New positions
Every stock our long-term investors bought for the first time last quarter.
- AtkoreATKR
- Buyers
- 3 of 10
- Value
- $292m
- AshlandASH
- Buyers
- 3 of 5
- Value
- $292m
- Cadence Design SystemsCDNS
- Buyers
- 2 of 7
- Value
- $290m
- Park Hotels & ResortsPK
- Buyers
- 3 of 7
- Value
- $290m
- Hilton Grand VacationsHGV
- Buyers
- 1 of 3
- Value
- $288m
- CCC Intelligent Solutions HoldingsCCC
- Buyers
- 3 of 5
- Value
- $286m
- MaplebearCART
- Buyers
- 5 of 6
- Value
- $285m
- Insight EnterprisesNSIT
- Buyers
- 2 of 4
- Value
- $284m
- RayonierRYN
- Buyers
- 2 of 5
- Value
- $283m
- Cheniere EnergyLNG
- Buyers
- 1 of 6
- Value
- $275m
- Check Point Software TechnologiesCHKP
- Buyers
- 2 of 4
- Value
- $267m
- EnproNPO
- Buyers
- 2 of 6
- Value
- $266m
- MosaicMOS
- Buyers
- 4 of 11
- Value
- $260m
- KnowlesKN
- Buyers
- 2 of 7
- Value
- $259m
- UFP IndustriesUFPI
- Buyers
- 2 of 5
- Value
- $258m
- Sprouts Farmers MarketSFM
- Buyers
- 4 of 6
- Value
- $258m
- ArcosaACA
- Buyers
- 4 of 8
- Value
- $257m
- 3MMMM
- Buyers
- 2 of 13
- Value
- $255m
- GriffonGFF
- Buyers
- 2 of 7
- Value
- $252m
- PPLPPL
- Buyers
- 1 of 5
- Value
- $247m
- Palo Alto NetworksPANW
- Buyers
- 4 of 5
- Value
- $244m
- ING Groep NVING
- Buyers
- 5 of 10
- Value
- $243m
- Broadridge Financial SolutionsBR
- Buyers
- 2 of 7
- Value
- $241m
- Six Flags EntertainmentFUN
- Buyers
- 1 of 4
- Value
- $239m
- Matador ResourcesMTDR
- Buyers
- 5 of 7
- Value
- $239m
- Golar LNGGLNG
- Buyers
- 2 of 5
- Value
- $238m
- Valmont IndustriesVMI
- Buyers
- 2 of 10
- Value
- $236m
- Otis WorldwideOTIS
- Buyers
- 5 of 10
- Value
- $234m
- WillScot HoldingsWSC
- Buyers
- 3 of 8
- Value
- $230m
- National GridNGG
- Buyers
- 4 of 6
- Value
- $229m
- Cellebrite DICLBT
- Buyers
- 3 of 5
- Value
- $228m
- Dorman ProductsDORM
- Buyers
- 4 of 5
- Value
- $227m
- Conagra BrandsCAG
- Buyers
- 6 of 9
- Value
- $224m
- AaonAAON
- Buyers
- 1 of 5
- Value
- $218m
- Alkami TechnologyALKT
- Buyers
- 4 of 5
- Value
- $217m
- Houlihan LokeyHLI
- Buyers
- 5 of 7
- Value
- $217m
- Canadian Imperial Bank of Commerce /canCM
- Buyers
- 2 of 6
- Value
- $214m
- KirbyKEX
- Buyers
- 2 of 7
- Value
- $209m
- HaemoneticsHAE
- Buyers
- 2 of 5
- Value
- $207m
- NewAmsterdam PharmaNAMS
- Buyers
- 1 of 3
- Value
- $202m
- ChemedCHE
- Buyers
- 3 of 4
- Value
- $201m
- Brinker InternationalEAT
- Buyers
- 2 of 4
- Value
- $200m
- Arlo TechnologiesARLO
- Buyers
- 5 of 6
- Value
- $200m
- WorkivaWK
- Buyers
- 3 of 4
- Value
- $199m
- TTM TechnologiesTTMI
- Buyers
- 2 of 3
- Value
- $195m
- ConcentrixCNXC
- Buyers
- 4 of 6
- Value
- $195m
- Globus MedicalGMED
- Buyers
- 3 of 6
- Value
- $193m
- MP MaterialsMP
- Buyers
- 2 of 3
- Value
- $185m
- MastecMTZ
- Buyers
- 1 of 3
- Value
- $184m
- Korn FerryKFY
- Buyers
- 4 of 8
- Value
- $183m