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Largest trades by estimated dollar size vs Q1 2026
Q2 2026 vs Q1 2026
You're seeing 14 of 25 positions. Create a free account to see every buy and sell.
Amazon Com Inc
Portfolio
16.48%
Shares
3.12M → 3.74M
Since Q-end
+13.7%
Elevance Health Inc Formerly
Portfolio
9.11%
Shares
1.28M → 1.28M
Since Q-end
+11.1%
Restaurant Brands Intl Inc
Portfolio
9.04%
Shares
8.08M → 6.75M
Since Q-end
+7.1%
Alphabet Inc
Portfolio
8.95%
Shares
1.18M → 1.37M
Since Q-end
-19.4%
Ferguson Enterprises Inc
Portfolio
6.36%
Shares
1.44M → 1.45M
Since Q-end
+9.3%
Genuine Parts Co
Portfolio
6.13%
Shares
1.49M → 2.82M
Since Q-end
+5.7%
Union PAC Corp
Portfolio
5.95%
Shares
1.54M → 1.19M
Since Q-end
+10.5%
Willis Towers Watson PLC Ltd
Portfolio
5.08%
Shares
893.1K → 0
Since Q-end
+14.5%
Visa Inc
Portfolio
4.44%
Shares
701.4K → 701.4K
Since Q-end
+23.3%
Wesco Intl Inc
Portfolio
4.23%
Shares
1.44M → 662.9K
Since Q-end
-8.3%
AON PLC
Portfolio
4.21%
Shares
769.0K → 687.0K
Since Q-end
+1.4%
Norwegian Cruise Line Hldgs
Portfolio
3.01%
Shares
3.63M → 7.73M
Since Q-end
-12.3%
CME Group Inc
Portfolio
2.52%
Shares
0 → 619.0K
Since Q-end
+40.0%
Eagle Matls Inc
Portfolio
2.21%
Shares
892.8K → 530.8K
Since Q-end
-16.5%
11 more positions are hidden. It's free to see them all.
Source: SEC Form 13F-HR (CIK 0001061768). Positions are a quarter-end snapshot filed up to 45 days later and may have changed since. Only US-listed long positions and listed options are reported. Not investment advice.