+55
New
55
Positions
| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | Royalty Pharma Plc | G7709Q104 | Mar 2026 | 200,000 | $9.6M | 3.27% | EC |
| 2 | Envista Holdings Corp | 29415F104 | Mar 2026 | 375,000 | $9.5M | 3.24% | EC |
| 3 | Stifel Financial Corp | 860630102 | Mar 2026 | 125,000 | $9.2M | 3.15% | EC |
| 4 | Fnb Corp/pa | 302520101 | Mar 2026 | 550,000 | $9.2M | 3.13% | EC |
| 5 | Fb Financial Corp | 30257X104 | Mar 2026 | 175,000 | $9.1M | 3.09% | EC |
| 6 | Seacoast Banking Corp Of Florida | 811707801 | Mar 2026 | 300,000 | $9.1M | 3.09% | EC |
| 7 | Associated Banc-corp | 045487105 | Mar 2026 | 345,000 | $8.9M | 3.04% | EC |
| 8 | Lamar Advertising Co | 512816109 | Mar 2026 | 70,000 | $8.9M | 3.02% | EC |
| 9 | Littelfuse Inc | 537008104 | Mar 2026 | 25,000 | $8.5M | 2.89% | EC |
| 10 | Eastgroup Properties Inc | 277276101 | Mar 2026 | 40,000 | $7.4M | 2.52% | EC |
| 11 | Firstcash Holdings Inc | 33768G107 | Mar 2026 | 37,500 | $7.0M | 2.40% | EC |
| 12 | Phinia Inc | 71880K101 | Mar 2026 | 100,000 | $6.8M | 2.33% | EC |
| 13 | Camden Property Trust | 133131102 | Mar 2026 | 70,000 | $6.8M | 2.33% | EC |
| 14 | Magnolia Oil & Gas Corp | 559663109 | Mar 2026 | 215,000 | $6.8M | 2.31% | EC |
| 15 | Gates Industrial Corp Plc | G39108108 | Mar 2026 | 300,000 | $6.8M | 2.31% | EC |
| 16 | Nov Inc | 62955J103 | Mar 2026 | 350,000 | $6.6M | 2.24% | EC |
| 17 | Materion Corp | 576690101 | Mar 2026 | 45,000 | $6.5M | 2.22% | EC |
| 18 | One Gas Inc | 68235P108 | Mar 2026 | 75,000 | $6.5M | 2.20% | EC |
| 19 | Renasant Corp | 75970E107 | Mar 2026 | 175,000 | $6.3M | 2.15% | EC |
| 20 | Matador Resources Co | 576485205 | Mar 2026 | 100,000 | $6.3M | 2.15% | EC |
| 21 | Brady Corp | 104674106 | Mar 2026 | 75,000 | $6.1M | 2.07% | EC |
| 22 | Hanover Insurance Group Inc/the | 410867105 | Mar 2026 | 35,000 | $6.1M | 2.07% | EC |
| 23 | Cts Corp | 126501105 | Mar 2026 | 125,000 | $6.0M | 2.03% | EC |
| 24 | Cooper Cos Inc/the | 216648501 | Mar 2026 | 80,000 | $5.7M | 1.95% | EC |
| 25 | Granite Construction Inc | 387328107 | Mar 2026 | 47,500 | $5.7M | 1.94% | EC |
| 26 | Lattice Semiconductor Corp | 518415104 | Mar 2026 | 60,000 | $5.6M | 1.90% | EC |
| 27 | Wesco International Inc | 95082P105 | Mar 2026 | 20,000 | $5.5M | 1.86% | EC |
| 28 | Century Communities Inc | 156504300 | Mar 2026 | 85,000 | $4.9M | 1.66% | EC |
| 29 | Silicon Motion Technology Corp | 82706C108 | Mar 2026 | 40,000 | $4.5M | 1.53% | EC |
| 30 | Wyndham Hotels & Resorts Inc | 98311A105 | Mar 2026 | 55,000 | $4.5M | 1.52% | EC |
| 31 | Glacier Bancorp Inc | 37637Q105 | Mar 2026 | 100,000 | $4.5M | 1.52% | EC |
| 32 | Hayward Holdings Inc | 421298100 | Mar 2026 | 325,000 | $4.3M | 1.48% | EC |
| 33 | Quaker Chemical Corp | 747316107 | Mar 2026 | 35,000 | $4.3M | 1.48% | EC |
| 34 | Primo Brands Corp | 741623102 | Mar 2026 | 225,000 | $4.2M | 1.44% | EC |
| 35 | Builders Firstsource Inc | 12008R107 | Mar 2026 | 50,000 | $4.1M | 1.40% | EC |
| 36 | Semtech Corp | 816850101 | Mar 2026 | 52,500 | $4.0M | 1.37% | EC |
| 37 | Academy Sports & Outdoors Inc | 00402L107 | Mar 2026 | 70,000 | $4.0M | 1.35% | EC |
| 38 | Generac Holdings Inc | 368736104 | Mar 2026 | 20,000 | $3.9M | 1.33% | EC |
| 39 | Columbia Sportswear Co | 198516106 | Mar 2026 | 70,000 | $3.8M | 1.31% | EC |
| 40 | Enerpac Tool Group Corp | 292765104 | Mar 2026 | 100,000 | $3.6M | 1.24% | EC |
| 41 | Prestige Consumer Healthcare Inc | 74112D101 | Mar 2026 | 60,000 | $3.6M | 1.21% | EC |
| 42 | Viper Energy Inc | 64361Q101 | Mar 2026 | 75,000 | $3.5M | 1.20% | EC |
| 43 | Integer Holdings Corp | 45826H109 | Mar 2026 | 40,000 | $3.5M | 1.20% | EC |
| 44 | Sensient Technologies Corp | 81725T100 | Mar 2026 | 40,000 | $3.5M | 1.18% | EC |
| 45 | Northwestern Energy Group Inc | 668074305 | Mar 2026 | 50,000 | $3.3M | 1.12% | EC |
| 46 | Acushnet Holdings Corp | 005098108 | Mar 2026 | 35,000 | $3.3M | 1.11% | EC |
| 47 | Thor Industries Inc | 885160101 | Mar 2026 | 40,000 | $3.2M | 1.09% | EC |
| 48 | Bj's Wholesale Club Holdings Inc | 05550J101 | Mar 2026 | 30,000 | $3.0M | 1.01% | EC |
| 49 | Idex Corp | 45167R104 | Mar 2026 | 15,000 | $2.8M | 0.97% | EC |
| 50 | Centerra Gold Inc | 152006102 | Mar 2026 | 150,000 | $2.7M | 0.91% | EC |
| 51 | Innovex International Inc | 457651107 | Mar 2026 | 100,000 | $2.4M | 0.83% | EC |
| 52 | Icon Plc | G4705A100 | Mar 2026 | 15,000 | $1.7M | 0.57% | EC |
| 53 | Hexcel Corp | 428291108 | Mar 2026 | 20,000 | $1.6M | 0.55% | EC |
| 54 | Tyler Technologies Inc | 902252105 | Mar 2026 | 4,250 | $1.5M | 0.50% | EC |
| 55 | Algonquin Power & Utilities Corp | 015857105 | Mar 2026 | 225,000 | $1.4M | 0.47% | EC |