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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Dec ‘19
ACA icon
101
Arcosa
ACA
$7.11B
25 98 73 225%
THO icon
102
Thor Industries
THO
$4.14B
25 134 109 7.03%
FIVN icon
103
FIVE9
FIVN
$2.58B
25 112 87 47.4%
AIR icon
104
AAR Corp
AIR
$5.74B
25 77 52 216%
HXL icon
105
Hexcel
HXL
$7.63B
25 168 143 37.5%
MHK icon
106
Mohawk Industries
MHK
$9.19B
25 179 154 0.54%
AVNT icon
107
Avient
AVNT
$4.19B
25 99 74 24.1%
HUBG icon
108
HUB Group
HUBG
$2.9B
25 81 56 84.6%
PTEN icon
109
Patterson-UTI
PTEN
$4.19B
24 109 85 4.67%
DIOD icon
110
Diodes
DIOD
$4.65B
24 95 71 79.1%
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%
FV icon
114
First Trust Dorsey Wright Focus 5 ETF
FV
$3.78B
24 76 52 130%
EPI icon
115
WisdomTree India Earnings Fund ETF
EPI
$2.05B
24 61 37 74.4%
BCO icon
116
Brink's
BCO
$4.55B
23 102 79 21.9%
UNF icon
117
Unifirst Corp
UNF
$5.24B
23 103 80 43.4%
ST icon
118
Sensata Technologies
ST
$6.66B
23 114 91 15%
BKE icon
119
Buckle
BKE
$2.4B
23 64 41 72.5%
TR icon
120
Tootsie Roll Industries
TR
$2.97B
22 70 48 42.5%
FCF icon
121
First Commonwealth Financial
FCF
$2.17B
22 68 46 47.7%
WING icon
122
Wingstop
WING
$3.2B
22 92 70 36.3%
FBT icon
123
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.81B
22 73 51 73.8%
GNTX icon
124
Gentex
GNTX
$5.02B
22 182 160 17.7%
LAD icon
125
Lithia Motors
LAD
$8.35B
22 118 96 158%