New positions
Every stock our long-term investors bought for the first time last quarter.
- Eldorado GoldEGO
- Buyers
- 2 of 5
- Value
- $740m
- Envista HoldingsNVST
- Buyers
- 5 of 12
- Value
- $735m
- PayPal HoldingsPYPL
- Buyers
- 4 of 15
- Value
- $731m
- PVHPVH
- Buyers
- 6 of 10
- Value
- $725m
- MSA SafetyMSA
- Buyers
- 6 of 10
- Value
- $723m
- Robert HalfRHI
- Buyers
- 6 of 11
- Value
- $702m
- Jazz PharmaceuticalsJAZZ
- Buyers
- 2 of 7
- Value
- $700m
- Asbury Automotive GroupABG
- Buyers
- 6 of 9
- Value
- $696m
- CrocsCROX
- Buyers
- 4 of 12
- Value
- $683m
- Packaging Corp of AmericaPKG
- Buyers
- 4 of 8
- Value
- $680m
- Orla MNG LTD NewORLA
- Buyers
- 5 of 5
- Value
- $665m
- ATIATI
- Buyers
- 2 of 6
- Value
- $660m
- IngredionINGR
- Buyers
- 5 of 11
- Value
- $657m
- MiddlebyMIDD
- Buyers
- 6 of 10
- Value
- $655m
- West Pharmaceutical ServicesWST
- Buyers
- 2 of 6
- Value
- $644m
- Marvell TechnologyMRVL
- Buyers
- 1 of 6
- Value
- $634m
- TapestryTPR
- Buyers
- 1 of 5
- Value
- $627m
- Digital Realty TrustDLR
- Buyers
- 2 of 5
- Value
- $621m
- Citizens Financial GroupCFG
- Buyers
- 4 of 9
- Value
- $621m
- Primo BrandsPRMB
- Buyers
- 5 of 7
- Value
- $613m
- Novartis AGNVS
- Buyers
- 3 of 18
- Value
- $610m
- AgcoAGCO
- Buyers
- 4 of 9
- Value
- $596m
- NucorNUE
- Buyers
- 2 of 10
- Value
- $594m
- BiogenBIIB
- Buyers
- 2 of 10
- Value
- $590m
- Spotify TechnologySPOT
- Buyers
- 5 of 9
- Value
- $588m
- FlowserveFLS
- Buyers
- 4 of 6
- Value
- $588m
- FluorFLR
- Buyers
- 2 of 7
- Value
- $583m
- Waste ManagementWM
- Buyers
- 3 of 11
- Value
- $579m
- Voya FinancialVOYA
- Buyers
- 2 of 6
- Value
- $579m
- CaterpillarCAT
- Buyers
- 1 of 15
- Value
- $562m
- EMCOR GroupEME
- Buyers
- 2 of 6
- Value
- $549m
- O'Reilly AutomotiveORLY
- Buyers
- 2 of 9
- Value
- $544m
- OlinOLN
- Buyers
- 4 of 8
- Value
- $537m
- Marriott Vacations WorldwideVAC
- Buyers
- 2 of 6
- Value
- $536m
- Mercury SystemsMRCY
- Buyers
- 3 of 6
- Value
- $535m
- Manulife FinancialMFC
- Buyers
- 1 of 4
- Value
- $535m
- Sensata Technologies HoldingST
- Buyers
- 4 of 10
- Value
- $529m
- Open TextOTEX
- Buyers
- 4 of 6
- Value
- $526m
- TormTRMD
- Buyers
- 1 of 2
- Value
- $525m
- Take TWO Interactive SoftwareTTWO
- Buyers
- 3 of 5
- Value
- $524m
- TKO Group HoldingsTKO
- Buyers
- 1 of 5
- Value
- $524m
- Praxis Precision MedicinesPRAX
- Buyers
- 1 of 3
- Value
- $517m
- Tradeweb MarketsTW
- Buyers
- 3 of 9
- Value
- $512m
- OvintivOVV
- Buyers
- 3 of 6
- Value
- $511m
- BrinksBCO
- Buyers
- 6 of 11
- Value
- $503m
- Centuri HoldingsCTRI
- Buyers
- 2 of 5
- Value
- $502m
- Cinemark HoldingsCNK
- Buyers
- 1 of 6
- Value
- $496m
- Performance Food GroupPFGC
- Buyers
- 3 of 4
- Value
- $495m
- HeicoHEI-A
- Buyers
- 2 of 7
- Value
- $493m
- EtsyETSY
- Buyers
- 2 of 6
- Value
- $491m