Ticker intelligence from active-registry 13F rows at 2026-03-31. SEC company search
ordinal research screen, not a probability or price target
new=1trims/exits=9conviction funds=2avg weight=1.68%
aum_jump: D. E. Shawaum_jump: Farallonaum_jump: Akre Capital
| Fund | Move | Previous value | Current value | Weight | Source |
|---|---|---|---|---|---|
| Oakmark/Harris | ADD | $2.6B | $2.8B | 3.71% | SEC |
| AQR Capital | ADD | $384.6M | $494.8M | 0.23% | SEC |
| Citadel Advisors | ADD | $419.8M | $364.3M | 0.06% | SEC |
| Akre Capital | NEW | $0 | $134.0M | 2.18% | SEC |
| Value Act | HOLD | $793.3M | $559.0M | 9.79% | SEC |
| Bridgewater | EXIT | $511.8M | $0 | 0.00% | - |
| Farallon | EXIT | $334.1M | $0 | 0.00% | - |
| Eminence | EXIT | $276.2M | $0 | 0.00% | - |
| Starboard Value | EXIT | $249.1M | $0 | 0.00% | - |
| D. E. Shaw | TRIM | $206.4M | $120.5M | 0.07% | SEC |
| Soros | TRIM | $137.6M | $67.4M | 0.74% | SEC |
| Millennium | TRIM | $80.5M | $36.5M | 0.02% | SEC |
| Two Sigma | TRIM | $6.3M | $916K | 0.00% | SEC |
| Polen Capital | TRIM | $684K | $227K | 0.00% | SEC |
| Fund | Weight | Value | SEC filing |
|---|---|---|---|
| Oakmark/Harris | 3.71% | $2.8B | 0000813917-26-000038 |
| Value Act | 9.79% | $559.0M | 0001418814-26-000002 |
| AQR Capital | 0.23% | $494.8M | 0001167557-26-000115 |
| Citadel Advisors | 0.06% | $364.3M | 0001104659-26-062477 |
| Akre Capital | 2.18% | $134.0M | 0001112520-26-000009 |
| D. E. Shaw | 0.07% | $120.5M | 0001104659-26-062472 |
| Soros | 0.74% | $67.4M | 0000902664-26-002529 |
| Millennium | 0.02% | $36.5M | 0001273087-26-000004 |
| Two Sigma | 0.00% | $916K | 0000899140-26-000547 |
| Polen Capital | 0.00% | $227K | 0001172661-26-001911 |