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Name Net increased
positions
Increased positions Reduced positions Return since
30 Sep ‘15
SNDA icon
201
Sonida Senior Living
SNDA
$1.85B
11 46 35 87%
HBCP icon
202
Home Bancorp
HBCP
$552M
10 10 0 172%
BGH
203
Barings Global Short Duration High Yield Fund
BGH
$287M
10 17 7 17.7%
NCV
204
Virtus Convertible & Income Fund
NCV
$390M
10 22 12 25.9%
DAKT icon
205
Daktronics
DAKT
$1.04B
10 52 42 149%
UFCS icon
206
United Fire Group
UFCS
$1.38B
10 53 43 53.1%
PML
207
PIMCO Municipal Income Fund II
PML
$491M
10 24 14 38.5%
PLAY icon
208
Dave & Buster's
PLAY
$341M
10 60 50 74.1%
PBYI icon
209
Puma Biotechnology
PBYI
$451M
10 66 56 88.2%
OIS icon
210
Oil States International
OIS
$525M
10 78 68 66.7%
NGVC icon
211
Vitamin Cottage Natural Grocers
NGVC
$635M
10 36 26 21.4%
KOS icon
212
Kosmos Energy
KOS
$1.51B
10 43 33 54.7%
IIIN icon
213
Insteel Industries
IIIN
$623M
10 37 27 100%
HELE icon
214
Helen of Troy
HELE
$666M
10 85 75 68%
FISI icon
215
Financial Institutions
FISI
$809M
10 37 27 65.6%
FDIS icon
216
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.73B
10 20 10 253%
EOS
217
Eaton Vance Enhance Equity Income Fund II
EOS
$1.18B
10 20 10 74.8%
CWCO icon
218
Consolidated Water Co
CWCO
$486M
10 31 21 162%
BIZD icon
219
VanEck BDC Income ETF
BIZD
$1.68B
10 14 4 15.6%
APOG icon
220
Apogee Enterprises
APOG
$886M
10 81 71 4.93%
XPRO icon
221
Expro Ltd
XPRO
$1.96B
10 51 41 81%
SCSC icon
222
Scansource
SCSC
$1.11B
10 55 45 53.5%
FUND
223
Sprott Focus Trust
FUND
$312M
10 21 11 76.5%
EOD
224
Allspring Global Dividend Opportunity Fund
EOD
$288M
10 23 13 13%
ENR icon
225
Energizer
ENR
$1.5B
10 23 13 43.4%