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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘15
HEI icon
1001
HEICO Corp
HEI
$48.3B
10 59 49 1,282%
MCHX icon
1002
Marchex
MCHX
$75.3M
10 36 26 58.3%
TNC icon
1003
Tennant Co
TNC
$1.45B
10 57 47 30.3%
PRDO icon
1004
Perdoceo Education
PRDO
$2.28B
10 49 39 622%
ETD icon
1005
Ethan Allen Interiors
ETD
$566M
10 57 47 19.6%
GNT
1006
GAMCO Natural Resources, Gold & Income Trust
GNT
$137M
10 15 5 2.63%
SPYG icon
1007
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$52.8B
10 22 12 384%
SXI icon
1008
Standex International
SXI
$3.78B
10 59 49 280%
CMF icon
1009
iShares California Muni Bond ETF
CMF
$4.57B
10 21 11 3.03%
UGP icon
1010
Ultrapar
UGP
$6.35B
10 36 26 41.2%
BOND icon
1011
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.27B
10 63 53 17.2%
CHEF icon
1012
Chefs' Warehouse
CHEF
$4.03B
10 35 25 340%
CHRW icon
1013
C.H. Robinson
CHRW
$23.5B
10 168 158 173%
BDN
1014
Brandywine Realty Trust
BDN
$540M
10 80 70 80.5%
VMO icon
1015
Invesco Municipal Opportunity Trust
VMO
$666M
10 23 13 23.8%
PEZ icon
1016
Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
PEZ
$23M
10 15 5 111%
NRO
1017
Neuberger Real Estate Securities Income Fund Inc
NRO
$194M
10 22 12 40.8%
COHU icon
1018
Cohu
COHU
$2.63B
10 44 34 410%
AB icon
1019
AllianceBernstein
AB
$3.51B
10 48 38 21.9%
VLRS
1020
Controladora Vuela Compania de Aviacion
VLRS
$896M
10 16 6 30%
IJK icon
1021
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
10 112 102 165%
KWR icon
1022
Quaker Houghton
KWR
$2.6B
10 57 47 75.1%
SSP icon
1023
E.W. Scripps
SSP
$257M
10 51 41 88.9%
AGM icon
1024
Federal Agricultural Mortgage
AGM
$2.16B
10 32 22 605%
PCAR icon
1025
PACCAR
PCAR
$65.2B
10 177 167 194%