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Name Net increased
positions
Increased positions Reduced positions Return since
30 Jun ‘25
ZVRA icon
2001
Zevra Therapeutics
ZVRA
$673M
16 45 29 28.7%
UMAC icon
2002
Unusual Machines
UMAC
$1.25B
16 17 1 191%
PRM icon
2003
Perimeter Solutions
PRM
$4.41B
16 82 66 93.4%
PSIX
2004
Power Solutions International
PSIX
$1.09B
16 33 17 27.2%
ABAT icon
2005
American Battery Technology Co
ABAT
$312M
16 27 11 35.2%
ICLO icon
2006
Invesco AAA CLO Floating Rate Note ETF
ICLO
$582M
16 34 18 0.12%
ABX
2007
Abacus Global Management
ABX
$788M
16 35 19 56.8%
BCYC
2008
Bicycle Therapeutics
BCYC
$255M
16 37 21 47.5%
DMLP icon
2009
Dorchester Minerals
DMLP
$1.4B
16 46 30 2.48%
GSHD icon
2010
Goosehead Insurance
GSHD
$1.05B
16 108 92 58.3%
DPG
2011
Duff & Phelps Utility and Infrastructure Fund
DPG
$465M
16 31 15 4.03%
ETON icon
2012
Eton Pharmaceutcials
ETON
$1.69B
16 35 19 315%
L icon
2013
Loews
L
$21.7B
16 243 227 15.6%
FSCO
2014
FS Credit Opportunities Corp
FSCO
$1.05B
16 92 76 28.7%
LFCR icon
2015
Lifecore Biomedical
LFCR
$250M
16 34 18 18.8%
TKO icon
2016
TKO Group
TKO
$13B
16 197 181 2.4%
UMMA icon
2017
Wahed Dow Jones Islamic World ETF
UMMA
$297M
16 17 1 39.4%
USLM icon
2018
United States Lime & Minerals
USLM
$3.17B
16 72 56 10.7%
HCMT icon
2019
Direxion HCM Tactical Enhanced US ETF
HCMT
$616M
16 22 6 30.5%
CVIE icon
2020
Calvert International Responsible Index ETF
CVIE
$505M
16 23 7 29.3%
MSBI icon
2021
Midland States Bancorp
MSBI
$672M
16 59 43 87%
DOC icon
2022
Healthpeak Properties
DOC
$13.9B
16 286 270 15%
RSST icon
2023
Return Stacked US Stocks & Managed Futures ETF
RSST
$564M
16 30 14 52.1%
EIPI
2024
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.04B
16 55 39 8.62%
ETHW
2025
Bitwise Ethereum ETF
ETHW
$286M
16 22 6 6.53%