Lurking - Top 100 Ideas
One last list ranking my top 100 ideas not in the model portfolio.
I have done one month of “sifting” after building my top 20 model portfolio on June 30, 2024. Several new ideas have moved to the top of the list.
Now let’s allow the quarters to flow in, and see any changes are needed.
Mosaic, FMC, Lindsay, CNH Industrial
Hasbro
Nexstar
HF Sinclair
BorgWarner
Columbia, Oxford
Marcus
Rayonier, Alexandria RE
Darling
Peabody, Haliburton, Civitas
Antero Midstream
Harly Davidson, Polaris
Yeti
Etsy
Lamb Weston
Royalty Pharma, Perrigo, Roche, Azenta, Henry Schein, Charles River, Baxter, Avantor, Acadia
Choice Hotels, Norwegian Cruise, Viad, Vail Resorts
Rogers, Teradyne, Logitech
Dow Chemical
Portillo’s, First Watch, Bloomin Brands, Wendy’s
Liquidity Services
LKQ
Goodyear
Krispy Kreme
Magnite
Ziff Davis
Lincoln National
Driven Brands
SunOpta
CH Robinson
Bowlero
Carmax
Alaska Air
John Wiley
Douglas Dynamics
Air Products & Chemicals
VF Corp
Cullen/Frost Bankers, MidwestOne Financial, Renaissance Re
ConAgra, Keuring Dr. Pepper, McCormack
Duckhorn Portfolio
GXO Logistics
IFF
Ashland
Sealed Air
PriceSmart
Astec Industries, Energy Recovery, Matthews, Wabash, NuScale, Columbus McKinnon, Great Lakes Dredge
NICE Ltd.
Advance Auto Parts
Matrix Service
Hiedrik & Struggles
Howard Hughes, Cubesmart, Rayonier, Empire
Jacobs Solutions, GE Vernova
Kohls, Nordstrom, Dollar General
Trinty Industries, Albany Int., Hillenbrand
Centerra
LCI Industries, Visteon, Gates
Universal Corp
Roblox
Verizon
Arthur Gallagher
Astrana Health
John Bean Technologies
Quest Resource, Gorman-Rupp, Ameresco
Xylem, Norfolk Southern
Masco, Azek, MasterBrand, Mohawk
Green Brick
Vestas Wind