Apply Filters
Choose which columns to filter the table by
Select Columns
Choose which columns to display in the table
Holding17 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Aluminum Basic Materials | $24.8M 16.86% | -$1.6M Sold | 1.2% 1.7M shares | 1.8M → 1.7M −$1.6M | -6.05% | $2.1B Mid Cap | Q1 2021 Held for 4y 8m | |
Banks - Regional Financial Services | $22.6M 15.34% | -$8.0M Sold | 0.099% 425.0K shares | 575.0K → 425.0K −$8.0M | -26.09% | $22.9B Large Cap | Q2 2020 Held for 5y 5m | |
REIT - Industrial Real Estate | $21.7M 14.71% | +$2.9M Bought | 0.043% 75.0K shares | 65.0K → 75.0K +$2.9M | +15.38% | $50.7B Large Cap | Q1 2025 Held for 8 months | |
Regulated Water Utilities | $20.2M 13.7% | +$4.2M Bought | 0.074% 145.0K shares | 114.7K → 145.0K +$4.2M | +26.5% | $27.2B Large Cap | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $14.8M 10.06% | -$7.1M Sold | 0.001% 67.5K shares | 100.0K → 67.5K −$7.1M | -32.5% | $2.34T Mega Cap | Q2 2021 Held for 4y 5m | |
Gambling, Resorts & Casinos Consumer Cyclical | $12.4M 8.43% | +$78.2K Bought | 0.231% 83.0K shares | 82.5K → 83.0K +$78.2K | +0.63% | $5.4B Mid Cap | Q2 2024 Held for 1y 5m | |
Gold Basic Materials | $10.8M 7.35% | +$3.2M Bought | 0.074% 310.7K shares | 219.4K → 310.7K +$3.2M | +41.59% | $14.7B Large Cap | Q2 2025 Held for 5 months | |
Gold Basic Materials | $5.1M 3.43% | -$1.3M Sold | 0.006% 30.0K shares | 37.5K → 30.0K −$1.3M | -20.0% | $84.7B Large Cap | Q4 2024 Held for 11 months | |
Medical - Instruments & Supplies Healthcare | $4.4M 2.99% | +$4.4M New | 0.008% 23.5K shares | 0 → 23.5K +$4.4M | New | $53.6B Large Cap | Q3 2025 Held for 2 months | |
Medical - Instruments & Supplies Healthcare | $4.4M 2.97% | +$4.4M New | 0.032% 63.8K shares | 0 → 63.8K +$4.4M | New | $13.6B Large Cap | Q3 2025 Held for 2 months | |
Chemicals - Specialty Basic Materials | $3.7M 2.54% | — | 0.131% 150.0K shares | — | — | $2.9B Mid Cap | Q4 2018 Held for 6y 11m | |
Construction Industrials | $1.8M 1.23% | — | 0.014% 15.0K shares | — | — | $13.4B Large Cap | Q4 2017 Held for 7y 11m | |
Medical - Diagnostics & Research Healthcare | $571.0K 0.388% | — | 0.046% 100.0K shares | — | — | $1.2B Small Cap | Q3 2022 Held for 3y 2m | |
Medical - Healthcare Plans Healthcare | - — | -$2.7M Sold | — - shares | 8.5K → 0 −$2.7M | Sold | $277.24B Mega Cap | Q2 2025 Held for 5 months | |
Trucking Industrials | - — | -$6.5M Sold | — - shares | 23.8K → 0 −$6.5M | Sold | $7.3B Mid Cap | Q2 2025 Held for 5 months | |
Information Technology Services Technology | - — | -$5.9M Sold | — - shares | 37.5K → 0 −$5.9M | Sold | $19.6B Large Cap | Q4 2020 Held for 4y 11m | |
Medical - Diagnostics & Research Healthcare | - — | -$788.0K Sold | — - shares | 5.0K → 0 −$788.0K | Sold | $27.4B Large Cap | Q2 2025 Held for 5 months |
