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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Dec ‘13
HCSG icon
76
Healthcare Services Group
HCSG
$1.5B
13 79 66 23.2%
ORN icon
77
Orion Group Holdings
ORN
$396M
13 43 30 18.6%
APOG icon
78
Apogee Enterprises
APOG
$887M
13 58 45 18.4%
DBP icon
79
Invesco DB Precious Metals Fund
DBP
$259M
13 19 6 159%
GGN
80
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$837M
13 31 18 40.6%
SBR
81
Sabine Royalty Trust
SBR
$1.06B
13 25 12 43.9%
PRGS icon
82
Progress Software
PRGS
$1.78B
13 65 52 67.6%
QMCO icon
83
Quantum Corp
QMCO
$464M
13 46 33 93.9%
TWIN icon
84
Twin Disc
TWIN
$342M
13 32 19 8.42%
OI icon
85
O-I Glass
OI
$1.08B
13 138 125 80.4%
CNMD icon
86
CONMED
CNMD
$1.48B
12 64 52 16.4%
CRESY
87
Cresud
CRESY
$767M
12 20 8 21.6%
MLR icon
88
Miller Industries
MLR
$606M
12 33 21 187%
KELYA icon
89
Kelly Services Class A
KELYA
$544M
12 54 42 37.2%
DBO icon
90
Invesco DB Oil Fund
DBO
$390M
12 20 8 24.7%
LINC icon
91
Lincoln Educational Services
LINC
$976M
12 30 18 518%
INDY icon
92
iShares S&P India Nifty 50 Index Fund
INDY
$565M
12 23 11 87%
JXI icon
93
iShares Global Utilities ETF
JXI
$304M
12 19 7 85.8%
PCY icon
94
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.39B
12 52 40 21.8%
NBHC icon
95
National Bank Holdings
NBHC
$1.91B
12 44 32 100%
REZ icon
96
iShares Residential and Multisector Real Estate ETF
REZ
$860M
12 24 12 111%
CAL icon
97
Caleres
CAL
$486M
12 64 52 48.6%
FFC
98
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$783M
12 26 14 7.09%
MFA
99
MFA Financial
MFA
$919M
12 88 76 67.8%
WNEB icon
100
Western New England Bancorp
WNEB
$276M
12 28 16 84.3%