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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Mar ‘18
KSS icon
1
Kohl's
KSS
$1.88B
76 263 187 74.7%
WU icon
2
Western Union
WU
$1.93B
62 237 175 67.9%
DLX icon
3
Deluxe
DLX
$1.07B
52 145 93 68.5%
XRX icon
4
Xerox
XRX
$449M
51 193 142 88.1%
NAVI icon
5
Navient
NAVI
$892M
49 157 108 27.5%
HEDJ icon
6
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.75B
44 122 78 76.8%
ENR icon
7
Energizer
ENR
$1.46B
43 136 93 64.1%
PRGO icon
8
Perrigo
PRGO
$1.88B
43 172 129 83.7%
GT icon
9
Goodyear
GT
$1.45B
39 195 156 81%
TREE icon
10
LendingTree
TREE
$360M
37 108 71 92.2%
EPC icon
11
Edgewell Personal Care
EPC
$1.25B
35 117 82 44.3%
IDT icon
12
IDT Corp
IDT
$1.74B
35 54 19 1,014%
SBGI icon
13
Sinclair Inc
SBGI
$946M
34 92 58 58.2%
CIM
14
Chimera Investment
CIM
$910M
33 104 71 79.2%
RWR icon
15
State Street SPDR Dow Jones REIT ETF
RWR
$1.79B
33 81 48 25.3%
AMCX icon
16
AMC Global Media
AMCX
$475M
31 132 101 77.7%
FXU icon
17
First Trust Utilities AlphaDEX Fund
FXU
$762M
31 40 9 79.4%
DHS icon
18
WisdomTree US High Dividend Fund
DHS
$1.58B
30 56 26 69.2%
ICF icon
19
iShares Select U.S. REIT ETF
ICF
$1.93B
30 107 77 38.2%
PZZA icon
20
Papa John's
PZZA
$651M
30 86 56 65.5%
CARS icon
21
Cars.com
CARS
$596M
29 96 67 60.7%
FLO icon
22
Flowers Foods
FLO
$1.26B
29 127 98 72.8%
NSP icon
23
Insperity
NSP
$1.92B
29 110 81 27.7%
DMC
24
Del Monte Corp
DMC
$1.43B
28 62 34 32.8%
VYX icon
25
NCR Voyix
VYX
$931M
28 137 109 65.1%