Latest moves
Filings
Q1 2016 – Q3 2026
Moves
175,702
Investor Company Shares Δ Value
30 Jun 2026 Wallace Weitz Added +8% HEI/A Heico Corp-Class A +15,500 $52.7M
30 Jun 2026 Donald Smith Reduced −15% CLDT Chatham Lodging Trust REIT -681,621 $52.6M
30 Jun 2026 Joel Greenblatt Added +26% YETI YETI Holdings Inc +216,095 $52.6M
30 Jun 2026 Cliff Asness Added ×33 RDDT Reddit, Inc. +293,509 $52.6M
30 Jun 2026 Mario Gabelli Reduced −7% AZZ AZZ Incorporated -24,380 $52.6M
30 Jun 2026 Joel Greenblatt Added ×14 FLO Flowers Foods Inc +6,174,229 $52.5M
30 Jun 2026 Cliff Asness Added +16% DXC DXC Technology Co +811,146 $52.5M
30 Jun 2026 Richard Pzena Added +22% REZI REZI +309,735 $52.5M
30 Jun 2026 Ron Baron Added +<1% TEM Tempus AI, Inc. Class A Common Stock +4,981 $52.4M
30 Jun 2026 Ron Baron Reduced −40% SITM Sitime Corporation -46,757 $52.3M
30 Jun 2026 Joel Greenblatt Added +258% AJG Arthur J Gallagher & Co +164,279 $52.3M
30 Jun 2026 Tom Gayner Added +3% TSN Tyson Foods Inc +24,000 $52.3M
30 Jun 2026 Joel Greenblatt Reduced −16% TER Teradyne Inc -20,368 $52.3M
30 Jun 2026 Hersh Cohen Added +<1% CGON CG Oncology, Inc. Common stock +5,453 $52.3M
30 Jun 2026 Cliff Asness Added +4% GEF Greif Bros Corporation +26,469 $52.2M
30 Jun 2026 Charles Brandes Added +62% VIV Telefonica Brasil SA ADR +1,513,581 $52.2M
30 Jun 2026 Joel Greenblatt Added +156% TDG Transdigm Group Incorporated +23,795 $52.1M
30 Jun 2026 Mario Gabelli Reduced −3% GRC Gorman-Rupp Company -15,000 $52.1M
30 Jun 2026 Ron Baron Reduced −48% AEIS Advanced Energy Industries Inc -129,358 $52.0M
30 Jun 2026 Cliff Asness Reduced −30% AVY Avery Dennison Corp -134,310 $51.9M
30 Jun 2026 Joel Greenblatt Added +190% KRC Kilroy Realty Corp +907,578 $51.9M
30 Jun 2026 Bill Nygren Reduced −15% MA Mastercard Inc -17,622 $51.9M
30 Jun 2026 Cliff Asness Reduced −10% FTRE Fortrea Holdings Inc. -317,947 $51.9M
30 Jun 2026 Howard Marks New MATW MATW +1,925,992 $51.8M
30 Jun 2026 Ric Dillon Added +16% ESAB ESAB Corp +73,876 $51.8M
30 Jun 2026 Wallace Weitz Reduced −2% AMZN Amazon.com Inc -5,000 $51.8M
30 Jun 2026 Joel Greenblatt Reduced −11% RRX Regal Beloit Corporation -26,234 $51.8M
30 Jun 2026 Hersh Cohen Added +7% SUNC SunocoCorp LLC +46,700 $51.7M
30 Jun 2026 Mario Gabelli Reduced −<1% GGG Graco Inc -3,832 $51.6M
30 Jun 2026 Hersh Cohen Added +13% EXE Expand Energy Corporation +63,050 $51.6M
30 Jun 2026 Joel Greenblatt Reduced −<1% BRK/B Berkshire Hathaway Inc-Cl B -1,031 $51.6M
30 Jun 2026 Stanley Druckenmiller New FLR Fluor Corporation +982,200 $51.5M
30 Jun 2026 Joel Greenblatt Added +4% BMY Bristol-Myers Squibb Company +30,762 $51.5M
30 Jun 2026 Cliff Asness Added +9% IWD iShares Russell 1000 Value ETF +17,536 $51.4M
30 Jun 2026 Joel Greenblatt Reduced −2% MNST Monster Beverage Corp -9,041 $51.3M
30 Jun 2026 Ric Dillon Added +18% BAH Booz Allen Hamilton Holding +129,426 $51.3M
30 Jun 2026 Joel Greenblatt Added +8% BEPC Brookfield Renewable Corp +105,741 $51.3M
30 Jun 2026 Hersh Cohen Reduced −2% CAE CAE Inc. -44,794 $51.3M
30 Jun 2026 Tweedy, Browne Reduced −8% JNJ Johnson & Johnson -17,846 $51.2M
30 Jun 2026 Hersh Cohen Reduced −2% CME CME Group Inc -4,297 $51.2M
30 Jun 2026 Bill Nygren Reduced −7% RYAAY Ryanair Holdings PLC ADR -55,634 $51.2M
30 Jun 2026 Joel Greenblatt Reduced −3% CNC Centene Corp -25,374 $51.2M
30 Jun 2026 David Iben Added +124% NICE Nice Ltd ADR +312,065 $51.1M
30 Jun 2026 Joel Greenblatt Reduced −3% CRWD Crowdstrike Holdings Inc -2,078 $51.1M
30 Jun 2026 Charles Brandes Reduced −20% STT State Street Corp -73,120 $51.1M
30 Jun 2026 Ric Dillon Added +44% TRU TransUnion +216,920 $51.1M
30 Jun 2026 John Rogers Reduced −29% KEYS Keysight Technologies Inc -58,613 $51.0M
30 Jun 2026 Steven Romick Reduced −27% WAB Westinghouse Air Brake Technologies Corp -71,687 $51.0M
30 Jun 2026 Ron Baron New DPC DPC Holdings PLC +1,038,331 $50.9M
30 Jun 2026 Joel Greenblatt Reduced −12% JNJ Johnson & Johnson -26,858 $50.9M
30 Jun 2026 Ron Baron Added +39% TW Tradeweb Markets Inc +143,405 $50.9M
30 Jun 2026 Ric Dillon Reduced −31% CMPR Cimpress NV -226,573 $50.8M
30 Jun 2026 John Rogers Reduced −50% NVT nVent Electric PLC -297,367 $50.7M
30 Jun 2026 Joel Greenblatt Added +10% HLT Hilton Worldwide Holdings Inc +14,330 $50.7M
30 Jun 2026 Howard Marks Reduced −2% XP Xp Inc -55,200 $50.7M
30 Jun 2026 Joel Greenblatt Added +5% DINO HF Sinclair Corp +35,699 $50.7M
30 Jun 2026 Jean-Marie Eveillard Added +5% UL Unilever PLC ADR +36,567 $50.7M
30 Jun 2026 Cliff Asness Added +4% IPGP IPG Photonics Corporation +18,850 $50.6M
30 Jun 2026 Tweedy, Browne Reduced −29% GOOGL Alphabet Inc Class A -57,059 $50.5M
30 Jun 2026 Joel Greenblatt Added +3% ROK Rockwell Automation Inc +2,755 $50.5M
30 Jun 2026 PRIMECAP Management Reduced −38% DSGX Descartes Systems Group Inc -449,665 $50.5M
30 Jun 2026 David Rolfe Reduced −18% TSM Taiwan Semiconductor Manufacturing -23,854 $50.4M
30 Jun 2026 Stephen Mandel New IBKR Interactive Brokers Group Inc +577,666 $50.3M
30 Jun 2026 Cliff Asness Reduced −41% LOW Lowe's Companies Inc -158,174 $50.3M
30 Jun 2026 Ron Baron Reduced −42% BAP Credicorp Ltd -93,340 $50.2M
30 Jun 2026 C.T. Fitzpatrick Added +5% IQV IQVIA Holdings Inc +11,755 $50.2M
30 Jun 2026 Ron Baron Reduced −7% INTA Intapp Inc -153,613 $50.2M
30 Jun 2026 Ed Wachenheim Reduced −45% VBIL VBIL -534,425 $50.1M
30 Jun 2026 Francois Rochon Reduced −56% KEYS Keysight Technologies Inc -180,112 $50.1M
30 Jun 2026 Joel Greenblatt Added +3% CTVA Corteva Inc +15,587 $50.0M
30 Jun 2026 Cliff Asness Reduced −51% CACI CACI International Inc -114,270 $50.0M
30 Jun 2026 Ron Baron Added ×13 MU Micron Technology Inc +39,988 $50.0M
30 Jun 2026 Hersh Cohen New STRL Sterling Construction Company Inc +59,564 $50.0M
30 Jun 2026 Ron Baron Added +19% NTSK Netskope, Inc. Class A Common Stock +743,258 $50.0M
30 Jun 2026 Glenn Welling Added +20% GXO GXO Logistics Inc +163,000 $49.9M
30 Jun 2026 Ron Baron Reduced −37% TTAN ServiceTitan, Inc. Class A Common Stock -409,253 $49.9M
30 Jun 2026 Cliff Asness Added +52% LNC Lincoln National Corporation +481,972 $49.8M
30 Jun 2026 Cliff Asness Added +87% EEFT Euronet Worldwide Inc +322,198 $49.7M
30 Jun 2026 Ron Baron Added +<1% CZR Caesars Entertainment Corporation +1,060 $49.6M
30 Jun 2026 Cliff Asness Reduced −1% MTB M&T Bank Corporation -2,949 $49.6M
30 Jun 2026 Jean-Marie Eveillard Reduced −20% UCTT UCTT -86,170 $49.6M
30 Jun 2026 Ron Baron New AADX Applied Aerospace & Defense, Inc. +2,173,823 $49.5M
30 Jun 2026 Joel Greenblatt Added +16% KVUE Kenvue Inc. +355,638 $49.5M
30 Jun 2026 Dodge & Cox Reduced −2% LLY Eli Lilly and Company -754 $49.5M
30 Jun 2026 Cliff Asness Reduced −2% LPX Louisiana-Pacific Corporation -10,942 $49.3M
30 Jun 2026 Cliff Asness Added +94% ESS Essex Property Trust Inc +82,244 $49.3M
30 Jun 2026 Donald Smith Added +14% GAU Galiano Gold Inc +3,238,558 $49.3M
30 Jun 2026 Hersh Cohen Reduced −4% AROC Archrock Inc -54,594 $49.2M
30 Jun 2026 Richard Pzena Added +6% MBUU MBUU +96,804 $49.2M
30 Jun 2026 John Rogers New PPL PPL Corporation +1,349,987 $49.1M
30 Jun 2026 Mario Gabelli Reduced −4% CVCO Cavco Industries Inc -3,230 $49.1M
30 Jun 2026 Mario Gabelli Added +6% ITT ITT Inc +14,445 $49.0M
30 Jun 2026 Joel Greenblatt Added +72% LNT Alliant Energy Corp +269,550 $49.0M
30 Jun 2026 Hersh Cohen Added +19% FSV FirstService Corp +54,844 $49.0M
30 Jun 2026 Mario Gabelli Reduced −4% MSGE Madison Square Garden Entertainment Corp -23,105 $49.0M
30 Jun 2026 Hersh Cohen Added +40% BGSI Boyd Group Services Inc. +146,787 $48.9M
30 Jun 2026 Jay Petschek New FLEX Flex Ltd +301,449 $48.9M
30 Jun 2026 Tweedy, Browne Added +<1% BRK/B Berkshire Hathaway Inc-Cl B +219 $48.9M
30 Jun 2026 Joel Greenblatt Added +9% BIO Bio-Rad Laboratories Inc +13,878 $48.8M
30 Jun 2026 Mario Gabelli Reduced −1% GFF Griffon Corporation -5,608 $48.8M
175,702 moves · page 29 of 1,758 ← Newer Older →

Not investment advice. Data may be delayed or inaccurate.