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Name Net increased
positions
Increased positions Reduced positions Return since
30 Jun ‘26
AMSF icon
1501
AMERISAFE
AMSF
$460M
9 73 64 26.7%
HPS
1502
John Hancock Preferred Income Fund III
HPS
$414M
9 23 14 11.6%
MCS icon
1503
Marcus Corp
MCS
$843M
9 47 38 16.5%
SPLB icon
1504
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.23B
9 75 66 6.16%
CRAK icon
1505
VanEck Oil Refiners ETF
CRAK
$536M
9 18 9 42.3%
GXC icon
1506
State Street SPDR S&P China ETF
GXC
$463M
9 29 20 0.88%
IA
1507
Innovative Solutions & Support
IA
$329M
9 43 34 2.17%
TVA
1508
Texas Ventures Acquisition III Corp
TVA
$317M
9 15 6 0%
XJH icon
1509
iShares ESG Screened S&P Mid-Cap ETF
XJH
$410M
9 71 62 5.27%
STEW
1510
SRH Total Return Fund
STEW
$1.76B
9 44 35 2.07%
WAGN
1511
Pabrai Wagons ETF
WAGN
$265M
9 9 0 10.5%
IMPP icon
1512
Imperial Petroleum
IMPP
$263M
9 25 16 24.9%
RC
1513
Ready Capital
RC
$264M
8 76 68 8.57%
ISOU
1514
IsoEnergy Ltd
ISOU
$677M
8 19 11 4.01%
CNXC icon
1515
Concentrix
CNXC
$1.78B
8 98 90 30.3%
ECX icon
1516
ECARX Holdings
ECX
$417M
8 16 8 17.8%
ATLC icon
1517
Atlanticus Holdings
ATLC
$1.41B
8 44 36 9%
IXP icon
1518
iShares Global Comm Services ETF
IXP
$473M
8 39 31 7.43%
HIX
1519
Western Asset High Income Fund II
HIX
$338M
8 25 17 5.3%
PSFF icon
1520
Pacer Swan SOS Fund of Funds ETF
PSFF
$602M
8 38 30 1.54%
PHK
1521
PIMCO High Income Fund
PHK
$803M
8 40 32 7.94%
SKOR icon
1522
Northern Trust Credit-Scored US Corporate Bond ETF
SKOR
$756M
8 28 20 2.7%
BOBS
1523
Bobs Discount Furniture
BOBS
$1.9B
8 27 19 7.96%
PBYI icon
1524
Puma Biotechnology
PBYI
$477M
8 60 52 14.1%
DFSE
1525
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$635M
8 74 66 2.33%