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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Dec ‘19
THO icon
101
Thor Industries
THO
$4.14B
25 134 109 7.03%
ACA icon
102
Arcosa
ACA
$7.11B
25 98 73 225%
HXL icon
103
Hexcel
HXL
$7.63B
25 168 143 37.5%
FIVN icon
104
FIVE9
FIVN
$2.58B
25 112 87 47.4%
AVNT icon
105
Avient
AVNT
$4.19B
25 99 74 24.1%
HUBG icon
106
HUB Group
HUBG
$2.9B
25 81 56 84.6%
AIR icon
107
AAR Corp
AIR
$5.74B
25 77 52 216%
MHK icon
108
Mohawk Industries
MHK
$9.19B
25 179 154 0.54%
DIOD icon
109
Diodes
DIOD
$4.65B
24 95 71 79.1%
FV icon
110
First Trust Dorsey Wright Focus 5 ETF
FV
$3.78B
24 76 52 130%
TRMK icon
111
Trustmark
TRMK
$2.75B
24 82 58 37.1%
CVSA
112
Covista Inc
CVSA
$4.38B
24 84 60 268%
CE icon
113
Celanese
CE
$4.88B
24 210 186 63.9%
PTEN icon
114
Patterson-UTI
PTEN
$4.19B
24 109 85 4.67%
EPI icon
115
WisdomTree India Earnings Fund ETF
EPI
$2.05B
24 61 37 74.4%
BKE icon
116
Buckle
BKE
$2.4B
23 64 41 72.5%
UNF icon
117
Unifirst Corp
UNF
$5.24B
23 103 80 43.4%
BCO icon
118
Brink's
BCO
$4.55B
23 102 79 21.9%
ST icon
119
Sensata Technologies
ST
$6.66B
23 114 91 15%
KBH icon
120
KB Home
KBH
$3.47B
22 102 80 64.9%
FBT icon
121
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.81B
22 73 51 73.8%
GNTX icon
122
Gentex
GNTX
$5.02B
22 182 160 17.7%
FCF icon
123
First Commonwealth Financial
FCF
$2.17B
22 68 46 47.7%
LAD icon
124
Lithia Motors
LAD
$8.35B
22 118 96 158%
WING icon
125
Wingstop
WING
$3.2B
22 92 70 36.3%