Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘15
1
117 181 64 81.4%
2
94 121 27 55.3%
3
66 95 29 92.1%
CBRL icon
4
Cracker Barrel
CBRL
$897M
60 122 62 73.5%
5
57 83 26 95.2%
6
53 146 93 5.92%
7
51 90 39 9.63%
8
48 93 45 62%
9
47 144 97 89.1%
10
47 99 52 68.6%
ARI
11
Apollo Commercial Real Estate
ARI
$1.37B
47 75 28 42.5%
12
44 72 28 70.4%
13
43 88 45 84.4%
14
41 79 38 19.2%
15
41 57 16 62.1%
16
40 88 48 73.6%
17
39 75 36 1.28%
18
39 73 34 93.9%
19
39 58 19 92.6%
20
39 76 37 23.4%
21
38 128 90 92.9%
22
38 59 21 185%
23
37 73 36 59.4%
24
37 66 29 37%
25
37 82 45 78.5%