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26 stocks

# Name Holding Trade Value Theme
Stocks 		% of
Portfolio 		Status
26
NSCM
New South Capital Management
Tennessee
$170M +$12.9M 1 4.19% Increased
27
Smead Capital Management
Smead Capital Management
Arizona
$169M -$10.4M 2 7.95% Reduced
28
Franklin Resources
Franklin Resources
California
$167M -$23M 7 0.09% Reduced
29
Deutsche Bank
Deutsche Bank
Germany
$167M +$21.9M 16 0.12% Increased
30
William Blair Investment Management
William Blair Investment Management
Illinois
$164M -$504K 1 0.65% Reduced
31
Ameriprise
Ameriprise
Minnesota
$158M +$12.3M 9 0.09% Increased
32
LCG
Luxor Capital Group
New York
$154M -$70.4M 2 4.06% Reduced
33
GAMCO Investors
GAMCO Investors
Connecticut
$148M +$26.7M 7 0.98% Increased
34
Ariel Investments
Ariel Investments
Illinois
$147M -$11.4M 1 1.84% Reduced
35
JSP
Jackson Square Partners
California
$144M -$7.42M 1 0.61% Reduced
36
MP
MSD Partners
New York
$137M $0 2 8.94% Maintained
37
Macquarie Group
Macquarie Group
Australia
$137M -$5.54M 4 0.27% Reduced
38
First Trust Advisors
First Trust Advisors
Illinois
$135M -$7.66M 9 0.43% Reduced
39
Pinnacle Associates
Pinnacle Associates
New York
$134M +$7.65M 8 2.9% Increased
40
AIM
Assured Investment Management
New York
$134M -$3.91M 3 3.09% Reduced
41
Morgan Stanley
Morgan Stanley
New York
$133M -$93.5M 16 0.05% Reduced
42
CCM
Cadian Capital Management
New York
$126M +$37.7M 1 6.91% Increased
43
TimesSquare Capital Management
TimesSquare Capital Management
New York
$125M +$18.6M 1 0.83% Increased
44
Allianz Asset Management
Allianz Asset Management
Germany
$121M +$2.58M 6 0.13% Increased
45
LSV Asset Management
LSV Asset Management
Illinois
$120M -$552K 2 0.25% Reduced
46
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$119M +$10.2M 5 1.88% Increased
47
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$113M +$28.2M 3 5.6% Increased
48
JCG
JHL Capital Group
Illinois
$113M $0 1 13.9% Maintained
49
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$111M +$9.89M 4 0.09% Increased
50
Credit Suisse
Credit Suisse
Switzerland
$111M +$13.8M 13 0.12% Increased
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