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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Jun ‘15
CAG icon
1
Conagra Brands
CAG
$7.42B
128 285 157 54.4%
M icon
2
Macy's
M
$6.51B
115 343 228 63.3%
WU icon
3
Western Union
WU
$2.53B
104 264 160 60.2%
NOV icon
4
NOV
NOV
$6.84B
99 359 260 60.5%
NWL icon
5
Newell Brands
NWL
$2.21B
86 204 118 87.4%
LNC icon
6
Lincoln National
LNC
$7.92B
79 257 178 30%
IYR icon
7
iShares US Real Estate ETF
IYR
$4.75B
65 145 80 50.1%
CWEN icon
8
Clearway Energy Class C
CWEN
$4.79B
65 84 19 40.6%
XLB icon
9
State Street Materials Select Sector SPDR ETF
XLB
$8.72B
60 144 84 114%
TAP icon
10
Molson Coors Class B
TAP
$8.02B
56 218 162 38.7%
AGCO icon
11
AGCO
AGCO
$8.41B
54 161 107 105%
SWKS icon
12
Skyworks Solutions
SWKS
$9.21B
54 298 244 41.2%
CIGI icon
13
Colliers International
CIGI
$5.17B
50 65 15 163%
BFH icon
14
Bread Financial
BFH
$4.32B
49 198 149 54.1%
CPB icon
15
Campbell Soup
CPB
$6.85B
48 191 143 51.8%
VFC icon
16
VF Corp
VFC
$5.92B
43 322 279 77%
FLS icon
17
Flowserve
FLS
$8.94B
43 182 139 32.8%
AVT icon
18
Avnet
AVT
$6.86B
42 154 112 103%
ENS icon
19
EnerSys
ENS
$6.43B
42 107 65 151%
WHR icon
20
Whirlpool
WHR
$2.49B
42 223 181 77.8%
XRAY icon
21
Dentsply Sirona
XRAY
$2.84B
41 172 131 72.5%
CEF icon
22
Sprott Physical Gold and Silver Trust
CEF
$7.38B
39 70 31 242%
AIR icon
23
AAR Corp
AIR
$5.4B
38 76 38 325%
MHK icon
24
Mohawk Industries
MHK
$6.91B
38 177 139 40.6%
LBTYK icon
25
Liberty Global Class C
LBTYK
$3.5B
37 161 124 75%