| NBRNABORS INDUSTRIES LTD | 11.5% | Reduce | 602,737 | $54.30 | $32.7M | $79.99 | +47.3% | $23.27 | $92.38 |
| LNCLINCOLN NATL CORP IND | 7.9% | Reduce | 504,761 | $44.53 | $22.5M | $34.88 | -21.7% | $27.58 | $46.82 |
| GTNGRAY MEDIA INC | 6.8% | Add | 3,988,495 | $4.84 | $19.3M | $4.49 | -7.2% | $3.13 | $6.31 |
| GCIUSA TODAY CO INC | 6.2% | Add | 3,403,345 | $5.15 | $17.5M | — | — | — | — |
| QUADQUAD / GRAPHICS INC | 6.0% | Add | 2,737,890 | $6.27 | $17.2M | $6.58 | +4.9% | $4.50 | $7.54 |
| ADSBREAD FINANCIAL HOLDINGS INC | 5.3% | Reduce | 201,415 | $74.03 | $14.9M | — | — | — | — |
| 34988VFOSSIL GROUP INC | 4.2% | Reduce | 3,184,415 | $3.76 | $12.0M | — | — | — | — |
| AXLAMERICAN AXLE & MFG HLDGS IN | 3.9% | Add | 1,734,780 | $6.41 | $11.1M | $9.00 | +40.4% | $3.00 | $9.00 |
| CNDTCONDUENT INC | 3.8% | Add | 5,583,385 | $1.92 | $10.7M | $1.39 | -27.6% | $1.15 | $2.98 |
| JELDJELD-WEN HLDG INC | 3.6% | Add | 4,134,210 | $2.46 | $10.2M | $1.24 | -49.6% | $1.10 | $6.98 |
| UGIUGI CORP NEW | 3.5% | Hold | 262,000 | $37.43 | $9.8M | $36.89 | -1.4% | $29.03 | $41.34 |
| ITRNITURAN LOCATION AND CONTROL | 3.3% | Hold | 215,000 | $43.01 | $9.2M | $51.52 | +19.8% | $30.06 | $51.76 |
| JXNJACKSON FINANCIAL INC | 3.2% | Reduce | 86,150 | $106.65 | $9.2M | $102.52 | -3.9% | $64.70 | $123.61 |
| UPSUNITED PARCEL SERVICE INC | 3.0% | Hold | 86,600 | $99.19 | $8.6M | $96.56 | -2.7% | $82.00 | $122.41 |
| VZVERIZON COMMUNICATIONS INC | 2.8% | Hold | 198,000 | $40.73 | $8.1M | $49.48 | +21.5% | $38.39 | $51.67 |
| CTOCTO RLTY GROWTH INC NEW | 2.8% | Add | 434,145 | $18.41 | $8.0M | $18.76 | +1.9% | $15.07 | $20.25 |
| VTRSVIATRIS INC | 2.7% | Hold | 619,000 | $12.45 | $7.7M | $13.50 | +8.4% | $6.85 | $16.47 |
| BMYBRISTOL-MYERS SQUIBB CO | 2.1% | Hold | 108,000 | $53.94 | $5.8M | $58.11 | +7.7% | $42.52 | $62.89 |
| OMFONEMAIN HLDGS INC | 2.0% | Reduce | 82,941 | $67.55 | $5.6M | $51.00 | -24.5% | $38.00 | $71.93 |
| WALWESTERN ALLIANCE BANCORP | 1.9% | Add | 64,455 | $84.07 | $5.4M | $67.35 | -19.9% | $57.05 | $97.23 |
| CHRDCHORD ENERGY CORPORATION | 1.9% | Add | 57,766 | $92.70 | $5.4M | $142.00 | +53.2% | $79.83 | $148.42 |
| CALMCAL MAINE FOODS INC | 1.7% | Hold | 62,000 | $79.57 | $4.9M | $78.10 | -1.8% | $71.92 | $126.40 |
| BBWBUILD-A-BEAR WORKSHOP INC | 1.7% | Reduce | 78,000 | $61.27 | $4.8M | $38.07 | -37.9% | $32.55 | $75.85 |
| STLASTELLANTIS N.V | 1.6% | Add | 429,000 | $10.89 | $4.7M | $7.55 | -30.7% | $6.28 | $12.22 |
| MSTRSTRATEGY INC | 1.4% | Add | 25,250 | $151.95 | $3.8M | $119.83 | -21.1% | $104.17 | $457.22 |
| ARLPALLIANCE RESOURCE PARTNERS L | 1.1% | Add | 132,000 | $23.23 | $3.1M | $28.17 | +21.3% | $22.20 | $29.45 |
| BCCBOISE CASCADE CO DEL | 1.0% | Hold | 37,000 | $73.60 | $2.7M | $73.20 | -0.5% | $65.14 | $100.21 |
| MRPMILLROSE PPTYS INC | 0.9% | New Buy | 82,800 | $29.87 | $2.5M | $27.63 | -7.5% | $21.64 | $36.00 |
| CGCARLYLE GROUP INC | 0.8% | Hold | 40,000 | $59.11 | $2.4M | $46.55 | -21.2% | $33.50 | $69.85 |
| LYBLYONDELLBASELL INDUSTRIES N | 0.6% | Hold | 38,000 | $43.30 | $1.6M | $79.60 | +83.8% | $41.58 | $83.94 |
| UPBDUPBOUND GROUP INC | 0.4% | Add | 70,000 | $17.56 | $1.2M | $17.53 | -0.2% | $15.82 | $28.03 |
| TPCTUTOR PERINI CORP | 0.2% | Hold | 6,815 | $67.02 | $456.7K | $77.30 | +15.3% | $18.34 | $89.51 |
| UNFIUNITED NAT FOODS INC | 0.1% | Reduce | 12,625 | $33.67 | $425.1K | $44.84 | +33.2% | $20.78 | $47.59 |
| FTITECHNIPFMC PLC | 0.1% | Hold | 7,510 | $44.56 | $334.6K | $71.02 | +59.4% | $22.12 | $72.59 |