Ticker intelligence from active-registry 13F rows at 2026-06-30. SEC company search
ordinal research screen, not a probability or price target
new=0trims/exits=4conviction funds=1avg weight=1.26%
aum_jump: D. E. Shawaum_jump: Akre Capital
| Fund | Move | Previous value | Current value | Weight | Source |
|---|---|---|---|---|---|
| Dodge & Cox | ADD | $1.2B | $2.4B | 1.25% | SEC |
| Oakmark/Harris | ADD | $612.0M | $668.1M | 0.89% | SEC |
| Millennium | ADD | $39.5M | $62.6M | 0.02% | SEC |
| Two Sigma | ADD | $8.2M | $8.6M | 0.01% | SEC |
| Akre Capital | TRIM | $444.9M | $398.1M | 7.77% | SEC |
| D. E. Shaw | TRIM | $408.5M | $176.9M | 0.08% | SEC |
| AQR Capital | TRIM | $342.4M | $64.4M | 0.02% | SEC |
| Citadel Advisors | TRIM | $39.1M | $14.7M | 0.00% | SEC |
| Fund | Weight | Value | SEC filing |
|---|---|---|---|
| Dodge & Cox | 1.25% | $2.4B | 0001193125-26-349535 |
| Oakmark/Harris | 0.89% | $668.1M | 0000813917-26-000042 |
| Akre Capital | 7.77% | $398.1M | 0001112520-26-000014 |
| D. E. Shaw | 0.08% | $176.9M | 0001104659-26-097217 |
| AQR Capital | 0.02% | $64.4M | 0001167557-26-000226 |
| Millennium | 0.02% | $62.6M | 0001273087-26-000007 |
| Citadel Advisors | 0.00% | $14.7M | 0001104659-26-097200 |
| Two Sigma | 0.01% | $8.6M | 0000899140-26-000855 |