Name Net reduced
positions
Reduced positions Increased positions Return since
30 Sep ‘19
26
32 59 27 64.1%
27
32 52 20 25.1%
28
32 54 22 50.3%
SABR icon
29
Sabre
SABR
$698M
31 135 104 92.1%
30
30 75 45 28%
31
30 80 50 11.9%
32
30 84 54 76.8%
33
30 131 101 52.2%
34
29 67 38 47.1%
35
29 39 10 57.2%
IYT icon
36
iShares US Transportation ETF
IYT
$610M
29 54 25 52.4%
37
29 50 21 67.7%
38
28 102 74 65%
39
28 72 44 69.5%
40
27 91 64 68.4%
41
27 81 54 29.5%
42
27 62 35 38.4%
43
26 47 21 46.5%
44
26 54 28 95.6%
45
26 102 76 15.7%
46
26 45 19 59.2%
47
25 70 45 6.92%
48
25 33 8 56.4%
49
25 33 8 65%
50
24 67 43 36%