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Ttm Technologies",
   "ticker": "TTMI",
   "moatshark_slug": "ttmi",
   "sector": "Technology",
   "value_usd": 590235,
   "shares": 3156,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Camtek",
   "ticker": "CAMT",
   "moatshark_slug": "camt",
   "sector": "Technology",
   "value_usd": 588863,
   "shares": 3610,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Sanmina",
   "ticker": "SANM",
   "moatshark_slug": "sanm",
   "sector": "Technology",
   "value_usd": 582084,
   "shares": 2300,
   "portfolio_pct": 0.01,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Rambus",
   "ticker": "RMBS",
   "moatshark_slug": "rmbs",
   "sector": "Technology",
   "value_usd": 571977,
   "shares": 4309,
   "portfolio_pct": 0.01,
   "previous_pct": 0.01,
   "change": "REDUCE",
   "share_change_pct": -66.9,
   "quarters_held": 2
  },
  {
   "company": "Kinross Gold",
   "ticker": "KGC",
   "moatshark_slug": "kgc",
   "sector": "Materials",
   "value_usd": 555806,
   "shares": 23498,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "ADD",
   "share_change_pct": 17.6,
   "quarters_held": 2
  },
  {
   "company": "Littelfuse",
   "ticker": "LFUS",
   "moatshark_slug": "lfus",
   "sector": "Industrials",
   "value_usd": 550949,
   "shares": 1210,
   "portfolio_pct": 0,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Arrow Electronics",
   "ticker": "ARW",
   "moatshark_slug": "arw",
   "sector": "Industrials",
   "value_usd": 540141,
   "shares": 2531,
   "portfolio_pct": 0,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Toronto Dominion Bank",
   "ticker": "TD",
   "moatshark_slug": "td",
   "sector": "Financials",
   "value_usd": 517682,
   "shares": 4262,
   "portfolio_pct": 0,
   "previous_pct": 0,
   "change": "ADD",
   "share_change_pct": 13.1,
   "quarters_held": 2
  },
  {
   "company": "Avnet",
   "ticker": "AVT",
   "moatshark_slug": "avt",
   "sector": "Industrials",
   "value_usd": 512580,
   "shares": 5771,
   "portfolio_pct": 0,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Nlight",
   "ticker": "LASR",
   "moatshark_slug": "lasr",
   "sector": "Technology",
   "value_usd": 510454,
   "shares": 7332,
   "portfolio_pct": 0,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Semtech",
   "ticker": "SMTC",
   "moatshark_slug": "smtc",
   "sector": "Technology",
   "value_usd": 498822,
   "shares": 3082,
   "portfolio_pct": 0,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Axcelis Technologies",
   "ticker": "ACLS",
   "moatshark_slug": "acls",
   "sector": "Industrials",
   "value_usd": 498254,
   "shares": 2630,
   "portfolio_pct": 0,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Kulicke & Soffa Industries",
   "ticker": "KLIC",
   "moatshark_slug": "klic",
   "sector": "Technology",
   "value_usd": 493708,
   "shares": 3691,
   "portfolio_pct": 0,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Barrick Mining",
   "ticker": "B",
   "moatshark_slug": "b",
   "sector": "Materials",
   "value_usd": 491425,
   "shares": 13378,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "ADD",
   "share_change_pct": 21.9,
   "quarters_held": 2
  },
  {
   "company": "Commvault Systems",
   "ticker": "CVLT",
   "moatshark_slug": "cvlt",
   "sector": "Technology",
   "value_usd": 473945,
   "shares": 3344,
   "portfolio_pct": 0,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Extreme Networks",
   "ticker": "EXTR",
   "moatshark_slug": "extr",
   "sector": "Technology",
   "value_usd": 465578,
   "shares": 14383,
   "portfolio_pct": 0,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Veeco Instruments",
   "ticker": "VECO",
   "moatshark_slug": "veco",
   "sector": "Industrials",
   "value_usd": 464881,
   "shares": 6133,
   "portfolio_pct": 0,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Diodes",
   "ticker": "DIOD",
   "moatshark_slug": "diod",
   "sector": "Technology",
   "value_usd": 428895,
   "shares": 3919,
   "portfolio_pct": 0,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Clorox",
   "ticker": "CLX",
   "moatshark_slug": "clx",
   "sector": "Materials",
   "value_usd": 348642,
   "shares": 3653,
   "portfolio_pct": 0,
   "previous_pct": 0.02,
   "change": "REDUCE",
   "share_change_pct": -77.8,
   "quarters_held": 2
  },
  {
   "company": "Skywater Technology",
   "ticker": "SKYT",
   "moatshark_slug": "skyt",
   "sector": null,
   "value_usd": 328353,
   "shares": 9430,
   "portfolio_pct": 0,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Estée Lauder",
   "ticker": "EL",
   "moatshark_slug": "el",
   "sector": "Materials",
   "value_usd": 252798,
   "shares": 3202,
   "portfolio_pct": 0,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Sun Life Financial",
   "ticker": "SLF",
   "moatshark_slug": "slf",
   "sector": "Insurance",
   "value_usd": 233811,
   "shares": 2981,
   "portfolio_pct": 0,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Curis",
   "ticker": null,
   "moatshark_slug": null,
   "sector": null,
   "value_usd": 6194,
   "shares": 49554,
   "portfolio_pct": 0,
   "previous_pct": 0,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 12
  },
  {
   "company": "Argan",
   "ticker": "AGX",
   "moatshark_slug": "agx",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 2.92,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 2
  },
  {
   "company": "Linde",
   "ticker": "LIN",
   "moatshark_slug": "lin",
   "sector": "Materials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 2.44,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Infleqtion",
   "ticker": "INFQ",
   "moatshark_slug": "infq",
   "sector": "Technology",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 2.26,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Abbott Laboratories",
   "ticker": "ABT",
   "moatshark_slug": "abt",
   "sector": "Health care",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 2.08,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Danaher",
   "ticker": "DHR",
   "moatshark_slug": "dhr",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 1.79,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "McDonald’s",
   "ticker": "MCD",
   "moatshark_slug": "mcd",
   "sector": "Consumer discretionary",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 1.05,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 2
  },
  {
   "company": "Molina Healthcare",
   "ticker": "MOH",
   "moatshark_slug": "moh",
   "sector": "Health care",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.99,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Centessa Pharmaceuticals",
   "ticker": "CNTA",
   "moatshark_slug": "cnta",
   "sector": null,
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.85,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 2
  },
  {
   "company": "MercadoLibre",
   "ticker": "MELI",
   "moatshark_slug": "meli",
   "sector": "Consumer discretionary",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.54,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 21
  },
  {
   "company": "Medline",
   "ticker": "MDLN",
   "moatshark_slug": "mdln",
   "sector": "Health care",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.41,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 2
  },
  {
   "company": "Acadia Healthcare Company",
   "ticker": "ACHC",
   "moatshark_slug": "achc",
   "sector": "Health care",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.35,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 6
  },
  {
   "company": "Evolent Health",
   "ticker": "EVH",
   "moatshark_slug": "evh",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.07,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 4
  },
  {
   "company": "Stubhub Holdings",
   "ticker": "STUB",
   "moatshark_slug": "stub",
   "sector": "Consumer discretionary",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.07,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 3
  },
  {
   "company": "Interparfums",
   "ticker": "IPAR",
   "moatshark_slug": "ipar",
   "sector": "Materials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.06,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Netskope",
   "ticker": "NTSK",
   "moatshark_slug": "ntsk",
   "sector": "Technology",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.05,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 3
  },
  {
   "company": "Hormel Foods",
   "ticker": "HRL",
   "moatshark_slug": "hrl",
   "sector": "Consumer staples",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.04,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Expedia Group",
   "ticker": "EXPE",
   "moatshark_slug": "expe",
   "sector": "Consumer discretionary",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.03,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 2
  },
  {
   "company": "Pics",
   "ticker": "PICS",
   "moatshark_slug": "pics",
   "sector": "Financials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.03,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Teck Resources",
   "ticker": "TECK",
   "moatshark_slug": "teck",
   "sector": "Materials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.02,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Huntington Bancshares",
   "ticker": "HBAN",
   "moatshark_slug": "hban",
   "sector": "Financials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.02,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Icon",
   "ticker": "ICLR",
   "moatshark_slug": "iclr",
   "sector": "Health care",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.02,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Wd 40",
   "ticker": "WDFC",
   "moatshark_slug": "wdfc",
   "sector": "Materials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.02,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 2
  },
  {
   "company": "Charles River Laboratories International",
   "ticker": "CRL",
   "moatshark_slug": "crl",
   "sector": "Health care",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.02,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Globus Medical",
   "ticker": "GMED",
   "moatshark_slug": "gmed",
   "sector": "Health care",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.02,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Pinnacle Financial Partners",
   "ticker": "PNFP",
   "moatshark_slug": "pnfp",
   "sector": "Financials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.02,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "East West Bancorp",
   "ticker": "EWBC",
   "moatshark_slug": "ewbc",
   "sector": "Financials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.02,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Regal Rexnord",
   "ticker": "RRX",
   "moatshark_slug": "rrx",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.02,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Saia",
   "ticker": "SAIA",
   "moatshark_slug": "saia",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.02,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Citizens Financial Group",
   "ticker": "CFG",
   "moatshark_slug": "cfg",
   "sector": "Financials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.02,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Freshpet",
   "ticker": "FRPT",
   "moatshark_slug": "frpt",
   "sector": "Consumer staples",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.02,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 2
  },
  {
   "company": "Western Alliance Bancorporation",
   "ticker": "WAL",
   "moatshark_slug": "wal",
   "sector": "Financials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.02,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Wesco International",
   "ticker": "WCC",
   "moatshark_slug": "wcc",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.02,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Globe Life",
   "ticker": "GL",
   "moatshark_slug": "gl",
   "sector": "Insurance",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.02,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Shinhan Financial Group",
   "ticker": "SHG",
   "moatshark_slug": "shg",
   "sector": "Financials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.02,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 2
  },
  {
   "company": "NRG Energy",
   "ticker": "NRG",
   "moatshark_slug": "nrg",
   "sector": "Utilities",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.02,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Kimberly-Clark",
   "ticker": "KMB",
   "moatshark_slug": "kmb",
   "sector": "Materials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.02,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Enersys",
   "ticker": "ENS",
   "moatshark_slug": "ens",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.02,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Timken",
   "ticker": "TKR",
   "moatshark_slug": "tkr",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.02,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Manpowergroup",
   "ticker": "MAN",
   "moatshark_slug": "man",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Columbus Mckinnon",
   "ticker": "CMCO",
   "moatshark_slug": "cmco",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Cinemark Holdings",
   "ticker": "CNK",
   "moatshark_slug": "cnk",
   "sector": "Communication and media",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Concentra Group Holdings Parent",
   "ticker": "CON",
   "moatshark_slug": "con",
   "sector": "Health care",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "California Resources",
   "ticker": "CRC",
   "moatshark_slug": "crc",
   "sector": "Energy",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "AECOM",
   "ticker": "ACM",
   "moatshark_slug": "acm",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "CVS Health",
   "ticker": "CVS",
   "moatshark_slug": "cvs",
   "sector": "Consumer staples",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Walt Disney",
   "ticker": "DIS",
   "moatshark_slug": "dis",
   "sector": "Consumer discretionary",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 4
  },
  {
   "company": "ArcBest",
   "ticker": "ARCB",
   "moatshark_slug": "arcb",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Avient",
   "ticker": "AVNT",
   "moatshark_slug": "avnt",
   "sector": "Materials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "EQT",
   "ticker": "EQT",
   "moatshark_slug": "eqt",
   "sector": "Energy",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Equinox Gold",
   "ticker": "EQX",
   "moatshark_slug": "eqx",
   "sector": "Materials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Erie Indemnity",
   "ticker": "ERIE",
   "moatshark_slug": "erie",
   "sector": "Insurance",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 2
  },
  {
   "company": "ERO Copper",
   "ticker": "ERO",
   "moatshark_slug": "ero",
   "sector": "Materials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Academy Sports & Outdoors",
   "ticker": "ASO",
   "moatshark_slug": "aso",
   "sector": "Consumer discretionary",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 3
  },
  {
   "company": "FedEx",
   "ticker": "FDX",
   "moatshark_slug": "fdx",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 4
  },
  {
   "company": "Avantor",
   "ticker": "AVTR",
   "moatshark_slug": "avtr",
   "sector": "Technology",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Fifth Third Bancorp",
   "ticker": "FITB",
   "moatshark_slug": "fitb",
   "sector": "Financials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Five Below",
   "ticker": "FIVE",
   "moatshark_slug": "five",
   "sector": "Consumer discretionary",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Caleres",
   "ticker": "CAL",
   "moatshark_slug": "cal",
   "sector": "Other",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 3
  },
  {
   "company": "Brunswick",
   "ticker": "BC",
   "moatshark_slug": "bc",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Crown Holdings",
   "ticker": "CCK",
   "moatshark_slug": "cck",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Buckle",
   "ticker": "BKE",
   "moatshark_slug": "bke",
   "sector": "Consumer discretionary",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 7
  },
  {
   "company": "Hudbay Minerals",
   "ticker": "HBM",
   "moatshark_slug": "hbm",
   "sector": "Materials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Helix Energy Solutions Group",
   "ticker": "HOS",
   "moatshark_slug": "hos",
   "sector": "Energy",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Block H & R",
   "ticker": "HRB",
   "moatshark_slug": "hrb",
   "sector": "Other",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 2
  },
  {
   "company": "Huntsman",
   "ticker": "HUN",
   "moatshark_slug": "hun",
   "sector": "Materials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Integra Lifesciences Holdings C",
   "ticker": "IART",
   "moatshark_slug": "iart",
   "sector": "Health care",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Intuit",
   "ticker": "INTU",
   "moatshark_slug": "intu",
   "sector": "Technology",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 4
  },
  {
   "company": "Integer Holdings",
   "ticker": "ITGR",
   "moatshark_slug": "itgr",
   "sector": "Health care",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Choice Hotels International",
   "ticker": "CHH",
   "moatshark_slug": "chh",
   "sector": "Consumer discretionary",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Janus International Group",
   "ticker": "JBI",
   "moatshark_slug": "jbi",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "James Hardie Industries",
   "ticker": "JHX",
   "moatshark_slug": "jhx",
   "sector": "Other",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Expand Energy",
   "ticker": "EXE",
   "moatshark_slug": "chkeur",
   "sector": "Energy",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "KBR",
   "ticker": "KBR",
   "moatshark_slug": "kbr",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Charter Communications",
   "ticker": "CHTR",
   "moatshark_slug": "chtr",
   "sector": "Communication and media",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 2
  },
  {
   "company": "Lazard",
   "ticker": "LAZ",
   "moatshark_slug": "laz",
   "sector": "Financials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Life360",
   "ticker": "LIF",
   "moatshark_slug": "lif",
   "sector": "Technology",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Livanova",
   "ticker": "LIVN",
   "moatshark_slug": "livn",
   "sector": "Health care",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Lemonade",
   "ticker": "LMND",
   "moatshark_slug": "lmnd",
   "sector": "Insurance",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 4
  },
  {
   "company": "Legalzoom.com",
   "ticker": "LZ",
   "moatshark_slug": "lz",
   "sector": "Technology",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 2
  },
  {
   "company": "Amentum Holdings",
   "ticker": "AMTM",
   "moatshark_slug": "amtm",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Antero Resources",
   "ticker": "AR",
   "moatshark_slug": "ar",
   "sector": "Energy",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "AGCO",
   "ticker": "AGCO",
   "moatshark_slug": "agco",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "ABM Industries",
   "ticker": "ABM",
   "moatshark_slug": "abm",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Gates Indl",
   "ticker": "9666678D",
   "moatshark_slug": "9666678d",
   "sector": null,
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Astec Industries",
   "ticker": "ASTE",
   "moatshark_slug": "aste",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Carters",
   "ticker": "CRI",
   "moatshark_slug": "cri",
   "sector": "Consumer discretionary",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 3
  },
  {
   "company": "Crane Holdings",
   "ticker": "CXT",
   "moatshark_slug": "cxt",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Quest Diagnostics",
   "ticker": "DGX",
   "moatshark_slug": "dgx",
   "sector": "Health care",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 3
  },
  {
   "company": "Darden Restaurants",
   "ticker": "DRI",
   "moatshark_slug": "dri",
   "sector": "Consumer discretionary",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Knight-Swift Transportation Holdings",
   "ticker": "KNX",
   "moatshark_slug": "knx",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Kroger",
   "ticker": "KR",
   "moatshark_slug": "kr",
   "sector": "Consumer staples",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Middleby",
   "ticker": "MIDD",
   "moatshark_slug": "midd",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Mitek Systems",
   "ticker": "MITK",
   "moatshark_slug": "mitk",
   "sector": "Technology",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Millerknoll",
   "ticker": "MLKN",
   "moatshark_slug": "mlkn",
   "sector": "Other",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Mosaic",
   "ticker": "MOS",
   "moatshark_slug": "mos",
   "sector": "Materials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Msc Industrial Direct",
   "ticker": "MSM",
   "moatshark_slug": "msm",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Match Group",
   "ticker": "MTCH",
   "moatshark_slug": "mtch",
   "sector": "Communication and media",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Murphy USA",
   "ticker": "MUSA",
   "moatshark_slug": "musa",
   "sector": "Consumer discretionary",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 2
  },
  {
   "company": "Northern Oil & Gas",
   "ticker": "NOG",
   "moatshark_slug": "nog",
   "sector": "Energy",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Benchmark Electronics",
   "ticker": "BHE",
   "moatshark_slug": "bhe",
   "sector": "Technology",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Booking Holdings",
   "ticker": "BKNG",
   "moatshark_slug": "bkng",
   "sector": "Consumer discretionary",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 3
  },
  {
   "company": "New York Times",
   "ticker": "NYT",
   "moatshark_slug": "nyt",
   "sector": "Communication and media",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 4
  },
  {
   "company": "Oshkosh",
   "ticker": "OSK",
   "moatshark_slug": "osk",
   "sector": "Consumer discretionary",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Penguin Solutions",
   "ticker": "PENG",
   "moatshark_slug": "peng",
   "sector": "Technology",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Penn Entertainment",
   "ticker": "PENN",
   "moatshark_slug": "penn",
   "sector": "Consumer discretionary",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Polaris",
   "ticker": "PII",
   "moatshark_slug": "pii",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Dave & Buster's Entertainment",
   "ticker": "PLAY",
   "moatshark_slug": "play",
   "sector": "Consumer discretionary",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 4
  },
  {
   "company": "Patterson Uti Energy",
   "ticker": "PTEN",
   "moatshark_slug": "pten",
   "sector": "Energy",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Roblox",
   "ticker": "RBLX",
   "moatshark_slug": "rblx",
   "sector": "Communication and media",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 4
  },
  {
   "company": "Royal Gold",
   "ticker": "RGLD",
   "moatshark_slug": "rgld",
   "sector": "Financials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Renasant",
   "ticker": "RNST",
   "moatshark_slug": "rnst",
   "sector": "Financials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Roku",
   "ticker": "ROKU",
   "moatshark_slug": "roku",
   "sector": "Communication and media",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 9
  },
  {
   "company": "Rollins",
   "ticker": "ROL",
   "moatshark_slug": "rol",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 4
  },
  {
   "company": "Ross Stores",
   "ticker": "ROST",
   "moatshark_slug": "rost",
   "sector": "Consumer discretionary",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 5
  },
  {
   "company": "Range Resources",
   "ticker": "RRC",
   "moatshark_slug": "rrc",
   "sector": "Energy",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Science Applications International",
   "ticker": "SAIC",
   "moatshark_slug": "saic",
   "sector": "Technology",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Starbucks",
   "ticker": "SBUX",
   "moatshark_slug": "sbux",
   "sector": "Consumer discretionary",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Siriusxm Holdings",
   "ticker": "SIRI",
   "moatshark_slug": "siri",
   "sector": "Communication and media",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 3
  },
  {
   "company": "Smartstop Self Storage Reit",
   "ticker": "SMA",
   "moatshark_slug": "sma",
   "sector": "Financials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 4
  },
  {
   "company": "Snap-on",
   "ticker": "SNA",
   "moatshark_slug": "sna",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Spotify Technology",
   "ticker": "SPOT",
   "moatshark_slug": "spot",
   "sector": "Communication and media",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Southstate Bank",
   "ticker": "SSB",
   "moatshark_slug": "ssb",
   "sector": "Financials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Terex",
   "ticker": "TEX",
   "moatshark_slug": "tex",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Target",
   "ticker": "TGT",
   "moatshark_slug": "tgt",
   "sector": "Consumer discretionary",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 2
  },
  {
   "company": "TJX Companies",
   "ticker": "TJX",
   "moatshark_slug": "tjx",
   "sector": "Consumer discretionary",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "T-Mobile US",
   "ticker": "TMUS",
   "moatshark_slug": "tmus",
   "sector": "Communication and media",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Travel Plus Leisure",
   "ticker": "TNL",
   "moatshark_slug": "tnl",
   "sector": "Consumer discretionary",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Tripadvisor",
   "ticker": "TRIP",
   "moatshark_slug": "trip",
   "sector": "Technology",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Trupanion",
   "ticker": "TRUP",
   "moatshark_slug": "trup",
   "sector": "Health care",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 4
  },
  {
   "company": "U Haul Holding Company",
   "ticker": "UHAL",
   "moatshark_slug": "uhal",
   "sector": "Other",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "United Parcel Service",
   "ticker": "UPS",
   "moatshark_slug": "ups",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 4
  },
  {
   "company": "Werner Enterprises",
   "ticker": "WERN",
   "moatshark_slug": "wern",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Winmark",
   "ticker": "WINA",
   "moatshark_slug": "wina",
   "sector": "Consumer discretionary",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 4
  },
  {
   "company": "Weis Markets",
   "ticker": "WMK",
   "moatshark_slug": "wmk",
   "sector": "Consumer staples",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 4
  },
  {
   "company": "Wisdomtree",
   "ticker": "WT",
   "moatshark_slug": "wt",
   "sector": "Financials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Topgolf Callaway Brands",
   "ticker": "CALY",
   "moatshark_slug": "caly",
   "sector": "Consumer discretionary",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 3
  },
  {
   "company": "Life Time Group Holdings",
   "ticker": "LTH",
   "moatshark_slug": "lth",
   "sector": "Consumer discretionary",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 4
  },
  {
   "company": "Labcorp Holdings",
   "ticker": "LH",
   "moatshark_slug": "lh",
   "sector": "Health care",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 3
  },
  {
   "company": "Celsius Holdings",
   "ticker": "CELH",
   "moatshark_slug": "celh",
   "sector": "Consumer staples",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Cracker Barrel Old Country Store",
   "ticker": "CBRL",
   "moatshark_slug": "cbrl",
   "sector": "Consumer discretionary",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Dave",
   "ticker": "DAVE",
   "moatshark_slug": "dave",
   "sector": "Financials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 3
  },
  {
   "company": "Byrna Technologies",
   "ticker": "BYRN",
   "moatshark_slug": "byrn",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 4
  },
  {
   "company": "Travelers Companies",
   "ticker": "TRV",
   "moatshark_slug": "trv",
   "sector": "Insurance",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Constellation Brands",
   "ticker": "STZ",
   "moatshark_slug": "stz",
   "sector": "Consumer staples",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Ollie's Bargain Outlet Holdings",
   "ticker": "OLLI",
   "moatshark_slug": "olli",
   "sector": "Consumer discretionary",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 2
  },
  {
   "company": "Camping World Holdings",
   "ticker": "CWH",
   "moatshark_slug": "cwh",
   "sector": "Consumer discretionary",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 2
  }
 ]
}