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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Mar ‘15
VNO icon
1
Vornado Realty Trust
VNO
$7.48B
222 297 75 56.1%
SWKS icon
2
Skyworks Solutions
SWKS
$9.15B
105 296 191 38.1%
KSS icon
3
Kohl's
KSS
$2.29B
81 259 178 74.2%
ASH icon
4
Ashland
ASH
$3.28B
66 167 101 15%
TNL icon
5
Travel + Leisure Co
TNL
$4.69B
58 208 150 87.4%
TDC icon
6
Teradata
TDC
$3.03B
56 190 134 27%
BHC icon
7
Bausch Health
BHC
$2.61B
55 217 162 96.5%
CAG icon
8
Conagra Brands
CAG
$7.04B
54 247 193 48.3%
CPB icon
9
Campbell Soup
CPB
$6.62B
53 190 137 52.3%
AGCO icon
10
AGCO
AGCO
$7.22B
52 163 111 116%
WHR icon
11
Whirlpool
WHR
$2.57B
51 238 187 80.4%
KMX icon
12
CarMax
KMX
$8.22B
50 180 130 16.1%
AMG icon
13
Affiliated Managers Group
AMG
$9.98B
49 204 155 75.8%
FLS icon
14
Flowserve
FLS
$9.76B
46 189 143 35.2%
VFC icon
15
VF Corp
VFC
$5.88B
45 317 272 78.9%
NWL icon
16
Newell Brands
NWL
$2.74B
39 182 143 83.5%
DNOW icon
17
DNOW Inc
DNOW
$2.6B
39 136 97 34.2%
OLN icon
18
Olin
OLN
$2.1B
39 100 61 42.5%
HSIC icon
19
Henry Schein
HSIC
$9.9B
38 176 138 58.8%
WU icon
20
Western Union
WU
$2.04B
38 233 195 68.6%
IYR icon
21
iShares US Real Estate ETF
IYR
$4.67B
38 133 95 32.5%
FLR icon
22
Fluor
FLR
$7.05B
36 221 185 11.6%
URBN icon
23
Urban Outfitters
URBN
$6.58B
34 135 101 68.3%
ALV icon
24
Autoliv
ALV
$9.04B
34 103 69 45.5%
CE icon
25
Celanese
CE
$4.83B
34 147 113 21.1%