New positions
Every stock our long-term investors bought for the first time last quarter.
- Thor IndustriesTHO
- Buyers
- 3 of 8
- Value
- $130m
- OrganonOGN
- Buyers
- 2 of 8
- Value
- $130m
- CintasCTAS
- Buyers
- 3 of 9
- Value
- $130m
- Western DigitalWDC
- Buyers
- 1 of 3
- Value
- $128m
- EPR PropertiesEPR
- Buyers
- 2 of 3
- Value
- $126m
- Lumentum HoldingsLITE
- Buyers
- 2 of 6
- Value
- $126m
- MaximusMMS
- Buyers
- 5 of 5
- Value
- $126m
- Hanover Insurance GroupTHG
- Buyers
- 2 of 8
- Value
- $124m
- National Energy Services ReunitedNESR
- Buyers
- 2 of 6
- Value
- $124m
- KeycorpKEY
- Buyers
- 2 of 5
- Value
- $122m
- Healthcare Services GroupHCSG
- Buyers
- 4 of 8
- Value
- $122m
- Winnebago IndustriesWGO
- Buyers
- 4 of 8
- Value
- $119m
- Enerpac Tool GroupEPAC
- Buyers
- 2 of 6
- Value
- $118m
- DauchDCH
- Buyers
- 4 of 9
- Value
- $117m
- Jack Henry & AssociatesJKHY
- Buyers
- 2 of 5
- Value
- $115m
- Oceaneering InternationalOII
- Buyers
- 4 of 5
- Value
- $112m
- ADTRAN HoldingsADTN
- Buyers
- 3 of 6
- Value
- $110m
- NWPX InfrastructureNWPX
- Buyers
- 1 of 5
- Value
- $109m
- SunrunRUN
- Buyers
- 2 of 2
- Value
- $107m
- Inhibrx BiosciencesINBX
- Buyers
- 1 of 2
- Value
- $107m
- CloroxCLX
- Buyers
- 5 of 10
- Value
- $106m
- NeogenNEOG
- Buyers
- 2 of 5
- Value
- $106m
- Liberty MediaFWONA
- Buyers
- 2 of 6
- Value
- $104m
- CbizCBZ
- Buyers
- 5 of 7
- Value
- $104m
- Descartes Systems GroupDSGX
- Buyers
- 3 of 5
- Value
- $103m
- OpenlaneOPLN
- Buyers
- 2 of 8
- Value
- $102m
- Victory Capital HoldingsVCTR
- Buyers
- 1 of 5
- Value
- $102m
- LivaNovaLIVN
- Buyers
- 1 of 3
- Value
- $102m
- XylemXYL
- Buyers
- 3 of 7
- Value
- $101m
- Dominos PizzaDPZ
- Buyers
- 3 of 5
- Value
- $100m
- Lincoln Educational ServicesLINC
- Buyers
- 3 of 5
- Value
- $100m
- SPS CommerceSPSC
- Buyers
- 2 of 4
- Value
- $99m
- Alpha Metallurgical ResourcesAMR
- Buyers
- 1 of 3
- Value
- $98m
- IdacorpIDA
- Buyers
- 4 of 8
- Value
- $97m
- ManpowerGroupMAN
- Buyers
- 3 of 7
- Value
- $97m
- Advanced Energy IndustriesAEIS
- Buyers
- 2 of 5
- Value
- $96m
- Digi InternationalDGII
- Buyers
- 2 of 7
- Value
- $96m
- GAPGAP
- Buyers
- 3 of 4
- Value
- $95m
- Silgan HoldingsSLGN
- Buyers
- 3 of 4
- Value
- $94m
- BeldenBDC
- Buyers
- 4 of 6
- Value
- $94m
- Matthews InternationalMATW
- Buyers
- 1 of 3
- Value
- $93m
- Ermenegildo ZegnaZGN
- Buyers
- 2 of 3
- Value
- $92m
- Manhattan AssociatesMANH
- Buyers
- 3 of 4
- Value
- $92m
- Sonic AutomotiveSAH
- Buyers
- 2 of 4
- Value
- $90m
- NokiaNOK
- Buyers
- 1 of 4
- Value
- $90m
- Gibraltar IndustriesROCK
- Buyers
- 2 of 5
- Value
- $88m
- Atmus Filtration TechnologiesATMU
- Buyers
- 4 of 5
- Value
- $88m
- Home BancsharesHOMB
- Buyers
- 2 of 5
- Value
- $87m
- Life Time Group HoldingsLTH
- Buyers
- 2 of 5
- Value
- $87m
- ExelonEXC
- Buyers
- 3 of 7
- Value
- $87m