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Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘19
SQNS
1976
Sequans Communications SA
SQNS
$37.4M
4 6 2 96.7%
SLVP icon
1977
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$805M
4 12 8 172%
ALTY icon
1978
Global X Alternative Income ETF
ALTY
$45.7M
4 9 5 16.4%
SCD
1979
LMP Capital and Income Fund
SCD
$353M
4 12 8 0.84%
SER icon
1980
Serina Therapeutics
SER
$31M
4 15 11 96.8%
OPY icon
1981
Oppenheimer Holdings
OPY
$1.17B
4 35 31 299%
TRPA
1982
Hartford AAA CLO ETF
TRPA
$103M
4 5 1 4.67%
SFBC
1983
Sound Financial Bancorp
SFBC
$107M
4 6 2 25.2%
UTES icon
1984
Virtus Reaves Utilities ETF
UTES
$1.4B
4 4 0 98.8%
VPV icon
1985
Invesco Pennsylvania Value Municipal Income Trust
VPV
$194M
4 12 8 17.8%
GCMG icon
1986
GCM Grosvenor
GCMG
$737M
4 9 5 19%
DINT icon
1987
Davis Select International ETF
DINT
$279M
4 9 5 51.6%
DJCO icon
1988
Daily Journal
DJCO
$792M
4 18 14 98%
EPM icon
1989
Evolution Petroleum
EPM
$137M
4 37 33 30%
FBIZ icon
1990
First Business Financial Services
FBIZ
$562M
4 32 28 155%
FSMB icon
1991
First Trust Short Duration Managed Municipal ETF
FSMB
$618M
4 6 2 3.03%
GLOB icon
1992
Globant
GLOB
$1.35B
4 78 74 70.5%
GNT
1993
GAMCO Natural Resources, Gold & Income Trust
GNT
$138M
4 11 7 38.3%
GWX icon
1994
State Street SPDR S&P International Small Cap ETF
GWX
$861M
4 61 57 35.8%
NTB icon
1995
Bank of N.T. Butterfield & Son
NTB
$2.42B
4 51 47 64.7%
AFIF icon
1996
Anfield Universal Fixed Income ETF
AFIF
$227M
4 7 3 3.4%
AGNG icon
1997
Global X Aging Population ETF
AGNG
$86.7M
4 6 2 56.6%
ALV icon
1998
Autoliv
ALV
$8.6B
4 73 69 39.2%
APOG icon
1999
Apogee Enterprises
APOG
$850M
4 60 56 25.4%
ARCB icon
2000
ArcBest
ARCB
$3.44B
4 61 57 459%