Companies ranked by net assets, in USD
RankCompanyNet assetsSectorIndustryCountryExchange
101PIIPolaris Inc.$837MConsumer Cyclical
Transportation Equipment
United StatesNYSE
102BROSDutch Bros Inc.$798MConsumer Cyclical
Restaurants
United StatesNYSE
103MUSAMurphy USA Inc.$783MConsumer Cyclical
Retail
United StatesNYSE
104ARCOArcos Dorados Holdings Inc.$770MConsumer Cyclical
Restaurants
United StatesNYSE
105AINAlbany International Corp.$746MConsumer Cyclical
Apparel & Textiles
United StatesNYSE
106SMPStandard Motor Products, Inc.$718MConsumer Cyclical
Transportation Equipment
United StatesNYSE
107TPRTapestry, Inc.$692MConsumer Cyclical
Rubber & Plastics
United StatesNYSE
108CALCaleres, Inc.$674MConsumer Cyclical
Rubber & Plastics
United StatesNYSE
109BALYBally's Corp$645MConsumer Cyclical
Lodging
United StatesNYSE
110YELPYelp Inc.$645MConsumer Cyclical
Personal Services
United StatesNYSE
111KTBKontoor Brands, Inc.$619MConsumer Cyclical
Apparel & Textiles
United StatesNYSE
112YETIYETI Holdings, Inc.$610MConsumer Cyclical
Miscellaneous Manufacturing
United StatesNYSE
113LVSLas Vegas Sands Corp.$581MConsumer Cyclical
Lodging
United StatesNYSE
114OXMOxford Industries, Inc.$564MConsumer Cyclical
Apparel & Textiles
United StatesNYSE
115GCOGenesco Inc.$557MConsumer Cyclical
Retail
United StatesNYSE
116SHAKShake Shack Inc.$544MConsumer Cyclical
Restaurants
United StatesNYSE
117BHBiglari Holdings Inc.$544MConsumer Cyclical
Restaurants
United StatesNYSE
118RVLVRevolve Group, Inc.$538MConsumer Cyclical
Internet Retail
United StatesNYSE
119BOBSBob's Discount Furniture, Inc.$531MConsumer Cyclical
Retail
United StatesNYSE
120BKEBuckle Inc$489MConsumer Cyclical
Retail
United StatesNYSE
121WHWyndham Hotels & Resorts, Inc.$480MConsumer Cyclical
Lodging
United StatesNYSE
122CODICompass Diversified Holdings$473MConsumer Cyclical
Furnishings
United StatesNYSE
123ETDEthan Allen Interiors Inc.$472MConsumer Cyclical
Furnishings
United StatesNYSE
124SGSweetgreen, Inc.$468MConsumer Cyclical
Restaurants
United StatesNYSE
125ATMUAtmus Filtration Technologies Inc.$455MConsumer Cyclical
Transportation Equipment
United StatesNYSE
126HLLYHolley Inc.$450MConsumer Cyclical
Transportation Equipment
United StatesNYSE
127WWWWolverine World Wide, Inc.$449MConsumer Cyclical
Rubber & Plastics
United StatesNYSE
128SVVSavers Value Village, Inc.$444MConsumer Cyclical
Specialty Retail
United StatesNYSE
129EATBrinker International, Inc.$444MConsumer Cyclical
Restaurants
United StatesNYSE
130FIGSFIGS, Inc.$442MConsumer Cyclical
Apparel & Textiles
United StatesNYSE
131MLRMiller Industries, Inc.$420MConsumer Cyclical
Transportation Equipment
United StatesNYSE
132REFReformation Inc.$377MConsumer Cyclical
Apparel & Textiles
NYSE
133CHWYChewy, Inc.$371MConsumer Cyclical
Internet Retail
United StatesNYSE
134VOYGVoyager Technologies, Inc./TX$326MConsumer Cyclical
Transportation Equipment
United StatesNYSE
135MYEMyers Industries, Inc.$306MConsumer Cyclical
Rubber & Plastics
United StatesNYSE
136DBIDesigner Brands Inc.$301MConsumer Cyclical
Retail
United StatesNYSE
137HVTHaverty Furniture Companies, Inc.$294MConsumer Cyclical
Retail
United StatesNYSE
138WNCWABASH NATIONAL Corp$292MConsumer Cyclical
Transportation Equipment
United StatesNYSE
139CSVCarriage Services, Inc.$279MConsumer Cyclical
Personal Services
United StatesNYSE
140BNEDBarnes & Noble Education, Inc.$278MConsumer Cyclical
Specialty Retail
United StatesNYSE
141CWHCamping World Holdings, Inc.$246MConsumer Cyclical
Retail
United StatesNYSE
142UFIUnifi, Inc.$232MConsumer Cyclical
Apparel & Textiles
United StatesNYSE
143HYLNHyliion Holdings Corp.$170MConsumer Cyclical
Transportation Equipment
United StatesNYSE
144CATOCato Corp$168MConsumer Cyclical
Retail
United StatesNYSE
145CMTCore Molding Technologies, Inc.$161MConsumer Cyclical
Rubber & Plastics
United StatesNYSE
146CVEOCiveo Corp$159MConsumer Cyclical
Lodging
United StatesNYSE
147BBWBuild-A-Bear Workshop, Inc.$159MConsumer Cyclical
Specialty Retail
United StatesNYSE
148EVIEVI Industries, Inc.$150MConsumer Cyclical
Personal Services
United StatesNYSE
149SRIStoneridge, Inc.$149MConsumer Cyclical
Transportation Equipment
United StatesNYSE
150CHHChoice Hotels International Inc /de$142MConsumer Cyclical
Lodging
United StatesNYSE
151JILLJ.Jill, Inc.$140MConsumer Cyclical
Apparel & Textiles
United StatesNYSE
152CPRICapri Holdings Ltd$138MConsumer Cyclical
Rubber & Plastics
United StatesNYSE
153RHRH$120MConsumer Cyclical
Retail
United StatesNYSE
154HRBH&R Block, Inc.$117MConsumer Cyclical
Personal Services
United StatesNYSE
155PEWGrabAGun Digital Holdings Inc.$103MConsumer Cyclical
Specialty Retail
United StatesNYSE
156AKAa.k.a. Brands Holding Corp.$95.6MConsumer Cyclical
Internet Retail
United StatesNYSE
157TLYSTilly's, Inc.$86.9MConsumer Cyclical
Retail
United StatesNYSE
158VGNTVersigent PLC$85.0MConsumer Cyclical
Transportation Equipment
United StatesNYSE
159ELAEnvela Corp$80.1MConsumer Cyclical
Specialty Retail
United StatesNYSE
160BARKBark, Inc.$76.2MConsumer Cyclical
Specialty Retail
United StatesNYSE
161BDLFlanigan's Enterprises, Inc.$69.8MConsumer Cyclical
Restaurants
United StatesNYSE
162NXBNextBoat Inc.$12.3MConsumer Cyclical
Transportation Equipment
United StatesNYSE
163LVWRLiveWire Group, Inc.$11.9MConsumer Cyclical
Transportation Equipment
United StatesNYSE
164JMKEJersey Mike's Subs Inc.$0.00MConsumer Cyclical
Restaurants
NYSE
165GROVGrove Collaborative Holdings, Inc.−$17.5MConsumer Cyclical
Internet Retail
United StatesNYSE
166CPSCooper-Standard Holdings Inc.−$131MConsumer Cyclical
Transportation Equipment
United StatesNYSE
167CURVTorrid Holdings Inc.−$206MConsumer Cyclical
Retail
United StatesNYSE
168DINDine Brands Global, Inc.−$292MConsumer Cyclical
Restaurants
United StatesNYSE
169TNLTravel & Leisure Co.−$1.02BConsumer Cyclical
Lodging
United StatesNYSE
170MCDMcdonalds Corp−$1.02BConsumer Cyclical
Restaurants
United StatesNYSE
171BBWIBath & Body Works, Inc.−$1.06BConsumer Cyclical
Specialty Retail
United StatesNYSE
172IHGInterContinental Hotels Group PLC−$2.74BConsumer Cyclical
Lodging
United StatesNYSE
173AZOAutoZone, Inc.−$2.78BConsumer Cyclical
Retail
United StatesNYSE
174WWayfair Inc.−$2.79BConsumer Cyclical
Internet Retail
United StatesNYSE
175HLTHilton Worldwide Holdings Inc.−$6.30BConsumer Cyclical
Lodging
United StatesNYSE
176YUMYum! Brands, Inc.−$7.11BConsumer Cyclical
Restaurants
United StatesNYSE
177LOWLowe's Companies, Inc.−$7.44BConsumer Cyclical
Retail
United StatesNYSE