New positions
Every stock our long-term investors bought for the first time last quarter.
- Radian GroupRDN
- Buyers
- 4 of 8
- Value
- $479m
- Douglas EmmettDEI
- Buyers
- 3 of 7
- Value
- $475m
- Armstrong World IndustriesAWI
- Buyers
- 5 of 8
- Value
- $467m
- Harley-DavidsonHOG
- Buyers
- 2 of 8
- Value
- $465m
- Medpace HoldingsMEDP
- Buyers
- 2 of 7
- Value
- $463m
- Royalty PharmaRPRX
- Buyers
- 2 of 8
- Value
- $462m
- M&T BankMTB
- Buyers
- 5 of 14
- Value
- $459m
- AECOMACM
- Buyers
- 5 of 5
- Value
- $457m
- BCEBCE
- Buyers
- 1 of 4
- Value
- $452m
- Spectrum Brands HoldingsSPB
- Buyers
- 5 of 8
- Value
- $440m
- Leidos HoldingsLDOS
- Buyers
- 3 of 7
- Value
- $438m
- Sun Life FinancialSLF
- Buyers
- 2 of 5
- Value
- $436m
- EnbridgeENB
- Buyers
- 2 of 10
- Value
- $432m
- GpgiGPGI
- Buyers
- 2 of 6
- Value
- $431m
- Ares ManagementARES
- Buyers
- 3 of 7
- Value
- $425m
- HasbroHAS
- Buyers
- 2 of 5
- Value
- $421m
- YUM BrandsYUM
- Buyers
- 3 of 9
- Value
- $420m
- Kimberly-ClarkKMB
- Buyers
- 3 of 12
- Value
- $416m
- GDS HldgsGDS
- Buyers
- 4 of 5
- Value
- $411m
- National Fuel GasNFG
- Buyers
- 3 of 5
- Value
- $405m
- Cavco IndustriesCVCO
- Buyers
- 2 of 4
- Value
- $402m
- Wendy'sWEN
- Buyers
- 5 of 10
- Value
- $400m
- ABM IndustriesABM
- Buyers
- 7 of 11
- Value
- $399m
- DOWDOW
- Buyers
- 1 of 6
- Value
- $398m
- PaychexPAYX
- Buyers
- 3 of 8
- Value
- $390m
- CraneCR
- Buyers
- 1 of 5
- Value
- $381m
- NextpowerNXT
- Buyers
- 2 of 4
- Value
- $380m
- Hunt J B Transport ServicesJBHT
- Buyers
- 3 of 5
- Value
- $371m
- Roivant SciencesROIV
- Buyers
- 1 of 6
- Value
- $350m
- MasterBrandMBC
- Buyers
- 6 of 9
- Value
- $347m
- NextEra EnergyNEE
- Buyers
- 4 of 13
- Value
- $343m
- TeradataTDC
- Buyers
- 3 of 6
- Value
- $343m
- InterDigitalIDCC
- Buyers
- 2 of 4
- Value
- $342m
- Regions FinancialRF
- Buyers
- 2 of 6
- Value
- $341m
- Eastgroup PropertiesEGP
- Buyers
- 4 of 6
- Value
- $332m
- SandiskSNDK
- Buyers
- 1 of 5
- Value
- $332m
- Ryman Hospitality PropertiesRHP
- Buyers
- 2 of 6
- Value
- $332m
- Duke EnergyDUK
- Buyers
- 1 of 6
- Value
- $330m
- EsabESAB
- Buyers
- 9 of 9
- Value
- $328m
- Copa HoldingsCPA
- Buyers
- 6 of 9
- Value
- $324m
- DonaldsonDCI
- Buyers
- 3 of 10
- Value
- $317m
- Fuller H BFUL
- Buyers
- 4 of 7
- Value
- $305m
- MaterionMTRN
- Buyers
- 2 of 7
- Value
- $302m
- CNO Financial GroupCNO
- Buyers
- 1 of 5
- Value
- $300m
- Campbell'sCPB
- Buyers
- 3 of 7
- Value
- $299m
- Indivior PharmaceuticalsINDV
- Buyers
- 2 of 3
- Value
- $297m
- GenpactG
- Buyers
- 5 of 11
- Value
- $295m
- BBB FoodsTBBB
- Buyers
- 2 of 3
- Value
- $293m
- Avalonbay CommunitiesAVB
- Buyers
- 3 of 4
- Value
- $293m
- CactusWHD
- Buyers
- 2 of 5
- Value
- $293m