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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Mar ‘15
VNO icon
1
Vornado Realty Trust
VNO
$7.5B
222 297 75 56%
SWKS icon
2
Skyworks Solutions
SWKS
$9.1B
105 296 191 38.5%
KSS icon
3
Kohl's
KSS
$2.28B
81 259 178 74.3%
ASH icon
4
Ashland
ASH
$3.27B
66 167 101 14.8%
TNL icon
5
Travel + Leisure Co
TNL
$4.71B
58 208 150 88.1%
TDC icon
6
Teradata
TDC
$3.04B
56 190 134 26.8%
BHC icon
7
Bausch Health
BHC
$2.6B
55 217 162 96.5%
CAG icon
8
Conagra Brands
CAG
$7.03B
54 247 193 48.3%
CPB icon
9
Campbell Soup
CPB
$6.62B
53 190 137 52.3%
AGCO icon
10
AGCO
AGCO
$7.21B
52 163 111 116%
WHR icon
11
Whirlpool
WHR
$2.57B
51 238 187 80.4%
KMX icon
12
CarMax
KMX
$8.2B
50 180 130 16.3%
AMG icon
13
Affiliated Managers Group
AMG
$9.94B
49 204 155 75.3%
FLS icon
14
Flowserve
FLS
$9.73B
46 189 143 34.8%
VFC icon
15
VF Corp
VFC
$5.87B
45 317 272 79%
NWL icon
16
Newell Brands
NWL
$2.64B
39 182 143 84.1%
OLN icon
17
Olin
OLN
$2.1B
39 100 61 42.5%
DNOW icon
18
DNOW Inc
DNOW
$2.6B
39 136 97 34.2%
IYR icon
19
iShares US Real Estate ETF
IYR
$4.65B
38 133 95 32.2%
WU icon
20
Western Union
WU
$2.05B
38 233 195 68.4%
HSIC icon
21
Henry Schein
HSIC
$9.92B
38 176 138 59%
FLR icon
22
Fluor
FLR
$7.02B
36 221 185 12%
URBN icon
23
Urban Outfitters
URBN
$6.53B
34 135 101 67.2%
CE icon
24
Celanese
CE
$4.85B
34 147 113 20.8%
ALV icon
25
Autoliv
ALV
$9.02B
34 103 69 45.1%