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12 13 14<title>DATAROMA Superinvestors' Activity Summary</title> 15<meta charset="utf-8"> 16<meta name="Description" content="Track stock picks and portfolios of legendary value investors such as Warren Buffett" /> 17 18 19<meta name="viewport" content="width=device-width, initial-scale=1.0"> 20<link rel="stylesheet" href="/m/inc/m1.css" type="text/css" /> 21
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23<link rel="stylesheet" href="allact_v2.css" type="text/css" /> 24</head> 25<body> 26<div id="mb"><link rel="stylesheet" href="/m/inc/top_menu.css" type="text/css" /> 27<div id="logo" unselectable="on"> 28DATAROMA 29</div><div id="top"> 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';}" /> 34<input type="submit" id="but" value=">>" /> 35</div> 36</form> 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.