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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Jun ‘16
MCS icon
101
Marcus Corp
MCS
$925M
10 46 36 42.2%
BBW icon
102
Build-A-Bear
BBW
$457M
10 40 30 172%
IEZ icon
103
iShares US Oil Equipment & Services ETF
IEZ
$380M
10 22 12 24%
PPH icon
104
VanEck Pharmaceutical ETF
PPH
$998M
10 23 13 91.6%
MOO icon
105
VanEck Agribusiness ETF
MOO
$976M
10 31 21 69.4%
RSPF icon
106
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$308M
10 18 8 183%
XTN icon
107
State Street SPDR S&P Transportation ETF
XTN
$394M
10 21 11 155%
BH icon
108
Biglari Holdings Class B
BH
$1.19B
10 40 30 40.9%
EGBN icon
109
Eagle Bancorp
EGBN
$842M
10 58 48 42.6%
CCO icon
110
Clear Channel Outdoor Holdings
CCO
$1.23B
10 35 25 61.3%
DTD icon
111
WisdomTree US Total Dividend Fund
DTD
$1.69B
10 26 16 153%
FUN icon
112
Cedar Fair
FUN
$1.67B
10 57 47 71.8%
LEG icon
113
Leggett & Platt
LEG
$1.28B
10 167 157 81.7%
LZB icon
114
La-Z-Boy
LZB
$1.66B
10 75 65 48.9%
MIY icon
115
BlackRock MuniYield Michigan Quality Fund
MIY
$356M
10 15 5 20.6%
PBE icon
116
Invesco Biotechnology & Genome ETF
PBE
$357M
10 24 14 153%
QQQX icon
117
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.49B
10 22 12 71.3%
UNG icon
118
United States Natural Gas Fund
UNG
$497M
10 30 20 92.7%
WRLD icon
119
World Acceptance Corp
WRLD
$878M
10 46 36 313%
XRX icon
120
Xerox
XRX
$424M
10 193 183 87.1%
CSV icon
121
Carriage Services
CSV
$553M
10 39 29 47.3%
PJP icon
122
Invesco Pharmaceuticals ETF
PJP
$499M
10 38 28 97.3%
PRN icon
123
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$434M
10 13 3 362%
RMR icon
124
The RMR Group
RMR
$330M
10 48 38 37.6%
TBT icon
125
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$309M
10 32 22 21%