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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Jun ‘15
CAG icon
1
Conagra Brands
CAG
$7.14B
128 285 157 56.3%
M icon
2
Macy's
M
$6.01B
115 343 228 65.9%
WU icon
3
Western Union
WU
$2.19B
104 264 160 65.4%
NOV icon
4
NOV
NOV
$7.26B
99 359 260 57.8%
NWL icon
5
Newell Brands
NWL
$2.49B
86 204 118 85.8%
LNC icon
6
Lincoln National
LNC
$8.36B
79 257 178 26.3%
IYR icon
7
iShares US Real Estate ETF
IYR
$4.31B
65 145 80 40.8%
CWEN icon
8
Clearway Energy Class C
CWEN
$6.25B
65 84 19 39.1%
XLB icon
9
State Street Materials Select Sector SPDR ETF
XLB
$8.36B
61 145 84 109%
TAP icon
10
Molson Coors Class B
TAP
$7.26B
56 218 162 44.2%
AGCO icon
11
AGCO
AGCO
$8.61B
54 161 107 116%
CIGI icon
12
Colliers International
CIGI
$4.77B
50 65 15 143%
BFH icon
13
Bread Financial
BFH
$4.15B
49 198 149 53.6%
CPB icon
14
Campbell Soup
CPB
$6.38B
48 191 143 55.1%
VFC icon
15
VF Corp
VFC
$5.14B
43 322 279 80.1%
FLS icon
16
Flowserve
FLS
$9.07B
43 182 139 35.5%
ENS icon
17
EnerSys
ENS
$6.14B
42 107 65 142%
WHR icon
18
Whirlpool
WHR
$2.24B
42 223 181 80.2%
AVT icon
19
Avnet
AVT
$7.68B
42 154 112 128%
XRAY icon
20
Dentsply Sirona
XRAY
$2.07B
41 172 131 79.9%
CEF icon
21
Sprott Physical Gold and Silver Trust
CEF
$7.66B
39 70 31 275%
BHC icon
22
Bausch Health
BHC
$2.22B
38 224 186 97.3%
MHK icon
23
Mohawk Industries
MHK
$8.65B
38 177 139 33.1%
AIR icon
24
AAR Corp
AIR
$4.9B
38 76 38 282%
SIRI icon
25
SiriusXM
SIRI
$9.96B
37 156 119 20.8%