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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘16
BBBY
1051
Bed Bath & Beyond
BBBY
$491M
11 32 21 52.3%
DVA icon
1052
DaVita
DVA
$14.9B
11 181 170 217%
AHT
1053
Ashford Hospitality Trust
AHT
$20.7M
11 58 47 99.9%
CMBS icon
1054
iShares CMBS ETF
CMBS
$474M
11 19 8 7.07%
NBIS
1055
Nebius Group N.V.
NBIS
$49.3B
11 69 58 1,167%
KEP icon
1056
Korea Electric Power
KEP
$14.8B
11 50 39 55.2%
RYZ
1057
Ryerson Holding Corp
RYZ
$1.46B
11 27 16 406%
BSM icon
1058
Black Stone Minerals
BSM
$3.05B
11 22 11 2.28%
ASMB icon
1059
Assembly Biosciences
ASMB
$530M
11 19 8 55.6%
OPLN
1060
Openlane
OPLN
$4.27B
11 102 91 179%
OMF icon
1061
OneMain Financial
OMF
$6.93B
11 50 39 119%
FCF icon
1062
First Commonwealth Financial
FCF
$2.08B
11 52 41 130%
GAP
1063
The Gap Inc
GAP
$7.25B
11 161 150 31.5%
GRBK icon
1064
Green Brick Partners
GRBK
$3.12B
11 25 14 853%
SPTL icon
1065
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.5B
11 20 9 32.1%
HHH icon
1066
Howard Hughes
HHH
$4.3B
11 77 66 28.6%
CCJ icon
1067
Cameco
CCJ
$39.9B
11 91 80 613%
INDA icon
1068
iShares MSCI India ETF
INDA
$6.81B
11 64 53 79.7%
VTWO icon
1069
Vanguard Russell 2000 ETF
VTWO
$17.5B
11 27 16 168%
TOVX icon
1070
Theriva Biologics
TOVX
$11M
11 16 5 100%
ENTG icon
1071
Entegris
ENTG
$21.4B
11 58 47 933%
ICFI icon
1072
ICF International
ICFI
$1.38B
11 51 40 122%
RDNT icon
1073
RadNet
RDNT
$4.94B
10 38 28 1,200%
BGY icon
1074
BlackRock Enhanced International Dividend Trust
BGY
$523M
10 29 19 2.53%
KN icon
1075
Knowles
KN
$3.15B
10 90 80 179%