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| Name: |
North Growth Management Ltd. |
| City: |
VANCOUVER |
| State: |
A1 |
| Zip: |
V7X1M4 |
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data |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
JBL |
Jabil Circuit Inc |
1 |
- |
$117.93 |
$38,561,000 |
288,000 |
7.36% |
3,804,000 |
15,000 |
0.193 |
Printed Circuit Boards |
|
|
CROX |
Crocs Inc |
16 |
- |
$139.70 |
$12,403,000 |
86,000 |
2.37% |
5,968,000 |
17,000 |
0.127 |
Textile - Apparel Foo... |
|
|
LITE |
Lumentum Holdings Inc. |
24 |
- |
$43.61 |
$10,338,000 |
218,000 |
1.97% |
-26,000 |
20,000 |
0.289 |
N/A |
|
|
ATKR |
Atkore International Group ... |
34 |
- |
$161.14 |
$7,321,000 |
38,000 |
1.4% |
1,552,000 |
2,000 |
0.08 |
N/A |
|
|
ODFL |
Old Dominion Freight Line Inc |
36 |
- |
$195.06 |
$6,581,000 |
30,000 |
1.26% |
446,000 |
15,000 |
0.026 |
Trucking |
|
|
WBD |
Warner Bros Discovery Ord S... |
37 |
- |
$8.04 |
$6,460,000 |
740,000 |
1.23% |
-998,000 |
85,000 |
0.03 |
Broadcasting - TV |
|
|
WST |
West Pharmaceutical Service... |
40 |
- |
$365.59 |
$6,191,000 |
16,000 |
1.18% |
1,849,000 |
4,000 |
0.022 |
Rubber & Plastics |
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