JustValue Serial Acquirers
Index overview
-2.81%
3 months- TickerSERIALAQ
- Inception Date09/19/2022
- WeightingEqual
- Number of holdings76
Description
A index of companies that are known for employing roll-up strategies, serial acquirers, and consolidators. Developed by @JustValue2 on Twitter.
Performance
JustValue Serial Acquirers
SERIALAQ
181.72%
SP500
66.74%
Quick stats
What's inside?
Top 10 holdings
| Company | % of Index | |
| 1 | Crawford United Corp. (CRAWA) | 1.91% |
| 2 | XPO, Inc. (XPO) | 1.86% |
| 3 | Builders FirstSource, Inc. (BLDR) | 1.83% |
| 4 | Camping World Holdings, Inc. (CWH) | 1.72% |
| 5 | Franchise Group, Inc. (FRG) | 1.65% |
| 6 | Broadcom Inc. (AVGO) | 1.63% |
| 7 | Crawford & Co. (CRD/B) | 1.60% |
| 8 | Tyler Technologies, Inc. (TYL) | 1.53% |
| 9 | Salesforce, Inc. (CRM) | 1.53% |
| 10 | GMS, Inc. (GMS) | 1.51% |
Holdings
All holdings as of May 31, 2023
CSV download
| Crawford United Corp. (CRAWA) | 1.91% | $0.084B | 27.36% | 25.84% | 0.62x |
| XPO, Inc. (XPO) | 1.86% | $5.437B | -45.09% | 8.39% | 0.66x |
| Builders FirstSource, Inc. (BLDR) | 1.83% | $14.861B | -31.65% | 35.32% | 0.76x |
| Camping World Holdings, Inc. (CWH) | 1.72% | $1.198B | -10.56% | 28.68% | 0.78x |
| Franchise Group, Inc. (FRG) | 1.65% | $1.024B | -2.70% | 37.48% | 0.84x |
| Broadcom Inc. (AVGO) | 1.63% | $336.858B | 15.69% | 63.47% | 8.14x |
| Crawford & Co. (CRD/B) | 1.60% | $0.431B | 12.88% | 25.95% | 0.54x |
| Tyler Technologies, Inc. (TYL) | 1.53% | $16.643B | 3.45% | 38.45% | 8.49x |
| Salesforce, Inc. (CRM) | 1.53% | $223.380B | 14.44% | 67.01% | 5.35x |
| GMS, Inc. (GMS) | 1.51% | $2.616B | 7.02% | 30.04% | 0.70x |
| CoStar Group, Inc. (CSGP) | 1.50% | $32.438B | 13.29% | 77.79% | 10.66x |
| P10, Inc. (PX) | 1.48% | $1.234B | 32.28% | N/A | 7.36x |
| OneWater Marine, Inc. (ONEW) | 1.46% | $0.398B | 18.59% | 26.90% | 0.80x |
| Consensus Cloud Solutions, Inc. (CCSI) | 1.45% | $0.717B | 0.58% | 80.86% | 3.76x |
| A-Mark Precious Metals, Inc. (AMRK) | 1.44% | $0.788B | 9.86% | 0.98% | 0.17x |
| Beacon Roofing Supply, Inc. (BECN) | 1.44% | $4.076B | 2.69% | 23.03% | 0.78x |
| Ferguson Plc (FERG) | 1.43% | $32.725B | 4.87% | 29.03% | 1.14x |
| BrightView Holdings, Inc. (BV) | 1.43% | $0.617B | -8.64% | 20.93% | 0.71x |
| DigitalBridge Group, Inc. (DBRG) | 1.42% | $2.019B | -2.84% | 4.58% | 9.23x |
| TransDigm Group, Inc. (TDG) | 1.41% | $42.495B | 20.21% | 56.88% | 9.95x |
| IAC, Inc. (IAC) | 1.41% | $4.794B | -18.19% | 57.82% | 1.14x |
| Arthur J. Gallagher & Co. (AJG) | 1.40% | $42.920B | 12.57% | 92.88% | 5.40x |
| APi Group Corp. (APG) | 1.40% | $3.916B | 9.72% | 23.36% | 1.38x |
| Watsco, Inc. (WSO) | 1.39% | $12.638B | 1.78% | 28.37% | 1.69x |
| Comfort Systems USA, Inc. (FIX) | 1.39% | $5.293B | 32.70% | 16.70% | 1.25x |
| Markel Group, Inc. (MKL) | 1.39% | $17.547B | 38.40% | N/A | 1.75x |
| Berkshire Hathaway, Inc. (BRK/A) | 1.39% | $707.552B | 20.59% | 18.88% | 2.18x |
| Mirion Technologies, Inc. (MIR) | 1.37% | $1.786B | 11.58% | 27.07% | 3.13x |
| CSW Industrials, Inc. (CSWI) | 1.37% | $2.198B | 12.92% | 43.61% | 3.27x |
| Iron Mountain, Inc. (IRM) | 1.36% | $15.579B | 5.31% | 42.65% | 5.65x |
| Roper Technologies, Inc. (ROP) | 1.35% | $48.416B | -3.73% | 69.31% | 9.46x |
| XPEL, Inc. (XPEL) | 1.35% | $1.902B | 19.45% | 41.89% | 5.66x |
| Asbury Automotive Group, Inc. (ABG) | 1.35% | $4.503B | -8.43% | 18.97% | 0.52x |
| TopBuild Corp. (BLD) | 1.34% | $6.403B | 8.24% | 29.26% | 1.56x |
| MarineMax, Inc. (HZO) | 1.34% | $0.620B | -6.52% | 35.23% | 0.66x |
| Mueller Industries, Inc. (MLI) | 1.34% | $4.232B | -3.84% | 29.26% | 0.87x |
| HireQuest, Inc. (HQI) | 1.33% | $0.323B | 21.02% | 92.93% | 8.52x |
| EVI Industries, Inc. (EVI) | 1.33% | $0.242B | 56.67% | 26.66% | 0.88x |
| Albertsons Cos., Inc. (ACI) | 1.33% | $11.686B | 5.07% | 25.67% | 0.34x |
| The Sherwin-Williams Co. (SHW) | 1.32% | $58.742B | 8.88% | 44.48% | 3.15x |
| Amedisys, Inc. (AMED) | 1.32% | $2.472B | 2.04% | 42.58% | 1.29x |
| Fastenal Co. (FAST) | 1.31% | $30.751B | 9.10% | 43.47% | 4.39x |
| SiteOne Landscape Supply, Inc. (SITE) | 1.31% | $6.203B | 3.99% | 30.61% | 1.76x |
| Concrete Pumping Holdings, Inc. (BBCP) | 1.29% | $0.385B | 9.51% | 38.32% | 2.22x |
| Installed Building Products, Inc. (IBP) | 1.29% | $2.969B | 12.22% | 30.18% | 1.44x |
| Waste Connections, Inc. (WCN) | 1.28% | $35.195B | 15.44% | 26.85% | N/A |
| AutoZone, Inc. (AZO) | 1.27% | $43.912B | 5.83% | 52.47% | 3.57x |
| Lazydays Holdings, Inc. (LAZY) | 1.27% | $0.166B | -21.40% | 20.12% | 0.52x |
| Global Payments, Inc. (GPN) | 1.25% | $25.590B | 6.32% | 58.66% | 4.89x |
| Choice Hotels International, Inc. (CHH) | 1.24% | $5.787B | 29.13% | 41.21% | 5.06x |
| Service Corp. International (SCI) | 1.24% | $9.665B | -7.52% | 28.10% | 3.71x |
| W.W. Grainger, Inc. (GWW) | 1.23% | $32.559B | 12.17% | 39.94% | 2.38x |
| Sysco Corp. (SYY) | 1.22% | $35.442B | 11.68% | 18.04% | 0.67x |
| Caterpillar, Inc. (CAT) | 1.21% | $106.034B | 16.73% | 35.02% | 2.42x |
| Nomad Foods Ltd. (NOMD) | 1.20% | $2.942B | 1.15% | 28.93% | 1.68x |
| HEICO Corp. (HEI) | 1.19% | $21.178B | 27.66% | 42.07% | 9.80x |
| Mister Car Wash, Inc. (MCW) | 1.18% | $2.545B | 2.98% | 58.03% | 5.06x |
| Applied Industrial Technologies, Inc. (AIT) | 1.18% | $4.753B | 15.44% | 28.26% | 1.40x |
| Pool Corp. (POOL) | 1.18% | $12.345B | -14.57% | 30.64% | 2.52x |
| Thermo Fisher Scientific, Inc. (TMO) | 1.17% | $196.124B | -9.38% | 39.07% | 5.83x |
| RCI Hospitality Holdings, Inc. (RICK) | 1.17% | $0.681B | 12.29% | 54.83% | 3.48x |
| Addus HomeCare Corp. (ADUS) | 1.16% | $1.461B | 11.02% | 30.07% | 1.87x |
| Tractor Supply Co. (TSCO) | 1.14% | $22.964B | 9.10% | 32.51% | 2.11x |
| NV5 Global, Inc. (NVEE) | 1.13% | $1.423B | -3.07% | 46.09% | 2.24x |
| Atkore, Inc. (ATKR) | 1.13% | $4.503B | -8.82% | 37.74% | 1.59x |
| Driven Brands Holdings, Inc. (DRVN) | 1.13% | $4.161B | 20.10% | 34.23% | 4.17x |
| Friedman Industries, Inc. (FRD) | 1.11% | $0.071B | 69.70% | 6.20% | 0.13x |
| BRP Group, Inc. (BRP) | 1.08% | $1.279B | 36.07% | 22.69% | 3.03x |
| ARKO Corp. (ARKO) | 1.07% | $0.872B | 5.86% | 2.49% | 0.36x |
| Carriage Services, Inc. (CSV) | 1.04% | $0.391B | -2.58% | 32.83% | 3.01x |
| Jackson Financial, Inc. (JXN) | 1.02% | $2.285B | -117.41% | N/A | 0.75x |
| Ziff Davis, Inc. (ZD) | 1.01% | $2.792B | -2.52% | 74.29% | 2.82x |
| AdaptHealth Corp. (AHCO) | 0.98% | $1.406B | 5.44% | 9.90% | 1.31x |
| Bowlero Corp. (BOWL) | 0.96% | $1.988B | 22.46% | 40.04% | 3.82x |
| Community Health Systems, Inc. (CYH) | 0.82% | $0.447B | -0.10% | 6.31% | 1.11x |
| Yellow Corp. (YELL) | 0.72% | $0.066B | -8.08% | -0.85% | 0.30x |
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