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Name Net increased
positions
Increased positions Reduced positions Return since
30 Sep ‘19
PBT
2001
Permian Basin Royalty Trust
PBT
$1.33B
4 17 13 449%
BNDC icon
2002
FlexShares Core Select Bond Fund
BNDC
$168M
4 5 1 14.6%
RRGB icon
2003
Red Robin
RRGB
$129M
4 45 41 79%
AUTL
2004
Autolus Therapeutics
AUTL
$383M
4 16 12 88.4%
WTBA icon
2005
West Bancorporation
WTBA
$460M
4 28 24 24.2%
JMIA
2006
Jumia Technologies
JMIA
$809M
4 16 12 17.7%
MBIO icon
2007
Mustang Bio
MBIO
$4.88M
4 18 14 100%
OPTU
2008
Optimum Communications Inc
OPTU
$354M
4 117 113 96.8%
JPM icon
2009
JPMorgan Chase
JPM
$909B
4 1,122 1,118 191%
Z icon
2010
Zillow
Z
$7.61B
4 85 81 11.6%
ASR icon
2011
Grupo Aeroportuario del Sureste
ASR
$8.38B
4 35 31 83.2%
CVGI icon
2012
Commercial Vehicle Group
CVGI
$157M
4 43 39 35.6%
PDSB icon
2013
PDS Biotechnology
PDSB
$41M
4 4 0 78.3%
PEO
2014
Adams Natural Resources Fund
PEO
$725M
4 25 21 73%
LNT icon
2015
Alliant Energy
LNT
$19.3B
4 182 178 38.8%
TECL icon
2016
Direxion Daily Technology Bull 3x ETF
TECL
$5.19B
4 9 5 973%
UWM icon
2017
ProShares Ultra Russell2000
UWM
$276M
4 11 7 98.9%
YI
2018
111 Inc
YI
$32.5M
4 5 1 92.4%
LGI
2019
Lazard Global Total Return & Income Fund
LGI
$239M
4 15 11 17.5%
ARL icon
2020
American Realty Investors
ARL
$271M
4 11 7 8.91%
WPRT
2021
Westport Fuel Systems
WPRT
$36.1M
4 25 21 93%
DURA icon
2022
VanEck Durable High Dividend ETF
DURA
$38M
4 4 0 34.5%
DJD icon
2023
Invesco Dow Jones Industrial Average Dividend ETF
DJD
$469M
4 9 5 71.1%
EUO icon
2024
ProShares UltraShort Euro
EUO
$35.2M
4 7 3 9.31%
III icon
2025
Information Services Group
III
$191M
4 25 21 60.6%