 ASHLAND INCASH |
| 17.47% | — | $33.5M | 509,000 | $0 | 0 | +509,000 | New Buy |
| AAPTIV PLCAPTV |
| 14.51% | 13.06% | $27.9M | 453,842 | $22.4M | 322,971 | +130,871+40.52% | Add |
 KIRBY CORPKEX |
| 13.22% | 19.89% | $25.4M | 186,700 | $34.2M | 257,000 | -70,300-27.35% | Reduce |
 DENTSPLY SIRONA INCXRAY |
| 12.18% | 4.12% | $23.4M | 2.2M | $7.1M | 610,000 | +1.6M+261.15% | Add |
| PPVH CORPORATIONPVH |
| 9.92% | 5.2% | $19.0M | 256,426 | $8.9M | 128,000 | +128,426+100.33% | Add |
 NOMAD FOODS LTD USD ORD SHSNOMD |
| 7.61% | 7.46% | $14.6M | 1.3M | $12.8M | 1.3M | +1,000+0.08% | Add |
| AABM INDS INCABM |
| 7.1% | 4.94% | $13.6M | 308,287 | $8.5M | 220,000 | +88,287+40.13% | Add |
 OSHKOSH CORPOSK |
| 6.69% | 11.69% | $12.8M | 83,700 | $20.1M | 136,300 | -52,600-38.59% | Reduce |
| DDAUCH CORPDCH |
| 3.97% | 13.27% | $7.6M | 1.4M | $22.8M | 3.8M | -2.4M-63.43% | Reduce |
| VVERSIGENT PLCVGNT |
| 2.64% | — | $5.1M | 120,656 | $0 | 0 | +120,656 | New Buy |
| WWEATHERFORD INTL PLCWFRD |
| 2.51% | 11.69% | $4.8M | 59,023 | $20.1M | 212,223 | -153,200-72.19% | Reduce |
| NNATIONAL ENERGY SERVICES REUNESR |
| 2.18% | 0.75% | $4.2M | 140,000 | $1.3M | 60,000 | +80,000+133.33% | Add |
