- Subscribe
- Premium
- C-Suite
- Insiders
- M&A
- Gurus
- Spinoffs
- Buybacks
- More
| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| ALH | ALLIANCE LAUNDRY HLDGS INC | -85,000 | Exited | 13F | ||||
| ARW | ARROW ELECTRS INC | -55,099 | Exited | 13F | ||||
| BRKB | BERKSHIRE HATHAWAY INC DEL | -103,500 | Exited | 13F | ||||
| CCL | CARNIVAL CORP | -4,514,839 | Exited | 13F | ||||
| FPS | FORGENT POWER SOLUTIONS INC | -100,000 | Exited | 13F | ||||
| GIII | G III APPAREL GROUP LTD | -115,853 | Exited | 13F | ||||
| MS | MORGAN STANLEY | -141,570 | Exited | 13F | ||||
| NFLX | NETFLIX INC. | -284,500 | Exited | 13F | ||||
| NTSK | NETSKOPE INC | -206,500 | Exited | 13F | ||||
| PLTR | PALANTIR TECHNOLOGIES INC | -543,000 | Exited | 13F | ||||
| HOOD | ROBINHOOD MKTS INC | -1,055,555 | Exited | 13F | ||||
| SE | SEA LTD | -500,000 | Exited | 13F | ||||
| PATH | UIPATH INC (Call) | -639,400 | Exited | 13F | ||||
| MTN | VAIL RESORTS INC | -38,624 | Exited | 13F |