Stocks Most Commonly
Held In Funds’ Top 10

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
Name Funds holding
in top 10 		Growth Growth % Return since
31 Mar ‘14
2001
1 -1 -50% 74.6%
2002
1 -1 -50% 2,536%
2003
1 -1 -50% 191%
CAPL icon
2004
CrossAmerica Partners
CAPL
$762M
1 -1 -50% 25.9%
2005
1 -1 -50% 97%
2006
1 -1 -50% 11.4%
2007
1 -1 -50% 180%
2008
1 -1 -50% 477%
2009
1 -1 -50% 279%
2010
1 -1 -50% 527%
CHMI
2011
Cherry Hill Mortgage Investment Corp
CHMI
$87.6M
1 -1 -50% 87%
2012
1 -1 -50% 20.1%
2013
1 -1 -50% 88.2%
2014
1 -1 -50% 100%
2015
1 -1 -50% 16.8%
2016
1 -1 -50% 94%
2017
1 -1 -50% 86.9%
2018
1 -1 -50% 21%
2019
1 -1 -50% 77.7%
2020
1 -1 -50% 74.2%
2021
1 -1 -50% 50.5%
2022
1 -1 -50% 156%
2023
1 -1 -50% 10.1%
2024
1 -1 -50% 28.3%
2025
1 -1 -50% 16.3%
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