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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Sep ‘24
DNOW icon
151
DNOW Inc
DNOW
$3.01B
25 98 73 28.8%
FBP icon
152
First Bancorp
FBP
$4.43B
25 105 80 37.2%
MOS icon
153
The Mosaic Company
MOS
$7.34B
25 247 222 13.7%
LBRDA icon
154
Liberty Broadband Class A
LBRDA
$5.33B
25 71 46 51.7%
TRNO icon
155
Terreno Realty
TRNO
$7.44B
25 138 113 2.14%
VAW icon
156
Vanguard Materials ETF
VAW
$3.1B
25 128 103 12.6%
NSIT icon
157
Insight Enterprises
NSIT
$4.43B
25 135 110 29.9%
UNIT
158
Uniti Group
UNIT
$2.25B
25 111 86 64.4%
ATHM icon
159
Autohome
ATHM
$2.65B
24 78 54 29.4%
WU icon
160
Western Union
WU
$2.2B
24 170 146 40.9%
CALY
161
Callaway Golf Company
CALY
$3.01B
24 106 82 53.6%
SMG icon
162
ScottsMiracle-Gro
SMG
$3.61B
24 168 144 28.5%
ABG icon
163
Asbury Automotive
ABG
$3.73B
24 120 96 12.9%
BHC icon
164
Bausch Health
BHC
$2.33B
24 70 46 23.5%
RPG icon
165
Invesco S&P 500 Pure Growth ETF
RPG
$2.04B
24 86 62 48.7%
ICSH icon
166
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.4B
24 166 142 0.51%
KSS icon
167
Kohl's
KSS
$2.1B
24 141 117 12.4%
OUT icon
168
Outfront Media
OUT
$5.27B
23 103 80 65.4%
SON icon
169
Sonoco
SON
$5.71B
23 181 158 5.8%
SLM icon
170
SLM Corp
SLM
$5.11B
23 119 96 18.8%
MAN icon
171
ManpowerGroup
MAN
$2.62B
23 135 112 23.5%
TFI icon
172
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.17B
23 116 93 3.76%
QLYS icon
173
Qualys
QLYS
$6.51B
23 180 157 46.6%
PBF icon
174
PBF Energy
PBF
$8.22B
23 142 119 124%
KBH icon
175
KB Home
KBH
$3.54B
22 161 139 32.6%