 WABTECWAB |
| 26.7% | 27.63% | $172.1M | 1.1M | $178.5M | 1.2M | -136,534-11.14% | Reduce |
| WWILLIS TOWERS WATSON PLC LTDWTW |
| 17.11% | 22.95% | $110.3M | 420,665 | $148.3M | 539,153 | -118,488-21.98% | Reduce |
 CSX CORPCSX |
| 16.34% | 12.4% | $105.3M | 3.1M | $80.1M | 2.2M | +986,543+45.64% | Add |
| SSIX FLAGS ENTMT CORP NEW COM |
| 10.73% | 7.51% | $69.2M | 2.1M | $48.5M | 1.8M | +245,173+13.30% | Add |
| VVALVOLINE INC COMVVV |
| 7.77% | 5.49% | $50.1M | 1.2M | $35.5M | 796,194 | +362,841+45.57% | Add |
 CHARTER COMMUNICATIONSCHTR |
| 5.54% | 10.35% | $35.7M | 119,534 | $66.9M | 230,207 | -110,673-48.08% | Reduce |
| SSOMNIGROUP INTERNATIONAL INC COMSGI |
| 4.45% | — | $28.7M | 605,807 | $0 | 0 | +605,807 | New Buy |
| BBATH & BODYBBWI |
| 4.44% | 7.84% | $28.6M | 733,119 | $50.7M | 1.0M | -280,117-27.65% | Reduce |
 LIBERTY BROADBAND CORP COM SER CLBRDK |
| 4.43% | 5.82% | $28.5M | 520,769 | $37.6M | 657,262 | -136,493-20.77% | Reduce |
 STARBUCKS CORPSBUX |
| 2.49% | — | $16.1M | 206,285 | $0 | 0 | +206,285 | New Buy |
