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Name Net increased
positions
Increased positions Reduced positions Return since
30 Jun ‘26
CRK icon
2001
Comstock Resources
CRK
$4.06B
23 112 89 7.37%
CR icon
2002
Crane Co
CR
$11.8B
23 212 189 8.3%
CERT icon
2003
Certara
CERT
$1.36B
23 92 69 35.7%
BWMN icon
2004
Bowman Consulting
BWMN
$738M
23 58 35 45.8%
BUFF icon
2005
Innovator Laddered Allocation Power Buffer ETF
BUFF
$1.05B
23 70 47 2.39%
BOKF icon
2006
BOK Financial
BOKF
$7.95B
23 106 83 5.82%
BKLN icon
2007
Invesco Senior Loan ETF
BKLN
$6.66B
23 196 173 0.69%
KEEL
2008
Keel Infrastructure Corp
KEEL
$2.41B
23 70 47 32.1%
BBUC
2009
Brookfield Business Corp Class A Subordinate Voting Shares
BBUC
$5.15B
23 60 37 16%
APG icon
2010
APi Group
APG
$16.3B
23 231 208 10.7%
AIZ icon
2011
Assurant
AIZ
$12.9B
23 225 202 2.48%
AGGH icon
2012
Simplify Aggregate Bond ETF
AGGH
$534M
23 47 24 4.86%
ABSI icon
2013
Absci
ABSI
$1.78B
23 73 50 10.7%
ABAT icon
2014
American Battery Technology Co
ABAT
$321M
23 56 33 20.5%
DBND icon
2015
DoubleLine Opportunistic Bond ETF
DBND
$752M
22 50 28 4.17%
XEMD icon
2016
BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF
XEMD
$946M
22 30 8 3.43%
PAY icon
2017
Paymentus
PAY
$3.9B
22 77 55 28.1%
OAKM
2018
Oakmark U.S. Large Cap ETF
OAKM
$1.11B
22 48 26 6.25%
WIW
2019
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$485M
22 40 18 5.71%
HYGH icon
2020
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$656M
22 48 26 0.35%
HSAI
2021
Hesai Group
HSAI
$2.57B
22 53 31 10.2%
MANE
2022
Veradermics Inc
MANE
$4.83B
22 41 19 5.87%
BDVL
2023
iShares Disciplined Volatility Equity Active ETF
BDVL
$1.75B
22 50 28 1.31%
AVBH
2024
Avidbank Holdings
AVBH
$343M
22 44 22 5.54%
JCAP
2025
Jefferson Capital
JCAP
$1.12B
22 45 23 0.36%