 TWO HARBORS INVESTMETWO |
| 14.56% | 7.96% | $55.8M | 4.5M | $35.3M | 3.1M | +1.4M+45.24% | Add |
 WARNER BROS DISCOVERY INCWBD |
| 10.27% | 8.94% | $39.3M | 1.5M | $39.7M | 1.4M | +28,837+1.99% | Add |
| AALLIED GOLD CORPAAUC |
| 8.33% | 7.91% | $31.9M | 1.3M | $35.1M | 1.1M | +209,788+18.48% | Add |
 WEBSTER FINL CORPWBS |
| 8.27% | 8.84% | $31.7M | 414,723 | $39.3M | 565,786 | -151,063-26.70% | Reduce |
 NORFOLK SOUTHN CORP COMNSC |
| 8.13% | 6.76% | $31.2M | 99,091 | $30.0M | 104,633 | -5,542-5.30% | Reduce |
 TXNM ENERGY INCTXNM |
| 7.51% | 8.71% | $28.8M | 506,546 | $38.7M | 662,081 | -155,535-23.49% | Reduce |
 AES CORP COMAES |
| 7.16% | 5.51% | $27.5M | 1.9M | $24.5M | 1.7M | +135,372+7.79% | Add |
 BIO-TECHNE CORPTECH |
| 6.84% | — | $26.2M | 370,990 | $0 | 0 | +370,990 | New Buy |
| NNUVALENT INC |
| 6.74% | — | $25.8M | 209,100 | $0 | 0 | +209,100 | New Buy |
 ROKU INC COM CL AROKU |
| 5.99% | — | $23.0M | 166,158 | $0 | 0 | +166,158 | New Buy |
 ELECTRONIC ARTS INCEA |
| 4.87% | 6.64% | $18.7M | 90,986 | $29.5M | 144,726 | -53,740-37.13% | Reduce |
| AAVANOS MED INC8HH |
| 4.69% | — | $18.0M | 722,880 | $0 | 0 | +722,880 | New Buy |
| SSYNAPTICS INCSYNA |
| 4.14% | — | $15.9M | 127,811 | $0 | 0 | +127,811 | New Buy |
 UNIFIRST CORP MASSUNF |
| 2.5% | — | $9.6M | 36,266 | $0 | 0 | +36,266 | New Buy |
