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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘15
OXBR icon
2001
Oxbridge Re Holdings
OXBR
$13.3M
2 3 1 72.3%
PBP icon
2002
Invesco S&P 500 BuyWrite ETF
PBP
$349M
2 21 19 9.9%
PBT
2003
Permian Basin Royalty Trust
PBT
$1.31B
2 26 24 247%
CPF icon
2004
Central Pacific Financial
CPF
$1B
2 43 41 67%
BYLD icon
2005
iShares Yield Optimized Bond ETF
BYLD
$449M
2 3 1 11.6%
BOSC icon
2006
Better Online Solutions
BOSC
$29.9M
2 2 0 105%
RCMT icon
2007
RCM Technologies
RCMT
$195M
2 9 7 311%
BBN icon
2008
BlackRock Taxable Municipal Bond Trust
BBN
$986M
2 25 23 29.6%
RS icon
2009
Reliance Steel & Aluminium
RS
$19.7B
2 98 96 531%
ALOT icon
2010
AstroNova
ALOT
$222M
2 8 6 104%
ACCO icon
2011
Acco Brands
ACCO
$363M
2 64 62 52.6%
ACAD icon
2012
Acadia Pharmaceuticals
ACAD
$4.37B
2 65 63 21.8%
WOOD icon
2013
iShares Global Timber & Forestry ETF
WOOD
$250M
2 18 16 22.8%
VLU icon
2014
State Street SPDR S&P 1500 Value Tilt ETF
VLU
$741M
2 2 0 185%
SCM icon
2015
Stellus Capital Investment Corp
SCM
$236M
2 10 8 32.5%
LCNB icon
2016
LCNB Corp
LCNB
$253M
2 9 7 16.1%
CNXN icon
2017
PC Connection
CNXN
$1.98B
2 31 29 201%
TATT icon
2018
TAT Technologies
TATT
$550M
2 3 1 502%
MIN
2019
Aberdeen Intermediate Income Fund
MIN
$280M
2 23 21 49.5%
LPCN icon
2020
Lipocine
LPCN
$19.4M
2 5 3 98%
UAE icon
2021
iShares MSCI UAE ETF
UAE
$311M
2 5 3 5.92%
BSRR icon
2022
Sierra Bancorp
BSRR
$540M
2 20 18 147%
DGT icon
2023
State Street SPDR Global Dow ETF
DGT
$605M
2 7 5 163%
LSCC icon
2024
Lattice Semiconductor
LSCC
$17.9B
2 54 52 1,962%
NPV icon
2025
Nuveen Virginia Quality Municipal Income Fund
NPV
$223M
2 7 5 16.3%