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Name Net increased
positions
Increased positions Reduced positions Return since
30 Sep ‘18
RH icon
2001
RH
RH
$3.3B
3 79 76 33.2%
VSHY icon
2002
Virtus Newfleet Short Duration High Yield Bond ETF
VSHY
$31.1M
3 6 3 11%
WLYB icon
2003
John Wiley & Sons Class B
WLYB
$2.56B
3 4 1 17.7%
XTLB
2004
XTL Biopharmaceuticals
XTLB
$7.27M
3 3 0 66.5%
GNMA icon
2005
iShares GNMA Bond ETF
GNMA
$425M
3 14 11 9.01%
AGD
2006
abrdn Global Dynamic Dividend Fund
AGD
$316M
3 13 10 16.8%
RDY icon
2007
Dr. Reddy's Laboratories
RDY
$10.7B
3 42 39 85.5%
DEEF icon
2008
Xtrackers FTSE Developed ex US Multifactor ETF
DEEF
$54.7M
3 8 5 36.9%
SELF
2009
Global Self Storage
SELF
$58.8M
3 8 5 22.9%
WGO icon
2010
Winnebago Industries
WGO
$820M
3 78 75 12.5%
IGA
2011
Voya Global Advantage and Premium Opportunity Fund
IGA
$153M
3 12 9 12.9%
IRS
2012
IRSA Inversiones y Representaciones
IRS
$1.3B
3 15 12 5.94%
MFDX icon
2013
PIMCO RAFI Multi-Factor International Equity ETF
MFDX
$457M
3 6 3 60.2%
IGI
2014
Western Asset Investment Grade Defined Opportunity Trust
IGI
$96.4M
3 10 7 23%
MITK icon
2015
Mitek Systems
MITK
$879M
3 30 27 176%
GVI icon
2016
iShares Intermediate Government/Credit Bond ETF
GVI
$3.73B
3 63 60 1.74%
GUT
2017
Gabelli Utility Trust
GUT
$629M
3 13 10 23.8%
NFG icon
2018
National Fuel Gas
NFG
$7.59B
3 112 109 42.5%
NNI icon
2019
Nelnet
NNI
$4.74B
3 43 40 131%
FTQI icon
2020
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF
FTQI
$937M
3 5 2 2.83%
FTLS icon
2021
First Trust Long/Short Equity ETF
FTLS
$2.45B
3 16 13 84.4%
BIZD icon
2022
VanEck BDC Income ETF
BIZD
$1.61B
3 17 14 26.5%
ELLO icon
2023
Ellomay Capital Ltd
ELLO
$249M
3 3 0 118%
EFAX icon
2024
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$497M
3 7 4 53.7%
RCKT icon
2025
Rocket Pharmaceuticals
RCKT
$397M
3 23 20 85.2%