Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘14
1
84 148 64 90.5%
2
67 124 57 45.1%
3
49 69 20 88.6%
TWO
4
Two Harbors Investment
TWO
$992M
48 110 62 88.4%
5
45 84 39 11.1%
6
44 96 52 20.9%
7
37 107 70 74.4%
8
37 56 19 118%
9
36 67 31 73.4%
10
36 114 78 77.5%
OMI icon
11
Owens & Minor
OMI
$355M
34 109 75 86.9%
12
34 69 35 69.8%
13
33 56 23 198%
14
33 53 20 53.2%
15
33 87 54 74.6%
16
31 56 25 121%
17
31 74 43 35.1%
18
31 101 70 77.8%
19
30 84 54 1.68%
20
29 41 12 76.7%
21
28 72 44 51.3%
22
28 56 28 65.6%
23
28 56 28 10.9%
24
27 61 34 94.8%
25
27 85 58 55.7%