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Name Net increased
positions
Increased positions Reduced positions Return since
30 Jun ‘26
CMRE icon
1976
Costamare
CMRE
$1.83B
3 70 67 7.92%
QTTB icon
1977
Q32 Bio
QTTB
$325M
3 17 14 14.4%
EFT
1978
Eaton Vance Floating-Rate Income Trust
EFT
$280M
3 29 26 2.59%
BBN icon
1979
BlackRock Taxable Municipal Bond Trust
BBN
$937M
3 42 39 6.25%
MGPI icon
1980
MGP Ingredients
MGPI
$318M
3 53 50 15.4%
PTA icon
1981
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
PTA
$974M
3 23 20 8.13%
FFLG icon
1982
Fidelity Fundamental Large Cap Growth ETF
FFLG
$612M
3 20 17 5.65%
CORB
1983
AB Core Bond ETF
CORB
$1.11B
3 3 0 3.49%
HVT.A icon
1984
Haverty Furniture Companies Class A
HVT.A
$455M
3 3 0 3.77%
NTGR icon
1985
NETGEAR
NTGR
$582M
3 66 63 8.22%
HCKT icon
1986
Hackett Group
HCKT
$286M
3 58 55 6.69%
ALCO icon
1987
Alico
ALCO
$293M
3 34 31 4.62%
AVXC icon
1988
Avantis Emerging Markets ex-China Equity ETF
AVXC
$458M
3 24 21 4.53%
YDES
1989
YD Bio Ltd
YDES
$271M
3 4 1 70.2%
SCCR
1990
Schwab Core Bond ETF
SCCR
$1.78B
3 8 5 3.44%
VHI icon
1991
Valhi
VHI
$513M
3 23 20 23.4%
NEGG icon
1992
Newegg Commerce
NEGG
$302M
3 6 3 12%
RTAC
1993
Renatus Tactical Acquisition Corp I
RTAC
$325M
3 14 11 0.38%
RFMZ
1994
RiverNorth Flexible Municipal Income Fund II
RFMZ
$305M
3 18 15 8.22%
PSK icon
1995
State Street SPDR ICE Preferred Securities ETF
PSK
$661M
3 54 51 4.98%
CGBD icon
1996
Carlyle Secured Lending
CGBD
$782M
3 43 40 7.98%
ARL icon
1997
American Realty Investors
ARL
$260M
3 14 11 27.8%
HVMC
1998
Highview Merger Corp
HVMC
$302M
3 11 8 0.98%
HAPI icon
1999
Harbor Human Capital Factor US Large Cap ETF
HAPI
$502M
3 8 5 3.65%
BUFM
2000
AB Moderate Buffer ETF
BUFM
$466M
3 3 0 1.04%