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14<title>DATAROMA Superinvestors' Activity Summary</title>
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16<meta name="Description" content="Track stock picks and portfolios of legendary value investors such as Warren Buffett" />
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28DATAROMA
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30<ul><li><a class="" href="/m/home.php">Home</a></li><li><a class="" href="/m/comm.php">Commentaries/Articles</a></li><li><a class="" href="/m/managers.php">Superinvestors</a></li><li><a class="selected" href="/m/allact.php?typ=a">Activity</a></li><li><a class="" href="/m/grid.php">S&P500 Grid</a></li><li><a class="" href="/m/g/portfolio.php">Grand Portfolio</a></li><li><a class="" href="/m/rt.php">RealTime</a></li><li><a class="" href="/m/ins/ins.php">Insider</a></li></ul>
31<form action="/m/stock.php" method="get" onsubmit="if (document.getElementById('txt').value=='stock symbol / name' || document.getElementById('txt').value=='') {return false;} else {document.getElementById('txt').value = document.getElementById('txt').value.toUpperCase(); return true;}">
32<div id="frm">
33<input type="text" name="sym" id="txt" maxlength="30" value="stock symbol / name" onmouseover="this.style.color='#666';" onmouseout="if(this.value=='stock symbol / name') {this.style.color='#ccc';}" onfocus="this.style.color='#666'; if (this.value=='stock symbol / name') {this.value='';}" onblur="if (this.value=='') {this.value='stock symbol / name';} if(this.value=='stock symbol / name') {this.style.color='#ccc';}" />
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37</div><link rel="stylesheet" href="/m/inc/f_pagination.css" type="text/css" /><div id="main"><div id="wrap"><table id="grid"><thead><tr><td class="firm">Portfolio Manager - Firm</td><td class="period">Period</td><td id="act" colspan="10">Top 10 <span id="buys">Buys</span>/<span id="sells">Sells</span></td></tr></thead><tbody><tr>
38<td class="firm"><a href="/m/m_activity.php?m=ABI&typ=a">Abrams Bison Investments</a></td>
39<td class="period">Q2 2026</td><td class="sym">
40<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
41<a class="sell" href="/m/activity.php?sym=SUNB&typ=a">SUNB</a>
42<div>Sunbelt Rentals Holdings Inc<br/>Reduce -83.61%<br/>Change to portfolio: 38.36%</div>
43</span>
44</td><td class="sym">
45<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
46<a class="sell" href="/m/activity.php?sym=SNX&typ=a">SNX</a>
47<div>SYNNEX Corp.<br/>Reduce -18.88%<br/>Change to portfolio: 6.14%</div>
48</span>
49</td><td class="sym">
50<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
51<a class="sell" href="/m/activity.php?sym=AMAT&typ=a">AMAT</a>
52<div>Applied Materials<br/>Reduce -21.59%<br/>Change to portfolio: 5.36%</div>
53</span>
54</td><td class="sym">
55<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
56<a class="buy" href="/m/activity.php?sym=BFAM&typ=a">BFAM</a>
57<div>Bright Horizons Family Solutions Inc.<br/>Add 69.37%<br/>Change to portfolio: 3.39%</div>
58</span>
59</td><td class="sym">
60<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
61<a class="sell" href="/m/activity.php?sym=TFX&typ=a">TFX</a>
62<div>Teleflex<br/>Reduce -20.70%<br/>Change to portfolio: 1.28%</div>
63</span>
64</td><td class="sym">
65<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
66<a class="sell" href="/m/activity.php?sym=ACHC&typ=a">ACHC</a>
67<div>Acadia Healthcare Co.<br/>Reduce -4.91%<br/>Change to portfolio: 0.31%</div>
68</span>
69</td><td class="sym">
70<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
71<a class="sell" href="/m/activity.php?sym=NYT&typ=a">NYT</a>
72<div>New York Times CL A<br/>Reduce -5.97%<br/>Change to portfolio: 0.29%</div>
73</span>
74</td><td class="sym">
75<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
76<a class="buy" href="/m/activity.php?sym=URBN&typ=a">URBN</a>
77<div>Urban Outfitters Inc.<br/>Add 0.22%<br/>Change to portfolio: 0.02%</div>
78</span>
79</td><td></td><td></td></tr><tr>
80<td class="firm"><a href="/m/m_activity.php?m=AKO&typ=a">AKO Capital</a></td>
81<td class="period">Q2 2026</td><td class="sym">
82<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
83<a class="sell" href="/m/activity.php?sym=WAT&typ=a">WAT</a>
84<div>Waters Corp.<br/>Reduce -75.11%<br/>Change to portfolio: 5.37%</div>
85</span>
86</td><td class="sym">
87<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
88<a class="buy" href="/m/activity.php?sym=SUNB&typ=a">SUNB</a>
89<div>Sunbelt Rentals Holdings Inc<br/>Add 90.72%<br/>Change to portfolio: 5.04%</div>
90</span>
91</td><td class="sym">
92<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
93<a class="sell" href="/m/activity.php?sym=BKNG&typ=a">BKNG</a>
94<div>Booking Holdings Inc.<br/>Sell -100.00%<br/>Change to portfolio: 4.11%</div>
95</span>
96</td><td class="sym">
97<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
98<a class="sell" href="/m/activity.php?sym=ADI&typ=a">ADI</a>
99<div>Analog Devices<br/>Reduce -40.08%<br/>Change to portfolio: 3.82%</div>
100</span>
101</td><td class="sym">
102<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
103<a class="sell" href="/m/activity.php?sym=AMZN&typ=a">AMZN</a>
104<div>Amazon.com Inc.<br/>Reduce -34.04%<br/>Change to portfolio: 3.27%</div>
105</span>
106</td><td class="sym">
107<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
108<a class="sell" href="/m/activity.php?sym=CSCO&typ=a">CSCO</a>
109<div>Cisco Systems<br/>Reduce -35.22%<br/>Change to portfolio: 2.94%</div>
110</span>
111</td><td class="sym">
112<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
113<a class="sell" href="/m/activity.php?sym=ICE&typ=a">ICE</a>
114<div>Intercontinental Exchange Inc.<br/>Reduce -46.27%<br/>Change to portfolio: 2.48%</div>
115</span>
116</td><td class="sym">
117<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
118<a class="buy" href="/m/activity.php?sym=APD&typ=a">APD</a>
119<div>Air Products & Chemicals<br/>Add 137.13%<br/>Change to portfolio: 2.19%</div>
120</span>
121</td><td class="sym">
122<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
123<a class="sell" href="/m/activity.php?sym=GE&typ=a">GE</a>
124<div>GE Aerospace<br/>Reduce -22.61%<br/>Change to portfolio: 1.96%</div>
125</span>
126</td><td class="sym">
127<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
128<a class="sell" href="/m/activity.php?sym=SYK&typ=a">SYK</a>
129<div>Stryker Corp.<br/>Reduce -91.75%<br/>Change to portfolio: 1.67%</div>
130</span>
131</td></tr><tr>
132<td class="firm"><a href="/m/m_activity.php?m=AIM&typ=a">Alex Roepers - Atlantic Investment Management</a></td>
133<td class="period">Q2 2026</td><td class="sym">
134<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
135<a class="buy" href="/m/activity.php?sym=ASH&typ=a">ASH</a>
136<div>Ashland Global Holdings Inc.<br/>Buy<br/>Change to portfolio: 17.47%</div>
137</span>
138</td><td class="sym">
139<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
140<a class="buy" href="/m/activity.php?sym=XRAY&typ=a">XRAY</a>
141<div>DENTSPLY SIRONA Inc.<br/>Add 261.15%<br/>Change to portfolio: 8.81%</div>
142</span>
143</td><td class="sym">
144<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
145<a class="sell" href="/m/activity.php?sym=DCH&typ=a">DCH</a>
146<div>Dauch Corp.<br/>Reduce -63.43%<br/>Change to portfolio: 6.88%</div>
147</span>
148</td><td class="sym">
149<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
150<a class="sell" href="/m/activity.php?sym=WFRD&typ=a">WFRD</a>
151<div>Weatherford International plc<br/>Reduce -72.19%<br/>Change to portfolio: 6.51%</div>
152</span>
153</td><td class="sym">
154<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
155<a class="sell" href="/m/activity.php?sym=DOLE&typ=a">DOLE</a>
156<div>Dole Food Company<br/>Sell -100.00%<br/>Change to portfolio: 5.63%</div>
157</span>
158</td><td class="sym">
159<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
160<a class="sell" href="/m/activity.php?sym=KEX&typ=a">KEX</a>
161<div>Kirby Corp.<br/>Reduce -27.35%<br/>Change to portfolio: 4.98%</div>
162</span>
163</td><td class="sym">
164<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
165<a class="buy" href="/m/activity.php?sym=PVH&typ=a">PVH</a>
166<div>PVH Corp.<br/>Add 100.33%<br/>Change to portfolio: 4.97%</div>
167</span>
168</td><td class="sym">
169<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
170<a class="sell" href="/m/activity.php?sym=OSK&typ=a">OSK</a>
171<div>Oshkosh Corp.<br/>Reduce -38.59%<br/>Change to portfolio: 4.20%</div>
172</span>
173</td><td class="sym">
174<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
175<a class="buy" href="/m/activity.php?sym=APTV&typ=a">APTV</a>
176<div>Aptiv PLC<br/>Add 40.52%<br/>Change to portfolio: 4.18%</div>
177</span>
178</td><td class="sym">
179<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
180<a class="buy" href="/m/activity.php?sym=VGNT&typ=a">
180VGNT</a>
181<div>Versigent Plc<br/>Buy<br/>Change to portfolio: 2.64%</div>
182</span>
183</td></tr><tr>
184<td class="firm"><a href="/m/m_activity.php?m=AP&typ=a">AltaRock Partners</a></td>
185<td class="period">Q2 2026</td><td class="sym">
186<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
187<a class="sell" href="/m/activity.php?sym=AMZN&typ=a">AMZN</a>
188<div>Amazon.com Inc.<br/>Reduce -24.29%<br/>Change to portfolio: 10.33%</div>
189</span>
190</td><td class="sym">
191<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
192<a class="sell" href="/m/activity.php?sym=MCO&typ=a">MCO</a>
193<div>Moody's Corp.<br/>Reduce -64.89%<br/>Change to portfolio: 5.97%</div>
194</span>
195</td><td class="sym">
196<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
197<a class="buy" href="/m/activity.php?sym=MSFT&typ=a">MSFT</a>
198<div>Microsoft Corp.<br/>Add 25.00%<br/>Change to portfolio: 4.11%</div>
199</span>
200</td><td class="sym">
201<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
202<a class="buy" href="/m/activity.php?sym=MA&typ=a">
202MA</a>
203<div>Mastercard Inc.<br/>Add 46.22%<br/>Change to portfolio: 2.93%</div>
204</span>
205</td><td class="sym">
206<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
207<a class="buy" href="/m/activity.php?sym=V&typ=a">V</a>
208<div>Visa Inc.<br/>Add 67.74%<br/>Change to portfolio: 2.73%</div>
209</span>
210</td><td class="sym">
211<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
212<a class="sell" href="/m/activity.php?sym=TDG&typ=a">TDG</a>
213<div>TransDigm Group Inc.<br/>Reduce -3.68%<br/>Change to portfolio: 1.05%</div>
214</span>
215</td><td class="sym">
216<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
217<a class="sell" href="/m/activity.php?sym=GOOGL&typ=a">GOOGL</a>
218<div>Alphabet Inc.<br/>Reduce -3.22%<br/>Change to portfolio: 0.01%</div>
219</span>
220</td><td class="sym">
221<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
222<a class="sell" href="/m/activity.php?sym=HLT&typ=a">HLT</a>
223<div>Hilton Worldwide Holdings<br/>Reduce -0.91%<br/>Change to portfolio: 0.00%</div>
224</span>
225</td><td></td><td></td></tr><tr>
226<td class="firm"><a href="/m/m_activity.php?m=VAN&typ=a">Arnold Van Den Berg - Century Management </a></td>
227<td class="period">Q2 2026</td><td class="sym">
228<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
229<a class="sell" href="/m/activity.php?sym=INTC&typ=a">INTC</a>
230<div>Intel Corp.<br/>Reduce -43.34%<br/>Change to portfolio: 3.20%</div>
231</span>
232</td><td class="sym">
233<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
234<a class="sell" href="/m/activity.php?sym=COHR&typ=a">COHR</a>
235<div>Coherent Corp.<br/>Reduce -34.85%<br/>Change to portfolio: 1.87%</div>
236</span>
237</td><td class="sym">
238<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
239<a class="sell" href="/m/activity.php?sym=DELL&typ=a">DELL</a>
240<div>Dell Technologies Inc.<br/>Reduce -20.42%<br/>Change to portfolio: 1.46%</div>
241</span>
242</td><td class="sym">
243<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
244<a class="buy" href="/m/activity.php?sym=INTU&typ=a">INTU</a>
245<div>Intuit Inc.<br/>Add 264.25%<br/>Change to portfolio: 1.00%</div>
246</span>
247</td><td class="sym">
248<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
249<a class="buy" href="/m/activity.php?sym=APH&typ=a">APH</a>
250<div>Amphenol Corp.<br/>Buy<br/>Change to portfolio: 0.81%</div>
251</span>
252</td><td class="sym">
253<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
254<a class="buy" href="/m/activity.php?sym=MKTX&typ=a">MKTX</a>
255<div>MarketAxess Holdings Inc.<br/>Add 65.66%<br/>Change to portfolio: 0.50%</div>
256</span>
257</td><td class="sym">
258<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
259<a class="sell" href="/m/activity.php?sym=CTRA-OLD&typ=a">CTRA-OLD</a>
260<div>Coterra Energy Inc.<br/>Sell -100.00%<br/>Change to portfolio: 0.40%</div>
261</span>
262</td><td class="sym">
263<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
264<a class="sell" href="/m/activity.php?sym=COP&typ=a">COP</a>
265<div>ConocoPhillips<br/>Reduce -40.71%<br/>Change to portfolio: 0.37%</div>
266</span>
267</td><td class="sym">
268<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
269<a class="buy" href="/m/activity.php?sym=VNT&typ=a">VNT</a>
270<div>Vontier Corp.<br/>Add 24.64%<br/>Change to portfolio: 0.34%</div>
271</span>
272</td><td class="sym">
273<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
274<a class="buy" href="/m/activity.php?sym=DVN&typ=a">DVN</a>
275<div>Devon Energy Corp.<br/>Add 117.07%<br/>Change to portfolio: 0.30%</div>
276</span>
277</td></tr><tr>
278<td class="firm"><a href="/m/m_activity.php?m=GFT&typ=a">Bill & Melinda Gates Foundation Trust</a></td>
279<td class="period">Q2 2026</td><td class="sym">
280<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
281<a class="sell" href="/m/activity.php?sym=BRK.B&typ=a">BRK.B</a>
282<div>Berkshire Hathaway CL B<br/>Reduce -13.83%<br/>Change to portfolio: 3.43%</div>
283</span>
284</td><td class="sym">
285<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
286<a class="buy" href="/m/activity.php?sym=HD&typ=a">HD</a>
287<div>Home Depot<br/>Buy<br/>Change to portfolio: 1.02%</div>
288</span>
289</td><td class="sym">
290<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
291<a class="sell" href="/m/activity.php?sym=WM&typ=a">WM</a>
292<div>Waste Management Inc.<br/>Reduce -3.33%<br/>Change to portfolio: 0.60%</div>
293</span>
294</td><td class="sym">
295<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
296<a class="buy" href="/m/activity.php?sym=FDXF&typ=a">FDXF</a>
297<div>FedEx Freight Holding Co.<br/>Buy<br/>Change to portfolio: 0.52%</div>
298</span>
299</td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr>
300<td class="firm"><a href="/m/m_activity.php?m=psc&typ=a">Bill Ackman - Pershing Square Capital Management</a></td>
301<td class="period">Q2 2026</td><td class="sym">
302<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
303<a class="buy" href="/m/activity.php?sym=V&typ=a">V</a>
304<div>Visa Inc.<br/>Buy<br/>Change to portfolio: 5.76%</div>
305</span>
306</td><td class="sym">
307<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
308<a class="buy" href="/m/activity.php?sym=MA&typ=a">
308MA</a>
309<div>Mastercard Inc.<br/>Buy<br/>Change to portfolio: 5.61%</div>
310</span>
311</td><td class="sym">
312<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
313<a class="buy" href="/m/activity.php?sym=SPGI&typ=a">SPGI</a>
314<div>S&P Global Inc.<br/>Buy<br/>Change to portfolio: 5.43%</div>
315</span>
316</td><td class="sym">
317<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
318<a class="buy" href="/m/activity.php?sym=NFLX&typ=a">NFLX</a>
319<div>Netflix Inc.<br/>Buy<br/>Change to portfolio: 4.80%</div>
320</span>
321</td><td class="sym">
322<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
323<a class="sell" href="/m/activity.php?sym=AMZN&typ=a">AMZN</a>
324<div>Amazon.com Inc.<br/>Reduce -25.22%<br/>Change to portfolio: 3.54%</div>
325</span>
326</td><td class="sym">
327<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
328<a class="buy" href="/m/activity.php?sym=HHH&typ=a">HHH</a>
329<div>Howard Hughes Holdings Inc.<br/>Add 47.74%<br/>Change to portfolio: 3.31%</div>
330</span>
331</td><td class="sym">
332<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
333<a class="buy" href="/m/activity.php?sym=UBER&typ=a">UBER</a>
334<div>Uber Technologies Inc.<br/>Add 14.58%<br/>Change to portfolio: 1.62%</div>
335</span>
336</td><td class="sym">
337<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
338<a class="buy" href="/m/activity.php?sym=META&typ=a">META</a>
339<div>Meta Platforms Inc.<br/>Add 20.11%<br/>Change to portfolio: 1.55%</div>
340</span>
341</td><td class="sym">
342<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
343<a class="buy" href="/m/activity.php?sym=QSR&typ=a">QSR</a>
344<div>Restaurant Brands International<br/>Add 14.02%<br/>Change to portfolio: 1.18%</div>
345</span>
346</td><td class="sym">
347<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
348<a class="buy" href="/m/activity.php?sym=MSFT&typ=a">MSFT</a>
349<div>Microsoft Corp.<br/>Add 9.77%<br/>Change to portfolio: 1.06%</div>
350</span>
351</td></tr><tr>
352<td class="firm"><a href="/m/m_activity.php?m=LMM&typ=a">Bill Miller - Miller Value Partners</a></td>
353<td class="period">Q2 2026</td><td class="sym">
354<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
355<a class="buy" href="/m/activity.php?sym=SPUU&typ=a">SPUU</a>
356<div>Dir Dai S&P  500 Bu 2x ETF Us<br/>Buy<br/>Change to portfolio: 5.81%</div>
357</span>
358</td><td class="sym">
359<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
360<a class="sell" href="/m/activity.php?sym=SPY&typ=a">SPY</a>
361<div>SPDR S&P 500 ETF Trust<br/>Sell -100.00%<br/>Change to portfolio: 5.10%</div>
362</span>
363</td><td class="sym">
364<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
365<a class="buy" href="/m/activity.php?sym=COTY&typ=a">COTY</a>
366<div>Coty Inc.<br/>Buy<br/>Change to portfolio: 2.00%</div>
367</span>
368</td><td class="sym">
369<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
370<a class="buy" href="/m/activity.php?sym=GTN&typ=a">GTN</a>
371<div>Gray Television Inc.<br/>Add 34.88%<br/>Change to portfolio: 1.76%</div>
372</span>
373</td><td class="sym">
374<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
375<a class="sell" href="/m/activity.php?sym=BFH&typ=a">BFH</a>
376<div>Bread Financial Holdings Inc.<br/>Reduce -31.44%<br/>Change to portfolio: 1.56%</div>
377</span>
378</td><td class="sym">
379<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
380<a class="buy" href="/m/activity.php?sym=BLMN&typ=a">BLMN</a>
381<div>Bloomin Brands Inc.<br/>Add 26.96%<br/>Change to portfolio: 1.19%</div>
382</span>
383</td><td class="sym">
384<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
385<a class="sell" href="/m/activity.php?sym=TDAY&typ=a">TDAY</a>
386<div>Gannett Co.<br/>Reduce -28.85%<br/>Change to portfolio: 1.15%</div>
387</span>
388</td><td class="sym">
389<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
390<a class="buy" href="/m/activity.php?sym=DCH&typ=a">DCH</a>
391<div>Dauch Corp.<br/>Add 63.48%<br/>Change to portfolio: 1.13%</div>
392</span>
393</td><td class="sym">
394<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
395<a class="buy" href="/m/activity.php?sym=CNDT&typ=a">
395CNDT</a>
396<div>Conduent Inc.<br/>Add 29.55%<br/>Change to portfolio: 1.02%</div>
397</span>
398</td><td class="sym">
399<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
400<a class="sell" href="/m/activity.php?sym=ITRN&typ=a">ITRN</a>
401<div>Ituran Location & Control Ltd.<br/>Reduce -34.43%<br/>Change to portfolio: 1.01%</div>
402</span>
403</td></tr><tr>
404<td class="firm"><a href="/m/m_activity.php?m=HA&typ=a">Bill Nygren - Oakmark Funds</a></td>
405<td class="period">Q2 2026</td><td class="sym">
406<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
407<a class="sell" href="/m/activity.php?sym=PSX&typ=a">PSX</a>
408<div>Phillips 66<br/>Reduce -80.76%<br/>Change to portfolio: 1.68%</div>
409</span>
410</td><td class="sym">
411<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
412<a class="sell" href="/m/activity.php?sym=GOOGL&typ=a">GOOGL</a>
413<div>Alphabet Inc.<br/>Reduce -25.36%<br/>Change to portfolio: 1.01%</div>
414</span>
415</td><td class="sym">
416<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
417<a class="sell" href="/m/activity.php?sym=WBD&typ=a">WBD</a>
418<div>Warner Bros. Discovery Inc.<br/>Reduce -85.39%<br/>Change to portfolio: 0.99%</div>
419</span>
420</td><td class="sym">
421<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
422<a class="sell" href="/m/activity.php?sym=MPC&typ=a">MPC</a>
423<div>Marathon Petroleum Corp.<br/>Reduce -91.84%<br/>Change to portfolio: 0.90%</div>
424</span>
425</td><td class="sym">
426<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
427<a class="sell" href="/m/activity.php?sym=CHTR&typ=a">CHTR</a>
428<div>Charter Communications<br/>Reduce -97.57%<br/>Change to portfolio: 0.80%</div>
429</span>
430</td><td class="sym">
431<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
432<a class="buy" href="/m/activity.php?sym=MRSH&typ=a">MRSH</a>
433<div>Marsh<br/>Add 68.07%<br/>Change to portfolio: 0.78%</div>
434</span>
435</td><td class="sym">
436<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
437<a class="sell" href="/m/activity.php?sym=EOG&typ=a">EOG</a>
438<div>EOG Resources<br/>Reduce -94.07%<br/>Change to portfolio: 0.64%</div>
439</span>
440</td><td class="sym">
441<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
442<a class="sell" href="/m/activity.php?sym=CMCSA&typ=a">CMCSA</a>
443<div>Comcast Corp.<br/>Reduce -72.88%<br/>Change to portfolio: 0.62%</div>
444</span>
445</td><td class="sym">
446<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
447<a class="buy" href="/m/activity.php?sym=SYY&typ=a">SYY</a>
448<div>Sysco Corp.<br/>Add 47.99%<br/>Change to portfolio: 0.59%</div>
449</span>
450</td><td class="sym">
451<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
452<a class="buy" href="/m/activity.php?sym=EQH&typ=a">EQH</a>
453<div>Equitable Holdings Inc.<br/>Add 33495.46%<br/>Change to portfolio: 0.55%</div>
454</span>
455</td></tr><tr>
456<td class="firm"><a href="/m/m_activity.php?m=fairx&typ=a">Bruce Berkowitz - Fairholme Capital</a></td>
457<td class="period">Q2 2026</td><td class="sym">
458<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
459<a class="sell" href="/m/activity.php?sym=JOE&typ=a">JOE</a>
460<div>St. Joe Co.<br/>Reduce -5.35%<br/>Change to portfolio: 4.32%</div>
461</span>
462</td><td class="sym">
463<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
464<a class="buy" href="/m/activity.php?sym=BRK.B&typ=a">BRK.B</a>
465<div>Berkshire Hathaway CL B<br/>Add 74.13%<br/>Change to portfolio: 1.26%</div>
466</span>
467</td><td class="sym">
468<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
469<a class="buy" href="/m/activity.php?sym=BRK.A&typ=a">BRK.A</a>
470<div>Berkshire Hathaway CL A<br/>Add 450.00%<br/>Change to portfolio: 0.45%</div>
471</span>
472</td><td class="sym">
473<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
474<a class="buy" href="/m/activity.php?sym=PFE&typ=a">PFE</a>
475<div>Pfizer Inc.<br/>Buy<br/>Change to portfolio: 0.37%</div>
476</span>
477</td><td class="sym">
478<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
479<a class="buy" href="/m/activity.php?sym=CPB&typ=a">CPB</a>
480<div>Campbell's Co.<br/>Buy<br/>Change to portfolio: 0.17%</div>
481</span>
482</td><td class="sym">
483<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
484<a class="buy" href="/m/activity.php?sym=UPS&typ=a">UPS</a>
485<div>United Parcel Service<br/>Buy<br/>Change to portfolio: 0.17%</div>
486</span>
487</td><td class="sym">
488<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
489<a class="buy" href="/m/activity.php?sym=KHC&typ=a">KHC</a>
490<div>Kraft Heinz Co.<br/>Add 92.12%<br/>Change to portfolio: 0.15%</div>
491</span>
492</td><td class="sym">
493<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
494<a class="buy" href="/m/activity.php?sym=PGR&typ=a">PGR</a>
495<div>Progressive Corp.<br/>Add 8.73%<br/>
495Change to portfolio: 0.09%</div>
496</span>
497</td><td></td><td></td></tr><tr>
498<td class="firm"><a href="/m/m_activity.php?m=OCL&typ=a">Bryan Lawrence - Oakcliff Capital</a></td>
499<td class="period">Q2 2026</td><td class="sym">
500<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
501<a class="buy" href="/m/activity.php?sym=MCO&typ=a">MCO</a>
502<div>Moody's Corp.<br/>Buy<br/>Change to portfolio: 5.74%</div>
503</span>
504</td><td class="sym">
505<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
506<a class="buy" href="/m/activity.php?sym=GWRE&typ=a">GWRE</a>
507<div>Guidewire Software Inc.<br/>Add 10.06%<br/>Change to portfolio: 0.66%</div>
508</span>
509</td><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr>
510<td class="firm"><a href="/m/m_activity.php?m=ic&typ=a">Carl Icahn - Icahn Capital Management</a></td>
511<td class="period">Q2 2026</td><td class="sym">
512<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
513<a class="buy" href="/m/activity.php?sym=IEP&typ=a">IEP</a>
514<div>Icahn Enterprises<br/>Add 12.56%<br/>Change to portfolio: 6.02%</div>
515</span>
516</td><td class="sym">
517<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
518<a class="sell" href="/m/activity.php?sym=AEP&typ=a">AEP</a>
519<div>American Electric Power<br/>Reduce -63.93%<br/>Change to portfolio: 1.28%</div>
520</span>
521</td><td class="sym">
522<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
523<a class="sell" href="/m/activity.php?sym=JBLU&typ=a">JBLU</a>
524<div>JetBlue Airways Corp.<br/>Reduce -38.56%<br/>Change to portfolio: 0.90%</div>
525</span>
526</td><td class="sym">
527<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
528<a class="buy" href="/m/activity.php?sym=SD&typ=a">SD</a>
529<div>SandRidge Energy Inc.<br/>Add 2.17%<br/>Change to portfolio: 0.02%</div>
530</span>
531</td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr>
532<td class="firm"><a href="/m/m_activity.php?m=TGM&typ=a">Chase Coleman - Tiger Global Management</a></td>
533<td class="period">Q2 2026</td><td class="sym">
534<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
535<a class="sell" href="/m/activity.php?sym=GOOGL&typ=a">GOOGL</a>
536<div>Alphabet Inc.<br/>Reduce -45.39%<br/>Change to portfolio: 7.19%</div>
537</span>
538</td><td class="sym">
539<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
540<a class="sell" href="/m/activity.php?sym=AVGO&typ=a">AVGO</a>
541<div>Broadcom Inc.<br/>Reduce -51.07%<br/>Change to portfolio: 2.88%</div>
542</span>
543</td><td class="sym">
544<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
545<a class="buy" href="/m/activity.php?sym=CBRS&typ=a">CBRS</a>
546<div>Cerebras Systems Inc   A<br/>Buy<br/>Change to portfolio: 2.76%</div>
547</span>
548</td><td class="sym">
549<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
550<a class="sell" href="/m/activity.php?sym=APP&typ=a">APP</a>
551<div>Applovin Corp.<br/>Sell -100.00%<br/>Change to portfolio: 1.74%</div>
552</span>
553</td><td class="sym">
554<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
555<a class="buy" href="/m/activity.php?sym=AMD&typ=a">AMD</a>
556<div>Advanced Micro Devices<br/>Buy<br/>Change to portfolio: 1.63%</div>
557</span>
558</td><td class="sym">
559<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
560<a class="buy" href="/m/activity.php?sym=INTC&typ=a">INTC</a>
561<div>Intel Corp.<br/>Add 159.52%<br/>Change to portfolio: 1.52%</div>
562</span>
563</td><td class="sym">
564<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
565<a class="sell" href="/m/activity.php?sym=TSM&typ=a">TSM</a>
566<div>Taiwan Semiconductor S.A.<br/>Reduce -12.29%<br/>Change to portfolio: 1.36%</div>
567</span>
568</td><td class="sym">
569<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
570<a class="sell" href="/m/activity.php?sym=Z&typ=a">Z</a>
571<div>Zillow Group Inc.<br/>Sell -100.00%<br/>Change to portfolio: 1.33%</div>
572</span>
573</td><td class="sym">
574<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
575<a class="sell" href="/m/activity.php?sym=LRCX&typ=a">LRCX</a>
576<div>Lam Research<br/>Reduce -18.89%<br/>Change to portfolio: 1.33%</div>
577</span>
578</td><td class="sym">
579<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
580<a class="buy" href="/m/activity.php?sym=STX&typ=a">STX</a>
581<div>Seagate Technology<br/>Buy<br/>Change to portfolio: 1.15%</div>
582</span>
583</td></tr><tr>
584<td class="firm"><a href="/m/m_activity.php?m=tci&typ=a">Chris Hohn - TCI Fund Management</a></td>
585<td class="period">Q2 2026</td><td class="sym">
586<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
587<a class="sell" href="/m/activity.php?sym=MSFT&typ=a">MSFT</a>
588<div>Microsoft Corp.<br/>Sell -100.00%<br/>Change to portfolio: 2.24%</div>
589</span>
590</td><td class="sym">
591<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
592<a class="buy" href="/m/activity.php?sym=MLM&typ=a">MLM</a>
593<div>Martin Marietta<br/>Buy<br/>Change to portfolio: 1.44%</div>
594</span>
595</td><td class="sym">
596<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
597<a class="buy" href="/m/activity.php?sym=VMC&typ=a">VMC</a>
598<div>Vulcan Materials<br/>Buy<br/>Change to portfolio: 1.37%</div>
599</span>
600</td><td class="sym">
601<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
602<a class="buy" href="/m/activity.php?sym=GOOG&typ=a">GOOG</a>
603<div>Alphabet Inc. CL C<br/>Add 12.25%<br/>Change to portfolio: 0.73%</div>
604</span>
605</td><td class="sym">
606<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
607<a class="sell" href="/m/activity.php?sym=CP&typ=a">CP</a>
608<div>Canadian Pacific Kansas City<br/>Reduce -2.57%<br/>Change to portfolio: 0.20%</div>
609</span>
610</td><td class="sym">
611<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
612<a class="sell" href="/m/activity.php?sym=CNI&typ=a">CNI</a>
613<div>Canadian Natl Railway Co.<br/>Reduce -4.23%<br/>Change to portfolio: 0.09%</div>
614</span>
615</td><td class="sym">
616<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
617<a class="sell" href="/m/activity.php?sym=GE&typ=a">GE</a>
618<div>GE Aerospace<br/>Reduce -0.17%<br/>Change to portfolio: 0.06%</div>
619</span>
620</td><td class="sym">
621<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
622<a class="buy" href="/m/activity.php?sym=SPGI&typ=a">SPGI</a>
623<div>S&P Global Inc.<br/>Add 0.33%<br/>Change to portfolio: 0.04%</div>
624</span>
625</td><td class="sym">
626<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
627<a class="buy" href="/m/activity.php?sym=FER&typ=a">FER</a>
628<div>Ferrovial Se<br/>Add 0.97%<br/>Change to portfolio: 0.03%</div>
629</span>
630</td><td class="sym">
631<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
632<a class="buy" href="/m/activity.php?sym=V&typ=a">V</a>
633<div>Visa Inc.<br/>Add 0.09%<br/>
633Change to portfolio: 0.02%</div>
634</span>
635</td></tr><tr>
636<td class="firm"><a href="/m/m_activity.php?m=SA&typ=a">Christopher Bloomstran - Semper Augustus</a></td>
637<td class="period">Q2 2026</td><td class="sym">
638<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
639<a class="buy" href="/m/activity.php?sym=BLDR&typ=a">BLDR</a>
640<div>Builders FirstSource Inc.<br/>Add 142.64%<br/>Change to portfolio: 3.29%</div>
641</span>
642</td><td class="sym">
643<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
644<a class="sell" href="/m/activity.php?sym=SBUX&typ=a">SBUX</a>
645<div>Starbucks Corp.<br/>Reduce -81.79%<br/>Change to portfolio: 2.38%</div>
646</span>
647</td><td class="sym">
648<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
649<a class="buy" href="/m/activity.php?sym=PAYX&typ=a">PAYX</a>
650<div>Paychex Inc.<br/>Buy<br/>Change to portfolio: 2.35%</div>
651</span>
652</td><td class="sym">
653<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
654<a class="sell" href="/m/activity.php?sym=CMI&typ=a">CMI</a>
655<div>Cummins Inc.<br/>Reduce -67.18%<br/>Change to portfolio: 2.15%</div>
656</span>
657</td><td class="sym">
658<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
659<a class="buy" href="/m/activity.php?sym=SPGI&typ=a">SPGI</a>
660<div>S&P Global Inc.<br/>Buy<br/>Change to portfolio: 2.12%</div>
661</span>
662</td><td class="sym">
663<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
664<a class="sell" href="/m/activity.php?sym=FIVE&typ=a">FIVE</a>
665<div>Five Below Inc.<br/>Reduce -45.16%<br/>Change to portfolio: 1.77%</div>
666</span>
667</td><td class="sym">
668<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
669<a class="buy" href="/m/activity.php?sym=CTSH&typ=a">CTSH</a>
670<div>Cognizant Technology Solutions<br/>Buy<br/>Change to portfolio: 1.65%</div>
671</span>
672</td><td class="sym">
673<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
674<a class="buy" href="/m/activity.php?sym=BRK.B&typ=a">BRK.B</a>
675<div>Berkshire Hathaway CL B<br/>Add 7.95%<br/>Change to portfolio: 1.14%</div>
676</span>
677</td><td class="sym">
678<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
679<a class="sell" href="/m/activity.php?sym=DINO&typ=a">DINO</a>
680<div>HF Sinclair Corp.<br/>Reduce -30.08%<br/>Change to portfolio: 0.86%</div>
681</span>
682</td><td class="sym">
683<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
684<a class="buy" href="/m/activity.php?sym=ALK&typ=a">ALK</a>
685<div>Alaska Air Group<br/>Add 5.81%<br/>Change to portfolio: 0.58%</div>
686</span>
687</td></tr><tr>
688<td class="firm"><a href="/m/m_activity.php?m=DAV&typ=a">Christopher Davis - Davis Advisors</a></td>
689<td class="period">Q2 2026</td><td class="sym">
690<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
691<a class="sell" href="/m/activity.php?sym=CTRA-OLD&typ=a">CTRA-OLD</a>
692<div>Coterra Energy Inc.<br/>Sell -100.00%<br/>Change to portfolio: 5.99%</div>
693</span>
694</td><td class="sym">
695<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
696<a class="buy" href="/m/activity.php?sym=DVN&typ=a">DVN</a>
697<div>Devon Energy Corp.<br/>Buy<br/>Change to portfolio: 4.49%</div>
698</span>
699</td><td class="sym">
700<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
701<a class="sell" href="/m/activity.php?sym=AMAT&typ=a">AMAT</a>
702<div>Applied Materials<br/>Reduce -91.44%<br/>Change to portfolio: 3.42%</div>
703</span>
704</td><td class="sym">
705<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
706<a class="buy" href="/m/activity.php?sym=JBS&typ=a">JBS</a>
707<div>Jbs Nv A<br/>Add 90.58%<br/>
707Change to portfolio: 1.21%</div>
708</span>
709</td><td class="sym">
710<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
711<a class="buy" href="/m/activity.php?sym=AMZN&typ=a">AMZN</a>
712<div>Amazon.com Inc.<br/>Add 24.84%<br/>Change to portfolio: 0.87%</div>
713</span>
714</td><td class="sym">
715<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
716<a class="buy" href="/m/activity.php?sym=LYB&typ=a">LYB</a>
717<div>LyondellBasell Industries<br/>Add 55.43%<br/>Change to portfolio: 0.70%</div>
718</span>
719</td><td class="sym">
720<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
721<a class="sell" href="/m/activity.php?sym=TECK&typ=a">TECK</a>
722<div>Teck Resources<br/>Reduce -20.98%<br/>Change to portfolio: 0.57%</div>
723</span>
724</td><td class="sym">
725<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
726<a class="sell" href="/m/activity.php?sym=TXN&typ=a">TXN</a>
727<div>Texas Instruments<br/>Reduce -14.46%<br/>Change to portfolio: 0.53%</div>
728</span>
729</td><td class="sym">
730<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
731<a class="buy" href="/m/activity.php?sym=TCOM&typ=a">TCOM</a>
732<div>Trip.com Group Ltd<br/>Add 33.66%<br/>Change to portfolio: 0.38%</div>
733</span>
734</td><td class="sym">
735<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
736<a class="sell" href="/m/activity.php?sym=QSR&typ=a">QSR</a>
737<div>Restaurant Brands International<br/>Reduce -22.19%<br/>Change to portfolio: 0.25%</div>
738</span>
739</td></tr><tr>
740<td class="firm"><a href="/m/m_activity.php?m=AC&typ=a">Chuck Akre - Akre Capital Management</a></td>
741<td class="period">Q2 2026</td><td class="sym">
742<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
743<a class="sell" href="/m/activity.php?sym=BN&typ=a">BN</a>
744<div>Brookfield Corp.<br/>Reduce -28.82%<br/>Change to portfolio: 4.09%</div>
745</span>
746</td><td class="sym">
747<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
748<a class="sell" href="/m/activity.php?sym=V&typ=a">V</a>
749<div>Visa Inc.<br/>Reduce -32.21%<br/>Change to portfolio: 3.55%</div>
750</span>
751</td><td class="sym">
752<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
753<a class="sell" href="/m/activity.php?sym=KKR&typ=a">KKR</a>
754<div>KKR & Co. L.P.<br/>Reduce -25.85%<br/>Change to portfolio: 3.12%</div>
755</span>
756</td><td class="sym">
757<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
758<a class="sell" href="/m/activity.php?sym=ORLY&typ=a">ORLY</a>
759<div>O'Reilly Automotive<br/>Reduce -44.37%<br/>Change to portfolio: 3.11%</div>
760</span>
761</td><td class="sym">
762<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
763<a class="sell" href="/m/activity.php?sym=MA&typ=a">
763MA</a>
764<div>Mastercard Inc.<br/>Reduce -12.77%<br/>Change to portfolio: 2.93%</div>
765</span>
766</td><td class="sym">
767<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
768<a class="sell" href="/m/activity.php?sym=ABNB&typ=a">ABNB</a>
769<div>Airbnb Inc.<br/>Reduce -41.82%<br/>Change to portfolio: 2.39%</div>
770</span>
771</td><td class="sym">
772<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
773<a class="sell" href="/m/activity.php?sym=MCO&typ=a">MCO</a>
774<div>Moody's Corp.<br/>Reduce -7.16%<br/>Change to portfolio: 0.79%</div>
775</span>
776</td><td class="sym">
777<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
778<a class="buy" href="/m/activity.php?sym=CSGP&typ=a">CSGP</a>
779<div>CoStar Group Inc.<br/>Add 13.06%<br/>Change to portfolio: 0.75%</div>
780</span>
781</td><td class="sym">
782<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
783<a class="sell" href="/m/activity.php?sym=ROP&typ=a">ROP</a>
784<div>Roper Technologies Inc.<br/>Reduce -6.42%<br/>Change to portfolio: 0.53%</div>
785</span>
786</td><td class="sym">
787<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
788<a class="buy" href="/m/activity.php?sym=NOW&typ=a">NOW</a>
789<div>ServiceNow Inc.<br/>Add 13.68%<br/>Change to portfolio: 0.29%</div>
790</span>
791</td></tr><tr>
792<td class="firm"><a href="/m/m_activity.php?m=CAS&typ=a">Clifford Sosin - CAS Investment Partners</a></td>
793<td class="period">Q2 2026</td><td class="sym">
794<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
795<a class="sell" href="/m/activity.php?sym=COF&typ=a">COF</a>
796<div>Capital One Financial<br/>Sell -100.00%<br/>Change to portfolio: 6.01%</div>
797</span>
798</td><td class="sym">
799<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
800<a class="buy" href="/m/activity.php?sym=META&typ=a">META</a>
801<div>Meta Platforms Inc.<br/>Buy<br/>Change to portfolio: 4.08%</div>
802</span>
803</td><td class="sym">
804<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
805<a class="buy" href="/m/activity.php?sym=VAC&typ=a">VAC</a>
806<div>Marriott Vacations Worldwide<br/>Buy<br/>Change to portfolio: 2.16%</div>
807</span>
808</td><td class="sym">
809<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
810<a class="sell" href="/m/activity.php?sym=CVNA&typ=a">CVNA</a>
811<div>Carvana Co.<br/>Reduce -0.65%<br/>Change to portfolio: 0.51%</div>
812</span>
813</td><td class="sym">
814<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
815<a class="sell" href="/m/activity.php?sym=HGV&typ=a">HGV</a>
816<div>Hilton Grand Vacations Inc.<br/>Reduce -0.63%<br/>Change to portfolio: 0.09%</div>
817</span>
818</td><td class="sym">
819<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
820<a class="sell" href="/m/activity.php?sym=CDLX&typ=a">CDLX</a>
821<div>Cardlytics Inc.<br/>Reduce -9.39%<br/>Change to portfolio: 0.01%</div>
822</span>
823</td><td class="sym">
824<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
825<a class="sell" href="/m/activity.php?sym=SWIM&typ=a">SWIM</a>
826<div>Latham Group Inc<br/>Reduce -0.64%<br/>Change to portfolio: 0.00%</div>
827</span>
828</td><td></td><td></td><td></td></tr><tr>
829<td class="firm"><a href="/m/m_activity.php?m=tp&typ=a">Daniel Loeb - Third Point</a></td>
830<td class="period">Q2 2026</td><td class="sym">
831<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
832<a class="buy" href="/m/activity.php?sym=WBD&typ=a">WBD</a>
833<div>Warner Bros. Discovery Inc.<br/>Buy<br/>Change to portfolio: 11.68%</div>
834</span>
835</td><td class="sym">
836<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
837<a class="buy" href="/m/activity.php?sym=GOOGL&typ=a">GOOGL</a>
838<div>Alphabet Inc.<br/>Add 485.71%<br/>Change to portfolio: 6.65%</div>
839</span>
840</td><td class="sym">
841<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
842<a class="buy" href="/m/activity.php?sym=KEYS&typ=a">KEYS</a>
843<div>Keysight Technologies Inc.<br/>Buy<br/>Change to portfolio: 4.48%</div>
844</span>
845</td><td class="sym">
846<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
847<a class="buy" href="/m/activity.php?sym=XYZ&typ=a">XYZ</a>
848<div>Block Inc.<br/>Buy<br/>Change to portfolio: 4.26%</div>
849</span>
850</td><td class="sym">
851<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
852<a class="buy" href="/m/activity.php?sym=FLEX&typ=a">FLEX</a>
853<div>Flex Ltd.<br/>Buy<br/>Change to portfolio: 3.66%</div>
854</span>
855</td><td class="sym">
856<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
857<a class="buy" href="/m/activity.php?sym=NSC&typ=a">NSC</a>
858<div>Norfolk Southern Corp.<br/>Add 500.00%<br/>Change to portfolio: 3.44%</div>
859</span>
860</td><td class="sym">
861<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
862<a class="buy" href="/m/activity.php?sym=COF&typ=a">COF</a>
863<div>Capital One Financial<br/>Add 489.29%<br/>Change to portfolio: 3.01%</div>
864</span>
865</td><td class="sym">
866<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
867<a class="buy" href="/m/activity.php?sym=LYV&typ=a">LYV</a>
868<div>Live Nation Inc.<br/>Add 144.09%<br/>Change to portfolio: 2.69%</div>
869</span>
870</td><td class="sym">
871<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
872<a class="sell" href="/m/activity.php?sym=META&typ=a">
872META</a>
873<div>Meta Platforms Inc.<br/>Sell -100.00%<br/>Change to portfolio: 2.47%</div>
874</span>
875</td><td class="sym">
876<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
877<a class="buy" href="/m/activity.php?sym=TTMI&typ=a">TTMI</a>
878<div>TTM Technologies Inc.<br/>Buy<br/>Change to portfolio: 2.07%</div>
879</span>
880</td></tr><tr>
881<td class="firm"><a href="/m/m_activity.php?m=abc&typ=a">David Abrams - Abrams Capital Management</a></td>
882<td class="period">Q2 2026</td><td class="sym">
883<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
884<a class="sell" href="/m/activity.php?sym=GOOGL&typ=a">GOOGL</a>
885<div>Alphabet Inc.<br/>Reduce -26.55%<br/>Change to portfolio: 3.23%</div>
886</span>
887</td><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr>
888<td class="firm"><a href="/m/m_activity.php?m=GLRE&typ=a">David Einhorn - Greenlight Capital</a></td>
889<td class="period">Q2 2026</td><td class="sym">
890<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
891<a class="sell" href="/m/activity.php?sym=VSXY&typ=a">VSXY</a>
892<div>Victoria's Secret & Co.<br/>Sell -100.00%<br/>Change to portfolio: 3.28%</div>
893</span>
894</td><td class="sym">
895<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
896<a class="buy" href="/m/activity.php?sym=FBIN&typ=a">FBIN</a>
897<div>Fortune Brands Innovations Inc.<br/>Buy<br/>Change to portfolio: 3.15%</div>
898</span>
899</td><td class="sym">
900<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
901<a class="buy" href="/m/activity.php?sym=VGNT&typ=a">
901VGNT</a>
902<div>Versigent Plc<br/>Buy<br/>Change to portfolio: 2.45%</div>
903</span>
904</td><td class="sym">
905<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
906<a class="buy" href="/m/activity.php?sym=PRMB&typ=a">PRMB</a>
907<div>Primo Brands Corp<br/>Buy<br/>Change to portfolio: 1.77%</div>
908</span>
909</td><td class="sym">
910<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
911<a class="sell" href="/m/activity.php?sym=CNC&typ=a">CNC</a>
912<div>Centene Corp.<br/>Reduce -39.56%<br/>Change to portfolio: 1.77%</div>
913</span>
914</td><td class="sym">
915<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
916<a class="buy" href="/m/activity.php?sym=PYPL&typ=a">PYPL</a>
917<div>PayPal Holdings Inc.<br/>Buy<br/>Change to portfolio: 1.57%</div>
918</span>
919</td><td class="sym">
920<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
921<a class="buy" href="/m/activity.php?sym=WBD&typ=a">WBD</a>
922<div>Warner Bros. Discovery Inc.<br/>Buy<br/>Change to portfolio: 1.53%</div>
923</span>
924</td><td class="sym">
925<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
926<a class="sell" href="/m/activity.php?sym=SLM&typ=a">SLM</a>
927<div>SLM Corp.<br/>Sell -100.00%<br/>Change to portfolio: 1.41%</div>
928</span>
929</td><td class="sym">
930<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
931<a class="sell" href="/m/activity.php?sym=PTON&typ=a">PTON</a>
932<div>Peloton Interactive Inc.<br/>Sell -100.00%<br/>Change to portfolio: 1.36%</div>
933</span>
934</td><td class="sym">
935<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
936<a class="sell" href="/m/activity.php?sym=VSNT&typ=a">VSNT</a>
937<div>Versant Media Group Inc.<br/>Reduce -36.53%<br/>Change to portfolio: 1.02%</div>
938</span>
939</td></tr><tr>
940<td class="firm"><a href="/m/m_activity.php?m=MAVFX&typ=a">David Katz - Matrix Asset Advisors</a></td>
941<td class="period">Q2 2026</td><td class="sym">
942<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
943<a class="sell" href="/m/activity.php?sym=FDX&typ=a">FDX</a>
944<div>FedEx Corp.<br/>Sell -100.00%<br/>Change to portfolio: 1.44%</div>
945</span>
946</td><td class="sym">
947<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
948<a class="buy" href="/m/activity.php?sym=PG&typ=a">PG</a>
949<div>Procter & Gamble<br/>Add 187.78%<br/>Change to portfolio: 1.14%</div>
950</span>
951</td><td class="sym">
952<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
953<a class="sell" href="/m/activity.php?sym=TXN&typ=a">TXN</a>
954<div>Texas Instruments<br/>Reduce -28.86%<br/>Change to portfolio: 0.97%</div>
955</span>
956</td><td class="sym">
957<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
958<a class="sell" href="/m/activity.php?sym=BNY&typ=a">BNY</a>
959<div>Bank of New York Mellon Corp.<br/>Reduce -28.49%<br/>Change to portfolio: 0.82%</div>
960</span>
961</td><td class="sym">
962<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
963<a class="buy" href="/m/activity.php?sym=ADP&typ=a">ADP</a>
964<div>Automatic Data Processing Inc.<br/>Add 312.04%<br/>Change to portfolio: 0.77%</div>
965</span>
966</td><td class="sym">
967<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
968<a class="buy" href="/m/activity.php?sym=TEL&typ=a">TEL</a>
969<div>TE Connectivity plc<br/>Add 132.49%<br/>Change to portfolio: 0.71%</div>
970</span>
971</td><td class="sym">
972<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
973<a class="sell" href="/m/activity.php?sym=QCOM&typ=a">QCOM</a>
974<div>QUALCOMM Inc.<br/>Reduce -15.09%<br/>Change to portfolio: 0.65%</div>
975</span>
976</td><td class="sym">
977<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
978<a class="sell" href="/m/activity.php?sym=AMAT&typ=a">AMAT</a>
979<div>Applied Materials<br/>Reduce -17.92%<br/>Change to portfolio: 0.62%</div>
980</span>
981</td><td class="sym">
982<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
983<a class="buy" href="/m/activity.php?sym=TSN&typ=a">TSN</a>
984<div>Tyson Foods<br/>Add 31.95%<br/>Change to portfolio: 0.56%</div>
985</span>
986</td><td class="sym">
987<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
988<a class="sell" href="/m/activity.php?sym=MS&typ=a">MS</a>
989<div>Morgan Stanley<br/>Reduce -12.61%<br/>Change to portfolio: 0.51%</div>
990</span>
991</td></tr><tr>
992<td class="firm"><a href="/m/m_activity.php?m=WP&typ=a">David Rolfe - Wedgewood Partners</a></td>
993<td class="period">Q2 2026</td><td class="sym">
994<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
995<a class="sell" href="/m/activity.php?sym=TSCO&typ=a">TSCO</a>
996<div>Tractor Supply<br/>Sell -100.00%<br/>Change to portfolio: 4.27%</div>
997</span>
998</td><td class="sym">
999<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1000<a class="sell" href="/m/activity.php?sym=CDW&typ=a">CDW</a>
1001<div>CDW Corp.<br/>Sell -100.00%<br/>Change to portfolio: 3.62%</div>
1002</span>
1003</td><td class="sym">
1004<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1005<a class="sell" href="/m/activity.php?sym=ZTS&typ=a">ZTS</a>
1006<div>Zoetis Inc.<br/>Sell -100.00%<br/>Change to portfolio: 2.77%</div>
1007</span>
1008</td><td class="sym">
1009<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1010<a class="sell" href="/m/activity.php?sym=TSM&typ=a">TSM</a>
1011<div>Taiwan Semiconductor S.A.<br/>Reduce -18.44%<br/>Change to portfolio: 2.35%</div>
1012</span>
1013</td><td class="sym">
1014<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1015<a class="sell" href="/m/activity.php?sym=GOOGL&typ=a">GOOGL</a>
1016<div>Alphabet Inc.<br/>Reduce -18.28%<br/>Change to portfolio: 2.10%</div>
1017</span>
1018</td><td class="sym">
1019<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1020<a class="sell" href="/m/activity.php?sym=URI&typ=a">URI</a>
1021<div>United Rentals<br/>Reduce -33.58%<br/>Change to portfolio: 1.98%</div>
1022</span>
1023</td><td class="sym">
1024<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1025<a class="buy" href="/m/activity.php?sym=AMZN&typ=a">AMZN</a>
1026<div>Amazon.com Inc.<br/>Add 35.57%<br/>Change to portfolio: 1.75%</div>
1027</span>
1028</td><td class="sym">
1029<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1030<a class="buy" href="/m/activity.php?sym=META&typ=a">
1030META</a>
1031<div>Meta Platforms Inc.<br/>Add 16.21%<br/>Change to portfolio: 1.24%</div>
1032</span>
1033</td><td class="sym">
1034<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1035<a class="buy" href="/m/activity.php?sym=MSFT&typ=a">MSFT</a>
1036<div>Microsoft Corp.<br/>Add 21.10%<br/>Change to portfolio: 1.20%</div>
1037</span>
1038</td><td class="sym">
1039<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1040<a class="buy" href="/m/activity.php?sym=PGR&typ=a">PGR</a>
1041<div>Progressive Corp.<br/>Add 27.48%<br/>Change to portfolio: 1.03%</div>
1042</span>
1043</td></tr><tr>
1044<td class="firm"><a href="/m/m_activity.php?m=AM&typ=a">David Tepper - Appaloosa Management</a></td>
1045<td class="period">Q2 2026</td><td class="sym">
1046<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1047<a class="sell" href="/m/activity.php?sym=MU&typ=a">MU</a>
1048<div>Micron Technology Inc.<br/>Reduce -41.44%<br/>Change to portfolio: 10.66%</div>
1049</span>
1050</td><td class="sym">
1051<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1052<a class="sell" href="/m/activity.php?sym=SNDK&typ=a">SNDK</a>
1053<div>SanDisk Corp.<br/>Sell -100.00%<br/>Change to portfolio: 3.01%</div>
1054</span>
1055</td><td class="sym">
1056<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1057<a class="sell" href="/m/activity.php?sym=GLW&typ=a">GLW</a>
1058<div>Corning Inc.<br/>Sell -100.00%<br/>Change to portfolio: 2.59%</div>
1059</span>
1060</td><td class="sym">
1061<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1062<a class="buy" href="/m/activity.php?sym=BA&typ=a">BA</a>
1063<div>Boeing Co.<br/>Buy<br/>Change to portfolio: 2.32%</div>
1064</span>
1065</td><td class="sym">
1066<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1067<a class="buy" href="/m/activity.php?sym=AMZN&typ=a">AMZN</a>
1068<div>Amazon.com Inc.<br/>Add 15.74%<br/>Change to portfolio: 2.17%</div>
1069</span>
1070</td><td class="sym">
1071<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1072<a class="buy" href="/m/activity.php?sym=TSM&typ=a">TSM</a>
1073<div>Taiwan Semiconductor S.A.<br/>Add 24.29%<br/>Change to portfolio: 2.06%</div>
1074</span>
1075</td><td class="sym">
1076<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1077<a class="sell" href="/m/activity.php?sym=BABA&typ=a">BABA</a>
1078<div>Alibaba Group Holdings<br/>Reduce -42.28%<br/>Change to portfolio: 1.88%</div>
1079</span>
1080</td><td class="sym">
1081<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1082<a class="buy" href="/m/activity.php?sym=AAL&typ=a">AAL</a>
1083<div>American Airlines Group Inc.<br/>Buy<br/>Change to portfolio: 1.81%</div>
1084</span>
1085</td><td class="sym">
1086<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1087<a class="buy" href="/m/activity.php?sym=META&typ=a">META</a>
1088<div>Meta Platforms Inc.<br/>Add 54.64%<br/>Change to portfolio: 1.80%</div>
1089</span>
1090</td><td class="sym">
1091<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1092<a class="sell" href="/m/activity.php?sym=PDD&typ=a">PDD</a>
1093<div>Pinduoduo Inc.<br/>Sell -100.00%<br/>Change to portfolio: 1.55%</div>
1094</span>
1095</td></tr><tr>
1096<td class="firm"><a href="/m/m_activity.php?m=SP&typ=a">Dennis Hong - ShawSpring Partners</a></td>
1097<td class="period">Q2 2026</td><td class="sym">
1098<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1099<a class="sell" href="/m/activity.php?sym=OKTA&typ=a">OKTA</a>
1100<div>Okta Inc. <br/>Reduce -58.46%<br/>Change to portfolio: 19.42%</div>
1101</span>
1102</td><td class="sym">
1103<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1104<a class="buy" href="/m/activity.php?sym=CR&typ=a">CR</a>
1105<div>Crane Co<br/>Buy<br/>Change to portfolio: 7.82%</div>
1106</span>
1107</td><td class="sym">
1108<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1109<a class="buy" href="/m/activity.php?sym=MSFT&typ=a">MSFT</a>
1110<div>Microsoft Corp.<br/>Buy<br/>Change to portfolio: 7.31%</div>
1111</span>
1112</td><td class="sym">
1113<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1114<a class="sell" href="/m/activity.php?sym=INTU&typ=a">INTU</a>
1115<div>Intuit Inc.<br/>Sell -100.00%<br/>Change to portfolio: 6.61%</div>
1116</span>
1117</td><td class="sym">
1118<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1119<a class="sell" href="/m/activity.php?sym=CSGP&typ=a">CSGP</a>
1120<div>CoStar Group Inc.<br/>Sell -100.00%<br/>Change to portfolio: 5.11%</div>
1121</span>
1122</td><td class="sym">
1123<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1124<a class="buy" href="/m/activity.php?sym=BABA&typ=a">BABA</a>
1125<div>Alibaba Group Holdings<br/>
1125Add 40.96%<br/>Change to portfolio: 4.92%</div>
1126</span>
1127</td><td class="sym">
1128<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1129<a class="sell" href="/m/activity.php?sym=PCOR&typ=a">PCOR</a>
1130<div>Procore Technologies Inc.<br/>Sell -100.00%<br/>Change to portfolio: 4.62%</div>
1131</span>
1132</td><td class="sym">
1133<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1134<a class="sell" href="/m/activity.php?sym=BRZE&typ=a">BRZE</a>
1135<div>Braze Inc A<br/>Reduce -42.34%<br/>Change to portfolio: 4.40%</div>
1136</span>
1137</td><td class="sym">
1138<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1139<a class="sell" href="/m/activity.php?sym=AMZN&typ=a">AMZN</a>
1140<div>Amazon.com Inc.<br/>Reduce -15.81%<br/>Change to portfolio: 3.03%</div>
1141</span>
1142</td><td class="sym">
1143<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1144<a class="buy" href="/m/activity.php?sym=GDS&typ=a">GDS</a>
1145<div>GDS Holdings Ltd<br/>Add 71.37%<br/>Change to portfolio: 2.05%</div>
1146</span>
1147</td></tr><tr>
1148<td class="firm"><a href="/m/m_activity.php?m=DAC&typ=a">Dodge & Cox Funds</a></td>
1149<td class="period">Q2 2026</td><td class="sym">
1150<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1151<a class="buy" href="/m/activity.php?sym=V&typ=a">V</a>
1152<div>Visa Inc.<br/>Add 630554.95%<br/>Change to portfolio: 0.97%</div>
1153</span>
1154</td><td class="sym">
1155<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1156<a class="buy" href="/m/activity.php?sym=TMO&typ=a">TMO</a>
1157<div>Thermo Fisher Scientific<br/>Add 11767.36%<br/>Change to portfolio: 0.79%</div>
1158</span>
1159</td><td class="sym">
1160<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1161<a class="sell" href="/m/activity.php?sym=LYB&typ=a">LYB</a>
1162<div>LyondellBasell Industries<br/>Sell -100.00%<br/>Change to portfolio: 0.75%</div>
1163</span>
1164</td><td class="sym">
1165<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1166<a class="buy" href="/m/activity.php?sym=ROP&typ=a">ROP</a>
1167<div>Roper Technologies Inc.<br/>Add 111.16%<br/>Change to portfolio: 0.66%</div>
1168</span>
1169</td><td class="sym">
1170<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1171<a class="sell" href="/m/activity.php?sym=GS&typ=a">GS</a>
1172<div>Goldman Sachs Group<br/>Reduce -90.28%<br/>Change to portfolio: 0.65%</div>
1173</span>
1174</td><td class="sym">
1175<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1176<a class="sell" href="/m/activity.php?sym=NSC&typ=a">NSC</a>
1177<div>Norfolk Southern Corp.<br/>Reduce -59.92%<br/>Change to portfolio: 0.61%</div>
1178</span>
1179</td><td class="sym">
1180<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1181<a class="buy" href="/m/activity.php?sym=FDXF&typ=a">FDXF</a>
1182<div>FedEx Freight Holding Co.<br/>Buy<br/>Change to portfolio: 0.57%</div>
1183</span>
1184</td><td class="sym">
1185<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1186<a class="sell" href="/m/activity.php?sym=BNY&typ=a">BNY</a>
1187<div>Bank of New York Mellon Corp.<br/>Reduce -29.03%<br/>Change to portfolio: 0.52%</div>
1188</span>
1189</td><td class="sym">
1190<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1191<a class="sell" href="/m/activity.php?sym=NVS&typ=a">NVS</a>
1192<div>Novartis AG<br/>Reduce -89.10%<br/>Change to portfolio: 0.49%</div>
1193</span>
1194</td><td class="sym">
1195<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1196<a class="sell" href="/m/activity.php?sym=FDX&typ=a">FDX</a>
1197<div>FedEx Corp.<br/>Reduce -27.55%<br/>Change to portfolio: 0.45%</div>
1198</span>
1199</td></tr><tr>
1200<td class="firm"><a href="/m/m_activity.php?m=HH&typ=a">Duan Yongping - H&H International Investment</a></td>
1201<td class="period">Q2 2026</td><td class="sym">
1202<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1203<a class="sell" href="/m/activity.php?sym=NVDA&typ=a">NVDA</a>
1204<div>NVIDIA Corp.<br/>Reduce -54.63%<br/>Change to portfolio: 7.92%</div>
1205</span>
1206</td><td class="sym">
1207<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1208<a class="sell" href="/m/activity.php?sym=GOOG&typ=a">GOOG</a>
1209<div>Alphabet Inc. CL C<br/>Reduce -46.88%<br/>Change to portfolio: 3.21%</div>
1210</span>
1211</td><td class="sym">
1212<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1213<a class="sell" href="/m/activity.php?sym=AAPL&typ=a">AAPL</a>
1214<div>Apple Inc.<br/>Reduce -6.38%<br/>Change to portfolio: 2.80%</div>
1215</span>
1216</td><td class="sym">
1217<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1218<a class="buy" href="/m/activity.php?sym=PDD&typ=a">PDD</a>
1219<div>Pinduoduo Inc.<br/>Add 26.71%<br/>Change to portfolio: 2.11%</div>
1220</span>
1221</td><td class="sym">
1222<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1223<a class="sell" href="/m/activity.php?sym=MSFT&typ=a">MSFT</a>
1224<div>Microsoft Corp.<br/>Reduce -25.78%<br/>
1224Change to portfolio: 0.51%</div>
1225</span>
1226</td><td class="sym">
1227<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1228<a class="sell" href="/m/activity.php?sym=UNH&typ=a">UNH</a>
1229<div>United Health Group Inc.<br/>Reduce -33.56%<br/>Change to portfolio: 0.44%</div>
1230</span>
1231</td><td class="sym">
1232<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1233<a class="sell" href="/m/activity.php?sym=TSM&typ=a">TSM</a>
1234<div>Taiwan Semiconductor S.A.<br/>Sell -100.00%<br/>Change to portfolio: 0.26%</div>
1235</span>
1236</td><td class="sym">
1237<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1238<a class="buy" href="/m/activity.php?sym=BRK.B&typ=a">BRK.B</a>
1239<div>Berkshire Hathaway CL B<br/>Add 0.90%<br/>Change to portfolio: 0.21%</div>
1240</span>
1241</td><td class="sym">
1242<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1243<a class="buy" href="/m/activity.php?sym=BABA&typ=a">BABA</a>
1244<div>Alibaba Group Holdings<br/>Buy<br/>Change to portfolio: 0.15%</div>
1245</span>
1246</td><td class="sym">
1247<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1248<a class="buy" href="/m/activity.php?sym=DIS&typ=a">DIS</a>
1249<div>Walt Disney Co.<br/>Add 12.89%<br/>Change to portfolio: 0.10%</div>
1250</span>
1251</td></tr><tr>
1252<td class="firm"><a href="/m/m_activity.php?m=FE&typ=a">First Eagle Investment Management</a></td>
1253<td class="period">Q2 2026</td><td class="sym">
1254<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1255<a class="sell" href="/m/activity.php?sym=TXN&typ=a">TXN</a>
1256<div>Texas Instruments<br/>Reduce -98.57%<br/>Change to portfolio: 2.07%</div>
1257</span>
1258</td><td class="sym">
1259<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1260<a class="buy" href="/m/activity.php?sym=BKNG&typ=a">BKNG</a>
1261<div>Booking Holdings Inc.<br/>Buy<br/>Change to portfolio: 1.45%</div>
1262</span>
1263</td><td class="sym">
1264<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1265<a class="sell" href="/m/activity.php?sym=EXPD&typ=a">EXPD</a>
1266<div>Expeditors Int'l<br/>Reduce -66.01%<br/>Change to portfolio: 1.05%</div>
1267</span>
1268</td><td class="sym">
1269<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1270<a class="buy" href="/m/activity.php?sym=ADP&typ=a">ADP</a>
1271<div>Automatic Data Processing Inc.<br/>Add 81.56%<br/>Change to portfolio: 0.86%</div>
1272</span>
1273</td><td class="sym">
1274<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1275<a class="sell" href="/m/activity.php?sym=CHRW&typ=a">CHRW</a>
1276<div>C.H. Robinson Worldwide<br/>Reduce -36.43%<br/>Change to portfolio: 0.65%</div>
1277</span>
1278</td><td class="sym">
1279<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1280<a class="buy" href="/m/activity.php?sym=HCC&typ=a">HCC</a>
1281<div>Warrior Met Coal Inc.<br/>Buy<br/>Change to portfolio: 0.52%</div>
1282</span>
1283</td><td class="sym">
1284<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1285<a class="buy" href="/m/activity.php?sym=MDT&typ=a">MDT</a>
1286<div>Medtronic plc<br/>Add 37.23%<br/>Change to portfolio: 0.48%</div>
1287</span>
1288</td><td class="sym">
1289<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1290<a class="buy" href="/m/activity.php?sym=BDX&typ=a">BDX</a>
1291<div>Becton Dickinson<br/>Add 15.82%<br/>Change to portfolio: 0.47%</div>
1292</span>
1293</td><td class="sym">
1294<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1295<a class="sell" href="/m/activity.php?sym=GOOGL&typ=a">GOOGL</a>
1296<div>Alphabet Inc.<br/>Reduce -56.69%<br/>Change to portfolio: 0.41%</div>
1297</span>
1298</td><td class="sym">
1299<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1300<a class="buy" href="/m/activity.php?sym=MSFT&typ=a">MSFT</a>
1301<div>Microsoft Corp.<br/>Add 46.42%<br/>
1301Change to portfolio: 0.38%</div>
1302</span>
1303</td></tr><tr>
1304<td class="firm"><a href="/m/m_activity.php?m=FPA&typ=a">First Pacific Advisors</a></td>
1305<td class="period">Q2 2026</td><td class="sym">
1306<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1307<a class="buy" href="/m/activity.php?sym=AJG&typ=a">AJG</a>
1308<div>Arthur J. Gallagher & Co.<br/>Add 244.68%<br/>Change to portfolio: 2.73%</div>
1309</span>
1310</td><td class="sym">
1311<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1312<a class="buy" href="/m/activity.php?sym=DHR&typ=a">DHR</a>
1313<div>Danaher Corp.<br/>Buy<br/>Change to portfolio: 1.35%</div>
1314</span>
1315</td><td class="sym">
1316<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1317<a class="sell" href="/m/activity.php?sym=GOOGL&typ=a">GOOGL</a>
1318<div>Alphabet Inc.<br/>Reduce -16.33%<br/>Change to portfolio: 1.23%</div>
1319</span>
1320</td><td class="sym">
1321<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1322<a class="buy" href="/m/activity.php?sym=INTU&typ=a">INTU</a>
1323<div>Intuit Inc.<br/>Buy<br/>Change to portfolio: 1.09%</div>
1324</span>
1325</td><td class="sym">
1326<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1327<a class="buy" href="/m/activity.php?sym=SAP&typ=a">SAP</a>
1328<div>SAP SE<br/>Buy<br/>Change to portfolio: 1.07%</div>
1329</span>
1330</td><td class="sym">
1331<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1332<a class="sell" href="/m/activity.php?sym=MAR&typ=a">MAR</a>
1333<div>Marriott Int'l.<br/>Reduce -92.08%<br/>Change to portfolio: 1.05%</div>
1334</span>
1335</td><td class="sym">
1336<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1337<a class="sell" href="/m/activity.php?sym=DELL&typ=a">DELL</a>
1338<div>Dell Technologies Inc.<br/>Sell -100.00%<br/>Change to portfolio: 0.90%</div>
1339</span>
1340</td><td class="sym">
1341<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1342<a class="sell" href="/m/activity.php?sym=ICLR&typ=a">ICLR</a>
1343<div>ICON plc<br/>Reduce -38.80%<br/>Change to portfolio: 0.84%</div>
1344</span>
1345</td><td class="sym">
1346<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1347<a class="buy" href="/m/activity.php?sym=GEHC&typ=a">GEHC</a>
1348<div>GE HealthCare Technologies Inc.<br/>Buy<br/>Change to portfolio: 0.66%</div>
1349</span>
1350</td><td class="sym">
1351<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1352<a class="sell" href="/m/activity.php?sym=KMI&typ=a">KMI</a>
1353<div>Kinder Morgan<br/>Sell -100.00%<br/>Change to portfolio: 0.64%</div>
1354</span>
1355</td></tr><tr>
1356<td class="firm"><a href="/m/m_activity.php?m=ca&typ=a">Francis Chou - Chou Associates</a></td>
1357<td class="period">Q2 2026</td><td class="sym">
1358<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1359<a class="sell" href="/m/activity.php?sym=AAPL&typ=a">AAPL</a>
1360<div>Apple Inc.<br/>Reduce -9.09%<br/>Change to portfolio: 0.53%</div>
1361</span>
1362</td><td class="sym">
1363<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1364<a class="buy" href="/m/activity.php?sym=VTS&typ=a">VTS</a>
1365<div>Vitesse Energy Inc.<br/>Buy<br/>Change to portfolio: 0.01%</div>
1366</span>
1367</td><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr>
1368<td class="firm"><a href="/m/m_activity.php?m=GC&typ=a">Francois Rochon - Giverny Capital</a></td>
1369<td class="period">Q2 2026</td><td class="sym">
1370<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1371<a class="sell" href="/m/activity.php?sym=BRK.B&typ=a">BRK.B</a>
1372<div>Berkshire Hathaway CL B<br/>Reduce -34.38%<br/>Change to portfolio: 2.19%</div>
1373</span>
1374</td><td class="sym">
1375<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1376<a class="sell" href="/m/activity.php?sym=KEYS&typ=a">KEYS</a>
1377<div>Keysight Technologies Inc.<br/>Reduce -55.73%<br/>Change to portfolio: 2.11%</div>
1378</span>
1379</td><td class="sym">
1380<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1381<a class="buy" href="/m/activity.php?sym=ADP&typ=a">ADP</a>
1382<div>Automatic Data Processing Inc.<br/>Add 56.19%<br/>
1382Change to portfolio: 1.77%</div>
1383</span>
1384</td><td class="sym">
1385<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1386<a class="buy" href="/m/activity.php?sym=NYT&typ=a">NYT</a>
1387<div>New York Times CL A<br/>Buy<br/>Change to portfolio: 1.14%</div>
1388</span>
1389</td><td class="sym">
1390<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1391<a class="sell" href="/m/activity.php?sym=ADI&typ=a">ADI</a>
1392<div>Analog Devices<br/>Reduce -45.45%<br/>Change to portfolio: 1.04%</div>
1393</span>
1394</td><td class="sym">
1395<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1396<a class="buy" href="/m/activity.php?sym=RMD&typ=a">RMD</a>
1397<div>ResMed Inc.<br/>Add 68.55%<br/>Change to portfolio: 1.03%</div>
1398</span>
1399</td><td class="sym">
1400<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1401<a class="buy" href="/m/activity.php?sym=MSA&typ=a">MSA</a>
1402<div>MSA Safety Inc.<br/>Buy<br/>Change to portfolio: 0.98%</div>
1403</span>
1404</td><td class="sym">
1405<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1406<a class="buy" href="/m/activity.php?sym=WSO&typ=a">WSO</a>
1407<div>Watsco Inc.<br/>Buy<br/>Change to portfolio: 0.92%</div>
1408</span>
1409</td><td class="sym">
1410<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1411<a class="buy" href="/m/activity.php?sym=BFAM&typ=a">BFAM</a>
1412<div>Bright Horizons Family Solutions Inc.<br/>Add 45.59%<br/>Change to portfolio: 0.81%</div>
1413</span>
1414</td><td class="sym">
1415<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1416<a class="sell" href="/m/activity.php?sym=MKL&typ=a">MKL</a>
1417<div>Markel Group Inc.<br/>Reduce -28.10%<br/>Change to portfolio: 0.79%</div>
1418</span>
1419</td></tr><tr>
1420<td class="firm"><a href="/m/m_activity.php?m=CCM&typ=a">Glenn Greenberg - Brave Warrior Advisors</a></td>
1421<td class="period">Q2 2026</td><td class="sym">
1422<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1423<a class="sell" href="/m/activity.php?sym=SNX&typ=a">SNX</a>
1424<div>SYNNEX Corp.<br/>Reduce -52.79%<br/>Change to portfolio: 9.39%</div>
1425</span>
1426</td><td class="sym">
1427<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1428<a class="buy" href="/m/activity.php?sym=AJG&typ=a">AJG</a>
1429<div>Arthur J. Gallagher & Co.<br/>Buy<br/>Change to portfolio: 6.43%</div>
1430</span>
1431</td><td class="sym">
1432<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1433<a class="sell" href="/m/activity.php?sym=FG&typ=a">FG</a>
1434<div>F&G Annuities & Life Inc.<br/>Reduce -53.63%<br/>Change to portfolio: 1.67%</div>
1435</span>
1436</td><td class="sym">
1437<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1438<a class="sell" href="/m/activity.php?sym=MRP&typ=a">MRP</a>
1439<div>Millrose Properties<br/>Reduce -29.18%<br/>Change to portfolio: 1.63%</div>
1440</span>
1441</td><td class="sym">
1442<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1443<a class="buy" href="/m/activity.php?sym=RYAAY&typ=a">RYAAY</a>
1444<div>Ryanair Holdings PLC<br/>Add 30.25%<br/>Change to portfolio: 1.30%</div>
1445</span>
1446</td><td class="sym">
1447<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1448<a class="sell" href="/m/activity.php?sym=ELV&typ=a">ELV</a>
1449<div>Elevance Health Inc.<br/>Reduce -12.96%<br/>Change to portfolio: 1.23%</div>
1450</span>
1451</td><td class="sym">
1452<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1453<a class="buy" href="/m/activity.php?sym=ICLR&typ=a">ICLR</a>
1454<div>ICON plc<br/>Add 5.22%<br/>Change to portfolio: 0.59%</div>
1455</span>
1456</td><td class="sym">
1457<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1458<a class="sell" href="/m/activity.php?sym=OMF&typ=a">OMF</a>
1459<div>OneMain Holdings<br/>Reduce -1.53%<br/>Change to portfolio: 0.16%</div>
1460</span>
1461</td><td class="sym">
1462<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1463<a class="sell" href="/m/activity.php?sym=SLM&typ=a">SLM</a>
1464<div>SLM Corp.<br/>Reduce -1.50%<br/>Change to portfolio: 0.11%</div>
1465</span>
1466</td><td class="sym">
1467<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1468<a class="sell" href="/m/activity.php?sym=AN&typ=a">AN</a>
1469<div>AutoNation Inc.<br/>Reduce -1.53%<br/>Change to portfolio: 0.10%</div>
1470</span>
1471</td></tr><tr>
1472<td class="firm"><a href="/m/m_activity.php?m=ENG&typ=a">Glenn Welling - Engaged Capital</a></td>
1473<td class="period">Q2 2026</td><td class="sym">
1474<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1475<a class="sell" href="/m/activity.php?sym=YETI&typ=a">YETI</a>
1476<div>YETI Holdings Inc.<br/>Reduce -33.07%<br/>Change to portfolio: 9.06%</div>
1477</span>
1478</td><td class="sym">
1479<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1480<a class="buy" href="/m/activity.php?sym=FRPT&typ=a">FRPT</a>
1481<div>Freshpet Inc.<br/>Buy<br/>Change to portfolio: 8.87%</div>
1482</span>
1483</td><td class="sym">
1484<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1485<a class="sell" href="/m/activity.php?sym=BL&typ=a">BL</a>
1486<div>BlackLine Inc.<br/>Reduce -39.48%<br/>Change to portfolio: 4.69%</div>
1487</span>
1488</td><td class="sym">
1489<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1490<a class="sell" href="/m/activity.php?sym=CGNX&typ=a">CGNX</a>
1491<div>Cognex Corp.<br/>Reduce -29.96%<br/>Change to portfolio: 3.25%</div>
1492</span>
1493</td><td class="sym">
1494<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1495<a class="buy" href="/m/activity.php?sym=GXO&typ=a">GXO</a>
1496<div>Gxo Logistics Inc.<br/>Add 19.84%<br/>Change to portfolio: 2.56%</div>
1497</span>
1498</td><td class="sym">
1499<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1500<a class="sell" href="/m/activity.php?sym=VFC&typ=a">VFC</a>
1501<div>V.F. Corp.<br/>Reduce -3.36%<br/>Change to portfolio: 0.81%</div>
1502</span>
1503</td><td></td><td></td><td></td><td></td></tr><tr>
1504<td class="firm"><a href="/m/m_activity.php?m=GA&typ=a">Greenhaven Associates</a></td>
1505<td class="period">Q2 2026</td><td class="sym">
1506<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1507<a class="buy" href="/m/activity.php?sym=BDX&typ=a">BDX</a>
1508<div>Becton Dickinson<br/>Buy<br/>Change to portfolio: 9.93%</div>
1509</span>
1510</td><td class="sym">
1511<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1512<a class="buy" href="/m/activity.php?sym=ACN&typ=a">ACN</a>
1513<div>Accenture<br/>Buy<br/>Change to portfolio: 4.86%</div>
1514</span>
1515</td><td class="sym">
1516<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1517<a class="buy" href="/m/activity.php?sym=ICLR&typ=a">ICLR</a>
1518<div>ICON plc<br/>Add 54.84%<br/>Change to portfolio: 2.20%</div>
1519</span>
1520</td><td class="sym">
1521<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1522<a class="buy" href="/m/activity.php?sym=IQV&typ=a">IQV</a>
1523<div>IQVIA Holdings Inc.<br/>Buy<br/>Change to portfolio: 1.71%</div>
1524</span>
1525</td><td class="sym">
1526<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1527<a class="buy" href="/m/activity.php?sym=LEN&typ=a">LEN</a>
1528<div>Lennar Corp.<br/>Add 6.43%<br/>Change to portfolio: 0.71%</div>
1529</span>
1530</td><td class="sym">
1531<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1532<a class="buy" href="/m/activity.php?sym=EPAM&typ=a">EPAM</a>
1533<div>EPAM Systems Inc.<br/>Buy<br/>Change to portfolio: 0.54%</div>
1534</span>
1535</td><td class="sym">
1536<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1537<a class="buy" href="/m/activity.php?sym=DNOW&typ=a">DNOW</a>
1538<div>NOW Inc.<br/>Add 426.83%<br/>Change to portfolio: 0.53%</div>
1539</span>
1540</td><td class="sym">
1541<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1542<a class="sell" href="/m/activity.php?sym=VBIL&typ=a">VBIL</a>
1543<div>Vanguard 0 3m T Bill ETF<br/>Reduce -44.67%<br/>Change to portfolio: 0.47%</div>
1544</span>
1545</td><td class="sym">
1546<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1547<a class="sell" href="/m/activity.php?sym=SLB&typ=a">SLB</a>
1548<div>Schlumberger Ltd.<br/>Reduce -18.48%<br/>Change to portfolio: 0.46%</div>
1549</span>
1550</td><td class="sym">
1551<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1552<a class="sell" href="/m/activity.php?sym=LEA&typ=a">LEA</a>
1553<div>Lear Corp.<br/>Reduce -14.22%<br/>
1553Change to portfolio: 0.37%</div>
1554</span>
1555</td></tr><tr>
1556<td class="firm"><a href="/m/m_activity.php?m=CM&typ=a">Greg Alexander - Conifer Management</a></td>
1557<td class="period">Q2 2026</td><td class="sym">
1558<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1559<a class="buy" href="/m/activity.php?sym=AIIR&typ=a">AIIR</a>
1560<div>Air Holdings Ltd<br/>Buy<br/>Change to portfolio: 10.61%</div>
1561</span>
1562</td><td class="sym">
1563<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1564<a class="buy" href="/m/activity.php?sym=GPI&typ=a">GPI</a>
1565<div>Group 1 Automotive<br/>Add 28.07%<br/>Change to portfolio: 10.17%</div>
1566</span>
1567</td><td class="sym">
1568<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1569<a class="sell" href="/m/activity.php?sym=LAD&typ=a">LAD</a>
1570<div>Lithia Motors Inc.<br/>Sell -100.00%<br/>Change to portfolio: 10.11%</div>
1571</span>
1572</td><td></td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr>
1573<td class="firm"><a href="/m/m_activity.php?m=aq&typ=a">Guy Spier - Aquamarine Capital</a></td>
1574<td class="period">Q2 2026</td><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr>
1575<td class="firm"><a href="/m/m_activity.php?m=SSHFX&typ=a">Harry Burn - Sound Shore</a></td>
1576<td class="period">Q2 2026</td><td class="sym">
1577<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1578<a class="sell" href="/m/activity.php?sym=MRVL&typ=a">MRVL</a>
1579<div>Marvell Technology Inc.<br/>Sell -100.00%<br/>Change to portfolio: 3.81%</div>
1580</span>
1581</td><td class="sym">
1582<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1583<a class="buy" href="/m/activity.php?sym=AAL&typ=a">AAL</a>
1584<div>American Airlines Group Inc.<br/>Buy<br/>Change to portfolio: 3.31%</div>
1585</span>
1586</td><td class="sym">
1587<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1588<a class="buy" href="/m/activity.php?sym=ELV&typ=a">ELV</a>
1589<div>Elevance Health Inc.<br/>Buy<br/>Change to portfolio: 2.90%</div>
1590</span>
1591</td><td class="sym">
1592<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1593<a class="buy" href="/m/activity.php?sym=TEL&typ=a">TEL</a>
1594<div>TE Connectivity plc<br/>Buy<br/>Change to portfolio: 2.78%</div>
1595</span>
1596</td><td class="sym">
1597<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1598<a class="buy" href="/m/activity.php?sym=TMO&typ=a">TMO</a>
1599<div>Thermo Fisher Scientific<br/>Buy<br/>Change to portfolio: 2.55%</div>
1600</span>
1601</td><td class="sym">
1602<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1603<a class="sell" href="/m/activity.php?sym=CTRA-OLD&typ=a">CTRA-OLD</a>
1604<div>Coterra Energy Inc.<br/>Sell -100.00%<br/>Change to portfolio: 2.51%</div>
1605</span>
1606</td><td class="sym">
1607<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1608<a class="sell" href="/m/activity.php?sym=CHKP&typ=a">CHKP</a>
1609<div>Check Point Software Technologies<br/>Sell -100.00%<br/>Change to portfolio: 2.48%</div>
1610</span>
1611</td><td class="sym">
1612<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1613<a class="sell" href="/m/activity.php?sym=ACI&typ=a">ACI</a>
1614<div>Albertsons Co Inc.<br/>Sell -100.00%<br/>Change to portfolio: 2.36%</div>
1615</span>
1616</td><td class="sym">
1617<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1618<a class="sell" href="/m/activity.php?sym=ICLR&typ=a">ICLR</a>
1619<div>ICON plc<br/>Sell -100.00%<br/>Change to portfolio: 2.32%</div>
1620</span>
1621</td><td class="sym">
1622<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1623<a class="sell" href="/m/activity.php?sym=KMI&typ=a">KMI</a>
1624<div>Kinder Morgan<br/>Sell -100.00%<br/>Change to portfolio: 2.15%</div>
1625</span>
1626</td></tr><tr>
1627<td class="firm"><a href="/m/m_activity.php?m=DCP&typ=a">Henry Ellenbogen - Durable Capital Partners</a></td>
1628<td class="period">Q2 2026</td><td class="sym">
1629<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1630<a class="buy" href="/m/activity.php?sym=MAIR&typ=a">MAIR</a>
1631<div>Madison Air Solutions Corp A<br/>Buy<br/>Change to portfolio: 3.87%</div>
1632</span>
1633</td><td class="sym">
1634<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1635<a class="buy" href="/m/activity.php?sym=TWLO&typ=a">TWLO</a>
1636<div>Twilio Inc.<br/>Buy<br/>Change to portfolio: 3.70%</div>
1637</span>
1638</td><td class="sym">
1639<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1640<a class="sell" href="/m/activity.php?sym=RBC&typ=a">RBC</a>
1641<div>RBC Bearings Inc.<br/>Reduce -24.90%<br/>Change to portfolio: 3.55%</div>
1642</span>
1643</td><td class="sym">
1644<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1645<a class="sell" href="/m/activity.php?sym=TECH&typ=a">TECH</a>
1646<div>Bio-Techne Corp.<br/>Reduce -88.74%<br/>Change to portfolio: 2.68%</div>
1647</span>
1648</td><td class="sym">
1649<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1650<a class="sell" href="/m/activity.php?sym=IWM&typ=a">IWM</a>
1651<div>iShares Russell 2000 ETF<br/>Sell -100.00%<br/>Change to portfolio: 2.62%</div>
1652</span>
1653</td><td class="sym">
1654<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1655<a class="buy" href="/m/activity.php?sym=FN&typ=a">FN</a>
1656<div>Fabrinet<br/>Add 178.72%<br/>Change to portfolio: 2.12%</div>
1657</span>
1658</td><td class="sym">
1659<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1660<a class="buy" href="/m/activity.php?sym=FERG&typ=a">FERG</a>
1661<div>Ferguson Enterprises Inc.<br/>Add 35.94%<br/>Change to portfolio: 1.82%</div>
1662</span>
1663</td><td class="sym">
1664<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1665<a class="sell" href="/m/activity.php?sym=MDLN&typ=a">MDLN</a>
1666<div>Medline Inc Cl A<br/>Reduce -63.84%<br/>Change to portfolio: 1.78%</div>
1667</span>
1668</td><td class="sym">
1669<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1670<a class="sell" href="/m/activity.php?sym=CPNG&typ=a">CPNG</a>
1671<div>Coupang Inc.<br/>Reduce -69.83%<br/>Change to portfolio: 1.53%</div>
1672</span>
1673</td><td class="sym">
1674<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1675<a class="buy" href="/m/activity.php?sym=SHOP&typ=a">SHOP</a>
1676<div>Shopify Inc.<br/>Add 140.34%<br/>
1676Change to portfolio: 1.51%</div>
1677</span>
1678</td></tr><tr>
1679<td class="firm"><a href="/m/m_activity.php?m=HCM&typ=a">Hillman Capital Management</a></td>
1680<td class="period">Q2 2026</td><td class="sym">
1681<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1682<a class="sell" href="/m/activity.php?sym=TROW&typ=a">TROW</a>
1683<div>T. Rowe Price Group<br/>Reduce -86.06%<br/>Change to portfolio: 1.85%</div>
1684</span>
1685</td><td class="sym">
1686<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1687<a class="buy" href="/m/activity.php?sym=VEEV&typ=a">VEEV</a>
1688<div>Veeva Systems Inc.<br/>Buy<br/>Change to portfolio: 1.80%</div>
1689</span>
1690</td><td class="sym">
1691<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1692<a class="sell" href="/m/activity.php?sym=CVS&typ=a">CVS</a>
1693<div>CVS Health Corp.<br/>Reduce -17.77%<br/>Change to portfolio: 0.90%</div>
1694</span>
1695</td><td class="sym">
1696<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1697<a class="sell" href="/m/activity.php?sym=BIIB&typ=a">BIIB</a>
1698<div>Biogen Inc.<br/>Reduce -18.78%<br/>Change to portfolio: 0.87%</div>
1699</span>
1700</td><td class="sym">
1701<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1702<a class="sell" href="/m/activity.php?sym=TSM&typ=a">TSM</a>
1703<div>Taiwan Semiconductor S.A.<br/>Reduce -29.57%<br/>Change to portfolio: 0.81%</div>
1704</span>
1705</td><td class="sym">
1706<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1707<a class="sell" href="/m/activity.php?sym=KMX&typ=a">KMX</a>
1708<div>CarMax Inc.<br/>Reduce -16.30%<br/>Change to portfolio: 0.68%</div>
1709</span>
1710</td><td class="sym">
1711<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1712<a class="sell" href="/m/activity.php?sym=UNH&typ=a">UNH</a>
1713<div>United Health Group Inc.<br/>Reduce -27.01%<br/>Change to portfolio: 0.60%</div>
1714</span>
1715</td><td class="sym">
1716<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1717<a class="sell" href="/m/activity.php?sym=IFF&typ=a">IFF</a>
1718<div>International Flavors & Fragrances Inc.<br/>Reduce -13.60%<br/>Change to portfolio: 0.57%</div>
1719</span>
1720</td><td class="sym">
1721<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1722<a class="sell" href="/m/activity.php?sym=AKAM&typ=a">AKAM</a>
1723<div>Akamai Technologies Inc.<br/>Reduce -28.21%<br/>Change to portfolio: 0.55%</div>
1724</span>
1725</td><td class="sym">
1726<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1727<a class="sell" href="/m/activity.php?sym=ORCL&typ=a">ORCL</a>
1728<div>Oracle Corp.<br/>Reduce -28.64%<br/>Change to portfolio: 0.49%</div>
1729</span>
1730</td></tr><tr>
1731<td class="firm"><a href="/m/m_activity.php?m=oc&typ=a">Howard Marks - Oaktree Capital Management</a></td>
1732<td class="period">Q2 2026</td><td class="sym">
1733<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1734<a class="sell" href="/m/activity.php?sym=GTX&typ=a">GTX</a>
1735<div>Garrett Motion Inc.<br/>Reduce -47.96%<br/>Change to portfolio: 6.71%</div>
1736</span>
1737</td><td class="sym">
1738<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1739<a class="sell" href="/m/activity.php?sym=CORZ&typ=a">CORZ</a>
1740<div>Core Scientific Inc<br/>Reduce -46.60%<br/>Change to portfolio: 2.95%</div>
1741</span>
1742</td><td class="sym">
1743<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1744<a class="sell" href="/m/activity.php?sym=PBR&typ=a">PBR</a>
1745<div>Petroleo Brasileiro<br/>Sell -100.00%<br/>Change to portfolio: 2.93%</div>
1746</span>
1747</td><td class="sym">
1748<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1749<a class="sell" href="/m/activity.php?sym=STKL-OLD&typ=a">STKL-OLD</a>
1750<div>SunOpta Inc.<br/>Reduce -99.64%<br/>Change to portfolio: 2.78%</div>
1751</span>
1752</td><td class="sym">
1753<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1754<a class="sell" href="/m/activity.php?sym=TRMD&typ=a">TRMD</a>
1755<div>Torm Plc<br/>Reduce -14.72%<br/>Change to portfolio: 2.39%</div>
1756</span>
1757</td><td class="sym">
1758<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1759<a class="sell" href="/m/activity.php?sym=NOK&typ=a">NOK</a>
1760<div>Nokia Corp.<br/>Sell -100.00%<br/>Change to portfolio: 2.09%</div>
1761</span>
1762</td><td class="sym">
1763<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1764<a class="sell" href="/m/activity.php?sym=CBL&typ=a">CBL</a>
1765<div>CBL & Associates Pptys Inc.<br/>Sell -100.00%<br/>Change to portfolio: 1.92%</div>
1766</span>
1767</td><td class="sym">
1768<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1769<a class="buy" href="/m/activity.php?sym=OCSL&typ=a">OCSL</a>
1770<div>Oaktree Specialty Lending Corp<br/>Add 324.96%<br/>Change to portfolio: 1.90%</div>
1771</span>
1772</td><td class="sym">
1773<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1774<a class="buy" href="/m/activity.php?sym=SE&typ=a">SE</a>
1775<div>Sea Ltd<br/>Buy<br/>Change to portfolio: 1.61%</div>
1776</span>
1777</td><td class="sym">
1778<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1779<a class="sell" href="/m/activity.php?sym=SHAZ&typ=a">SHAZ</a>
1780<div>Sharonai Holdings Inc<br/>Reduce -71.05%<br/>Change to portfolio: 1.60%</div>
1781</span>
1782</td></tr><tr>
1783<td class="firm"><a href="/m/m_activity.php?m=JIM&typ=a">Jensen Investment Management</a></td>
1784<td class="period">Q2 2026</td><td class="sym">
1785<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1786<a class="sell" href="/m/activity.php?sym=KLAC&typ=a">KLAC</a>
1787<div>KLA Corp.<br/>Reduce -52.28%<br/>Change to portfolio: 6.33%</div>
1788</span>
1789</td><td class="sym">
1790<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1791<a class="sell" href="/m/activity.php?sym=GOOGL&typ=a">GOOGL</a>
1792<div>Alphabet Inc.<br/>Reduce -44.99%<br/>Change to portfolio: 5.65%</div>
1793</span>
1794</td><td class="sym">
1795<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1796<a class="sell" href="/m/activity.php?sym=AAPL&typ=a">AAPL</a>
1797<div>Apple Inc.<br/>Reduce -46.05%<br/>Change to portfolio: 5.16%</div>
1798</span>
1799</td><td class="sym">
1800<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1801<a class="sell" href="/m/activity.php?sym=MSFT&typ=a">MSFT</a>
1802<div>Microsoft Corp.<br/>Reduce -37.05%<br/>Change to portfolio: 3.93%</div>
1803</span>
1804</td><td class="sym">
1805<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1806<a class="sell" href="/m/activity.php?sym=META&typ=a">
1806META</a>
1807<div>Meta Platforms Inc.<br/>Reduce -67.92%<br/>Change to portfolio: 3.15%</div>
1808</span>
1809</td><td class="sym">
1810<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1811<a class="sell" href="/m/activity.php?sym=LLY&typ=a">LLY</a>
1812<div>Eli Lilly & Co.<br/>Reduce -33.35%<br/>Change to portfolio: 2.24%</div>
1813</span>
1814</td><td class="sym">
1815<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1816<a class="sell" href="/m/activity.php?sym=NVDA&typ=a">NVDA</a>
1817<div>NVIDIA Corp.<br/>Reduce -26.63%<br/>Change to portfolio: 2.11%</div>
1818</span>
1819</td><td class="sym">
1820<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1821<a class="sell" href="/m/activity.php?sym=CDNS&typ=a">CDNS</a>
1822<div>Cadence Design Systems<br/>Reduce -39.00%<br/>Change to portfolio: 1.80%</div>
1823</span>
1824</td><td class="sym">
1825<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1826<a class="sell" href="/m/activity.php?sym=MA&typ=a">
1826MA</a>
1827<div>Mastercard Inc.<br/>Reduce -29.17%<br/>Change to portfolio: 1.78%</div>
1828</span>
1829</td><td class="sym">
1830<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1831<a class="buy" href="/m/activity.php?sym=TJX&typ=a">TJX</a>
1832<div>TJX Companies Inc.<br/>Add 2072.63%<br/>Change to portfolio: 1.76%</div>
1833</span>
1834</td></tr><tr>
1835<td class="firm"><a href="/m/m_activity.php?m=EC&typ=a">John Armitage - Egerton Capital</a></td>
1836<td class="period">Q2 2026</td><td class="sym">
1837<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1838<a class="sell" href="/m/activity.php?sym=CRS&typ=a">CRS</a>
1839<div>Carpenter Technology<br/>Sell -100.00%<br/>Change to portfolio: 5.82%</div>
1840</span>
1841</td><td class="sym">
1842<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1843<a class="buy" href="/m/activity.php?sym=MDLN&typ=a">MDLN</a>
1844<div>Medline Inc Cl A<br/>Add 277.27%<br/>Change to portfolio: 4.62%</div>
1845</span>
1846</td><td class="sym">
1847<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1848<a class="sell" href="/m/activity.php?sym=CME&typ=a">CME</a>
1849<div>CME Group<br/>Sell -100.00%<br/>Change to portfolio: 3.88%</div>
1850</span>
1851</td><td class="sym">
1852<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1853<a class="sell" href="/m/activity.php?sym=LIN&typ=a">LIN</a>
1854<div>Linde plc<br/>Reduce -71.84%<br/>Change to portfolio: 3.85%</div>
1855</span>
1856</td><td class="sym">
1857<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1858<a class="buy" href="/m/activity.php?sym=AMAT&typ=a">AMAT</a>
1859<div>Applied Materials<br/>Buy<br/>Change to portfolio: 3.64%</div>
1860</span>
1861</td><td class="sym">
1862<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1863<a class="buy" href="/m/activity.php?sym=APH&typ=a">APH</a>
1864<div>Amphenol Corp.<br/>Add 69.49%<br/>Change to portfolio: 3.40%</div>
1865</span>
1866</td><td class="sym">
1867<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1868<a class="sell" href="/m/activity.php?sym=CNQ&typ=a">CNQ</a>
1869<div>Canadian Natural Resources<br/>Sell -100.00%<br/>Change to portfolio: 3.07%</div>
1870</span>
1871</td><td class="sym">
1872<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1873<a class="buy" href="/m/activity.php?sym=AMZN&typ=a">AMZN</a>
1874<div>Amazon.com Inc.<br/>Add 51.20%<br/>Change to portfolio: 2.79%</div>
1875</span>
1876</td><td class="sym">
1877<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1878<a class="buy" href="/m/activity.php?sym=EFX&typ=a">EFX</a>
1879<div>Equifax Inc.<br/>Buy<br/>Change to portfolio: 2.27%</div>
1880</span>
1881</td><td class="sym">
1882<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1883<a class="sell" href="/m/activity.php?sym=IBKR&typ=a">IBKR</a>
1884<div>Interactive Brokers Group Inc.<br/>Reduce -34.19%<br/>Change to portfolio: 1.80%</div>
1885</span>
1886</td></tr><tr>
1887<td class="firm"><a href="/m/m_activity.php?m=AI&typ=a">John Rogers - Ariel Investments</a></td>
1888<td class="period">Q2 2026</td><td class="sym">
1889<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1890<a class="buy" href="/m/activity.php?sym=HAE&typ=a">HAE</a>
1891<div>Haemonetics Corp.<br/>Buy<br/>Change to portfolio: 1.54%</div>
1892</span>
1893</td><td class="sym">
1894<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1895<a class="sell" href="/m/activity.php?sym=SPHR&typ=a">SPHR</a>
1896<div>Sphere Entertainment Co.<br/>Reduce -32.37%<br/>Change to portfolio: 1.37%</div>
1897</span>
1898</td><td class="sym">
1899<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1900<a class="sell" href="/m/activity.php?sym=INTC&typ=a">INTC</a>
1901<div>Intel Corp.<br/>Reduce -62.29%<br/>Change to portfolio: 1.26%</div>
1902</span>
1903</td><td class="sym">
1904<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1905<a class="buy" href="/m/activity.php?sym=RLI&typ=a">RLI</a>
1906<div>RLI Corp.<br/>Add 188.93%<br/>Change to portfolio: 0.97%</div>
1907</span>
1908</td><td class="sym">
1909<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1910<a class="buy" href="/m/activity.php?sym=MAS&typ=a">MAS</a>
1911<div>Masco Corp.<br/>Add 212.38%<br/>Change to portfolio: 0.90%</div>
1912</span>
1913</td><td class="sym">
1914<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1915<a class="sell" href="/m/activity.php?sym=GNRC&typ=a">GNRC</a>
1916<div>Generac Holdings Inc.<br/>Reduce -22.93%<br/>Change to portfolio: 0.87%</div>
1917</span>
1918</td><td class="sym">
1919<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1920<a class="sell" href="/m/activity.php?sym=AQN&typ=a">AQN</a>
1921<div>Algonquin Power & Utilities<br/>Reduce -66.35%<br/>Change to portfolio: 0.77%</div>
1922</span>
1923</td><td class="sym">
1924<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1925<a class="sell" href="/m/activity.php?sym=MSGE&typ=a">MSGE</a>
1926<div>Madison Square Garden Entertainment Corp.<br/>Reduce -13.15%<br/>Change to portfolio: 0.65%</div>
1927</span>
1928</td><td class="sym">
1929<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1930<a class="sell" href="/m/activity.php?sym=KN&typ=a">KN</a>
1931<div>Knowles Corp.<br/>Reduce -40.17%<br/>Change to portfolio: 0.63%</div>
1932</span>
1933</td><td class="sym">
1934<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1935<a class="sell" href="/m/activity.php?sym=NVT&typ=a">NVT</a>
1936<div>nVent Electric plc<br/>Reduce -49.86%<br/>Change to portfolio: 0.51%</div>
1937</span>
1938</td></tr><tr>
1939<td class="firm"><a href="/m/m_activity.php?m=GLC&typ=a">Josh Tarasoff - Greenlea Lane Capital</a></td>
1940<td class="period">Q2 2026</td><td class="sym">
1941<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1942<a class="buy" href="/m/activity.php?sym=SPOT&typ=a">SPOT</a>
1943<div>Spotify Technology S.A.<br/>Buy<br/>Change to portfolio: 4.96%</div>
1944</span>
1945</td><td class="sym">
1946<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1947<a class="sell" href="/m/activity.php?sym=AMZN&typ=a">AMZN</a>
1948<div>Amazon.com Inc.<br/>Reduce -10.30%<br/>Change to portfolio: 2.11%</div>
1949</span>
1950</td><td class="sym">
1951<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1952<a class="sell" href="/m/activity.php?sym=MKL&typ=a">MKL</a>
1953<div>Markel Group Inc.<br/>Reduce -9.98%<br/>Change to portfolio: 1.21%</div>
1954</span>
1955</td><td class="sym">
1956<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1957<a class="sell" href="/m/activity.php?sym=TSLA&typ=a">TSLA</a>
1958<div>Tesla Inc.<br/>Reduce -13.42%<br/>Change to portfolio: 0.85%</div>
1959</span>
1960</td><td class="sym">
1961<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1962<a class="sell" href="/m/activity.php?sym=NFLX&typ=a">NFLX</a>
1963<div>Netflix Inc.<br/>Reduce -1.30%<br/>Change to portfolio: 0.07%</div>
1964</span>
1965</td><td></td><td></td><td></td><td></td><td></td></tr><tr>
1966<td class="firm"><a href="/m/m_activity.php?m=KB&typ=a">Kahn Brothers Group</a></td>
1967<td class="period">Q2 2026</td><td class="sym">
1968<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1969<a class="sell" href="/m/activity.php?sym=OGN&typ=a">OGN</a>
1970<div>Organon & Co.<br/>Reduce -51.77%<br/>Change to portfolio: 6.14%</div>
1971</span>
1972</td><td class="sym">
1973<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1974<a class="buy" href="/m/activity.php?sym=Z&typ=a">Z</a>
1975<div>Zillow Group Inc.<br/>Add 116.84%<br/>
1975Change to portfolio: 3.17%</div>
1976</span>
1977</td><td class="sym">
1978<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1979<a class="buy" href="/m/activity.php?sym=MBI&typ=a">MBI</a>
1980<div>MBIA Inc.<br/>Add 104.91%<br/>Change to portfolio: 2.22%</div>
1981</span>
1982</td><td class="sym">
1983<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1984<a class="sell" href="/m/activity.php?sym=SEB&typ=a">SEB</a>
1985<div>Seaboard Corp.<br/>Reduce -8.21%<br/>Change to portfolio: 0.34%</div>
1986</span>
1987</td><td class="sym">
1988<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1989<a class="sell" href="/m/activity.php?sym=DIS&typ=a">DIS</a>
1990<div>Walt Disney Co.<br/>Reduce -5.23%<br/>Change to portfolio: 0.30%</div>
1991</span>
1992</td><td class="sym">
1993<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1994<a class="sell" href="/m/activity.php?sym=IDT&typ=a">IDT</a>
1995<div>IDT Corp. CL B<br/>Reduce -5.61%<br/>Change to portfolio: 0.19%</div>
1996</span>
1997</td><td class="sym">
1998<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
1999<a class="sell" href="/m/activity.php?sym=MRK&typ=a">MRK</a>
2000<div>Merck & Co.<br/>Reduce -4.01%<br/>Change to portfolio: 0.18%</div>
2001</span>
2002</td><td class="sym">
2003<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2004<a class="buy" href="/m/activity.php?sym=SEG&typ=a">SEG</a>
2005<div>Seaport Entertainment Group<br/>Add 2.66%<br/>Change to portfolio: 0.10%</div>
2006</span>
2007</td><td class="sym">
2008<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2009<a class="sell" href="/m/activity.php?sym=C&typ=a">C</a>
2010<div>Citigroup Inc.<br/>Reduce -0.54%<br/>Change to portfolio: 0.10%</div>
2011</span>
2012</td><td class="sym">
2013<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2014<a class="sell" href="/m/activity.php?sym=PFE&typ=a">PFE</a>
2015<div>Pfizer Inc.<br/>Reduce -4.28%<br/>Change to portfolio: 0.08%</div>
2016</span>
2017</td></tr><tr>
2018<td class="firm"><a href="/m/m_activity.php?m=mc&typ=a">Lee Ainslie - Maverick Capital</a></td>
2019<td class="period">Q2 2026</td><td class="sym">
2020<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2021<a class="sell" href="/m/activity.php?sym=AMAT&typ=a">AMAT</a>
2022<div>Applied Materials<br/>Reduce -99.72%<br/>Change to portfolio: 7.03%</div>
2023</span>
2024</td><td class="sym">
2025<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2026<a class="sell" href="/m/activity.php?sym=ASML&typ=a">ASML</a>
2027<div>ASML Holding NV<br/>Reduce -99.62%<br/>Change to portfolio: 5.25%</div>
2028</span>
2029</td><td class="sym">
2030<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2031<a class="buy" href="/m/activity.php?sym=META&typ=a">META</a>
2032<div>Meta Platforms Inc.<br/>Buy<br/>Change to portfolio: 3.88%</div>
2033</span>
2034</td><td class="sym">
2035<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2036<a class="sell" href="/m/activity.php?sym=AGX&typ=a">AGX</a>
2037<div>Argan Inc.<br/>Sell -100.00%<br/>Change to portfolio: 2.94%</div>
2038</span>
2039</td><td class="sym">
2040<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2041<a class="sell" href="/m/activity.php?sym=LIN&typ=a">LIN</a>
2042<div>Linde plc<br/>Sell -100.00%<br/>Change to portfolio: 2.46%</div>
2043</span>
2044</td><td class="sym">
2045<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2046<a class="sell" href="/m/activity.php?sym=INFQ&typ=a">INFQ</a>
2047<div>Infleqtion Inc<br/>Sell -100.00%<br/>Change to portfolio: 2.28%</div>
2048</span>
2049</td><td class="sym">
2050<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2051<a class="sell" href="/m/activity.php?sym=TSM&typ=a">TSM</a>
2052<div>Taiwan Semiconductor S.A.<br/>Reduce -42.48%<br/>Change to portfolio: 2.27%</div>
2053</span>
2054</td><td class="sym">
2055<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2056<a class="buy" href="/m/activity.php?sym=DPC&typ=a">DPC</a>
2057<div>Dpc Holdings Plc<br/>Buy<br/>Change to portfolio: 2.27%</div>
2058</span>
2059</td><td class="sym">
2060<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2061<a class="buy" href="/m/activity.php?sym=SNOW&typ=a">SNOW</a>
2062<div>Snowflake Inc.<br/>Buy<br/>Change to portfolio: 2.25%</div>
2063</span>
2064</td><td class="sym">
2065<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2066<a class="buy" href="/m/activity.php?sym=GFL&typ=a">GFL</a>
2067<div>Gfl Environmental Inc Sub Vt<br/>Add 165.03%<br/>Change to portfolio: 2.11%</div>
2068</span>
2069</td></tr><tr>
2070<td class="firm"><a href="/m/m_activity.php?m=oa&typ=a">Leon Cooperman</a></td>
2071<td class="period">Q2 2026</td><td class="sym">
2072<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2073<a class="buy" href="/m/activity.php?sym=GPGI&typ=a">GPGI</a>
2074<div>GPGI Inc.<br/>Buy<br/>Change to portfolio: 5.09%</div>
2075</span>
2076</td><td class="sym">
2077<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2078<a class="sell" href="/m/activity.php?sym=SUN&typ=a">SUN</a>
2079<div>Sunoco Inc.<br/>Reduce -86.05%<br/>Change to portfolio: 2.65%</div>
2080</span>
2081</td><td class="sym">
2082<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2083<a class="buy" href="/m/activity.php?sym=WHK&typ=a">WHK</a>
2084<div>Whitehawk Minerals Corp Cl A<br/>Buy<br/>Change to portfolio: 2.56%</div>
2085</span>
2086</td><td class="sym">
2087<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2088<a class="sell" href="/m/activity.php?sym=ELV&typ=a">ELV</a>
2089<div>Elevance Health Inc.<br/>Sell -100.00%<br/>Change to portfolio: 2.19%</div>
2090</span>
2091</td><td class="sym">
2092<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2093<a class="sell" href="/m/activity.php?sym=STKL-OLD&typ=a">STKL-OLD</a>
2094<div>SunOpta Inc.<br/>Sell -100.00%<br/>Change to portfolio: 1.98%</div>
2095</span>
2096</td><td class="sym">
2097<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2098<a class="sell" href="/m/activity.php?sym=AESI&typ=a">AESI</a>
2099<div>Atlas Energy Solutions Inc<br/>Sell -100.00%<br/>Change to portfolio: 1.76%</div>
2100</span>
2101</td><td class="sym">
2102<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2103<a class="sell" href="/m/activity.php?sym=AMRZ.SW&typ=a">AMRZ.SW</a>
2104<div>
2104AMRIZE Ltd.<br/>Sell -100.00%<br/>Change to portfolio: 1.62%</div>
2105</span>
2106</td><td class="sym">
2107<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2108<a class="buy" href="/m/activity.php?sym=AMRZ&typ=a">AMRZ</a>
2109<div>Amrize Ltd<br/>Buy<br/>Change to portfolio: 1.32%</div>
2110</span>
2111</td><td class="sym">
2112<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2113<a class="buy" href="/m/activity.php?sym=GEHC&typ=a">GEHC</a>
2114<div>GE HealthCare Technologies Inc.<br/>Add 95.45%<br/>Change to portfolio: 1.15%</div>
2115</span>
2116</td><td class="sym">
2117<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2118<a class="sell" href="/m/activity.php?sym=GOOGL&typ=a">GOOGL</a>
2119<div>Alphabet Inc.<br/>Sell -100.00%<br/>Change to portfolio: 0.71%</div>
2120</span>
2121</td></tr><tr>
2122<td class="firm"><a href="/m/m_activity.php?m=HC&typ=a">Li Lu - Himalaya Capital Management</a></td>
2123<td class="period">Q2 2026</td><td class="sym">
2124<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2125<a class="buy" href="/m/activity.php?sym=PDD&typ=a">PDD</a>
2126<div>Pinduoduo Inc.<br/>Add 133.53%<br/>Change to portfolio: 12.68%</div>
2127</span>
2128</td><td class="sym">
2129<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2130<a class="sell" href="/m/activity.php?sym=BAC&typ=a">BAC</a>
2131<div>Bank of America Corp.<br/>Sell -100.00%<br/>Change to portfolio: 4.57%</div>
2132</span>
2133</td><td class="sym">
2134<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2135<a class="sell" href="/m/activity.php?sym=OXY&typ=a">OXY</a>
2136<div>Occidental Petroleum<br/>Sell -100.00%<br/>Change to portfolio: 2.98%</div>
2137</span>
2138</td><td class="sym">
2139<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2140<a class="buy" href="/m/activity.php?sym=BRK.B&typ=a">BRK.B</a>
2141<div>Berkshire Hathaway CL B<br/>Add 23.46%<br/>Change to portfolio: 2.85%</div>
2142</span>
2143</td><td class="sym">
2144<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2145<a class="sell" href="/m/activity.php?sym=HRB&typ=a">HRB</a>
2146<div>H&R Block Inc.<br/>Sell -100.00%<br/>Change to portfolio: 1.61%</div>
2147</span>
2148</td><td class="sym">
2149<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2150<a class="sell" href="/m/activity.php?sym=MCO&typ=a">MCO</a>
2151<div>Moody's Corp.<br/>Sell -100.00%<br/>Change to portfolio: 1.61%</div>
2152</span>
2153</td><td class="sym">
2154<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2155<a class="sell" href="/m/activity.php?sym=SPGI&typ=a">SPGI</a>
2156<div>S&P Global Inc.<br/>Sell -100.00%<br/>Change to portfolio: 1.61%</div>
2157</span>
2158</td><td class="sym">
2159<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2160<a class="sell" href="/m/activity.php?sym=MSCI&typ=a">MSCI</a>
2161<div>MSCI Inc.<br/>Sell -100.00%<br/>Change to portfolio: 0.32%</div>
2162</span>
2163</td><td></td><td></td></tr><tr>
2164<td class="firm"><a href="/m/m_activity.php?m=LT&typ=a">Lindsell Train</a></td>
2165<td class="period">Q2 2026</td><td class="sym">
2166<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2167<a class="sell" href="/m/activity.php?sym=GOOGL&typ=a">GOOGL</a>
2168<div>Alphabet Inc.<br/>Reduce -24.51%<br/>Change to portfolio: 5.68%</div>
2169</span>
2170</td><td class="sym">
2171<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2172<a class="sell" href="/m/activity.php?sym=EBAY&typ=a">EBAY</a>
2173<div>eBay Inc.<br/>Reduce -42.10%<br/>Change to portfolio: 3.45%</div>
2174</span>
2175</td><td class="sym">
2176<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2177<a class="sell" href="/m/activity.php?sym=TKO&typ=a">TKO</a>
2178<div>TKO Group Holdings Inc.<br/>Reduce -14.31%<br/>Change to portfolio: 2.68%</div>
2179</span>
2180</td><td class="sym">
2181<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2182<a class="buy" href="/m/activity.php?sym=KKR&typ=a">KKR</a>
2183<div>KKR & Co. L.P.<br/>Buy<br/>Change to portfolio: 2.33%</div>
2184</span>
2185</td><td class="sym">
2186<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2187<a class="sell" href="/m/activity.php?sym=DIS&typ=a">DIS</a>
2188<div>Walt Disney Co.<br/>Reduce -18.67%<br/>Change to portfolio: 2.19%</div>
2189</span>
2190</td><td class="sym">
2191<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2192<a class="sell" href="/m/activity.php?sym=MDLZ&typ=a">MDLZ</a>
2193<div>Mondelez International<br/>Reduce -27.98%<br/>Change to portfolio: 2.19%</div>
2194</span>
2195</td><td class="sym">
2196<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2197<a class="sell" href="/m/activity.php?sym=TMO&typ=a">TMO</a>
2198<div>Thermo Fisher Scientific<br/>Reduce -16.64%<br/>Change to portfolio: 1.96%</div>
2199</span>
2200</td><td class="sym">
2201<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2202<a class="sell" href="/m/activity.php?sym=PYPL&typ=a">PYPL</a>
2203<div>PayPal Holdings Inc.<br/>Reduce -24.33%<br/>Change to portfolio: 1.67%</div>
2204</span>
2205</td><td class="sym">
2206<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2207<a class="sell" href="/m/activity.php?sym=PEP&typ=a">PEP</a>
2208<div>PepsiCo Inc.<br/>Reduce -19.85%<br/>Change to portfolio: 1.30%</div>
2209</span>
2210</td><td class="sym">
2211<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2212<a class="sell" href="/m/activity.php?sym=FICO&typ=a">FICO</a>
2213<div>Fair Isaac Corp.<br/>Reduce -9.32%<br/>Change to portfolio: 1.06%</div>
2214</span>
2215</td></tr><tr>
2216<td class="firm"><a href="/m/m_activity.php?m=MPF&typ=a">Mairs & Power Funds</a></td>
2217<td class="period">Q2 2026</td><td class="sym">
2218<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2219<a class="sell" href="/m/activity.php?sym=UNH&typ=a">UNH</a>
2220<div>United Health Group Inc.<br/>Reduce -24.44%<br/>Change to portfolio: 0.69%</div>
2221</span>
2222</td><td class="sym">
2223<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2224<a class="buy" href="/m/activity.php?sym=AJG&typ=a">AJG</a>
2225<div>Arthur J. Gallagher & Co.<br/>Buy<br/>Change to portfolio: 0.66%</div>
2226</span>
2227</td><td class="sym">
2228<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2229<a class="sell" href="/m/activity.php?sym=LFUS&typ=a">LFUS</a>
2230<div>Littelfuse Inc.<br/>Reduce -16.92%<br/>Change to portfolio: 0.51%</div>
2231</span>
2232</td><td class="sym">
2233<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2234<a class="sell" href="/m/activity.php?sym=QCOM&typ=a">QCOM</a>
2235<div>QUALCOMM Inc.<br/>Reduce -62.38%<br/>Change to portfolio: 0.50%</div>
2236</span>
2237</td><td class="sym">
2238<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2239<a class="sell" href="/m/activity.php?sym=HON&typ=a">HON</a>
2240<div>Honeywell Int'l Inc.<br/>Sell -100.00%<br/>Change to portfolio: 0.48%</div>
2241</span>
2242</td><td class="sym">
2243<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2244<a class="buy" href="/m/activity.php?sym=CME&typ=a">CME</a>
2245<div>CME Group<br/>Buy<br/>Change to portfolio: 0.40%</div>
2246</span>
2247</td><td class="sym">
2248<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2249<a class="buy" href="/m/activity.php?sym=WM&typ=a">WM</a>
2250<div>Waste Management Inc.<br/>Add 48.41%<br/>Change to portfolio: 0.39%</div>
2251</span>
2252</td><td class="sym">
2253<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2254<a class="sell" href="/m/activity.php?sym=JPM&typ=a">JPM</a>
2255<div>JPMorgan Chase & Co.<br/>Reduce -12.39%<br/>Change to portfolio: 0.39%</div>
2256</span>
2257</td><td class="sym">
2258<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2259<a class="sell" href="/m/activity.php?sym=WFC&typ=a">WFC</a>
2260<div>Wells Fargo<br/>Reduce -36.14%<br/>Change to portfolio: 0.37%</div>
2261</span>
2262</td><td class="sym">
2263<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2264<a class="sell" href="/m/activity.php?sym=JNJ&typ=a">JNJ</a>
2265<div>Johnson & Johnson<br/>Reduce -26.76%<br/>Change to portfolio: 0.36%</div>
2266</span>
2267</td></tr><tr>
2268<td class="firm"><a href="/m/m_activity.php?m=SE&typ=a">Mason Hawkins - Southeastern Asset Management</a></td>
2269<td class="period">Q2 2026</td><td class="sym">
2270<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2271<a class="sell" href="/m/activity.php?sym=ACMR&typ=a">ACMR</a>
2272<div>ACM Research Inc.<br/>Reduce -82.18%<br/>Change to portfolio: 4.24%</div>
2273</span>
2274</td><td class="sym">
2275<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2276<a class="buy" href="/m/activity.php?sym=ABT&typ=a">ABT</a>
2277<div>Abbott Labs<br/>Buy<br/>Change to portfolio: 3.98%</div>
2278</span>
2279</td><td class="sym">
2280<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2281<a class="sell" href="/m/activity.php?sym=BIO&typ=a">BIO</a>
2282<div>Bio-Rad Laboratories Inc.<br/>Sell -100.00%<br/>Change to portfolio: 2.23%</div>
2283</span>
2284</td><td class="sym">
2285<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2286<a class="sell" href="/m/activity.php?sym=PPLI&typ=a">PPLI</a>
2287<div>People Inc.<br/>Reduce -22.15%<br/>Change to portfolio: 2.14%</div>
2288</span>
2289</td><td class="sym">
2290<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2291<a class="sell" href="/m/activity.php?sym=TRIP&typ=a">TRIP</a>
2292<div>TripAdvisor Inc.<br/>Reduce -50.88%<br/>Change to portfolio: 1.68%</div>
2293</span>
2294</td><td class="sym">
2295<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2296<a class="sell" href="/m/activity.php?sym=SN&typ=a">SN</a>
2297<div>Sharkninja Inc<br/>Reduce -74.77%<br/>Change to portfolio: 1.48%</div>
2298</span>
2299</td><td class="sym">
2300<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2301<a class="sell" href="/m/activity.php?sym=RYN&typ=a">RYN</a>
2302<div>Rayonier Inc.<br/>Reduce -11.81%<br/>Change to portfolio: 1.41%</div>
2303</span>
2304</td><td class="sym">
2305<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2306<a class="sell" href="/m/activity.php?sym=FBIN&typ=a">FBIN</a>
2307<div>Fortune Brands Innovations Inc.<br/>Reduce -21.65%<br/>Change to portfolio: 1.33%</div>
2308</span>
2309</td><td class="sym">
2310<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2311<a class="sell" href="/m/activity.php?sym=MGM&typ=a">MGM</a>
2312<div>MGM Resorts International<br/>Reduce -29.67%<br/>Change to portfolio: 1.23%</div>
2313</span>
2314</td><td class="sym">
2315<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2316<a class="buy" href="/m/activity.php?sym=CNX&typ=a">CNX</a>
2317<div>CNX Resources Corp.<br/>Add 16.17%<br/>Change to portfolio: 1.15%</div>
2318</span>
2319</td></tr><tr>
2320<td class="firm"><a href="/m/m_activity.php?m=SAM&typ=a">Michael Burry - Scion Asset Management</a></td>
2321<td class="period">Q3 2025</td><td class="sym">
2322<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2323<a class="buy" href="/m/activity.php?sym=MOH&typ=a">MOH</a>
2324<div>Molina Healthcare Inc.<br/>Buy<br/>Change to portfolio: 43.49%</div>
2325</span>
2326</td><td class="sym">
2327<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2328<a class="buy" href="/m/activity.php?sym=SLM&typ=a">SLM</a>
2329<div>SLM Corp.<br/>Buy<br/>Change to portfolio: 24.16%</div>
2330</span>
2331</td><td class="sym">
2332<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2333<a class="sell" href="/m/activity.php?sym=EL&typ=a">EL</a>
2334<div>Estee Lauder Cos.<br/>Sell -100.00%<br/>Change to portfolio: 21.55%</div>
2335</span>
2336</td><td class="sym">
2337<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2338<a class="sell" href="/m/activity.php?sym=BRKR&typ=a">BRKR</a>
2339<div>Bruker Corp.<br/>Sell -100.00%<br/>Change to portfolio: 18.31%</div>
2340</span>
2341</td><td class="sym">
2342<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2343<a class="buy" href="/m/activity.php?sym=LULU&typ=a">LULU</a>
2344<div>Lululemon Athletica Inc.<br/>Add 100.00%<br/>Change to portfolio: 16.18%</div>
2345</span>
2346</td><td class="sym">
2347<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2348<a class="sell" href="/m/activity.php?sym=REGN&typ=a">REGN</a>
2349<div>Regeneron Pharmaceuticals<br/>Sell -100.00%<br/>Change to portfolio: 14.00%</div>
2350</span>
2351</td><td class="sym">
2352<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2353<a class="sell" href="/m/activity.php?sym=MELI&typ=a">MELI</a>
2354<div>Mercadolibre Inc.<br/>Sell -100.00%<br/>Change to portfolio: 13.94%</div>
2355</span>
2356</td><td class="sym">
2357<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2358<a class="sell" href="/m/activity.php?sym=UNH&typ=a">UNH</a>
2359<div>United Health Group Inc.<br/>Sell -100.00%<br/>Change to portfolio: 11.09%</div>
2360</span>
2361</td><td></td><td></td></tr><tr>
2362<td class="firm"><a href="/m/m_activity.php?m=PI&typ=a">Mohnish Pabrai - Pabrai Investments</a></td>
2363<td class="period">Q2 2026</td><td class="sym">
2364<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2365<a class="sell" href="/m/activity.php?sym=AMR&typ=a">AMR</a>
2366<div>Alpha Metallurgical Resources Inc.<br/>Reduce -10.79%<br/>Change to portfolio: 3.16%</div>
2367</span>
2368</td><td class="sym">
2369<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2370<a class="sell" href="/m/activity.php?sym=HCC&typ=a">HCC</a>
2371<div>Warrior Met Coal Inc.<br/>Reduce -3.69%<br/>Change to portfolio: 1.66%</div>
2372</span>
2373</td><td class="sym">
2374<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2375<a class="buy" href="/m/activity.php?sym=KSPI&typ=a">KSPI</a>
2376<div>Jsc Kaspi.kz ADR<br/>Buy<br/>Change to portfolio: 0.04%</div>
2377</span>
2378</td><td class="sym">
2379<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2380<a class="buy" href="/m/activity.php?sym=RIG&typ=a">RIG</a>
2381<div>Transocean Ltd.<br/>Add 0.03%<br/>Change to portfolio: 0.01%</div>
2382</span>
2383</td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr>
2384<td class="firm"><a href="/m/m_activity.php?m=MUHL&typ=a">Muhlenkamp</a></td>
2385<td class="period">Q2 2026</td><td class="sym">
2386<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2387<a class="sell" href="/m/activity.php?sym=MTZ&typ=a">MTZ</a>
2388<div>MasTec Inc.<br/>Sell -100.00%<br/>Change to portfolio: 3.63%</div>
2389</span>
2390</td><td class="sym">
2391<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2392<a class="sell" href="/m/activity.php?sym=FRDM&typ=a">FRDM</a>
2393<div>Freedom 100 Emeging Mrkt ETF<br/>Sell -100.00%<br/>Change to portfolio: 3.41%</div>
2394</span>
2395</td><td class="sym">
2396<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2397<a class="buy" href="/m/activity.php?sym=SLV&typ=a
2397">SLV</a>
2398<div>iShares Silver Trust<br/>Buy<br/>Change to portfolio: 0.19%</div>
2399</span>
2400</td><td class="sym">
2401<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2402<a class="sell" href="/m/activity.php?sym=AAPL&typ=a">AAPL</a>
2403<div>Apple Inc.<br/>Reduce -0.69%<br/>Change to portfolio: 0.04%</div>
2404</span>
2405</td><td class="sym">
2406<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2407<a class="buy" href="/m/activity.php?sym=NMIH&typ=a">NMIH</a>
2408<div>NMI Holdings<br/>Add 0.64%<br/>Change to portfolio: 0.03%</div>
2409</span>
2410</td><td class="sym">
2411<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2412<a class="buy" href="/m/activity.php?sym=URI&typ=a">URI</a>
2413<div>United Rentals<br/>Add 0.45%<br/>Change to portfolio: 0.02%</div>
2414</span>
2415</td><td class="sym">
2416<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2417<a class="buy" href="/m/activity.php?sym=BRK.B&typ=a">BRK.B</a>
2418<div>Berkshire Hathaway CL B<br/>Add 0.38%<br/>Change to portfolio: 0.02%</div>
2419</span>
2420</td><td class="sym">
2421<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2422<a class="sell" href="/m/activity.php?sym=MSFT&typ=a">MSFT</a>
2423<div>Microsoft Corp.<br/>Reduce -0.49%<br/>Change to portfolio: 0.02%</div>
2424</span>
2425</td><td class="sym">
2426<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2427<a class="buy" href="/m/activity.php?sym=CE&typ=a">CE</a>
2428<div>Celanese Corp.<br/>Add 0.57%<br/>Change to portfolio: 0.02%</div>
2429</span>
2430</td><td class="sym">
2431<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2432<a class="buy" href="/m/activity.php?sym=EQT&typ=a">EQT</a>
2433<div>EQT Corp.<br/>Add 0.25%<br/>Change to portfolio: 0.02%</div>
2434</span>
2435</td></tr><tr>
2436<td class="firm"><a href="/m/m_activity.php?m=TF&typ=a">Nelson Peltz - Trian Fund Management</a></td>
2437<td class="period">Q2 2026</td><td class="sym">
2438<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2439<a class="sell" href="/m/activity.php?sym=JHG-OLD&typ=a">JHG-OLD</a>
2440<div>Janus Henderson Group<br/>Reduce -19.50%<br/>Change to portfolio: 7.64%</div>
2441</span>
2442</td><td class="sym">
2443<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2444<a class="buy" href="/m/activity.php?sym=GEHC&typ=a">GEHC</a>
2445<div>GE HealthCare Technologies Inc.<br/>Add 76194.36%<br/>Change to portfolio: 4.66%</div>
2446</span>
2447</td><td class="sym">
2448<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2449<a class="sell" href="/m/activity.php?sym=IVZ&typ=a">IVZ</a>
2450<div>Invesco Ltd<br/>Reduce -45.29%<br/>Change to portfolio: 0.84%</div>
2451</span>
2452</td><td class="sym">
2453<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2454<a class="buy" href="/m/activity.php?sym=WEN&typ=a">WEN</a>
2455<div>Wendy's Co.<br/>Add 0.07%<br/>Change to portfolio: 0.00%</div>
2456</span>
2457</td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr>
2458<td class="firm"><a href="/m/m_activity.php?m=PC&typ=a">Norbert Lou - Punch Card Management</a></td>
2459<td class="period">Q2 2026</td><td class="sym">
2460<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2461<a class="sell" href="/m/activity.php?sym=SGOV&typ=a">SGOV</a>
2462<div>Ishares 0 3 Month Treasury B<br/>Reduce -59.13%<br/>Change to portfolio: 10.69%</div>
2463</span>
2464</td><td class="sym">
2465<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2466<a class="sell" href="/m/activity.php?sym=CROX&typ=a">CROX</a>
2467<div>Crocs Inc.<br/>Reduce -2.93%<br/>Change to portfolio: 0.82%</div>
2468</span>
2469</td><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr>
2470<td class="firm"><a href="/m/m_activity.php?m=DA&typ=a">
2470Pat Dorsey - Dorsey Asset Management</a></td>
2471<td class="period">Q2 2026</td><td class="sym">
2472<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2473<a class="sell" href="/m/activity.php?sym=SUNB&typ=a">SUNB</a>
2474<div>Sunbelt Rentals Holdings Inc<br/>Reduce -47.82%<br/>Change to portfolio: 5.05%</div>
2475</span>
2476</td><td class="sym">
2477<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2478<a class="buy" href="/m/activity.php?sym=APP&typ=a">APP</a>
2479<div>Applovin Corp.<br/>Add 38.61%<br/>Change to portfolio: 4.04%</div>
2480</span>
2481</td><td class="sym">
2482<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2483<a class="buy" href="/m/activity.php?sym=BKNG&typ=a">BKNG</a>
2484<div>Booking Holdings Inc.<br/>Add 80.37%<br/>Change to portfolio: 3.77%</div>
2485</span>
2486</td><td class="sym">
2487<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2488<a class="sell" href="/m/activity.php?sym=AER&typ=a">AER</a>
2489<div>AerCap Holdings N.V.<br/>Reduce -31.75%<br/>Change to portfolio: 3.33%</div>
2490</span>
2491</td><td class="sym">
2492<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2493<a class="buy" href="/m/activity.php?sym=UBER&typ=a">UBER</a>
2494<div>Uber Technologies Inc.<br/>Add 61.60%<br/>Change to portfolio: 3.10%</div>
2495</span>
2496</td><td class="sym">
2497<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2498<a class="buy" href="/m/activity.php?sym=SPGI&typ=a">SPGI</a>
2499<div>S&P Global Inc.<br/>Add 42.09%<br/>Change to portfolio: 2.44%</div>
2500</span>
2501</td><td class="sym">
2502<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2503<a class="buy" href="/m/activity.php?sym=META&typ=a">META</a>
2504<div>Meta Platforms Inc.<br/>Add 23.64%<br/>Change to portfolio: 1.38%</div>
2505</span>
2506</td><td class="sym">
2507<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2508<a class="sell" href="/m/activity.php?sym=ASML&typ=a">ASML</a>
2509<div>ASML Holding NV<br/>Reduce -7.08%<br/>Change to portfolio: 1.27%</div>
2510</span>
2511</td><td class="sym">
2512<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2513<a class="buy" href="/m/activity.php?sym=RPRX&typ=a">RPRX</a>
2514<div>Royalty Pharma plc<br/>Add 7.90%<br/>Change to portfolio: 0.65%</div>
2515</span>
2516</td><td class="sym">
2517<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2518<a class="buy" href="/m/activity.php?sym=DHR&typ=a">DHR</a>
2519<div>Danaher Corp.<br/>Add 7.92%<br/>Change to portfolio: 0.56%</div>
2520</span>
2521</td></tr><tr>
2522<td class="firm"><a href="/m/m_activity.php?m=pcm&typ=a">Polen Capital Management</a></td>
2523<td class="period">Q2 2026</td><td class="sym">
2524<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2525<a class="sell" href="/m/activity.php?sym=AON&typ=a">AON</a>
2526<div>Aon Plc<br/>Reduce -87.89%<br/>Change to portfolio: 3.41%</div>
2527</span>
2528</td><td class="sym">
2529<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2530<a class="sell" href="/m/activity.php?sym=LLY&typ=a">LLY</a>
2531<div>Eli Lilly & Co.<br/>Reduce -27.08%<br/>Change to portfolio: 2.56%</div>
2532</span>
2533</td><td class="sym">
2534<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2535<a class="sell" href="/m/activity.php?sym=SNPS&typ=a">SNPS</a>
2536<div>Synopsys Inc.<br/>Reduce -93.85%<br/>Change to portfolio: 2.44%</div>
2537</span>
2538</td><td class="sym">
2539<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2540<a class="sell" href="/m/activity.php?sym=ZTS&typ=a">ZTS</a>
2541<div>Zoetis Inc.<br/>Reduce -92.41%<br/>Change to portfolio: 2.44%</div>
2542</span>
2543</td><td class="sym">
2544<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2545<a class="sell" href="/m/activity.php?sym=MSFT&typ=a">MSFT</a>
2546<div>Microsoft Corp.<br/>Reduce -26.26%<br/>Change to portfolio: 2.40%</div>
2547</span>
2548</td><td class="sym">
2549<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2550<a class="sell" href="/m/activity.php?sym=AVGO&typ=a">AVGO</a>
2551<div>Broadcom Inc.<br/>Reduce -27.33%<br/>Change to portfolio: 2.40%</div>
2552</span>
2553</td><td class="sym">
2554<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2555<a class="sell" href="/m/activity.php?sym=GOOG&typ=a">GOOG</a>
2556<div>Alphabet Inc. CL C<br/>Reduce -26.52%<br/>Change to portfolio: 2.38%</div>
2557</span>
2558</td><td class="sym">
2559<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2560<a class="sell" href="/m/activity.php?sym=AMZN&typ=a">AMZN</a>
2561<div>Amazon.com Inc.<br/>Reduce -27.89%<br/>Change to portfolio: 2.23%</div>
2562</span>
2563</td><td class="sym">
2564<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2565<a class="buy" href="/m/activity.php?sym=GE&typ=a">GE</a>
2566<div>GE Aerospace<br/>Buy<br/>Change to portfolio: 2.22%</div>
2567</span>
2568</td><td class="sym">
2569<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2570<a class="buy" href="/m/activity.php?sym=GEV&typ=a">GEV</a>
2571<div>Ge Vernova Inc<br/>Buy<br/>Change to portfolio: 1.99%</div>
2572</span>
2573</td></tr><tr>
2574<td class="firm"><a href="/m/m_activity.php?m=FFH&typ=a">Prem Watsa - Fairfax Financial Holdings</a></td>
2575<td class="period">Q2 2026</td><td class="sym">
2576<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2577<a class="buy" href="/m/activity.php?sym=EGO&typ=a">EGO</a>
2578<div>Eldorado Gold Corp.<br/>Buy<br/>Change to portfolio: 16.18%</div>
2579</span>
2580</td><td class="sym">
2581<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2582<a class="buy" href="/m/activity.php?sym=ORLA-OLD&typ=a">ORLA-OLD</a>
2583<div>Orla Mining Ltd<br/>Add 83.55%<br/>Change to portfolio: 9.81%</div>
2584</span>
2585</td><td class="sym">
2586<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2587<a class="buy" href="/m/activity.php?sym=KHC&typ=a">KHC</a>
2588<div>Kraft Heinz Co.<br/>Add 171.56%<br/>Change to portfolio: 8.09%</div>
2589</span>
2590</td><td class="sym">
2591<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2592<a class="sell" href="/m/activity.php?sym=KW-OLD&typ=a">KW-OLD</a>
2593<div>Kennedy-Wilson Holdings Inc.<br/>Sell -100.00%<br/>Change to portfolio: 7.43%</div>
2594</span>
2595</td><td class="sym">
2596<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2597<a class="sell" href="/m/activity.php?sym=BB&typ=a">BB</a>
2598<div>BlackBerry Ltd.<br/>Sell -100.00%<br/>Change to portfolio: 5.83%</div>
2599</span>
2600</td><td class="sym">
2601<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2602<a class="buy" href="/m/activity.php?sym=WEN&typ=a">WEN</a>
2603<div>Wendy's Co.<br/>Add 144.90%<br/>Change to portfolio: 1.49%</div>
2604</span>
2605</td><td class="sym">
2606<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2607<a class="buy" href="/m/activity.php?sym=TAP&typ=a">TAP</a>
2608<div>Molson Coors Beverage Co.<br/>Add 38.65%<br/>Change to portfolio: 0.82%</div>
2609</span>
2610</td><td class="sym">
2611<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2612<a class="buy" href="/m/activity.php?sym=UAA&typ=a">UAA</a>
2613<div>Under Armour Inc.<br/>Add 5.48%<br/>Change to portfolio: 0.57%</div>
2614</span>
2615</td><td class="sym">
2616<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2617<a class="buy" href="/m/activity.php?sym=KSPI&typ=a">KSPI</a>
2618<div>Jsc Kaspi.kz ADR<br/>Buy<br/>Change to portfolio: 0.35%</div>
2619</span>
2620</td><td class="sym">
2621<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2622<a class="buy" href="/m/activity.php?sym=RCI&typ=a">RCI</a>
2623<div>Rogers Communications Inc.<br/>Buy<br/>Change to portfolio: 0.18%</div>
2624</span>
2625</td></tr><tr>
2626<td class="firm"><a href="/m/m_activity.php?m=PIM&typ=a">
2626Richard Pzena - Pzena Investment Management</a></td>
2627<td class="period">Q2 2026</td><td class="sym">
2628<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2629<a class="sell" href="/m/activity.php?sym=NOK&typ=a">NOK</a>
2630<div>Nokia Corp.<br/>Reduce -92.10%<br/>Change to portfolio: 2.33%</div>
2631</span>
2632</td><td class="sym">
2633<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2634<a class="sell" href="/m/activity.php?sym=HUM&typ=a">HUM</a>
2635<div>Humana Inc.<br/>Reduce -19.52%<br/>Change to portfolio: 1.24%</div>
2636</span>
2637</td><td class="sym">
2638<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2639<a class="buy" href="/m/activity.php?sym=DG&typ=a">DG</a>
2640<div>Dollar General<br/>Add 48.20%<br/>Change to portfolio: 1.12%</div>
2641</span>
2642</td><td class="sym">
2643<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2644<a class="sell" href="/m/activity.php?sym=C&typ=a">C</a>
2645<div>Citigroup Inc.<br/>Reduce -32.13%<br/>Change to portfolio: 1.08%</div>
2646</span>
2647</td><td class="sym">
2648<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2649<a class="buy" href="/m/activity.php?sym=ACN&typ=a">ACN</a>
2650<div>Accenture<br/>Add 113.75%<br/>Change to portfolio: 1.00%</div>
2651</span>
2652</td><td class="sym">
2653<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2654<a class="buy" href="/m/activity.php?sym=WDAY&typ=a">WDAY</a>
2655<div>Workday Inc.<br/>Buy<br/>Change to portfolio: 0.71%</div>
2656</span>
2657</td><td class="sym">
2658<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2659<a class="buy" href="/m/activity.php?sym=CTSH&typ=a">CTSH</a>
2660<div>Cognizant Technology Solutions<br/>Add 30.93%<br/>Change to portfolio: 0.71%</div>
2661</span>
2662</td><td class="sym">
2663<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2664<a class="buy" href="/m/activity.php?sym=LKQ&typ=a">LKQ</a>
2665<div>LKQ Corp.<br/>Add 142.94%<br/>Change to portfolio: 0.69%</div>
2666</span>
2667</td><td class="sym">
2668<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2669<a class="sell" href="/m/activity.php?sym=AVT&typ=a">AVT</a>
2670<div>Avnet Inc.<br/>Reduce -45.18%<br/>Change to portfolio: 0.67%</div>
2671</span>
2672</td><td class="sym">
2673<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2674<a class="buy" href="/m/activity.php?sym=CDW&typ=a">CDW</a>
2675<div>CDW Corp.<br/>Add 136.56%<br/>Change to portfolio: 0.63%</div>
2676</span>
2677</td></tr><tr>
2678<td class="firm"><a href="/m/m_activity.php?m=RVC&typ=a">Robert Vinall - RV Capital GmbH</a></td>
2679<td class="period">Q2 2026</td><td class="sym">
2680<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2681<a class="sell" href="/m/activity.php?sym=IBKR&typ=a">IBKR</a>
2682<div>Interactive Brokers Group Inc.<br/>Reduce -25.97%<br/>Change to portfolio: 4.47%</div>
2683</span>
2684</td><td class="sym">
2685<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2686<a class="sell" href="/m/activity.php?sym=CACC&typ=a">CACC</a>
2687<div>Credit Acceptance Corp.<br/>Reduce -12.80%<br/>Change to portfolio: 2.64%</div>
2688</span>
2689</td><td class="sym">
2690<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2691<a class="sell" href="/m/activity.php?sym=CVNA&typ=a">CVNA</a>
2692<div>Carvana Co.<br/>Reduce -6.53%<br/>Change to portfolio: 2.12%</div>
2693</span>
2694</td><td class="sym">
2695<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2696<a class="sell" href="/m/activity.php?sym=META&typ=a">META</a>
2697<div>Meta Platforms Inc.<br/>Reduce -4.49%<br/>Change to portfolio: 0.96%</div>
2698</span>
2699</td><td class="sym">
2700<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2701<a class="buy" href="/m/activity.php?sym=MSFT&typ=a">MSFT</a>
2702<div>Microsoft Corp.<br/>Add 31.25%<br/>Change to portfolio: 0.77%</div>
2703</span>
2704</td><td class="sym">
2705<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2706<a class="sell" href="/m/activity.php?sym=HTHT&typ=a">HTHT</a>
2707<div>H World Group Ltd ADR<br/>
2707Reduce -8.05%<br/>Change to portfolio: 0.49%</div>
2708</span>
2709</td><td class="sym">
2710<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2711<a class="sell" href="/m/activity.php?sym=YUMC&typ=a">YUMC</a>
2712<div>Yum China Holdings Inc.<br/>Reduce -5.58%<br/>Change to portfolio: 0.25%</div>
2713</span>
2714</td><td></td><td></td><td></td></tr><tr>
2715<td class="firm"><a href="/m/m_activity.php?m=RC&typ=a">Ruane Cunniff LP</a></td>
2716<td class="period">Q2 2026</td><td class="sym">
2717<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2718<a class="buy" href="/m/activity.php?sym=ROP&typ=a">ROP</a>
2719<div>Roper Technologies Inc.<br/>Buy<br/>Change to portfolio: 3.55%</div>
2720</span>
2721</td><td class="sym">
2722<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2723<a class="sell" href="/m/activity.php?sym=ELV&typ=a">ELV</a>
2724<div>Elevance Health Inc.<br/>Reduce -29.42%<br/>Change to portfolio: 2.46%</div>
2725</span>
2726</td><td class="sym">
2727<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2728<a class="sell" href="/m/activity.php?sym=SUNB&typ=a">SUNB</a>
2729<div>Sunbelt Rentals Holdings Inc<br/>Reduce -22.36%<br/>Change to portfolio: 1.43%</div>
2730</span>
2731</td><td class="sym">
2732<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2733<a class="sell" href="/m/activity.php?sym=CACC&typ=a">CACC</a>
2734<div>Credit Acceptance Corp.<br/>Reduce -96.39%<br/>Change to portfolio: 1.33%</div>
2735</span>
2736</td><td class="sym">
2737<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2738<a class="buy" href="/m/activity.php?sym=SAP&typ=a">SAP</a>
2739<div>SAP SE<br/>Add 64.89%<br/>Change to portfolio: 1.16%</div>
2740</span>
2741</td><td class="sym">
2742<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2743<a class="buy" href="/m/activity.php?sym=ICLR&typ=a">ICLR</a>
2744<div>ICON plc<br/>Add 25.30%<br/>Change to portfolio: 1.12%</div>
2745</span>
2746</td><td class="sym">
2747<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2748<a class="sell" href="/m/activity.php?sym=GOOGL&typ=a">GOOGL</a>
2749<div>Alphabet Inc.<br/>Reduce -5.83%<br/>Change to portfolio: 0.69%</div>
2750</span>
2751</td><td class="sym">
2752<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2753<a class="sell" href="/m/activity.php?sym=LBRDK-OLD&typ=a">LBRDK-OLD</a>
2754<div>Liberty Broadband Corp. CL C<br/>Reduce -73.93%<br/>Change to portfolio: 0.45%</div>
2755</span>
2756</td><td class="sym">
2757<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2758<a class="sell" href="/m/activity.php?sym=META&typ=a">META</a>
2759<div>Meta Platforms Inc.<br/>Reduce -23.29%<br/>Change to portfolio: 0.41%</div>
2760</span>
2761</td><td class="sym">
2762<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2763<a class="sell" href="/m/activity.php?sym=AMTM&typ=a">AMTM</a>
2764<div>Amentum Holdings Inc.<br/>Reduce -66.90%<br/>Change to portfolio: 0.34%</div>
2765</span>
2766</td></tr><tr>
2767<td class="firm"><a href="/m/m_activity.php?m=PTNT&typ=a">Samantha McLemore - Patient Capital Management</a></td>
2768<td class="period">Q2 2026</td><td class="sym">
2769<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2770<a class="buy" href="/m/activity.php?sym=GPN&typ=a">GPN</a>
2771<div>Global Payments Inc.<br/>Buy<br/>Change to portfolio: 2.27%</div>
2772</span>
2773</td><td class="sym">
2774<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2775<a class="sell" href="/m/activity.php?sym=IBIT&typ=a">IBIT</a>
2776<div>Ishares Bitcoin Trust ETF<br/>Sell -100.00%<br/>Change to portfolio: 1.58%</div>
2777</span>
2778</td><td class="sym">
2779<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2780<a class="sell" href="/m/activity.php?sym=NE&typ=a">NE</a>
2781<div>Noble Corp.<br/>Reduce -92.58%<br/>Change to portfolio: 1.50%</div>
2782</span>
2783</td><td class="sym">
2784<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2785<a class="buy" href="/m/activity.php?sym=FBTC&typ=a">FBTC</a>
2786<div>Fidelity Wise Origin Bitcoin<br/>Add 244.12%<br/>Change to portfolio: 1.47%</div>
2787</span>
2788</td><td class="sym">
2789<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2790<a class="sell" href="/m/activity.php?sym=ILMN&typ=a">ILMN</a>
2791<div>Illumina Inc.<br/>Reduce -36.61%<br/>Change to portfolio: 1.17%</div>
2792</span>
2793</td><td class="sym">
2794<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2795<a class="buy" href="/m/activity.php?sym=CHYM&typ=a">CHYM</a>
2796<div>Chime Financial Inc Cl A<br/>Add 41.65%<br/>Change to portfolio: 0.82%</div>
2797</span>
2798</td><td class="sym">
2799<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2800<a class="sell" href="/m/activity.php?sym=BIIB&typ=a">BIIB</a>
2801<div>Biogen Inc.<br/>Reduce -25.29%<br/>Change to portfolio: 0.69%</div>
2802</span>
2803</td><td class="sym">
2804<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2805<a class="sell" href="/m/activity.php?sym=UBS&typ=a">UBS</a>
2806<div>UBS AG<br/>Reduce -23.21%<br/>Change to portfolio: 0.47%</div>
2807</span>
2808</td><td class="sym">
2809<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2810<a class="buy" href="/m/activity.php?sym=ADBE&typ=a">ADBE</a>
2811<div>Adobe Inc.<br/>Add 21.48%<br/>Change to portfolio: 0.43%</div>
2812</span>
2813</td><td class="sym">
2814<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2815<a class="sell" href="/m/activity.php?sym=CVS&typ=a">CVS</a>
2816<div>CVS Health Corp.<br/>Reduce -8.96%<br/>Change to portfolio: 0.42%</div>
2817</span>
2818</td></tr><tr>
2819<td class="firm"><a href="/m/m_activity.php?m=CAU&typ=a">Sarah Ketterer - Causeway Capital Management</a></td>
2820<td class="period">Q2 2026</td><td class="sym">
2821<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2822<a class="buy" href="/m/activity.php?sym=AZN&typ=a">AZN</a>
2823<div>AstraZeneca PLC<br/>Add 26.08%<br/>Change to portfolio: 3.94%</div>
2824</span>
2825</td><td class="sym">
2826<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2827<a class="sell" href="/m/activity.php?sym=CP&typ=a">CP</a>
2828<div>Canadian Pacific Kansas City<br/>Reduce -23.67%<br/>Change to portfolio: 1.96%</div>
2829</span>
2830</td><td class="sym">
2831<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2832<a class="buy" href="/m/activity.php?sym=DB&typ=a">DB</a>
2833<div>
2833Deutsche Bank AG<br/>Add 17.61%<br/>Change to portfolio: 1.62%</div>
2834</span>
2835</td><td class="sym">
2836<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2837<a class="buy" href="/m/activity.php?sym=CCL&typ=a">CCL</a>
2838<div>Carnival Corp.<br/>Add 11.04%<br/>Change to portfolio: 1.27%</div>
2839</span>
2840</td><td class="sym">
2841<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2842<a class="sell" href="/m/activity.php?sym=WHR&typ=a">WHR</a>
2843<div>Whirlpool Corp.<br/>Sell -100.00%<br/>Change to portfolio: 0.80%</div>
2844</span>
2845</td><td class="sym">
2846<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2847<a class="buy" href="/m/activity.php?sym=NTES&typ=a">NTES</a>
2848<div>NetEase.com Inc.<br/>Buy<br/>Change to portfolio: 0.80%</div>
2849</span>
2850</td><td class="sym">
2851<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2852<a class="sell" href="/m/activity.php?sym=APTV&typ=a">APTV</a>
2853<div>Aptiv PLC<br/>Sell -100.00%<br/>Change to portfolio: 0.58%</div>
2854</span>
2855</td><td class="sym">
2856<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2857<a class="sell" href="/m/activity.php?sym=JOYY&typ=a">JOYY</a>
2858<div>JOYY Inc.<br/>Reduce -85.44%<br/>Change to portfolio: 0.47%</div>
2859</span>
2860</td><td class="sym">
2861<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2862<a class="sell" href="/m/activity.php?sym=CTSH&typ=a">CTSH</a>
2863<div>Cognizant Technology Solutions<br/>Reduce -67.10%<br/>Change to portfolio: 0.43%</div>
2864</span>
2865</td><td class="sym">
2866<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2867<a class="sell" href="/m/activity.php?sym=BP&typ=a">BP</a>
2868<div>BP plc<br/>Reduce -95.38%<br/>Change to portfolio: 0.41%</div>
2869</span>
2870</td></tr><tr>
2871<td class="firm"><a href="/m/m_activity.php?m=BAUPOST&typ=a">Seth Klarman - Baupost Group</a></td>
2872<td class="period">Q2 2026</td><td class="sym">
2873<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2874<a class="sell" href="/m/activity.php?sym=WTW&typ=a">WTW</a>
2875<div>Willis Towers Watson plc<br/>Sell -100.00%<br/>Change to portfolio: 5.08%</div>
2876</span>
2877</td><td class="sym">
2878<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2879<a class="sell" href="/m/activity.php?sym=WCC&typ=a">WCC</a>
2880<div>WESCO International Inc.<br/>Reduce -53.87%<br/>Change to portfolio: 4.94%</div>
2881</span>
2882</td><td class="sym">
2883<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2884<a class="buy" href="/m/activity.php?sym=GPC&typ=a">GPC</a>
2885<div>Genuine Parts<br/>Add 88.96%<br/>Change to portfolio: 2.89%</div>
2886</span>
2887</td><td class="sym">
2888<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2889<a class="buy" href="/m/activity.php?sym=AMZN&typ=a">AMZN</a>
2890<div>Amazon.com Inc.<br/>Add 20.04%<br/>Change to portfolio: 2.75%</div>
2891</span>
2892</td><td class="sym">
2893<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2894<a class="buy" href="/m/activity.php?sym=CME&typ=a">CME</a>
2895<div>CME Group<br/>Buy<br/>Change to portfolio: 2.52%</div>
2896</span>
2897</td><td class="sym">
2898<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2899<a class="sell" href="/m/activity.php?sym=QSR&typ=a">QSR</a>
2900<div>Restaurant Brands International<br/>Reduce -16.42%<br/>Change to portfolio: 1.78%</div>
2901</span>
2902</td><td class="sym">
2903<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2904<a class="sell" href="/m/activity.php?sym=UNP&typ=a">UNP</a>
2905<div>Union Pacific<br/>Reduce -23.08%<br/>Change to portfolio: 1.78%</div>
2906</span>
2907</td><td class="sym">
2908<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2909<a class="buy" href="/m/activity.php?sym=NCLH&typ=a">NCLH</a>
2910<div>Norwegian Cruise Line Hlgs Ltd.<br/>Add 112.95%<br/>Change to portfolio: 1.60%</div>
2911</span>
2912</td><td class="sym">
2913<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2914<a class="sell" href="/m/activity.php?sym=EXP&typ=a">EXP</a>
2915<div>Eagle Materials Inc.<br/>Reduce -40.55%<br/>Change to portfolio: 1.51%</div>
2916</span>
2917</td><td class="sym">
2918<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2919<a class="buy" href="/m/activity.php?sym=GOOG&typ=a">GOOG</a>
2920<div>Alphabet Inc. CL C<br/>Add 16.15%<br/>Change to portfolio: 1.24%</div>
2921</span>
2922</td></tr><tr>
2923<td class="firm"><a href="/m/m_activity.php?m=LPC&typ=a">Stephen Mandel - Lone Pine Capital</a></td>
2924<td class="period">Q2 2026</td><td class="sym">
2925<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2926<a class="sell" href="/m/activity.php?sym=VST&typ=a">VST</a>
2927<div>Vistra Corp.<br/>Sell -100.00%<br/>Change to portfolio: 7.42%</div>
2928</span>
2929</td><td class="sym">
2930<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2931<a class="buy" href="/m/activity.php?sym=YNDX&typ=a">YNDX</a>
2932<div>Yandex N.V.<br/>Buy<br/>Change to portfolio: 7.19%</div>
2933</span>
2934</td><td class="sym">
2935<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2936<a class="buy" href="/m/activity.php?sym=STX&typ=a">STX</a>
2937<div>Seagate Technology<br/>Buy<br/>Change to portfolio: 5.90%</div>
2938</span>
2939</td><td class="sym">
2940<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2941<a class="buy" href="/m/activity.php?sym=HD&typ=a">HD</a>
2942<div>Home Depot<br/>Buy<br/>Change to portfolio: 5.61%</div>
2943</span>
2944</td><td class="sym">
2945<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2946<a class="buy" href="/m/activity.php?sym=AMAT&typ=a">AMAT</a>
2947<div>Applied Materials<br/>Buy<br/>Change to portfolio: 5.34%</div>
2948</span>
2949</td><td class="sym">
2950<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2951<a class="buy" href="/m/activity.php?sym=LIN&typ=a">LIN</a>
2952<div>Linde plc<br/>Buy<br/>Change to portfolio: 4.94%</div>
2953</span>
2954</td><td class="sym">
2955<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2956<a class="sell" href="/m/activity.php?sym=TLN&typ=a">TLN</a>
2957<div>Talen Energy Corp<br/>Sell -100.00%<br/>Change to portfolio: 4.63%</div>
2958</span>
2959</td><td class="sym">
2960<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2961<a class="sell" href="/m/activity.php?sym=CLH&typ=a">CLH</a>
2962<div>Clean Harbors Inc.<br/>Sell -100.00%<br/>Change to portfolio: 4.01%</div>
2963</span>
2964</td><td class="sym">
2965<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2966<a class="sell" href="/m/activity.php?sym=TSM&typ=a">TSM</a>
2967<div>Taiwan Semiconductor S.A.<br/>Reduce -92.71%<br/>Change to portfolio: 3.82%</div>
2968</span>
2969</td><td class="sym">
2970<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2971<a class="sell" href="/m/activity.php?sym=THC&typ=a">THC</a>
2972<div>Tenet Healthcare Corp.<br/>Sell -100.00%<br/>Change to portfolio: 3.40%</div>
2973</span>
2974</td></tr><tr>
2975<td class="firm"><a href="/m/m_activity.php?m=CHE&typ=a">Steven Check - Check Capital Management</a></td>
2976<td class="period">Q2 2026</td><td class="sym">
2977<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2978<a class="sell" href="/m/activity.php?sym=GOOG&typ=a">GOOG</a>
2979<div>Alphabet Inc. CL C<br/>Reduce -3.28%<br/>Change to portfolio: 0.46%</div>
2980</span>
2981</td><td class="sym">
2982<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2983<a class="sell" href="/m/activity.php?sym=AAPL&typ=a">AAPL</a>
2984<div>Apple Inc.<br/>Sell -100.00%<br/>Change to portfolio: 0.36%</div>
2985</span>
2986</td><td class="sym">
2987<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2988<a class="buy" href="/m/activity.php?sym=BRK.B&typ=a">BRK.B</a>
2989<div>Berkshire Hathaway CL B<br/>Add 0.96%<br/>Change to portfolio: 0.31%</div>
2990</span>
2991</td><td class="sym">
2992<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2993<a class="buy" href="/m/activity.php?sym=MKL&typ=a">MKL</a>
2994<div>Markel Group Inc.<br/>Add 3.02%<br/>Change to portfolio: 0.26%</div>
2995</span>
2996</td><td class="sym">
2997<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
2998<a class="sell" href="/m/activity.php?sym=BH.A&typ=a">BH.A</a>
2999<div>Biglari Holdings Inc.<br/>Sell -100.00%<br/>Change to portfolio: 0.17%</div>
3000</span>
3001</td><td class="sym">
3002<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3003<a class="buy" href="/m/activity.php?sym=FRFHF&typ=a">FRFHF</a>
3004<div>Fairfax Financial Holdings Ltd.<br/>Add 803.65%<br/>Change to portfolio: 0.17%</div>
3005</span>
3006</td><td class="sym">
3007<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3008<a class="sell" href="/m/activity.php?sym=MSFT&typ=a">MSFT</a>
3009<div>Microsoft Corp.<br/>Sell -100.00%<br/>Change to portfolio: 0.14%</div>
3010</span>
3011</td><td class="sym">
3012<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3013<a class="buy" href="/m/activity.php?sym=HSY&typ=a">HSY</a>
3014<div>Hershey Co.<br/>Add 6.74%<br/>Change to portfolio: 0.13%</div>
3015</span>
3016</td><td class="sym">
3017<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3018<a class="sell" href="/m/activity.php?sym=AER&typ=a">AER</a>
3019<div>AerCap Holdings N.V.<br/>Reduce -1.20%<br/>Change to portfolio: 0.08%</div>
3020</span>
3021</td><td class="sym">
3022<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3023<a class="sell" href="/m/activity.php?sym=AMGN&typ=a">AMGN</a>
3024<div>Amgen<br/>
3024Sell -100.00%<br/>Change to portfolio: 0.08%</div>
3025</span>
3026</td></tr><tr>
3027<td class="firm"><a href="/m/m_activity.php?m=FS&typ=a">Terry Smith - Fundsmith</a></td>
3028<td class="period">Q2 2026</td><td class="sym">
3029<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3030<a class="sell" href="/m/activity.php?sym=MTD&typ=a">MTD</a>
3031<div>Mettler-Toledo International Inc.<br/>Sell -100.00%<br/>Change to portfolio: 5.59%</div>
3032</span>
3033</td><td class="sym">
3034<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3035<a class="buy" href="/m/activity.php?sym=UBER&typ=a">UBER</a>
3036<div>Uber Technologies Inc.<br/>Buy<br/>Change to portfolio: 4.73%</div>
3037</span>
3038</td><td class="sym">
3039<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3040<a class="buy" href="/m/activity.php?sym=MA&typ=a">MA</a>
3041<div>Mastercard Inc.<br/>Buy<br/>Change to portfolio: 4.69%</div>
3042</span>
3043</td><td class="sym">
3044<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3045<a class="buy" href="/m/activity.php?sym=TSM&typ=a">TSM</a>
3046<div>Taiwan Semiconductor S.A.<br/>Buy<br/>Change to portfolio: 4.02%</div>
3047</span>
3048</td><td class="sym">
3049<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3050<a class="buy" href="/m/activity.php?sym=NFLX&typ=a">NFLX</a>
3051<div>Netflix Inc.<br/>Buy<br/>Change to portfolio: 3.66%</div>
3052</span>
3053</td><td class="sym">
3054<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3055<a class="sell" href="/m/activity.php?sym=ZTS&typ=a">ZTS</a>
3056<div>Zoetis Inc.<br/>Sell -100.00%<br/>Change to portfolio: 3.57%</div>
3057</span>
3058</td><td class="sym">
3059<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3060<a class="buy" href="/m/activity.php?sym=GEV&typ=a">GEV</a>
3061<div>Ge Vernova Inc<br/>Buy<br/>Change to portfolio: 3.53%</div>
3062</span>
3063</td><td class="sym">
3064<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3065<a class="sell" href="/m/activity.php?sym=GOOGL&typ=a">GOOGL</a>
3066<div>Alphabet Inc.<br/>Reduce -40.01%<br/>Change to portfolio: 3.09%</div>
3067</span>
3068</td><td class="sym">
3069<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3070<a class="sell" href="/m/activity.php?sym=PM&typ=a">PM</a>
3071<div>Philip Morris Intl.<br/>Reduce -43.02%<br/>Change to portfolio: 2.91%</div>
3072</span>
3073</td><td class="sym">
3074<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3075<a class="sell" href="/m/activity.php?sym=FTNT&typ=a">FTNT</a>
3076<div>Fortinet Inc.<br/>Reduce -41.04%<br/>Change to portfolio: 2.85%</div>
3077</span>
3078</td></tr><tr>
3079<td class="firm"><a href="/m/m_activity.php?m=TA&typ=a">Third Avenue Management</a></td>
3080<td class="period">Q2 2026</td><td class="sym">
3081<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3082<a class="sell" href="/m/activity.php?sym=ROG&typ=a">ROG</a>
3083<div>Rogers Corp.<br/>Reduce -59.22%<br/>Change to portfolio: 2.34%</div>
3084</span>
3085</td><td class="sym">
3086<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3087<a class="buy" href="/m/activity.php?sym=RHI&typ=a">RHI</a>
3088<div>Robert Half International<br/>Add 33.68%<br/>Change to portfolio: 1.49%</div>
3089</span>
3090</td><td class="sym">
3091<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3092<a class="sell" href="/m/activity.php?sym=MYRG&typ=a">MYRG</a>
3093<div>MYR Group Inc.<br/>Reduce -54.66%<br/>Change to portfolio: 1.27%</div>
3094</span>
3095</td><td class="sym">
3096<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3097<a class="sell" href="/m/activity.php?sym=TPH-OLD&typ=a">TPH-OLD</a>
3098<div>TRI Pointe Group<br/>Sell -100.00%<br/>Change to portfolio: 1.18%</div>
3099</span>
3100</td><td class="sym">
3101<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3102<a class="sell" href="/m/activity.php?sym=PRA-OLD&typ=a">PRA-OLD</a>
3103<div>ProAssurance Corp.<br/>Sell -100.00%<br/>Change to portfolio: 1.05%</div>
3104</span>
3105</td><td class="sym">
3106<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3107<a class="sell" href="/m/activity.php?sym=HCC&typ=a">HCC</a>
3108<div>Warrior Met Coal Inc.<br/>Reduce -21.59%<br/>Change to portfolio: 1.02%</div>
3109</span>
3110</td><td class="sym">
3111<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3112<a class="buy" href="/m/activity.php?sym=TMHC-OLD&typ=a">TMHC-OLD</a>
3113<div>Taylor Morrison Home Corp.<br/>Buy<br/>Change to portfolio: 0.99%</div>
3114</span>
3115</td><td class="sym">
3116<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3117<a class="buy" href="/m/activity.php?sym=MMS&typ=a">MMS</a>
3118<div>MAXIMUS Inc.<br/>Buy<br/>Change to portfolio: 0.64%</div>
3119</span>
3120</td><td class="sym">
3121<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3122<a class="buy" href="/m/activity.php?sym=HKHGF&typ=a">HKHGF</a>
3123<div>Hongkong Land Holdings Ltd<br/>Buy<br/>Change to portfolio: 0.63%</div>
3124</span>
3125</td><td class="sym">
3126<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3127<a class="sell" href="/m/activity.php?sym=BN&typ=a">BN</a>
3128<div>Brookfield Corp.<br/>Reduce -17.98%<br/>Change to portfolio: 0.59%</div>
3129</span>
3130</td></tr><tr>
3131<td class="firm"><a href="/m/m_activity.php?m=MKL&typ=a">Thomas Gayner - Markel Group</a></td>
3132<td class="period">Q2 2026</td><td class="sym">
3133<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3134<a class="buy" href="/m/activity.php?sym=MELI&typ=a">MELI</a>
3135<div>Mercadolibre Inc.<br/>Add 340.37%<br/>Change to portfolio: 0.24%</div>
3136</span>
3137</td><td class="sym">
3138<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3139<a class="buy" href="/m/activity.php?sym=EPD&typ=a">EPD</a>
3140<div>
3140Enterprise Products Partners LP<br/>Add 181.68%<br/>Change to portfolio: 0.10%</div>
3141</span>
3142</td><td class="sym">
3143<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3144<a class="buy" href="/m/activity.php?sym=FNV&typ=a">FNV</a>
3145<div>Franco Nevada Corp.<br/>Add 9.17%<br/>Change to portfolio: 0.10%</div>
3146</span>
3147</td><td class="sym">
3148<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3149<a class="sell" href="/m/activity.php?sym=SMG&typ=a">SMG</a>
3150<div>Scotts Miracle-Gro Co.<br/>Sell -100.00%<br/>Change to portfolio: 0.09%</div>
3151</span>
3152</td><td class="sym">
3153<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3154<a class="sell" href="/m/activity.php?sym=ADI&typ=a">ADI</a>
3155<div>Analog Devices<br/>Reduce -2.30%<br/>Change to portfolio: 0.07%</div>
3156</span>
3157</td><td class="sym">
3158<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3159<a class="sell" href="/m/activity.php?sym=META&typ=a">META</a>
3160<div>Meta Platforms Inc.<br/>Reduce -5.69%<br/>Change to portfolio: 0.06%</div>
3161</span>
3162</td><td class="sym">
3163<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3164<a class="buy" href="/m/activity.php?sym=WSO&typ=a">WSO</a>
3165<div>Watsco Inc.<br/>Add 2.68%<br/>Change to portfolio: 0.05%</div>
3166</span>
3167</td><td class="sym">
3168<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3169<a class="sell" href="/m/activity.php?sym=UNH&typ=a">UNH</a>
3170<div>United Health Group Inc.<br/>Sell -100.00%<br/>Change to portfolio: 0.04%</div>
3171</span>
3172</td><td class="sym">
3173<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3174<a class="buy" href="/m/activity.php?sym=ZTS&typ=a">ZTS</a>
3175<div>Zoetis Inc.<br/>Buy<br/>Change to portfolio: 0.04%</div>
3176</span>
3177</td><td class="sym">
3178<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3179<a class="buy" href="/m/activity.php?sym=LIN&typ=a">LIN</a>
3180<div>Linde plc<br/>Add 5.38%<br/>Change to portfolio: 0.04%</div>
3181</span>
3182</td></tr><tr>
3183<td class="firm"><a href="/m/m_activity.php?m=GR&typ=a">Thomas Russo - Gardner Russo & Quinn</a></td>
3184<td class="period">Q2 2026</td><td class="sym">
3185<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3186<a class="sell" href="/m/activity.php?sym=GOOG&typ=a">GOOG</a>
3187<div>Alphabet Inc. CL C<br/>Reduce -9.02%<br/>Change to portfolio: 1.20%</div>
3188</span>
3189</td><td class="sym">
3190<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3191<a class="buy" href="/m/activity.php?sym=ERFSF&typ=a">ERFSF</a>
3192<div>Eurofins Scientific SE<br/>Add 32.22%<br/>Change to portfolio: 0.88%</div>
3193</span>
3194</td><td class="sym">
3195<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3196<a class="sell" href="/m/activity.php?sym=JPM&typ=a">JPM</a>
3197<div>JPMorgan Chase & Co.<br/>Reduce -83.39%<br/>Change to portfolio: 0.45%</div>
3198</span>
3199</td><td class="sym">
3200<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3201<a class="buy" href="/m/activity.php?sym=DASH&typ=a">DASH</a>
3202<div>DoorDash Inc.<br/>Add 18.47%<br/>Change to portfolio: 0.38%</div>
3203</span>
3204</td><td class="sym">
3205<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3206<a class="sell" href="/m/activity.php?sym=CFRHF&typ=a">CFRHF</a>
3207<div>Compagnie Financiere Richemont SA<br/>Reduce -2.96%<br/>Change to portfolio: 0.26%</div>
3208</span>
3209</td><td class="sym">
3210<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3211<a class="sell" href="/m/activity.php?sym=BRK.A&typ=a">BRK.A</a>
3212<div>Berkshire Hathaway CL A<br/>Reduce -1.92%<br/>Change to portfolio: 0.23%</div>
3213</span>
3214</td><td class="sym">
3215<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3216<a class="sell" href="/m/activity.php?sym=NSRGY&typ=a">NSRGY</a>
3217<div>Nestle<br/>Reduce -3.04%<br/>Change to portfolio: 0.19%</div>
3218</span>
3219</td><td class="sym">
3220<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3221<a class="sell" href="/m/activity.php?sym=MA&typ=a">
3221MA</a>
3222<div>Mastercard Inc.<br/>Reduce -2.11%<br/>Change to portfolio: 0.19%</div>
3223</span>
3224</td><td class="sym">
3225<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3226<a class="sell" href="/m/activity.php?sym=BRK.B&typ=a">BRK.B</a>
3227<div>Berkshire Hathaway CL B<br/>Reduce -2.80%<br/>Change to portfolio: 0.17%</div>
3228</span>
3229</td><td class="sym">
3230<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3231<a class="sell" href="/m/activity.php?sym=HKHHF&typ=a">HKHHF</a>
3232<div>Heineken Holding NV<br/>Reduce -2.15%<br/>Change to portfolio: 0.17%</div>
3233</span>
3234</td></tr><tr>
3235<td class="firm"><a href="/m/m_activity.php?m=MP&typ=a">Tom Bancroft - Makaira Partners</a></td>
3236<td class="period">Q1 2026</td><td class="sym">
3237<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3238<a class="sell" href="/m/activity.php?sym=CHTR&typ=a">CHTR</a>
3239<div>Charter Communications<br/>Sell -100.00%<br/>Change to portfolio: 26.77%</div>
3240</span>
3241</td><td class="sym">
3242<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3243<a class="sell" href="/m/activity.php?sym=DPZ&typ=a">DPZ</a>
3244<div>Dominos Pizza Inc.<br/>Sell -100.00%<br/>Change to portfolio: 12.06%</div>
3245</span>
3246</td><td class="sym">
3247<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3248<a class="sell" href="/m/activity.php?sym=LAMR&typ=a">LAMR</a>
3249<div>Lamar Advertising Co.<br/>Sell -100.00%<br/>Change to portfolio: 11.88%</div>
3250</span>
3251</td><td class="sym">
3252<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3253<a class="sell" href="/m/activity.php?sym=BBWI&typ=a">BBWI</a>
3254<div>Bath & Body Works Inc.<br/>Sell -100.00%<br/>Change to portfolio: 11.53%</div>
3255</span>
3256</td><td class="sym">
3257<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3258<a class="sell" href="/m/activity.php?sym=CDW&typ=a">CDW</a>
3259<div>CDW Corp.<br/>Sell -100.00%<br/>Change to portfolio: 10.65%</div>
3260</span>
3261</td><td class="sym">
3262<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3263<a class="sell" href="/m/activity.php?sym=BELFB&typ=a">BELFB</a>
3264<div>Bel Fuse Inc. CL B<br/>Sell -100.00%<br/>Change to portfolio: 7.29%</div>
3265</span>
3266</td><td class="sym">
3267<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3268<a class="sell" href="/m/activity.php?sym=FLUT&typ=a">FLUT</a>
3269<div>Flutter Entertainment Plc<br/>Sell -100.00%<br/>Change to portfolio: 6.96%</div>
3270</span>
3271</td><td class="sym">
3272<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3273<a class="sell" href="/m/activity.php?sym=LMB&typ=a">LMB</a>
3274<div>Limbach Holdings Inc.<br/>Sell -100.00%<br/>Change to portfolio: 6.22%</div>
3275</span>
3276</td><td class="sym">
3277<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3278<a class="sell" href="/m/activity.php?sym=WHD&typ=a">WHD</a>
3279<div>Cactus Inc.<br/>Sell -100.00%<br/>Change to portfolio: 5.05%</div>
3280</span>
3281</td><td class="sym">
3282<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3283<a class="sell" href="/m/activity.php?sym=SVV&typ=a">SVV</a>
3284<div>Savers Value Village Inc<br/>Sell -100.00%<br/>Change to portfolio: 1.16%</div>
3285</span>
3286</td></tr><tr>
3287<td class="firm"><a href="/m/m_activity.php?m=T&typ=a">Torray Funds</a></td>
3288<td class="period">Q2 2026</td><td class="sym">
3289<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3290<a class="buy" href="/m/activity.php?sym=ACN&typ=a">ACN</a>
3291<div>Accenture<br/>Buy<br/>Change to portfolio: 3.10%</div>
3292</span>
3293</td><td class="sym">
3294<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3295<a class="sell" href="/m/activity.php?sym=TXN&typ=a">TXN</a>
3296<div>Texas Instruments<br/>Reduce -45.61%<br/>Change to portfolio: 2.45%</div>
3297</span>
3298</td><td class="sym">
3299<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3300<a class="sell" href="/m/activity.php?sym=MSFT&typ=a">MSFT</a>
3301<div>Microsoft Corp.<br/>Reduce -53.48%<br/>Change to portfolio: 2.30%</div>
3302</span>
3303</td><td class="sym">
3304<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3305<a class="sell" href="/m/activity.php?sym=JPM&typ=a">JPM</a>
3306<div>JPMorgan Chase & Co.<br/>Reduce -92.39%<br/>Change to portfolio: 1.70%</div>
3307</span>
3308</td><td class="sym">
3309<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3310<a class="buy" href="/m/activity.php?sym=CMCSA&typ=a">CMCSA</a>
3311<div>Comcast Corp.<br/>Add 55.54%<br/>Change to portfolio: 1.12%</div>
3312</span>
3313</td><td class="sym">
3314<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3315<a class="sell" href="/m/activity.php?sym=MS&typ=a">MS</a>
3316<div>Morgan Stanley<br/>Reduce -92.29%<br/>Change to portfolio: 0.84%</div>
3317</span>
3318</td><td class="sym">
3319<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3320<a class="buy" href="/m/activity.php?sym=CEG&typ=a">CEG</a>
3321<div>Constellation Energy Corp.<br/>Add 17.08%<br/>Change to portfolio: 0.58%</div>
3322</span>
3323</td><td class="sym">
3324<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3325<a class="sell" href="/m/activity.php?sym=PSX&typ=a">PSX</a>
3326<div>Phillips 66<br/>Reduce -16.48%<br/>Change to portfolio: 0.58%</div>
3327</span>
3328</td><td class="sym">
3329<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3330<a class="buy" href="/m/activity.php?sym=NEE&typ=a">NEE</a>
3331<div>NextEra Energy Inc.<br/>Add 19.09%<br/>Change to portfolio: 0.50%</div>
3332</span>
3333</td><td class="sym">
3334<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3335<a class="buy" href="/m/activity.php?sym=BX&typ=a">BX</a>
3336<div>Blackstone Group<br/>Add 14.32%<br/>Change to portfolio: 0.41%</div>
3337</span>
3338</td></tr><tr>
3339<td class="firm"><a href="/m/m_activity.php?m=TFP&typ=a">Triple Frond Partners</a></td>
3340<td class="period">Q2 2026</td><td class="sym">
3341<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3342<a class="buy" href="/m/activity.php?sym=DASH&typ=a">DASH</a>
3343<div>DoorDash Inc.<br/>Buy<br/>Change to portfolio: 4.94%</div>
3344</span>
3345</td><td class="sym">
3346<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3347<a class="buy" href="/m/activity.php?sym=SPGI&typ=a">SPGI</a>
3348<div>S&P Global Inc.<br/>Buy<br/>Change to portfolio: 4.24%</div>
3349</span>
3350</td><td class="sym">
3351<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3352<a class="sell" href="/m/activity.php?sym=ILMN&typ=a">ILMN</a>
3353<div>Illumina Inc.<br/>Sell -100.00%<br/>Change to portfolio: 3.92%</div>
3354</span>
3355</td><td class="sym">
3356<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3357<a class="sell" href="/m/activity.php?sym=GOOG&typ=a">GOOG</a>
3358<div>Alphabet Inc. CL C<br/>Reduce -17.52%<br/>Change to portfolio: 1.95%</div>
3359</span>
3360</td><td class="sym">
3361<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3362<a class="sell" href="/m/activity.php?sym=AMZN&typ=a">AMZN</a>
3363<div>Amazon.com Inc.<br/>Reduce -9.64%<br/>Change to portfolio: 0.98%</div>
3364</span>
3365</td><td class="sym">
3366<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3367<a class="sell" href="/m/activity.php?sym=LYV&typ=a">LYV</a>
3368<div>Live Nation Inc.<br/>Reduce -15.55%<br/>Change to portfolio: 0.60%</div>
3369</span>
3370</td><td></td><td></td><td></td><td></td></tr><tr>
3371<td class="firm"><a href="/m/m_activity.php?m=TB&typ=a">Tweedy Browne</a></td>
3372<td class="period">Q2 2026</td><td class="sym">
3373<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3374<a class="buy" href="/m/activity.php?sym=ZTS&typ=a">ZTS</a>
3375<div>Zoetis Inc.<br/>Buy<br/>Change to portfolio: 3.03%</div>
3376</span>
3377</td><td class="sym">
3378<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3379<a class="sell" href="/m/activity.php?sym=GOOGL&typ=a">GOOGL</a>
3380<div>Alphabet Inc.<br/>Reduce -28.77%<br/>Change to portfolio: 1.55%</div>
3381</span>
3382</td><td class="sym">
3383<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3384<a class="sell" href="/m/activity.php?sym=FDX&typ=a">FDX</a>
3385<div>FedEx Corp.<br/>Reduce -85.45%<br/>Change to portfolio: 1.53%</div>
3386</span>
3387</td><td class="sym">
3388<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3389<a class="sell" href="/m/activity.php?sym=SEE-OLD&typ=a">SEE-OLD</a>
3390<div>Sealed Air Corp.<br/>Sell -100.00%<br/>Change to portfolio: 1.43%</div>
3391</span>
3392</td><td class="sym">
3393<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3394<a class="sell" href="/m/activity.php?sym=SNEX&typ=a">SNEX</a>
3395<div>StoneX Group Inc.<br/>Sell -100.00%<br/>Change to portfolio: 0.35%</div>
3396</span>
3397</td><td class="sym">
3398<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3399<a class="sell" href="/m/activity.php?sym=JNJ&typ=a">JNJ</a>
3400<div>Johnson & Johnson<br/>Reduce -8.13%<br/>Change to portfolio: 0.34%</div>
3401</span>
3402</td><td class="sym">
3403<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3404<a class="buy" href="/m/activity.php?sym=DIS&typ=a">DIS</a>
3405<div>Walt Disney Co.<br/>Buy<br/>Change to portfolio: 0.33%</div>
3406</span>
3407</td><td class="sym">
3408<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3409<a class="buy" href="/m/activity.php?sym=BNS&typ=a">BNS</a>
3410<div>Bank of Nova Scotia<br/>Buy<br/>Change to portfolio: 0.28%</div>
3411</span>
3412</td><td class="sym">
3413<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3414<a class="sell" href="/m/activity.php?sym=CSCO&typ=a">CSCO</a>
3415<div>Cisco Systems<br/>Reduce -46.74%<br/>Change to portfolio: 0.23%</div>
3416</span>
3417</td><td class="sym">
3418<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3419<a class="sell" href="/m/activity.php?sym=NE&typ=a">NE</a>
3420<div>Noble Corp.<br/>Sell -100.00%<br/>Change to portfolio: 0.21%</div>
3421</span>
3422</td></tr><tr>
3423<td class="firm"><a href="/m/m_activity.php?m=VFC&typ=a">Valley Forge Capital Management</a></td>
3424<td class="period">Q2 2026</td><td class="sym">
3425<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3426<a class="sell" href="/m/activity.php?sym=MA&typ=a">
3426MA</a>
3427<div>Mastercard Inc.<br/>Reduce -28.34%<br/>Change to portfolio: 6.95%</div>
3428</span>
3429</td><td class="sym">
3430<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3431<a class="sell" href="/m/activity.php?sym=FICO&typ=a">FICO</a>
3432<div>Fair Isaac Corp.<br/>Reduce -12.63%<br/>Change to portfolio: 3.72%</div>
3433</span>
3434</td><td class="sym">
3435<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3436<a class="sell" href="/m/activity.php?sym=SPGI&typ=a">SPGI</a>
3437<div>S&P Global Inc.<br/>Reduce -13.31%<br/>Change to portfolio: 3.06%</div>
3438</span>
3439</td><td class="sym">
3440<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3441<a class="sell" href="/m/activity.php?sym=V&typ=a">V</a>
3442<div>Visa Inc.<br/>Reduce -22.68%<br/>Change to portfolio: 1.50%</div>
3443</span>
3444</td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr>
3445<td class="firm"><a href="/m/m_activity.php?m=VA&typ=a">ValueAct Capital </a></td>
3446<td class="period">Q2 2026</td><td class="sym">
3447<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3448<a class="sell" href="/m/activity.php?sym=MDB&typ=a">MDB</a>
3449<div>MongoDB Inc.<br/>Reduce -84.03%<br/>Change to portfolio: 5.21%</div>
3450</span>
3451</td><td class="sym">
3452<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3453<a class="buy" href="/m/activity.php?sym=RKT&typ=a">RKT</a>
3454<div>Rocket Companies Inc.<br/>Add 47.68%<br/>Change to portfolio: 3.76%</div>
3455</span>
3456</td><td class="sym">
3457<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3458<a class="sell" href="/m/activity.php?sym=RBLX&typ=a">RBLX</a>
3459<div>Roblox Corp.<br/>Reduce -46.19%<br/>Change to portfolio: 2.61%</div>
3460</span>
3461</td><td class="sym">
3462<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3463<a class="sell" href="/m/activity.php?sym=LLYVK&typ=a">LLYVK</a>
3464<div>Liberty Media Corp. Series C Live<br/>Reduce -39.00%<br/>Change to portfolio: 2.60%</div>
3465</span>
3466</td><td class="sym">
3467<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3468<a class="sell" href="/m/activity.php?sym=SSD&typ=a">SSD</a>
3469<div>Simpson Manufacturing<br/>Reduce -40.59%<br/>Change to portfolio: 2.11%</div>
3470</span>
3471</td><td class="sym">
3472<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3473<a class="buy" href="/m/activity.php?sym=CBRE&typ=a">CBRE</a>
3474<div>CBRE Group<br/>Add 323.03%<br/>Change to portfolio: 1.81%</div>
3475</span>
3476</td><td class="sym">
3477<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3478<a class="sell" href="/m/activity.php?sym=LLYVA&typ=a">LLYVA</a>
3479<div>Liberty Media Corp. Series A Live<br/>Reduce -55.82%<br/>Change to portfolio: 1.78%</div>
3480</span>
3481</td><td class="sym">
3482<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3483<a class="buy" href="/m/activity.php?sym=SPOT&typ=a">SPOT</a>
3484<div>Spotify Technology S.A.<br/>Add 46.95%<br/>Change to portfolio: 1.37%</div>
3485</span>
3486</td><td class="sym">
3487<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3488<a class="sell" href="/m/activity.php?sym=LYV&typ=a">LYV</a>
3489<div>Live Nation Inc.<br/>Reduce -51.64%<br/>Change to portfolio: 1.05%</div>
3490</span>
3491</td><td class="sym">
3492<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3493<a class="sell" href="/m/activity.php?sym=DIS&typ=a">DIS</a>
3494<div>Walt Disney Co.<br/>Sell -100.00%<br/>Change to portfolio: 0.68%</div>
3495</span>
3496</td></tr><tr>
3497<td class="firm"><a href="/m/m_activity.php?m=vg&typ=a">Viking Global Investors</a></td>
3498<td class="period">Q2 2026</td><td class="sym">
3499<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3500<a class="sell" href="/m/activity.php?sym=AAPL&typ=a">AAPL</a>
3501<div>Apple Inc.<br/>Sell -100.00%<br/>Change to portfolio: 2.55%</div>
3502</span>
3503</td><td class="sym">
3504<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3505<a class="sell" href="/m/activity.php?sym=TSLA&typ=a">TSLA</a>
3506<div>Tesla Inc.<br/>Reduce -78.03%<br/>Change to portfolio: 2.34%</div>
3507</span>
3508</td><td class="sym">
3509<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3510<a class="buy" href="/m/activity.php?sym=RACE&typ=a">RACE</a>
3511<div>Ferrari NV<br/>Buy<br/>Change to portfolio: 2.33%</div>
3512</span>
3513</td><td class="sym">
3514<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3515<a class="sell" href="/m/activity.php?sym=CSX&typ=a">CSX</a>
3516<div>CSX Corp.<br/>Sell -100.00%<br/>Change to portfolio: 2.14%</div>
3517</span>
3518</td><td class="sym">
3519<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3520<a class="sell" href="/m/activity.php?sym=GOOGL&typ=a">GOOGL</a>
3521<div>Alphabet Inc.<br/>Sell -100.00%<br/>Change to portfolio: 1.93%</div>
3522</span>
3523</td><td class="sym">
3524<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3525<a class="buy" href="/m/activity.php?sym=MSCI&typ=a">MSCI</a>
3526<div>MSCI Inc.<br/>Buy<br/>Change to portfolio: 1.85%</div>
3527</span>
3528</td><td class="sym">
3529<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3530<a class="sell" href="/m/activity.php?sym=PNC&typ=a">PNC</a>
3531<div>PNC Financial Services<br/>Sell -100.00%<br/>Change to portfolio: 1.76%</div>
3532</span>
3533</td><td class="sym">
3534<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3535<a class="sell" href="/m/activity.php?sym=TSM&typ=a">TSM</a>
3536<div>Taiwan Semiconductor S.A.<br/>Reduce -29.05%<br/>Change to portfolio: 1.76%</div>
3537</span>
3538</td><td class="sym">
3539<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3540<a class="sell" href="/m/activity.php?sym=TMUS&typ=a">TMUS</a>
3541<div>T-Mobile US Inc.<br/>Sell -100.00%<br/>Change to portfolio: 1.74%</div>
3542</span>
3543</td><td class="sym">
3544<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3545<a class="buy" href="/m/activity.php?sym=AMZN&typ=a">AMZN</a>
3546<div>Amazon.com Inc.<br/>Add 209.58%<br/>Change to portfolio: 1.70%</div>
3547</span>
3548</td></tr><tr>
3549<td class="firm"><a href="/m/m_activity.php?m=VVP&typ=a">Vulcan Value Partners</a></td>
3550<td class="period">Q2 2026</td><td class="sym">
3551<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3552<a class="sell" href="/m/activity.php?sym=UNH&typ=a">UNH</a>
3553<div>United Health Group Inc.<br/>Reduce -92.63%<br/>Change to portfolio: 10.68%</div>
3554</span>
3555</td><td class="sym">
3556<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3557<a class="sell" href="/m/activity.php?sym=AMZN&typ=a">AMZN</a>
3558<div>Amazon.com Inc.<br/>Reduce -37.79%<br/>Change to portfolio: 4.37%</div>
3559</span>
3560</td><td class="sym">
3561<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3562<a class="sell" href="/m/activity.php?sym=EG&typ=a">EG</a>
3563<div>Everest Group Ltd<br/>Reduce -23.86%<br/>Change to portfolio: 3.54%</div>
3564</span>
3565</td><td class="sym">
3566<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3567<a class="sell" href="/m/activity.php?sym=KMX&typ=a">KMX</a>
3568<div>CarMax Inc.<br/>Reduce -58.61%<br/>Change to portfolio: 2.08%</div>
3569</span>
3570</td><td class="sym">
3571<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3572<a class="buy" href="/m/activity.php?sym=MA&typ=a">
3572MA</a>
3573<div>Mastercard Inc.<br/>Add 31.26%<br/>Change to portfolio: 1.87%</div>
3574</span>
3575</td><td class="sym">
3576<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3577<a class="sell" href="/m/activity.php?sym=V&typ=a">V</a>
3578<div>Visa Inc.<br/>Reduce -27.55%<br/>Change to portfolio: 1.84%</div>
3579</span>
3580</td><td class="sym">
3581<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3582<a class="sell" href="/m/activity.php?sym=ELV&typ=a">ELV</a>
3583<div>Elevance Health Inc.<br/>Reduce -47.48%<br/>Change to portfolio: 1.65%</div>
3584</span>
3585</td><td class="sym">
3586<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3587<a class="buy" href="/m/activity.php?sym=RYAN&typ=a">RYAN</a>
3588<div>Ryan Specialty Holdings Inc<br/>Add 19.97%<br/>Change to portfolio: 1.51%</div>
3589</span>
3590</td><td class="sym">
3591<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3592<a class="sell" href="/m/activity.php?sym=GOOG&typ=a">GOOG</a>
3593<div>Alphabet Inc. CL C<br/>Reduce -20.26%<br/>Change to portfolio: 1.47%</div>
3594</span>
3595</td><td class="sym">
3596<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3597<a class="sell" href="/m/activity.php?sym=MSFT&typ=a">MSFT</a>
3598<div>Microsoft Corp.<br/>Reduce -11.01%<br/>Change to portfolio: 1.39%</div>
3599</span>
3600</td></tr><tr>
3601<td class="firm"><a href="/m/m_activity.php?m=WIM&typ=a">Wallace Weitz - Weitz Investment Management</a></td>
3602<td class="period">Q2 2026</td><td class="sym">
3603<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3604<a class="sell" href="/m/activity.php?sym=ODFL&typ=a">ODFL</a>
3605<div>Old Dominion Freight Line<br/>Sell -100.00%<br/>Change to portfolio: 1.80%</div>
3606</span>
3607</td><td class="sym">
3608<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3609<a class="sell" href="/m/activity.php?sym=TXN&typ=a">TXN</a>
3610<div>Texas Instruments<br/>Reduce -51.34%<br/>Change to portfolio: 1.70%</div>
3611</span>
3612</td><td class="sym">
3613<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3614<a class="sell" href="/m/activity.php?sym=GOOG&typ=a">GOOG</a>
3615<div>Alphabet Inc. CL C<br/>Reduce -17.95%<br/>Change to portfolio: 1.44%</div>
3616</span>
3617</td><td class="sym">
3618<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3619<a class="buy" href="/m/activity.php?sym=NFLX&typ=a">NFLX</a>
3620<div>Netflix Inc.<br/>Buy<br/>Change to portfolio: 0.73%</div>
3621</span>
3622</td><td class="sym">
3623<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3624<a class="sell" href="/m/activity.php?sym=ADI&typ=a">ADI</a>
3625<div>Analog Devices<br/>Reduce -19.86%<br/>Change to portfolio: 0.58%</div>
3626</span>
3627</td><td class="sym">
3628<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3629<a class="buy" href="/m/activity.php?sym=COF&typ=a">COF</a>
3630<div>Capital One Financial<br/>Buy<br/>Change to portfolio: 0.56%</div>
3631</span>
3632</td><td class="sym">
3633<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3634<a class="sell" href="/m/activity.php?sym=TECH&typ=a">TECH</a>
3635<div>Bio-Techne Corp.<br/>Reduce -16.84%<br/>Change to portfolio: 0.54%</div>
3636</span>
3637</td><td class="sym">
3638<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3639<a class="sell" href="/m/activity.php?sym=ACN&typ=a">ACN</a>
3640<div>Accenture<br/>Reduce -29.88%<br/>Change to portfolio: 0.44%</div>
3641</span>
3642</td><td class="sym">
3643<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3644<a class="sell" href="/m/activity.php?sym=MSFT&typ=a">MSFT</a>
3645<div>Microsoft Corp.<br/>Reduce -9.59%<br/>Change to portfolio: 0.42%</div>
3646</span>
3647</td><td class="sym">
3648<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3649<a class="sell" href="/m/activity.php?sym=CRM&typ=a">CRM</a>
3650<div>Salesforce.com<br/>Reduce -39.51%<br/>Change to portfolio: 0.35%</div>
3651</span>
3652</td></tr><tr>
3653<td class="firm"><a href="/m/m_activity.php?m=BRK&typ=a">Warren Buffett - Berkshire Hathaway</a></td>
3654<td class="period">Q2 2026</td><td class="sym">
3655<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3656<a class="buy" href="/m/activity.php?sym=GOOGL&typ=a">GOOGL</a>
3657<div>Alphabet Inc.<br/>Add 45.24%<br/>
3657Change to portfolio: 2.93%</div>
3658</span>
3659</td><td class="sym">
3660<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3661<a class="buy" href="/m/activity.php?sym=GOOG&typ=a">GOOG</a>
3662<div>Alphabet Inc. CL C<br/>Add 658.35%<br/>Change to portfolio: 2.79%</div>
3663</span>
3664</td><td class="sym">
3665<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3666<a class="sell" href="/m/activity.php?sym=BAC&typ=a">BAC</a>
3667<div>Bank of America Corp.<br/>Reduce -5.89%<br/>Change to portfolio: 0.58%</div>
3668</span>
3669</td><td class="sym">
3670<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3671<a class="buy" href="/m/activity.php?sym=DAL&typ=a">DAL</a>
3672<div>Delta Air Lines Inc.<br/>Add 43.99%<br/>Change to portfolio: 0.55%</div>
3673</span>
3674</td><td class="sym">
3675<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3676<a class="sell" href="/m/activity.php?sym=COF&typ=a">COF</a>
3677<div>Capital One Financial<br/>Reduce -58.04%<br/>Change to portfolio: 0.28%</div>
3678</span>
3679</td><td class="sym">
3680<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3681<a class="sell" href="/m/activity.php?sym=KR&typ=a">KR</a>
3682<div>Kroger Co.<br/>Reduce -22.00%<br/>Change to portfolio: 0.20%</div>
3683</span>
3684</td><td class="sym">
3685<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3686<a class="sell" href="/m/activity.php?sym=NUE&typ=a">NUE</a>
3687<div>Nucor Corp.<br/>Reduce -52.45%<br/>Change to portfolio: 0.15%</div>
3688</span>
3689</td><td class="sym">
3690<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3691<a class="buy" href="/m/activity.php?sym=LEN&typ=a">LEN</a>
3692<div>Lennar Corp.<br/>Add 29.82%<br/>Change to portfolio: 0.09%</div>
3693</span>
3694</td><td class="sym">
3695<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3696<a class="sell" href="/m/activity.php?sym=DVA&typ=a">DVA</a>
3697<div>DaVita HealthCare Partners<br/>Reduce -4.05%<br/>Change to portfolio: 0.09%</div>
3698</span>
3699</td><td class="sym">
3700<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3701<a class="buy" href="/m/activity.php?sym=M&typ=a">M</a>
3702<div>Macy's Inc.<br/>Add 141.82%<br/>Change to portfolio: 0.04%</div>
3703</span>
3704</td></tr><tr>
3705<td class="firm"><a href="/m/m_activity.php?m=cc&typ=a">William Von Mueffling - Cantillon Capital Management</a></td>
3706<td class="period">Q2 2026</td><td class="sym">
3707<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3708<a class="sell" href="/m/activity.php?sym=AVGO&typ=a">AVGO</a>
3709<div>Broadcom Inc.<br/>Reduce -95.40%<br/>Change to portfolio: 219.82%</div>
3710</span>
3711</td><td class="sym">
3712<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3713<a class="sell" href="/m/activity.php?sym=GOOGL&typ=a">GOOGL</a>
3714<div>Alphabet Inc.<br/>Reduce -95.40%<br/>Change to portfolio: 190.39%</div>
3715</span>
3716</td><td class="sym">
3717<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3718<a class="sell" href="/m/activity.php?sym=TSM&typ=a">TSM</a>
3719<div>Taiwan Semiconductor S.A.<br/>Reduce -95.40%<br/>Change to portfolio: 170.71%</div>
3720</span>
3721</td><td class="sym">
3722<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3723<a class="sell" href="/m/activity.php?sym=AMAT&typ=a">AMAT</a>
3724<div>Applied Materials<br/>Reduce -96.70%<br/>Change to portfolio: 159.85%</div>
3725</span>
3726</td><td class="sym">
3727<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3728<a class="sell" href="/m/activity.php?sym=IBKR&typ=a">IBKR</a>
3729<div>Interactive Brokers Group Inc.<br/>Reduce -95.40%<br/>Change to portfolio: 140.46%</div>
3730</span>
3731</td><td class="sym">
3732<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3733<a class="sell" href="/m/activity.php?sym=ADI&typ=a">ADI</a>
3734<div>Analog Devices<br/>Reduce -95.40%<br/>Change to portfolio: 108.98%</div>
3735</span>
3736</td><td class="sym">
3737<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3738<a class="sell" href="/m/activity.php?sym=SPGI&typ=a">SPGI</a>
3739<div>S&P Global Inc.<br/>Reduce -95.40%<br/>Change to portfolio: 90.33%</div>
3740</span>
3741</td><td class="sym">
3742<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3743<a class="sell" href="/m/activity.php?sym=V&typ=a">V</a>
3744<div>Visa Inc.<br/>Reduce -95.13%<br/>Change to portfolio: 84.22%</div>
3745</span>
3746</td><td class="sym">
3747<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3748<a class="sell" href="/m/activity.php?sym=CBRE&typ=a">CBRE</a>
3749<div>CBRE Group<br/>Reduce -95.39%<br/>Change to portfolio: 76.02%</div>
3750</span>
3751</td><td class="sym">
3752<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3753<a class="sell" href="/m/activity.php?sym=LYV&typ=a">LYV</a>
3754<div>Live Nation Inc.<br/>Reduce -95.40%<br/>Change to portfolio: 64.64%</div>
3755</span>
3756</td></tr><tr>
3757<td class="firm"><a href="/m/m_activity.php?m=YAM&typ=a">Yacktman Asset Management</a></td>
3758<td class="period">Q2 2026</td><td class="sym">
3759<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3760<a class="buy" href="/m/activity.php?sym=BRK.B&typ=a">BRK.B</a>
3761<div>Berkshire Hathaway CL B<br/>Add 268.76%<br/>Change to portfolio: 5.24%</div>
3762</span>
3763</td><td class="sym">
3764<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3765<a class="buy" href="/m/activity.php?sym=INTU&typ=a">INTU</a>
3766<div>Intuit Inc.<br/>Add 6561.40%<br/>Change to portfolio: 1.57%</div>
3767</span>
3768</td><td class="sym">
3769<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3770<a class="buy" href="/m/activity.php?sym=BR&typ=a">BR</a>
3771<div>Broadridge Financial Solutions<br/>Buy<br/>Change to portfolio: 1.49%</div>
3772</span>
3773</td><td class="sym">
3774<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3775<a class="sell" href="/m/activity.php?sym=EWY&typ=a">EWY</a>
3776<div>iShares MSCI South Korea ETF<br/>Reduce -43.14%<br/>Change to portfolio: 1.05%</div>
3777</span>
3778</td><td class="sym">
3779<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3780<a class="buy" href="/m/activity.php?sym=BRBR&typ=a">BRBR</a>
3781<div>BellRing Brands Inc. CL A<br/>Add 251.34%<br/>
3781Change to portfolio: 0.60%</div>
3782</span>
3783</td><td class="sym">
3784<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3785<a class="sell" href="/m/activity.php?sym=BNY&typ=a">BNY</a>
3786<div>Bank of New York Mellon Corp.<br/>Reduce -82.00%<br/>Change to portfolio: 0.55%</div>
3787</span>
3788</td><td class="sym">
3789<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3790<a class="sell" href="/m/activity.php?sym=EBAY&typ=a">EBAY</a>
3791<div>eBay Inc.<br/>Reduce -17.42%<br/>Change to portfolio: 0.37%</div>
3792</span>
3793</td><td class="sym">
3794<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3795<a class="buy" href="/m/activity.php?sym=SCHW&typ=a">SCHW</a>
3796<div>Charles Schwab Corp.<br/>Add 5.04%<br/>Change to portfolio: 0.22%</div>
3797</span>
3798</td><td class="sym">
3799<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3800<a class="sell" href="/m/activity.php?sym=CSCO&typ=a">CSCO</a>
3801<div>Cisco Systems<br/>Sell -100.00%<br/>Change to portfolio: 0.22%</div>
3802</span>
3803</td><td class="sym">
3804<span class="tit_ctl" onmouseover="this.className='show';" onmouseout="this.className='tit_ctl';" >
3805<a class="buy" href="/m/activity.php?sym=UHAL.B&typ=a">UHAL.B</a>
3806<div>U Haul Holding Co Non Voting<br/>Add 2.46%<br/>Change to portfolio: 0.11%</div>
3807</span>
3808</td></tr></tbody></table></div></div><link rel="stylesheet" href="/m/inc/footer.css" type="text/css" />
3809
3810<div class="cleared"></div>
3811
3812<div id="foot">
3813<a href="/m/home.php">Home</a>
3814<a href="/m/inc/help_notes.php">Help notes</a>
3815<a href="/m/contact.php">Contact</a>
3816<a href="/m/inc/tos.php">Terms of Service</a>
3817<a href="/m/inc/privacy.php">Privacy</a>
3818</div>
3819
3820
3821</div>
3822</body>
3823</html>

Line numbers count LF bytes from the start of the resource, as the search results do. Vendor segments are library code the classifier recognised; they are stored but not indexed. Bytes are shown as Latin1 characters, one per byte.