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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Sep ‘20
STRR
2026
Star Equity Holdings
STRR
$39.4M
6 9 3 10.1%
HYZD icon
2027
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$259M
6 16 10 8.57%
IAI icon
2028
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.36B
6 17 11 201%
INTT icon
2029
inTEST
INTT
$158M
6 11 5 180%
ITIC
2030
Investors Title Co
ITIC
$547M
6 24 18 123%
JPXN
2031
iShares JPX-Nikkei 400 ETF
JPXN
$134M
6 8 2 55.6%
KF
2032
Korea Fund
KF
$234M
6 8 2 89.9%
KN icon
2033
Knowles
KN
$3.16B
6 78 72 148%
LEO
2034
BNY Mellon Strategic Municipals
LEO
$383M
6 20 14 25.7%
LOMA
2035
Loma Negra
LOMA
$1.35B
6 18 12 169%
MIN
2036
Aberdeen Intermediate Income Fund
MIN
$273M
6 22 16 35.7%
MRBK icon
2037
Meridian
MRBK
$232M
6 18 12 142%
NCV
2038
Virtus Convertible & Income Fund
NCV
$378M
6 22 16 8.79%
NGL icon
2039
NGL Energy Partners
NGL
$2.05B
6 26 20 314%
NWFL icon
2040
Norwood Financial Corp
NWFL
$365M
6 18 12 37.7%
OPY icon
2041
Oppenheimer Holdings
OPY
$1.14B
6 35 29 379%
PGP
2042
PIMCO Global StockPLUS & Income Fund
PGP
$98M
6 11 5 2.67%
PLBC icon
2043
Plumas Bancorp
PLBC
$428M
6 17 11 212%
PLSE icon
2044
Pulse Biosciences
PLSE
$2.45B
6 20 14 200%
PNW icon
2045
Pinnacle West Capital
PNW
$12.2B
6 178 172 35.3%
PTF icon
2046
Invesco Dorsey Wright Technology Momentum ETF
PTF
$605M
6 24 18 173%
RNGR icon
2047
Ranger Energy Services
RNGR
$376M
6 9 3 516%
ROM icon
2048
ProShares Ultra Technology
ROM
$1.12B
6 16 10 357%
RSF
2049
RiverNorth Capital and Income Fund
RSF
$58.8M
6 11 5 0.14%
RSPT icon
2050
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.51B
6 67 61 188%