Name Net new
positions
New positions Closed positions Return since
30 Sep ‘18
2001
4 4 0 58.2%
2002
4 4 0 19.5%
2003
4 4 0 72.9%
SBUX icon
2004
Starbucks
SBUX
$113B
3 119 116 74.5%
2005
3 84 81 75.2%
2006
3 69 66 87%
2007
3 61 58 0.53%
2008
3 115 112 67.4%
2009
3 59 56 0.14%
2010
3 66 63 35.2%
EQR icon
2011
Equity Residential
EQR
$24.5B
3 43 40 1.22%
2012
3 48 45 70.1%
2013
3 33 30 13.9%
2014
3 46 43 1,425%
2015
3 33 30 52.6%
2016
3 46 43 47.7%
2017
3 35 32 56.8%
2018
3 39 36 53.4%
2019
3 45 42 19.6%
2020
3 26 23 19%
2021
3 28 25 27.3%
2022
3 37 34 65.2%
2023
3 33 30 1,018%
2024
3 24 21 47.2%
2025
3 30 27 56.1%