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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Sep ‘14
GERN icon
1
Geron
GERN
$842M
59 84 25 34.5%
XRX icon
2
Xerox
XRX
$466M
59 244 185 89.8%
BRSL
3
Brightstar Lottery PLC
BRSL
$1.92B
49 130 81 37.6%
XRAY icon
4
Dentsply Sirona
XRAY
$1.97B
43 167 124 78.3%
EPC icon
5
Edgewell Personal Care
EPC
$1.23B
37 160 123 70.8%
NAT icon
6
Nordic American Tanker
NAT
$1.69B
34 64 30 0.89%
MOO icon
7
VanEck Agribusiness ETF
MOO
$1.16B
32 63 31 63.4%
NTGR icon
8
NETGEAR
NTGR
$604M
32 68 36 28.9%
LE icon
9
Lands' End
LE
$303M
30 62 32 75%
EZPW icon
10
Ezcorp Inc
EZPW
$1.89B
28 64 36 210%
JACK icon
11
Jack in the Box
JACK
$258M
28 99 71 80.3%
KMPR icon
12
Kemper
KMPR
$1.64B
28 69 41 18.4%
PBYI icon
13
Puma Biotechnology
PBYI
$478M
28 70 42 96.1%
PZZA icon
14
Papa John's
PZZA
$677M
28 74 46 48.6%
LNN icon
15
Lindsay Corp
LNN
$1.21B
27 79 52 59.7%
TROX icon
16
Tronox
TROX
$704M
27 72 45 83.1%
GSM icon
17
FerroAtlántica
GSM
$815M
26 68 42 76%
UPBD icon
18
Upbound Group
UPBD
$1.04B
26 82 56 41.2%
HLIT icon
19
Harmonic Inc
HLIT
$1.27B
25 69 44 84.4%
MYGN icon
20
Myriad Genetics
MYGN
$374M
25 113 88 89.9%
NAVI icon
21
Navient
NAVI
$934M
25 135 110 43.8%
THRM icon
22
Gentherm
THRM
$1.17B
25 87 62 9.69%
DWAS icon
23
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$404M
24 33 9 198%
GAB icon
24
Gabelli Equity Trust
GAB
$1.85B
24 40 16 12.9%
MYE icon
25
Myers Industries
MYE
$1.13B
24 58 34 70.4%