Mason Hawkins – Southeastern Asset Management Inc

Period:
Q1 2026
Portfolio date:
Mar 31, 2026
No. of stocks:
48
Portfolio value:
$2,032,771,000
Filed:
May 15, 2026
Style:
Deep Value / Contrarian
HistStockActivityShare change% change to portfolio
Q1 2026filed May 15, 2622 added32 reduced4 exited
MATMATTEL INCAdd 41953.00%11,187,9127.99
CNXCNX RES CORPReduce 89.00%−3,715,9965.96
PCHPOTLATCHDELTIC CORPORATIONSell−2,828,0765.01
RYNRAYONIER INCAdd 86.00%4,369,9214.69
IACIAC INCReduce 81.00%−2,694,4254.55
ACIALBERTSONS COS INCReduce 99.00%−5,222,4773.99
REGNREGENERON PHARMACEUTICALSReduce 83.00%−114,7503.86
KHCKRAFT HEINZ COAdd 12147.00%3,275,1543.62
RYNRAYONIER INCReduce 74.00%−3,790,1203.59
FDXFEDEX CORPAdd 4530.00%201,6413.55
ACIALBERTSONS COS INCReduce 79.00%−4,178,7753.11
GLIBAGCI LIBERTY INCReduce 100.00%−1,316,8622.18
WTMWHITE MTNS INS GROUP LTDReduce 86.00%−22,6152.04
MGMMGM RESORTS INTERNATIONALAdd 336.00%1,071,7732.01
BIOBIO RAD LABS INCAdd 5732.00%138,4971.90
TRIPTRIPADVISOR INCReduce 100.00%−2,826,9921.83
PVHPVH CORPORATIONReduce 87.00%−564,2451.65
GHCGRAHAM HLDGS COAdd 2472.00%30,3811.58
FBINFORTUNE BRANDS INNOVATIONS IReduce 66.00%−658,6611.57
FISFIDELITY NATL INFORMATION SVAdd 3973.00%683,5261.57
SHENSHENANDOAH TELECOMMUNICATIONReduce 100.00%−2,931,5581.51
ACMRACM RESH INCReduce 53.00%−897,2811.44
AVTRAVANTOR INCReduce 86.00%−2,652,6601.41
DISDISNEY WALT COSell−264,5661.34
DOLEDOLE PLCReduce 100.00%−1,927,5241.29
SAMBOSTON BEER INCReduce 100.00%−147,5891.28
FBINFORTUNE BRANDS INNOVATIONS IAdd 83.00%828,1061.28
ALXALEXANDERS INCReduce 100.00%−122,3641.19
BATRAATLANTA BRAVES HLDGS INCReduce 100.00%−668,9621.18
ACIALBERTSONS COS INCAdd 18.00%930,6201.17
CNHCNH INDL N VReduce 88.00%−2,900,1401.14
ESRTEMPIRE ST RLTY TR INCReduce 100.00%−3,688,4231.07
CLWCLEARWATER PAPER CORPReduce 100.00%−1,376,1791.07
MATMATTEL INCAdd 5604.00%1,494,3801.06
LPXLOUISIANA PAC CORPSell−231,0950.83
WTMWHITE MTNS INS GROUP LTDReduce 42.00%−11,0130.78
REGNREGENERON PHARMACEUTICALSReduce 23.00%−31,7920.71
KHCKRAFT HEINZ COAdd 2198.00%592,6730.66
FDXFEDEX CORPAdd 730.00%32,5010.59
ESRTEMPIRE ST RLTY TR INCAdd 75.00%2,764,5700.58
TRIPTRIPADVISOR INCAdd 62.00%1,756,9960.57
EDUNEW ORIENTAL ED & TECHNOLOGYAdd 38.00%142,7190.52
MGMMGM RESORTS INTERNATIONALReduce 96.00%−305,3320.49
BIOBIO RAD LABS INCAdd 706.00%17,0590.23
FISFIDELITY NATL INFORMATION SVAdd 537.00%92,3570.20
GHCGRAHAM HLDGS COAdd 300.00%3,6920.20
CNXCNX RES CORPReduce 16.00%−656,9110.16
SNSHARKNINJA INCReduce 13.00%−38,6000.14
MICCMAGNUM ICE CREAM CO NVAdd 7.00%55,1920.07
SAMBOSTON BEER INCReduce 20.00%−29,5500.06
MGMMGM RESORTS INTERNATIONALReduce 19.00%−61,1670.05
MICCMAGNUM ICE CREAM CO NVReduce 11.00%−93,1580.04
ALXALEXANDERS INCReduce 19.00%−23,6550.04
MATMATTEL INCAdd 187.00%49,8610.03
OMIOWENS & MINOR INC NEWSell−181,7350.02
XPOXPO INCReduce 51.00%−6,6760.02
CLWCLEARWATER PAPER CORPAdd 10.00%144,0000.01
CAHCARDINAL HEALTH INCReduce 15.00%−1,3120.00
Q4 2025filed Feb 13, 266 new32 added45 reduced
MATMATTEL INCAdd 22363.00%7,451,4266.59
CNXCNX RES CORPReduce 87.00%−3,589,6345.89
RYNRAYONIER INCReduce 85.00%−3,356,7084.78
KHCKRAFT HEINZ COAdd 11403.00%3,782,5544.08
FDXFEDEX CORPAdd 5255.00%288,0263.71
PCHPOTLATCHDELTIC CORPORATIONReduce 82.00%−1,537,5983.30
ACIALBERTSONS COS INCReduce 79.00%−3,204,0672.98
IACIAC INCReduce 71.00%−1,608,2802.80
MGMMGM RESORTS INTERNATIONALAdd 9859.00%1,683,1702.73
BIOBIO RAD LABS INCAdd 6361.00%189,2902.55
AVTRAVANTOR INCReduce 89.00%−3,767,9822.46
REGNREGENERON PHARMACEUTICALSReduce 77.00%−90,1272.43
TRIPTRIPADVISOR INCReduce 100.00%−2,337,0191.94
IACIAC INCAdd 48.00%1,080,3001.89
FBINFORTUNE BRANDS INNOVATIONS IReduce 78.00%−643,2361.85
WTMWHITE MTNS INS GROUP LTDReduce 79.00%−20,8401.74
SHENSHENANDOAH TELECOMMUNICATIONReduce 100.00%−2,439,9061.67
CNHCNH INDL N VReduce 88.00%−2,900,1401.66
GLIBAGCI LIBERTY INCReduce 100.00%−860,0891.64
FISFIDELITY NATL INFORMATION SVAdd 2397.00%507,4281.49
ALXALEXANDERS INCReduce 100.00%−122,3201.46
BATRAATLANTA BRAVES HLDGS INCReduce 100.00%−668,9621.42
REGNREGENERON PHARMACEUTICALSAdd 18.00%21,2851.40
GHCGRAHAM HLDGS COAdd 1911.00%28,4911.38
DOLEDOLE PLCReduce 100.00%−1,927,5241.32
PVHPVH CORPORATIONAdd 291.00%484,2441.23
SNSHARKNINJA INCReduce 43.00%−218,1521.23
SAMBOSTON BEER INCReduce 100.00%−108,8351.17
PYPLPAYPAL HLDGS INCAdd 1607.00%442,7031.13
AVTRAVANTOR INCReduce 27.00%−1,143,6281.12
PCHPOTLATCHDELTIC CORPORATIONAdd 51.00%955,5911.12
DISDISNEY WALT COReduce 77.00%−180,6421.10
ESRTEMPIRE ST RLTY TR INCReduce 100.00%−2,620,2961.03
CLWCLEARWATER PAPER CORPReduce 100.00%−934,3540.99
EDUNEW ORIENTAL ED & TECHNOLOGYBuy379,5610.93
MATMATTEL INCAdd 3078.00%1,025,5940.91
LPXLOUISIANA PAC CORPBuy231,0950.83
FDXFEDEX CORPAdd 1016.00%55,6830.72
HTHTH WORLD GROUP LTDReduce 61.00%−356,6290.69
KHCKRAFT HEINZ COAdd 1846.00%612,2580.65
MICCMAGNUM ICE CREAM CO NVBuy828,7930.59
GLIBAGCI LIBERTY INCAdd 53.00%456,7730.55
MGMMGM RESORTS INTERNATIONALAdd 1770.00%302,1560.49
PVHPVH CORPORATIONReduce 48.00%−80,0010.45
RYNRAYONIER INCAdd 29.00%1,147,1930.43
MICCMAGNUM ICE CREAM CO NVBuy601,5580.42
ACIALBERTSONS COS INCAdd 30.00%1,222,8430.41
BIOBIO RAD LABS INCAdd 1007.00%29,9720.40
MLCOMELCO RESORTS AND ENTMNT LTDReduce 11.00%−213,1650.34
SHENSHENANDOAH TELECOMMUNICATIONAdd 20.00%491,6520.16
FISFIDELITY NATL INFORMATION SVAdd 261.00%55,1830.15
LPXLOUISIANA PAC CORPBuy41,0280.15
GHCGRAHAM HLDGS COAdd 202.00%3,0190.13
SAMBOSTON BEER INCAdd 35.00%38,7080.11
TRIPTRIPADVISOR INCAdd 21.00%492,7880.11
KSPIKASPI KZ JSCAdd 35.00%62,1840.09
CLWCLEARWATER PAPER CORPAdd 47.00%442,3860.08
HDBHDFC BANK LTDReduce 79.00%−39,4120.07
PYPLPAYPAL HLDGS INCAdd 123.00%33,8180.07
FBINFORTUNE BRANDS INNOVATIONS IAdd 20.00%162,5010.05
ESRTEMPIRE ST RLTY TR INCAdd 41.00%1,072,6380.05
PYPLPAYPAL HLDGS INCReduce 18.00%−5,0820.04
LYVLIVE NATION ENTERTAINMENT INReduce 19.00%−1,9460.03
OMIOWENS & MINOR INC NEWReduce 19.00%−41,9250.03
ENOVENOVIS CORPORATIONReduce 19.00%−10,2030.03
GHCGRAHAM HLDGS COReduce 18.00%−2620.03
XPOXPO INCReduce 19.00%−2,9680.03
DISDISNEY WALT COAdd 13.00%31,3150.02
LAZLAZARD INCReduce 19.00%−4,2550.02
FISFIDELITY NATL INFORMATION SVReduce 19.00%−3,9600.02
RXORXO INCReduce 19.00%−10,2470.02
ACMRACM RESH INCAdd 13.00%194,4940.01
KHCKRAFT HEINZ COReduce 19.00%−6,2090.01
HSICHENRY SCHEIN INCReduce 19.00%−3,9240.01
HHYATT HOTELS CORPReduce 19.00%−1,7750.01
FISVFISERV INCBuy3,9900.01
AMGAFFILIATED MANAGERS GROUP INReduce 19.00%−1,2760.01
BIOBIO RAD LABS INCReduce 19.00%−5600.01
MSGSMADISON SQUARE GRDN SPRT CORReduce 20.00%−8100.01
FDXFEDEX CORPReduce 19.00%−1,0300.01
MGMMGM RESORTS INTERNATIONALReduce 19.00%−3,1760.01
CAHCARDINAL HEALTH INCReduce 19.00%−1,9950.01
MATMATTEL INCReduce 20.00%−6,6520.01
Q3 2025filed Nov 14, 2516 added22 reduced
MATMATTEL INCAdd 20953.00%6,981,4846.00
CNXCNX RES CORPReduce 85.00%−3,511,2695.76
RYNRAYONIER INCReduce 86.00%−3,391,7314.59
KHCKRAFT HEINZ COAdd 8816.00%2,924,3053.89
FDXFEDEX CORPAdd 5515.00%302,2543.64
PCHPOTLATCHDELTIC CORPORATIONReduce 86.00%−1,613,2163.36
IACIAC INCReduce 77.00%−1,749,8093.04
ACIALBERTSONS COS INCReduce 79.00%−3,204,0672.86
BIOBIO RAD LABS INCAdd 6441.00%191,6932.74
REGNREGENERON PHARMACEUTICALSReduce 77.00%−90,0272.58
PVHPVH CORPORATIONReduce 78.00%−602,7062.58
MGMMGM RESORTS INTERNATIONALAdd 8169.00%1,394,6272.47
AVTRAVANTOR INCReduce 78.00%−3,310,7082.11
TRIPTRIPADVISOR INCReduce 100.00%−2,337,5041.94
WTMWHITE MTNS INS GROUP LTDReduce 79.00%−20,8401.78
FBINFORTUNE BRANDS INNOVATIONS IReduce 78.00%−643,2361.75
FISFIDELITY NATL INFORMATION SVAdd 2397.00%507,4281.71
GHCGRAHAM HLDGS COAdd 1872.00%27,9151.68
SHENSHENANDOAH TELECOMMUNICATIONReduce 100.00%−2,440,3101.67
GLIBAGCI LIBERTY INCReduce 100.00%−860,7351.64
CNHCNH INDL N VReduce 88.00%−2,900,1401.61
PYPLPAYPAL HLDGS INCAdd 1607.00%442,7031.52
ALXALEXANDERS INCReduce 100.00%−122,3201.46
BATRAATLANTA BRAVES HLDGS INCReduce 100.00%−668,9621.42
DOLEDOLE PLCReduce 100.00%−1,927,5241.32
SAMBOSTON BEER INCReduce 100.00%−108,8861.18
DISDISNEY WALT COReduce 77.00%−180,6421.06
ESRTEMPIRE ST RLTY TR INCReduce 100.00%−2,621,7541.03
CLWCLEARWATER PAPER CORPReduce 100.00%−934,9770.99
MATMATTEL INCAdd 3241.00%1,079,8520.93
KHCKRAFT HEINZ COAdd 1850.00%613,5560.82
FDXFEDEX CORPAdd 1016.00%55,6830.67
HTHTH WORLD GROUP LTDReduce 51.00%−299,1400.60
MGMMGM RESORTS INTERNATIONALAdd 1770.00%302,1560.53
BIOBIO RAD LABS INCAdd 1231.00%36,6330.52
FISFIDELITY NATL INFORMATION SVAdd 261.00%55,1830.19
GHCGRAHAM HLDGS COAdd 199.00%2,9690.18
PYPLPAYPAL HLDGS INCAdd 123.00%33,8180.12
Q3 2025filed Nov 14, 259 new28 added23 reduced6 exited
MATMATTEL INCAdd 20953.00%6,981,4845.99
CNXCNX RES CORPReduce 84.00%−3,220,8925.51
RYNRAYONIER INCBuy3,944,2285.34
KHCKRAFT HEINZ COAdd 8816.00%2,924,3053.89
FDXFEDEX CORPAdd 5515.00%302,2543.64
IACIAC INCReduce 78.00%−1,845,0893.55
PVHPVH CORPORATIONReduce 85.00%−948,6223.14
DINOHF SINCLAIR CORPSell−1,432,1772.97
ACIALBERTSONS COS INCAdd 545.00%3,442,2342.96
BIOBIO RAD LABS INCAdd 6441.00%191,6932.75
AVTRAVANTOR INCBuy4,230,0642.69
REGNREGENERON PHARMACEUTICALSReduce 79.00%−103,4342.68
MGMMGM RESORTS INTERNATIONALAdd 8169.00%1,394,6272.47
PCHPOTLATCHDELTIC CORPORATIONAdd 124.00%1,036,2022.28
CNHCNH INDL N VReduce 88.00%−2,900,1401.94
DOLEDOLE PLCReduce 100.00%−2,442,1831.72
TRIPTRIPADVISOR INCReduce 100.00%−2,583,0781.70
GHCGRAHAM HLDGS COAdd 1872.00%27,9151.70
FISFIDELITY NATL INFORMATION SVAdd 2397.00%507,4281.69
FBINFORTUNE BRANDS INNOVATIONS IReduce 78.00%−643,2361.65
GLIBAGCI LIBERTY INCBuy862,2131.64
BATRAATLANTA BRAVES HLDGS INCReduce 100.00%−668,9621.58
TIGOMILLICOM INTL CELLULAR S ASell−834,4291.58
SHENSHENANDOAH TELECOMMUNICATIONReduce 100.00%−2,280,3681.57
PYPLPAYPAL HLDGS INCAdd 1607.00%442,7031.51
ALXALEXANDERS INCAdd 147510.00%122,4331.47
ACMRACM RESH INCAdd 25.00%299,9431.42
ANGIANGI INCSell−1,806,6941.39
WTMWHITE MTNS INS GROUP LTDReduce 73.00%−14,7321.36
CLWCLEARWATER PAPER CORPReduce 100.00%−934,9771.28
DISDISNEY WALT COReduce 77.00%−180,6421.15
PCHPOTLATCHDELTIC CORPORATIONReduce 69.00%−577,0141.08
ESRTEMPIRE ST RLTY TR INCReduce 100.00%−2,621,7541.07
SAMBOSTON BEER INCReduce 100.00%−106,0281.02
OSCROSCAR HEALTH INCSell−880,4520.95
MATMATTEL INCAdd 3241.00%1,079,8520.92
KHCKRAFT HEINZ COAdd 1850.00%613,5560.82
RYNRAYONIER INCBuy552,4970.75
PKPARK HOTELS & RESORTS INCSell−1,335,7450.69
FDXFEDEX CORPAdd 1016.00%55,6830.67
AVTRAVANTOR INCBuy919,3560.59
PVHPVH CORPORATIONReduce 31.00%−345,9160.57
MLCOMELCO RESORTS AND ENTMNT LTDReduce 51.00%−2,068,3080.55
MGMMGM RESORTS INTERNATIONALAdd 1770.00%302,1560.54
BIOBIO RAD LABS INCAdd 1231.00%36,6330.53
HWLDFH WORLD GROUP LTDReduce 51.00%−299,1400.43
WTMWHITE MTNS INS GROUP LTDAdd 30.00%6,1080.42
DOLEDOLE PLCReduce 21.00%−514,6590.40
CNXCNX RES CORPAdd 8.00%290,3770.25
TRIPTRIPADVISOR INCReduce 9.00%−245,5740.24
GHCGRAHAM HLDGS COAdd 199.00%2,9690.20
FISFIDELITY NATL INFORMATION SVAdd 261.00%55,1830.17
GLIBAGCI LIBERTY INCBuy80,6750.15
PYPLPAYPAL HLDGS INCAdd 123.00%33,8180.11
SHENSHENANDOAH TELECOMMUNICATIONAdd 7.00%159,9420.10
REGNREGENERON PHARMACEUTICALSReduce 10.00%−13,4070.09
ACIALBERTSONS COS INCAdd 38.00%238,1670.09
HDBHDFC BANK LTDAdd 28.00%10,7800.06
ENOVENOVIS CORPORATIONAdd 49.00%17,8780.03
STZCONSTELLATION BRANDS INCBuy3,6610.03
CLVTCLARIVATE PLCBuy121,9270.02
LYVLIVE NATION ENTERTAINMENT INReduce 26.00%−3,7060.02
WESTWESTROCK COFFEE COSell−58,6500.02
GLIBAGCI LIBERTY INCBuy1,4780.00
OMIOWENS & MINOR INC NEWAdd 78.00%98,2600.00
ALXALEXANDERS INCAdd 136.00%1130.00
Q2 2025filed Aug 14, 2594 new
CNXCNX RES CORPBuy3,841,5726.52
MATMATTEL INCBuy6,176,5366.14
IACIAC INCBuy2,353,9404.43
PVHPVH CORPORATIONBuy1,114,9683.86
KHCKRAFT HEINZ COBuy2,957,4763.85
FDXFEDEX CORPBuy307,7353.53
REGNREGENERON PHARMACEUTICALSBuy130,7243.46
FISFIDELITY NATL INFORMATION SVBuy758,2943.11
BIOBIO RAD LABS INCBuy255,0423.10
ACIALBERTSONS COS INCBuy2,830,4433.07
DINOHF SINCLAIR CORPBuy1,432,1772.97
SNSHARKNINJA INCBuy531,6602.65
MGMMGM RESORTS INTERNATIONALBuy1,411,7002.45
CNHCNH INDL N VBuy3,308,4742.16
FBINFORTUNE BRANDS INNOVATIONS IBuy829,4192.15
HHYATT HOTELS CORPBuy271,9711.91
WTMWHITE MTNS INS GROUP LTDBuy20,1381.82
PYPLPAYPAL HLDGS INCBuy470,2481.76
DOLEDOLE PLCBuy2,445,2751.72
TRIPTRIPADVISOR INCBuy2,586,8181.70
GHCGRAHAM HLDGS COBuy35,3021.68
PCHPOTLATCHDELTIC CORPORATIONBuy836,2831.62
BATRAATLANTA BRAVES HLDGS INCBuy669,9881.58
TIGOMILLICOM INTL CELLULAR S ABuy834,4291.58
SHENSHENANDOAH TELECOMMUNICATIONBuy2,284,3331.57
ACMRACM RESH INCBuy1,185,7441.55
MLCOMELCO RESORTS AND ENTMNT LTDBuy4,078,7271.49
DISDISNEY WALT COBuy233,2511.46
ANGIANGI INCBuy1,806,6941.39
CLWCLEARWATER PAPER CORPBuy936,4491.29
IACIAC INCBuy577,0401.09
ESRTEMPIRE ST RLTY TR INCBuy2,625,9471.07
CNXCNX RES CORPBuy621,1841.05
SAMBOSTON BEER INCBuy106,2041.02
HWLDFH WORLD GROUP LTDBuy588,0011.01
MATMATTEL INCBuy1,010,4091.00
OSCROSCAR HEALTH INCBuy880,4520.95
KHCKRAFT HEINZ COBuy683,6140.89
PVHPVH CORPORATIONBuy254,8860.88
MLCOMELCO RESORTS AND ENTMNT LTDBuy2,318,5440.85
KSPIKASPI KZ JSCBuy188,8060.81
REGNREGENERON PHARMACEUTICALSBuy29,8570.79
FDXFEDEX CORPBuy66,3200.76
WESTWESTROCK COFFEE COBuy2,607,4000.75
ALXALEXANDERS INCBuy63,4200.72
FISFIDELITY NATL INFORMATION SVBuy169,7970.70
BIOBIO RAD LABS INCBuy57,2670.70
PKPARK HOTELS & RESORTS INCBuy1,335,7450.69
ACIALBERTSONS COS INCBuy631,7340.69
DINOHF SINCLAIR CORPBuy319,6450.66
MGMMGM RESORTS INTERNATIONALBuy346,3310.60
HWLDFH WORLD GROUP LTDBuy308,7550.53
FBINFORTUNE BRANDS INNOVATIONS IBuy201,8960.52
TIGOMILLICOM INTL CELLULAR S ABuy203,2050.38
DISDISNEY WALT COBuy57,0790.36
CNHCNH INDL N VBuy452,7730.30
GHCGRAHAM HLDGS COBuy6,1060.29
PYPLPAYPAL HLDGS INCBuy68,0670.26
PCHPOTLATCHDELTIC CORPORATIONBuy119,9640.23
ANGIANGI INCBuy260,9540.20
HHYATT HOTELS CORPBuy25,0130.18
HDBHDFC BANK LTDBuy39,0940.15
LYVLIVE NATION ENTERTAINMENT INBuy14,0860.11
PYPLPAYPAL HLDGS INCBuy27,5450.10
XPOXPO INCBuy15,9800.10
CAHCARDINAL HEALTH INCBuy10,6440.09
FISFIDELITY NATL INFORMATION SVBuy21,1660.09
WTMWHITE MTNS INS GROUP LTDBuy9560.09
HSICHENRY SCHEIN INCBuy20,9620.08
GHCGRAHAM HLDGS COBuy1,4910.07
AMGAFFILIATED MANAGERS GROUP INBuy6,8380.07
HHYATT HOTELS CORPBuy9,5080.07
FDXFEDEX CORPBuy5,4810.06
ENOVENOVIS CORPORATIONBuy36,5830.06
OMIOWENS & MINOR INC NEWBuy125,4000.06
LAZLAZARD INCBuy22,8630.06
KHCKRAFT HEINZ COBuy33,1710.04
RXORXO INCBuy53,9780.04
MSGSMADISON SQUARE GRDN SPRT CORBuy4,0280.04
BIOBIO RAD LABS INCBuy2,9760.04
MATMATTEL INCBuy33,3200.03
MGMMGM RESORTS INTERNATIONALBuy17,0730.03
WESTWESTROCK COFFEE COBuy58,6500.02
DOLEDOLE PLCBuy3,8690.00
TRIPTRIPADVISOR INCBuy4,1300.00
SHENSHENANDOAH TELECOMMUNICATIONBuy3,7350.00
BATRAATLANTA BRAVES HLDGS INCBuy1,0260.00
CLWCLEARWATER PAPER CORPBuy1,4720.00
ESRTEMPIRE ST RLTY TR INCBuy4,1930.00
OSCROSCAR HEALTH INCBuy1,4050.00
WESTWESTROCK COFFEE COBuy4,1260.00
PKPARK HOTELS & RESORTS INCBuy2,1330.00
SAMBOSTON BEER INCBuy1130.00
ALXALEXANDERS INCBuy830.00
Q2 2025filed Aug 14, 2543 exited
CNXCNX RES CORPSell−4,062,0366.82
IACIAC INCSell−1,954,1174.78
ACIALBERTSONS COS INCSell−4,059,1294.76
DINOHF SINCLAIR CORPSell−2,143,9583.76
KHCKRAFT HEINZ COSell−1,996,1503.24
REGNREGENERON PHARMACEUTICALSSell−92,3933.12
TIGOMILLICOM INTL CELLULAR S ASell−1,653,3922.67
SNSHARKNINJA INCSell−545,4032.42
CNHCNH INDL N VSell−3,308,4742.17
PCHPOTLATCHDELTIC CORPORATIONSell−810,0931.95
WTMWHITE MTNS INS GROUP LTDSell−17,6881.82
BATRAATLANTA BRAVES HLDGS INCSell−849,9911.81
DOLEDOLE PLCSell−2,349,5131.81
PVHPVH CORPORATIONSell−518,7691.79
OSCROSCAR HEALTH INCSell−2,093,5181.46
SAMBOSTON BEER INCSell−106,2041.35
PKPARK HOTELS & RESORTS INCSell−2,308,3911.31
TRIPTRIPADVISOR INCSell−1,725,5451.30
HWLDFH WORLD GROUP LTDSell−588,0011.16
HHHHOWARD HUGHES HOLDINGS INCSell−217,0640.86
MLCOMELCO RESORTS AND ENTMNT LTDSell−2,673,0950.75
ESRTEMPIRE ST RLTY TR INCSell−1,554,6650.65
SHENSHENANDOAH TELECOMMUNICATIONSell−908,4410.61
HDBHDFC BANK LTDSell−46,9220.17
CAHCARDINAL HEALTH INCSell−17,5810.13
LYVLIVE NATION ENTERTAINMENT INSell−14,0860.10
PYPLPAYPAL HLDGS INCSell−27,5450.10
XPOXPO INCSell−15,9800.09
FISFIDELITY NATL INFORMATION SVSell−21,1660.08
GHCGRAHAM HLDGS COSell−1,4910.08
ENOVENOVIS CORPORATIONSell−36,5830.07
FDXFEDEX CORPSell−5,4810.07
HHYATT HOTELS CORPSell−9,5080.06
AMGAFFILIATED MANAGERS GROUP INSell−6,8380.06
HSICHENRY SCHEIN INCSell−15,6000.06
RXORXO INCSell−53,9780.05
GOOGALPHABET INCSell−6,5270.05
LAZLAZARD INCSell−22,8630.05
MSGSMADISON SQUARE GRDN SPRT CORSell−4,0280.04
WESTWESTROCK COFFEE COSell−106,2420.04
BIOBIO RAD LABS INCSell−2,9760.04
MATMATTEL INCSell−33,3200.03
MGMMGM RESORTS INTERNATIONALSell−17,0730.03
Q1 2025filed May 15, 2585 new
CNXCNX RES CORPBuy4,062,0366.82
MATMATTEL INCBuy5,950,2816.16
IACIAC INCBuy1,954,1174.78
ACIALBERTSONS COS INCBuy4,059,1294.76
FISFIDELITY NATL INFORMATION SVBuy1,056,9634.21
FDXFEDEX CORPBuy309,5704.02
DINOHF SINCLAIR CORPBuy2,143,9583.76
AMGAFFILIATED MANAGERS GROUP INBuy380,4443.41
BIOBIO RAD LABS INCBuy256,5213.33
KHCKRAFT HEINZ COBuy1,996,1503.24
REGNREGENERON PHARMACEUTICALSBuy92,3933.12
TIGOMILLICOM INTL CELLULAR S ABuy1,653,3922.67
MGMMGM RESORTS INTERNATIONALBuy1,561,6622.47
SNSHARKNINJA INCBuy545,4032.42
HHYATT HOTELS CORPBuy349,3472.28
GHCGRAHAM HLDGS COBuy44,1922.26
CNHCNH INDL N VBuy3,308,4742.17
PCHPOTLATCHDELTIC CORPORATIONBuy810,0931.95
WESTWESTROCK COFFEE COBuy4,767,7431.83
WTMWHITE MTNS INS GROUP LTDBuy17,6881.82
BATRAATLANTA BRAVES HLDGS INCBuy849,9911.81
DOLEDOLE PLCBuy2,349,5131.81
PVHPVH CORPORATIONBuy518,7691.79
PYPLPAYPAL HLDGS INCBuy467,7631.63
OSCROSCAR HEALTH INCBuy2,093,5181.46
SAMBOSTON BEER INCBuy106,2041.35
PKPARK HOTELS & RESORTS INCBuy2,308,3911.31
TRIPTRIPADVISOR INCBuy1,725,5451.30
IACIAC INCBuy501,3751.23
CNXCNX RES CORPBuy724,1421.22
ACIALBERTSONS COS INCBuy1,009,0461.18
HWLDFH WORLD GROUP LTDBuy588,0011.16
FDXFEDEX CORPBuy73,6630.96
DINOHF SINCLAIR CORPBuy524,7200.92
MATMATTEL INCBuy855,3330.89
FISFIDELITY NATL INFORMATION SVBuy219,5540.87
HHHHOWARD HUGHES HOLDINGS INCBuy217,0640.86
BIOBIO RAD LABS INCBuy64,3080.83
AMGAFFILIATED MANAGERS GROUP INBuy92,4890.83
REGNREGENERON PHARMACEUTICALSBuy22,4870.76
KHCKRAFT HEINZ COBuy465,8310.76
MLCOMELCO RESORTS AND ENTMNT LTDBuy2,673,0950.75
MLCOMELCO RESORTS AND ENTMNT LTDBuy2,388,1900.67
ESRTEMPIRE ST RLTY TR INCBuy1,554,6650.65
HWLDFH WORLD GROUP LTDBuy316,8910.63
SHENSHENANDOAH TELECOMMUNICATIONBuy908,4410.61
TIGOMILLICOM INTL CELLULAR S ABuy364,5810.59
MGMMGM RESORTS INTERNATIONALBuy350,2280.55
GHCGRAHAM HLDGS COBuy9,4740.49
CNHCNH INDL N VBuy554,2920.36
PVHPVH CORPORATIONBuy86,9170.30
PYPLPAYPAL HLDGS INCBuy75,7850.26
HHYATT HOTELS CORPBuy32,1440.21
HDBHDFC BANK LTDBuy46,9220.17
CAHCARDINAL HEALTH INCBuy17,5810.13
LYVLIVE NATION ENTERTAINMENT INBuy14,0860.10
PYPLPAYPAL HLDGS INCBuy27,5450.10
XPOXPO INCBuy15,9800.09
FISFIDELITY NATL INFORMATION SVBuy21,1660.08
WTMWHITE MTNS INS GROUP LTDBuy7960.08
GHCGRAHAM HLDGS COBuy1,4910.08
ENOVENOVIS CORPORATIONBuy36,5830.07
FDXFEDEX CORPBuy5,4810.07
HHYATT HOTELS CORPBuy9,5080.06
AMGAFFILIATED MANAGERS GROUP INBuy6,8380.06
HSICHENRY SCHEIN INCBuy15,6000.06
RXORXO INCBuy53,9780.05
GOOGALPHABET INCBuy6,5270.05
LAZLAZARD INCBuy22,8630.05
MSGSMADISON SQUARE GRDN SPRT CORBuy4,0280.04
WESTWESTROCK COFFEE COBuy106,2420.04
BIOBIO RAD LABS INCBuy2,9760.04
MATMATTEL INCBuy33,3200.03
MGMMGM RESORTS INTERNATIONALBuy17,0730.03
PCHPOTLATCHDELTIC CORPORATIONBuy10,2620.02
DOLEDOLE PLCBuy3,6040.00
OSCROSCAR HEALTH INCBuy3,2670.00
WESTWESTROCK COFFEE COBuy5,9420.00
BATRAATLANTA BRAVES HLDGS INCBuy1,0260.00
TRIPTRIPADVISOR INCBuy2,7080.00
PKPARK HOTELS & RESORTS INCBuy2,5870.00
SAMBOSTON BEER INCBuy1130.00
HHHHOWARD HUGHES HOLDINGS INCBuy3310.00
ESRTEMPIRE ST RLTY TR INCBuy2,3530.00
SHENSHENANDOAH TELECOMMUNICATIONBuy1,3770.00
Q4 2024filed Feb 14, 2544 exited
CNXCNX RES CORPSell−3,546,7576.14
FISFIDELITY NATL INFORMATION SVSell−1,074,3204.10
IACIAC INCSell−1,987,3044.05
ACIALBERTSONS COS INCSell−4,234,5053.93
DINOHF SINCLAIR CORPSell−2,014,8803.33
KHCKRAFT HEINZ COSell−2,046,7002.97
RTXRTX CORPORATIONSell−450,7822.46
PVHPVH CORPORATIONSell−437,4472.18
CNHCNH INDL N VSell−3,871,4922.07
SNSHARKNINJA INCSell−438,3922.02
OSCROSCAR HEALTH INCSell−3,126,3491.98
TIGOMILLICOM INTL CELLULAR S ASell−1,658,8111.96
PCHPOTLATCHDELTIC CORPORATIONSell−987,7271.83
WTMWHITE MTNS INS GROUP LTDSell−17,9211.65
BATRAATLANTA BRAVES HLDGS INCSell−849,9911.54
PKPARK HOTELS & RESORTS INCSell−2,308,3911.53
SAMBOSTON BEER INCSell−106,2041.50
DOLEDOLE PLCSell−2,349,5131.50
HWLDFH WORLD GROUP LTDSell−588,0010.92
HHHHOWARD HUGHES HOLDINGS INCSell−217,0640.79
ESRTEMPIRE ST RLTY TR INCSell−1,554,6650.76
MLCOMELCO RESORTS AND ENTMNT LTDSell−2,673,0950.73
FWONALIBERTY MEDIA CORP DELSell−159,0770.51
HDBHDFC BANK LTDSell−63,4890.19
FWONALIBERTY MEDIA CORP DELSell−55,1760.17
PYPLPAYPAL HLDGS INCSell−27,5450.11
XPOXPO INCSell−15,9800.10
CAHCARDINAL HEALTH INCSell−17,5810.10
LYVLIVE NATION ENTERTAINMENT INSell−14,0860.09
ENOVENOVIS CORPORATIONSell−36,5830.08
FDXFEDEX CORPSell−5,4810.07
HHYATT HOTELS CORPSell−9,5080.07
GHCGRAHAM HLDGS COSell−1,4910.06
RXORXO INCSell−53,9780.06
AMGAFFILIATED MANAGERS GROUP INSell−6,8380.06
GOOGALPHABET INCSell−6,5270.06
LAZLAZARD INCSell−22,8630.06
HSICHENRY SCHEIN INCSell−15,6000.05
BIOBIO RAD LABS INCSell−2,9760.05
MSGSMADISON SQUARE GRDN SPRT CORSell−4,0280.04
WESTWESTROCK COFFEE COSell−106,2420.03
MGMMGM RESORTS INTERNATIONALSell−17,0730.03
MATMATTEL INCSell−33,3200.03
04M.MUANYWHERE REAL ESTATE INCSell−42,4180.01
Q4 2024filed Feb 14, 256 new26 added29 reduced4 exited
CNXCNX RES CORPReduce 80.00%−3,800,1915.65
MATMATTEL INCAdd 19159.00%6,383,6675.34
AMGAFFILIATED MANAGERS GROUP INAdd 7487.00%511,9674.47
FDXFEDEX CORPAdd 5558.00%304,6574.05
FISFIDELITY NATL INFORMATION SVAdd 4976.00%1,053,1544.01
BIOBIO RAD LABS INCAdd 7616.00%226,6663.51
DINOHF SINCLAIR CORPBuy2,014,8803.33
ACIALBERTSONS COS INCAdd 446.00%3,458,4273.25
KHCKRAFT HEINZ COBuy2,046,7002.97
MGMMGM RESORTS INTERNATIONALAdd 10285.00%1,755,9072.87
HHYATT HOTELS CORPAdd 3574.00%339,8392.52
IACIAC INCReduce 52.00%−830,1092.49
WMGWARNER MUSIC GROUP CORPSell−1,544,5302.28
RTXRTX CORPORATIONReduce 84.00%−376,5712.17
PCHPOTLATCHDELTIC CORPORATIONReduce 100.00%−986,2882.10
OSCROSCAR HEALTH INCReduce 100.00%−2,049,9772.05
TIGOMILLICOM INTL CELLULAR S ABuy1,658,8111.96
GHCGRAHAM HLDGS COAdd 3032.00%45,2131.86
WBDWARNER BROS DISCOVERY INCSell−4,700,8481.83
PYPLPAYPAL HLDGS INCAdd 1598.00%440,2181.78
PVHPVH CORPORATIONReduce 83.00%−364,8771.72
BATRAATLANTA BRAVES HLDGS INCReduce 100.00%−848,9651.59
PKPARK HOTELS & RESORTS INCReduce 100.00%−2,375,7251.58
AMGAFFILIATED MANAGERS GROUP INAdd 2486.00%170,0061.49
FDXFEDEX CORPAdd 1993.00%109,2391.45
SAMBOSTON BEER INCReduce 100.00%−106,0911.45
WESTWESTROCK COFFEE COAdd 4388.00%4,661,5011.41
DOLEDOLE PLCReduce 100.00%−1,767,7841.36
FWONALIBERTY MEDIA CORP DELReduce 100.00%−551,1981.33
FISFIDELITY NATL INFORMATION SVAdd 1578.00%333,9071.27
DINOHF SINCLAIR CORPBuy733,8751.21
HHHHOWARD HUGHES HOLDINGS INCReduce 100.00%−319,0871.17
KHCKRAFT HEINZ COBuy788,8481.14
CNXCNX RES CORPReduce 25.00%−1,193,8211.14
BIOBIO RAD LABS INCAdd 2449.00%72,8751.13
MGMMGM RESORTS INTERNATIONALAdd 3526.00%602,0210.98
ESRTEMPIRE ST RLTY TR INCReduce 100.00%−1,871,2750.98
SNSHARKNINJA INCReduce 25.00%−143,0160.97
MATMATTEL INCAdd 3448.00%1,148,7170.96
TIGOMILLICOM INTL CELLULAR S ABuy752,4460.89
FWONALIBERTY MEDIA CORP DELReduce 71.00%−392,3630.82
ACIALBERTSONS COS INCAdd 97.00%756,1360.74
HWLDFH WORLD GROUP LTDReduce 49.00%−333,4120.65
04M.MUANYWHERE REAL ESTATE INCAdd 8018.00%3,401,0750.53
CNHCNH INDL N VReduce 77.00%−2,994,7620.47
MLCOMELCO RESORTS AND ENTMNT LTDReduce 17.00%−518,6420.43
MLCOMELCO RESORTS AND ENTMNT LTDReduce 12.00%−380,6380.39
GHCGRAHAM HLDGS COAdd 629.00%9,3730.39
HHHHOWARD HUGHES HOLDINGS INCReduce 32.00%−102,3540.38
FWONALIBERTY MEDIA CORP DELReduce 100.00%−119,6230.28
HWLDFH WORLD GROUP LTDReduce 13.00%−89,3310.27
PYPLPAYPAL HLDGS INCAdd 206.00%56,6840.24
ESRTEMPIRE ST RLTY TR INCReduce 17.00%−318,9630.22
HHYATT HOTELS CORPAdd 276.00%26,2250.20
DOLEDOLE PLCAdd 33.00%578,1250.14
WTMWHITE MTNS INS GROUP LTDReduce 93.00%−17,6100.12
FWONALIBERTY MEDIA CORP DELReduce 54.00%−64,5300.11
HDBHDFC BANK LTDReduce 35.00%−33,6300.10
OSCROSCAR HEALTH INCAdd 52.00%1,071,6370.07
SEGSEAPORT ENTMT GROUP INCSell−35,4900.05
WESTWESTROCK COFFEE COReduce 94.00%−100,3000.03
ENOVENOVIS CORPORATIONAdd 61.00%13,7970.03
04M.MUANYWHERE REAL ESTATE INCReduce 88.00%−37,4060.01
IACIAC INCAdd 25.00%392,5590.00
SEGSEAPORT ENTERTAINMENT GRPSell−200.00
Q3 2024filed Nov 14, 247 new3 added56 reduced5 exited
MATMATTEL INCReduce 100.00%−6,765,8554.79
FDXFEDEX CORPReduce 98.00%−352,8274.61
AMGAFFILIATED MANAGERS GROUP INReduce 99.00%−574,6593.90
CNXCNX RES CORPReduce 74.00%−4,177,4563.74
MATMATTEL INCReduce 80.00%−5,466,2023.62
KKellanovaSell−1,425,2953.58
FISFIDELITY NATL INFORMATION SVReduce 98.00%−1,068,5563.49
MGMMGM RESORTS INTERNATIONALReduce 99.00%−1,665,6643.23
FDXFEDEX CORPReduce 64.00%−229,0653.01
BIOBIO RAD LABS INCReduce 99.00%−230,1482.73
CNHCNH INDL N VReduce 82.00%−4,915,5132.63
CNHCNH INDL N VReduce 35.00%−2,098,4322.63
LYVLIVE NATION ENTERTAINMENT INReduce 98.00%−613,3002.49
HHYATT HOTELS CORPReduce 97.00%−363,4872.40
MGMMGM RESORTS INTERNATIONALReduce 69.00%−1,166,1082.31
AMGAFFILIATED MANAGERS GROUP INReduce 66.00%−382,3112.29
HHYATT HOTELS CORPReduce 89.00%−330,4082.16
GHCGRAHAM HLDGS COReduce 98.00%−65,8882.00
FISFIDELITY NATL INFORMATION SVReduce 63.00%−687,4041.99
IACIAC INCReduce 61.00%−1,062,2011.83
WMGWARNER MUSIC GROUP CORPReduce 83.00%−1,396,6481.83
ACIALBERTSONS COS INCBuy1,996,6531.74
WBDWARNER BROS DISCOVERY INCReduce 74.00%−5,726,4751.73
BATRAATLANTA BRAVES HLDGS INCReduce 100.00%−981,2101.69
OSCROSCAR HEALTH INCReduce 100.00%−2,395,2261.65
PYPLPAYPAL HLDGS INCReduce 96.00%−658,6291.63
PVHPVH CORPORATIONReduce 81.00%−352,4501.61
PKPARK HOTELS & RESORTS INCReduce 100.00%−2,422,8341.58
WTMWHITE MOUNTAINSReduce 91.00%−17,8131.55
GHCGRAHAM HLDGS COReduce 80.00%−53,9531.53
PCHPOTLATCHDELTIC CORPORATIONReduce 100.00%−869,6581.49
RTXRTX CORPORATIONReduce 80.00%−362,7871.47
BIOBIO RAD LABS INCReduce 63.00%−147,4061.42
WESTWESTROCK COFFEE COAdd 4388.00%4,661,5011.41
SAMBOSTON BEER INCReduce 100.00%−106,0911.41
CNXCNX RES CORPReduce 15.00%−868,3021.34
IMKTAIngles Markets Incorporated -Sell−440,1841.32
LYVLIVE NATION ENTERTAINMENT INReduce 60.00%−375,7491.26
PYPLPAYPAL HLDGS INCReduce 81.00%−556,9951.26
FISVFiserv IncSell−178,4431.16
ESRTEMPIRE ST RLTY TR INCReduce 100.00%−2,710,4341.11
FWONALIBERTY MEDIA CORP DELReduce 100.00%−550,7400.92
HHHHOWARD HUGHES HOLDINGS INCReduce 100.00%−319,0230.90
DOLEDOLE PLCReduce 100.00%−1,623,3390.87
04M.MUANYWHERE REAL ESTATE INCReduce 100.00%−5,705,0560.82
04M.MUANYWHERE REAL ESTATE INCReduce 99.00%−5,667,6500.81
FDXFEDEX CORPReduce 13.00%−48,1700.68
ACIALBERTSONS COS INCBuy776,0780.68
WBDWARNER BROS DISCOVERY INCReduce 39.00%−2,996,1330.67
PCHPOTLATCHDELTIC CORPORATIONAdd 13.00%116,6300.60
IACIAC INCReduce 8.00%−141,0380.51
DOLEDOLE PLCAdd 9.00%145,7320.49
OSCROSCAR HEALTH INCReduce 14.00%−343,5270.40
AMGAFFILIATED MANAGERS GROUP INReduce 11.00%−62,6920.39
HWLDFH WORLD GROUP LTDReduce 43.00%−294,1370.31
IBTAIbotta IncSell−70,0000.23
FWONALIBERTY MEDIA CORP DELReduce 100.00%−119,5250.20
GHCGRAHAM HLDGS COReduce 14.00%−9,4900.19
ESRTEMPIRE ST RLTY TR INCReduce 31.00%−839,2660.13
BATRAATLANTA BRAVES HLDGS INCReduce 13.00%−132,2450.09
HDBHDFC BANK LTDReduce 21.00%−25,9560.06
HSICHENRY SCHEIN INCBuy15,6000.05
GEHCGE Healthcare Holding LLCSell−15,6270.05
SEGSEAPORT ENTMT GROUP INCBuy35,4900.05
WESTWESTROCK COFFEE COReduce 94.00%−100,3000.05
WMGWARNER MUSIC GROUP CORPReduce 8.00%−133,4670.04
HHYATT HOTELS CORPReduce 6.00%−23,6480.04
04M.MUANYWHERE REAL ESTATE INCReduce 40.00%−2,266,5750.00
SEGSEAPORT ENTMT GROUP INCBuy430.00
SEGSEAPORT ENTERTAINMENT GRPBuy140.00
SEGSEAPORT ENTERTAINMENT GRPBuy200.00
Q2 2024filed Aug 14, 249 new17 added47 reduced2 exited
MATMattel, Inc.Reduce 100.00%−6,765,8555.15
CNXCNX Resources CorpReduce 76.00%−5,191,4884.50
MATMattel, Inc.Reduce 80.00%−5,423,1624.20
FDXFedEx CorporationReduce 98.00%−352,8273.92
AMGAffiliated Managers Group Inc.Reduce 99.00%−574,6593.70
LYVLive Nation Entertainment IncReduce 98.00%−780,5213.17
BIOBio-Rad Laboratories IncReduce 99.00%−230,1483.06
FISFidelity National InformationReduce 98.00%−1,068,5563.04
MGMMGM Resorts InternationalReduce 99.00%−1,385,4372.51
CNHCNH Industrial NV - U.S.Reduce 82.00%−4,913,0302.51
AMGAffiliated Managers Group Inc.Reduce 64.00%−374,5832.33
HHyatt Hotels Corp. - Class AReduce 97.00%−363,4872.22
WESTWestrock Coffee CompanyAdd 5697.00%4,904,7292.19
LYVLive Nation Entertainment IncReduce 67.00%−533,6162.16
IACIAC IncReduce 60.00%−1,036,8842.13
FDXFedEx CorporationReduce 59.00%−211,8642.08
BIOBio-Rad Laboratories IncReduce 62.00%−144,2112.04
HHyatt Hotels Corp. - Class AReduce 89.00%−330,3082.00
RTXRTX CorporationReduce 86.00%−547,4102.00
GHCGraham Holdings CompanyReduce 98.00%−65,8881.94
KKellanovaReduce 62.00%−881,5211.77
OSCROscar Health IncReduce 100.00%−3,064,8951.75
FISFidelity National InformationReduce 62.00%−673,0901.74
PYPLPayPal Holdings IncReduce 96.00%−658,6291.70
LBRDALiberty Broadband CorporationSell−761,9051.68
PKPark Hotels & Resorts Inc.Add 93654.00%2,422,8341.58
GHCGraham Holdings CompanyReduce 80.00%−53,9531.58
PCHPotlatchDeltic CorporationReduce 100.00%−870,0731.57
WBDWarner Bros Discovery IncReduce 59.00%−4,562,5681.57
MGMMGM Resorts InternationalReduce 62.00%−869,3621.51
WMGWarner Music Group Corp.Reduce 71.00%−1,187,4261.47
BATRAAtlanta Braves Holdings Inc ClReduce 100.00%−981,2101.47
PYPLPayPal Holdings IncReduce 81.00%−557,4301.44
WTMWhite Mountains Insurance GrouReduce 92.00%−21,1381.44
04M.MUAnywhere Real Estate IncReduce 100.00%−5,704,5201.36
04M.MUAnywhere Real Estate IncReduce 99.00%−5,667,6501.35
IMKTAIngles Markets Incorporated -Reduce 100.00%−439,7201.30
SAMBoston Beer Company Inc.Reduce 100.00%−106,0911.24
ESRTEmpire State Realty Trust Inc.Reduce 100.00%−3,061,2251.19
MLCOMelco Resorts & EntertainmentAdd 3283.00%2,963,4630.97
MLCOMelco Resorts & EntertainmentAdd 3254.00%2,937,6000.96
PVHPVH CorpReduce 66.00%−163,0980.95
FWONALiberty Media Corp Liberty LivBuy551,4400.92
HHHHoward Hughes Holdings IncBuy319,4180.90
FISVFiserv IncReduce 81.00%−144,9690.88
DOLEDole plcBuy1,625,6560.87
MGMMGM Resorts InternationalAdd 20.00%280,2270.71
DEIDouglas Emmett IncSell−1,329,8300.71
PVHPVH CorpAdd 77.00%189,6380.68
LYVLive Nation Entertainment IncReduce 21.00%−167,2210.67
RTXRTX CorporationReduce 29.00%−184,8300.41
CNXCNX Resources CorpReduce 17.00%−1,177,9700.25
HTHTH World Group Limited ADRReduce 26.00%−148,3550.24
IBTAIbotta IncBuy70,0000.23
SNSharkNinja IncReduce 17.00%−125,8890.22
FWONALiberty Media Corp Liberty LivBuy119,7060.20
HTHTH World Group Limited ADRAdd 19.00%108,3700.14
OSCROscar Health IncReduce 22.00%−669,6090.10
ESRTEmpire State Realty Trust Inc.Reduce 11.00%−351,6500.08
WESTWestrock Coffee CompanyAdd 113.00%97,5720.05
WESTWestrock Coffee CompanyReduce 93.00%−80,1510.03
WTMWhite Mountains Insurance GrouReduce 14.00%−3,3250.03
RXORXO Inc.Add 23.00%10,2470.02
GOOGAlphabet Inc. CL CAdd 23.00%1,2280.02
CAHCardinal Health IncAdd 23.00%3,3140.01
WESTWestrock Coffee CompanyAdd 23.00%20,1490.01
XPOXPO Logistics IncAdd 23.00%2,9680.01
MSGSMadison Square Garden Sports CAdd 25.00%8100.01
LAZLazard IncAdd 23.00%4,2550.01
GEHCGE Healthcare Holding LLCAdd 19.00%2,4680.01
FWONALiberty Media Corp Liberty LivBuy7000.00
HHHHoward Hughes Holdings IncBuy3950.00
DOLEDole plcBuy2,0480.00
ENOVEnovis CorporationAdd 24.00%4,3510.00
FWONALiberty Media Corp Liberty LivBuy1810.00