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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Jun ‘21
SIRI icon
151
SiriusXM
SIRI
$9.61B
18 193 175 56.4%
PVLA
152
Palvella Therapeutics
PVLA
$2.22B
18 29 11 49.6%
AZZ icon
153
AZZ Inc
AZZ
$4.6B
18 70 52 196%
BOH icon
154
Bank of Hawaii
BOH
$3.13B
18 110 92 5.69%
RLI icon
155
RLI Corp
RLI
$5.87B
18 98 80 22.3%
IBOC icon
156
International Bancshares
IBOC
$4.48B
18 77 59 67.8%
LAZ icon
157
Lazard
LAZ
$4.24B
18 99 81 3.85%
NG icon
158
NovaGold Resources
NG
$3.37B
17 61 44 4.12%
JOE icon
159
St. Joe Company
JOE
$3.89B
17 67 50 53.3%
WERN icon
160
Werner Enterprises
WERN
$2.18B
17 108 91 18.2%
CRVL icon
161
CorVel
CRVL
$3.09B
17 58 41 36.7%
KYN icon
162
Kayne Anderson Energy Infrastructure Fund
KYN
$2.48B
17 53 36 64.8%
GEF icon
163
Greif
GEF
$4.98B
17 73 56 44.6%
PRI icon
164
Primerica
PRI
$9.63B
17 117 100 104%
CATY icon
165
Cathay General Bancorp
CATY
$4.25B
17 86 69 61.8%
NWE icon
166
NorthWestern Energy
NWE
$4.35B
17 102 85 17.3%
AOS icon
167
A.O. Smith
AOS
$8.65B
16 206 190 11.6%
AXS icon
168
AXIS Capital
AXS
$7.35B
16 96 80 106%
CHH icon
169
Choice Hotels
CHH
$4.62B
16 86 70 13.7%
CSTM icon
170
Constellium
CSTM
$4.05B
16 57 41 57.8%
HGV icon
171
Hilton Grand Vacations
HGV
$3.34B
16 79 63 3.94%
MHO icon
172
M/I Homes
MHO
$3.85B
16 86 70 160%
MGRC icon
173
McGrath RentCorp
MGRC
$2.95B
16 72 56 48.2%
IPGP icon
174
IPG Photonics
IPGP
$3.65B
16 148 132 59.3%
MTN icon
175
Vail Resorts
MTN
$5.26B
16 156 140 53.3%