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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Mar ‘18
ASH icon
101
Ashland
ASH
$3.45B
24 122 98 7.85%
BCC icon
102
Boise Cascade
BCC
$2.98B
24 95 71 121%
SLG icon
103
SL Green Realty
SLG
$3.96B
24 142 118 40.4%
BATRK icon
104
Atlanta Braves Holdings Series B
BATRK
$3.25B
23 55 32 122%
RYN icon
105
Rayonier
RYN
$6.51B
23 110 87 32.2%
DORM icon
106
Dorman Products
DORM
$3.99B
23 99 76 103%
GLNG icon
107
Golar LNG
GLNG
$5.16B
23 82 59 85.3%
IBB icon
108
iShares Biotechnology ETF
IBB
$9.84B
23 227 204 87.8%
BIO icon
109
Bio-Rad Laboratories Class A
BIO
$9.46B
23 120 97 41.5%
HTGC icon
110
Hercules Capital
HTGC
$3.14B
23 67 44 38.8%
SKYW icon
111
Skywest
SKYW
$4.19B
23 92 69 98.2%
CHE icon
112
Chemed
CHE
$7.1B
22 109 87 99.1%
AVNT icon
113
Avient
AVNT
$4.22B
22 112 90 8.21%
BHC icon
114
Bausch Health
BHC
$2.33B
22 115 93 60.8%
GGB icon
115
Gerdau
GGB
$9.25B
22 52 30 27.3%
PAYC icon
116
Paycom
PAYC
$9.63B
22 91 69 99%
TKR icon
117
Timken Company
TKR
$8.99B
22 122 100 184%
URBN icon
118
Urban Outfitters
URBN
$6.74B
22 106 84 113%
XLB icon
119
State Street Materials Select Sector SPDR ETF
XLB
$8.69B
22 182 160 86.4%
ENVA icon
120
Enova International
ENVA
$6.44B
22 65 43 1,073%
FIZZ icon
121
National Beverage
FIZZ
$2.89B
22 69 47 30.6%
IYH icon
122
iShares US Healthcare ETF
IYH
$3.76B
22 76 54 105%
SHOO icon
123
Steven Madden
SHOO
$3.52B
22 90 68 64.3%
THG icon
124
Hanover Insurance
THG
$7.86B
22 112 90 91.5%
CXT icon
125
Crane NXT
CXT
$3.03B
21 127 106 63.2%