- 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 |
|---|---|---|---|---|---|---|---|---|
| HUM | HUMANA INC | 5.1% | 91,449 | $36,325,372 | 24,560 | 36.72% | $397.22 | 13F |
| SIG | SIGNET JEWELERS LIMITED | 4.08% | 337,316 | $29,076,639 | 58,424 | 20.95% | $86.2 | 13F |
| FOXA | FOX CORP | 3.76% | 514,311 | $26,826,461 | 197,441 | 62.31% | $52.16 | 13F |
| HPQ | HP INC | 3.66% | 1,189,974 | $26,108,029 | 551,005 | 86.23% | $21.94 | 13F |
| KLAC | KLA CORP | 3.1% | 73,279 | $22,109,007 | 58,298 | 389.15% | $301.71 | 13F |