Name Net increased
positions
Increased positions Reduced positions Return since
30 Jun ‘23
1976
6 12 6 11.4%
1977
6 13 7 48.9%
1978
6 33 27 1.27%
GHM icon
1979
Graham Corp
GHM
$798M
6 22 16 447%
1980
6 40 34 23.4%
1981
6 52 46 40%
1982
6 33 27 273%
1983
6 35 29 24.7%
1984
6 690 684 71.4%
1985
6 13 7 28.5%
SVAL icon
1986
iShares US Small Cap Value Factor ETF
SVAL
$67.2M
6 13 7 36.1%
1987
6 33 27 79.5%
1988
6 8 2 162%
1989
6 36 30 223%
1990
6 57 51 8.15%
1991
6 115 109 37.5%
1992
6 8 2 10.6%
1993
6 32 26 35%
1994
6 15 9 49.2%
1995
6 10 4 28.8%
1996
6 22 16 6.97%
1997
6 8 2 80.7%
1998
6 16 10 86.7%
1999
6 114 108 28.3%
2000
6 91 85 36.5%