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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Jun ‘15
CAG icon
1
Conagra Brands
CAG
$7.19B
128 285 157 55.8%
M icon
2
Macy's
M
$6.56B
115 343 228 63.1%
WU icon
3
Western Union
WU
$2.4B
104 264 160 62.2%
NOV icon
4
NOV
NOV
$6.93B
99 359 260 60%
NWL icon
5
Newell Brands
NWL
$2.18B
86 204 118 87.5%
LNC icon
6
Lincoln National
LNC
$8.8B
79 257 178 22.3%
IYR icon
7
iShares US Real Estate ETF
IYR
$4.69B
65 145 80 48.2%
CWEN icon
8
Clearway Energy Class C
CWEN
$4.94B
65 84 19 45%
XLB icon
9
State Street Materials Select Sector SPDR ETF
XLB
$8.71B
60 144 84 113%
TAP icon
10
Molson Coors Class B
TAP
$7.79B
56 218 162 40.5%
AGCO icon
11
AGCO
AGCO
$7.76B
54 161 107 88.7%
SWKS icon
12
Skyworks Solutions
SWKS
$9.4B
54 298 244 40%
CIGI icon
13
Colliers International
CIGI
$5.08B
50 65 15 158%
BFH icon
14
Bread Financial
BFH
$4.47B
49 198 149 52.5%
CPB icon
15
Campbell Soup
CPB
$6.58B
48 191 143 53.7%
VFC icon
16
VF Corp
VFC
$5.87B
43 322 279 77.2%
FLS icon
17
Flowserve
FLS
$9.63B
43 182 139 43%
AVT icon
18
Avnet
AVT
$7.12B
42 154 112 111%
ENS icon
19
EnerSys
ENS
$6.74B
42 107 65 163%
WHR icon
20
Whirlpool
WHR
$2.47B
42 223 181 78%
XRAY icon
21
Dentsply Sirona
XRAY
$2.75B
41 172 131 73.3%
CEF icon
22
Sprott Physical Gold and Silver Trust
CEF
$7.56B
39 70 31 251%
AIR icon
23
AAR Corp
AIR
$5.56B
38 76 38 338%
BHC icon
24
Bausch Health
BHC
$2.25B
38 224 186 97.3%
MHK icon
25
Mohawk Industries
MHK
$7.29B
38 177 139 37.4%