Name Net increased
positions
Increased positions Reduced positions Return since
30 Jun ‘20
176
16 26 10 102%
177
16 39 23 84.6%
178
16 52 36 320%
ACIC icon
179
American Coastal Insurance
ACIC
$540M
16 40 24 41.6%
180
15 40 25 176%
181
15 59 44 10.1%
182
15 47 32 37.7%
183
15 39 24 29.6%
184
15 44 29 4.26%
185
15 20 5 93%
THR icon
186
Thermon Group Holdings
THR
$1.35B
15 49 34 182%
187
15 33 18 144%
188
15 29 14 25.6%
189
15 46 31 82.8%
190
15 24 9 1.3%
191
15 95 80 77%
192
15 21 6 69.6%
193
15 27 12 94.7%
194
15 38 23 31.5%
195
15 26 11 57.3%
196
15 26 11 38.6%
197
15 22 7 118%
198
15 33 18 215%
199
15 43 28 88.2%
200
15 46 31 8.62%