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denkapparat Operations GmbH

All holdings · as of Dec 31, 2025

294 positions

CompanyClassValueShares% of portfolio
Wendy's Co$86.1K10,3380.0%
FLOWERS FOODS INC$149.5K13,7420.1%
THOR INDUSTRIES INC$200.0K1,9480.1%
NOV Inc$200.6K12,8340.1%
MERCURY GENERAL CORP$203.7K2,1660.1%
Booz Allen Hamilton Holding Corp$205.5K2,4360.1%
Axos Financial Inc$205.9K2,3900.1%
Group 1 Automotive, Inc.$206.9K5260.1%
Otter Tail Corp$209.0K2,5860.1%
PATHWARD FINANCIAL INC$210.3K2,9620.1%
Edwards Lifesciences Corp$212.6K2,4940.1%
Primerica, Inc.$215.0K8320.1%
Alarm.com Holdings, Inc.$220.1K4,3140.1%
DAVITA INC.$220.2K1,9380.1%
Houlihan Lokey Inc$221.2K1,2700.1%
OFG Bancorp$229.7K5,6040.1%
LINCOLN ELECTRIC HOLDINGS INC$230.1K9600.1%
GARTNER INC$232.6K9220.1%
DILLARD'S, INC.DDSCommon Stock$232.8K3840.1%
EQUITABLE HOLDINGS, INC.$233.4K4,8980.1%
COMMERCIAL METALS Co$234.9K3,3940.1%
HNI CORP$236.5K5,6260.1%
RADIAN GROUP INC$240.1K6,6700.1%
APPFOLIO INC$241.0K1,0360.1%
PEGASYSTEMS INC$242.5K4,0600.1%
Henry Schein Inc$243.5K3,2220.1%
SYNOVUS FINL CORP$244.5K4,8860.1%
GSK PLC$244.6K4,9880.1%
COMMERCE BANCSHARES INC /MO$245.1K4,6820.1%
ACI WORLDWIDE, INC.$246.7K5,1600.1%
IES Holdings, Inc.$249.0K6400.1%
Crocs, Inc.$250.1K2,9240.1%
Travere Therapeutics, Inc.$253.5K6,6340.1%
MILLICOM INTL CELLULAR S A$253.8K4,5780.1%
TD SYNNEX Corp$255.4K1,7000.1%
Western Union Co/The$257.9K27,7060.1%
CENOVUS ENERGY INC$258.8K15,2960.1%
Nextpower Inc.$261.5K3,0020.1%
AMDOCS LTD$262.1K3,2560.1%
Enphase Energy, Inc.$263.1K8,2100.1%
GRIFFON CORP$264.3K3,5880.1%
Vertiv Holdings Co$264.7K1,6340.1%
HUBSPOT INC$265.7K6620.1%
MANHATTAN ASSOCIATES INC$266.9K1,5400.1%
GENERAC HOLDINGS INC.$272.5K1,9980.1%
Matson, Inc.$276.8K2,2400.2%
Valero Energy Corp$282.0K1,7320.2%
Red Rock Resorts, Inc.$285.2K4,6040.2%
CLEANSPARK, INC.$285.7K28,2280.2%
ASML HOLDING N V$286.7K2680.2%
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