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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Sep ‘23
PPC icon
101
Pilgrim's Pride
PPC
$6.4B
35 91 56 17.7%
CAR icon
102
Avis
CAR
$4.97B
35 120 85 21.7%
BILL icon
103
BILL Holdings
BILL
$4.93B
35 170 135 54.4%
SLM icon
104
SLM Corp
SLM
$5.11B
35 122 87 99.4%
UFPI icon
105
UFP Industries
UFPI
$5.12B
35 156 121 9.36%
BIO icon
106
Bio-Rad Laboratories Class A
BIO
$9.53B
35 181 146 0.61%
WU icon
107
Western Union
WU
$2.2B
34 175 141 46.5%
SON icon
108
Sonoco
SON
$5.71B
33 177 144 6.35%
WAFD icon
109
WaFd
WAFD
$2.82B
33 97 64 48.6%
TAP icon
110
Molson Coors Class B
TAP
$7.83B
33 258 225 34%
LSTR icon
111
Landstar System
LSTR
$6.03B
33 174 141 0.45%
PECO icon
112
Phillips Edison & Co
PECO
$5.1B
33 139 106 18.2%
WH icon
113
Wyndham Hotels & Resorts
WH
$5.38B
33 145 112 4.21%
AMG icon
114
Affiliated Managers Group
AMG
$9.48B
33 153 120 175%
SUSA icon
115
iShares ESG Optimized MSCI USA ETF
SUSA
$4.16B
33 146 113 75.9%
DAR icon
116
Darling Ingredients
DAR
$9.84B
33 224 191 19.5%
SKYY icon
117
First Trust Cloud Computing ETF
SKYY
$3.22B
32 114 82 112%
LAD icon
118
Lithia Motors
LAD
$8.32B
32 147 115 28.1%
MATX icon
119
Matsons
MATX
$6.11B
32 116 84 130%
INGR icon
120
Ingredion
INGR
$6.6B
32 188 156 6.37%
PPLI
121
People Inc
PPLI
$2.97B
32 138 106 3.39%
SAH icon
122
Sonic Automotive
SAH
$2.55B
32 83 51 68.8%
AZZ icon
123
AZZ Inc
AZZ
$4.6B
32 78 46 236%
SPYD icon
124
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.7B
32 162 130 42.1%
NPO icon
125
Enpro
NPO
$7.12B
32 97 65 178%