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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Sep ‘23
MATX icon
126
Matsons
MATX
$6.11B
32 116 84 130%
GGB icon
127
Gerdau
GGB
$9.2B
32 78 46 18.1%
AGYS icon
128
Agilysys
AGYS
$3.01B
32 89 57 61.1%
PB icon
129
Prosperity Bancshares
PB
$8.85B
32 128 96 34.9%
AZZ icon
130
AZZ Inc
AZZ
$4.6B
32 78 46 236%
SPYD icon
131
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.7B
32 162 130 42.1%
SKYY icon
132
First Trust Cloud Computing ETF
SKYY
$3.22B
32 114 82 112%
QRVO icon
133
Qorvo
QRVO
$8.53B
32 205 173 1.27%
PRI icon
134
Primerica
PRI
$9.63B
32 141 109 61.2%
PCTY icon
135
Paylocity
PCTY
$7.7B
31 176 145 20.2%
SSRM icon
136
SSR Mining
SSRM
$6.52B
31 90 59 141%
CNO icon
137
CNO Financial Group
CNO
$5.05B
31 100 69 130%
GDXJ icon
138
VanEck Junior Gold Miners ETF
GDXJ
$8.53B
31 86 55 268%
FCN icon
139
FTI Consulting
FCN
$4.22B
31 140 109 14.3%
NEOG icon
140
Neogen
NEOG
$2.51B
31 138 107 38%
NOVT icon
141
Novanta
NOVT
$6.34B
31 109 78 16.9%
HUBG icon
142
HUB Group
HUBG
$2.32B
31 111 80 3.23%
AXTA icon
143
Axalta
AXTA
$7.98B
31 135 104 38.6%
OTTR icon
144
Otter Tail
OTTR
$3.96B
31 104 73 24.2%
SSD icon
145
Simpson Manufacturing
SSD
$8.19B
31 145 114 33.4%
MSM icon
146
MSC Industrial Direct
MSM
$6.7B
30 164 134 22.3%
STWD icon
147
Starwood Property Trust
STWD
$6.17B
30 168 138 13.9%
NEO icon
148
NeoGenomics
NEO
$2.12B
30 104 74 34.4%
IRT icon
149
Independence Realty Trust
IRT
$3.93B
30 138 108 18.3%
LPX icon
150
Louisiana-Pacific
LPX
$5.28B
30 140 110 36.6%