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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Dec ‘16
GAU
1001
Galiano Gold
GAU
$478M
6 28 22 40.2%
VOX icon
1002
Vanguard Communication Services ETF
VOX
$5.9B
6 48 42 91.8%
LARK icon
1003
Landmark Bancorp
LARK
$186M
6 14 8 68.8%
MTH icon
1004
Meritage Homes
MTH
$4.99B
6 54 48 330%
SPXC icon
1005
SPX Corp
SPXC
$11B
6 64 58 822%
CAPL icon
1006
CrossAmerica Partners
CAPL
$865M
6 19 13 10%
KYN icon
1007
Kayne Anderson Energy Infrastructure Fund
KYN
$2.41B
6 61 55 27.3%
CATO icon
1008
Cato Corp
CATO
$68.9M
6 56 50 88.5%
MHF
1009
Western Asset Municipal High Income Fund
MHF
$158M
6 13 7 0.98%
CYTK icon
1010
Cytokinetics
CYTK
$11.1B
6 35 29 573%
BEP icon
1011
Brookfield Renewable
BEP
$9.74B
6 31 25 103%
DWX icon
1012
State Street SPDR S&P International Dividend ETF
DWX
$520M
6 45 39 30.5%
HR icon
1013
Healthcare Realty
HR
$7.25B
6 93 87 28.2%
CCOI icon
1014
Cogent Communications
CCOI
$651M
6 71 65 68.6%
PEG icon
1015
Public Service Enterprise Group
PEG
$40.4B
6 258 252 84.6%
ALLT icon
1016
Allot
ALLT
$402M
6 12 6 71.4%
FGM icon
1017
First Trust Germany AlphaDEX Fund
FGM
$97.7M
6 12 6 73.3%
MZTI
1018
The Marzetti Company
MZTI
$3.17B
6 76 70 18.3%
ROM icon
1019
ProShares Ultra Technology
ROM
$1.23B
6 9 3 2,250%
OXLC
1020
Oxford Lane Capital
OXLC
$899M
6 11 5 82.5%
CCU icon
1021
Compañía de Cervecerías Unidas
CCU
$2.06B
6 25 19 46.9%
WDAY icon
1022
Workday
WDAY
$35.1B
6 103 97 115%
PCF
1023
High Income Securities Fund
PCF
$102M
6 11 5 33.8%
SA
1024
Seabridge Gold
SA
$2.7B
6 25 19 207%
NEU icon
1025
NewMarket
NEU
$7.04B
6 83 77 80.6%