13F & 13D Filings

Institutional Fund Moves

Latest SEC 13F position changes and Schedule 13D/13G stakes at a glance.

/Recent 13F & Schedule 13D/13G Filings

Institutional ownership disclosures and quarterly position updates

Filing Scanner ›

ALL SC 13D · 6.1% STAKE

Trian Fund Management (Nelson Peltz) · Allstate Corp

Disclosed 6.1% Schedule 13D stake pushing for ROE expansion, underwriting margin discipline, and buyback acceleration.

Chart ALL › Fund Page › SEC Filing ↗

CGNX SC 13D · 6.4% STAKE

Engaged Capital (Glenn Welling) · Cognex Corp

Filed 6.4% activist 13D seeking operational streamlining and AI factory-automation commercial overhaul.

Chart CGNX › Fund Page › SEC Filing ↗

RPD SC 13D · 8.8% STAKE

JANA Partners (Barry Rosenstein) · Rapid7 Inc

Disclosed 8.8% activist 13D urging strategic review and potential private-equity sale process.

Chart RPD › Fund Page › SEC Filing ↗

CAR SC 13D/A · 46.2% STAKE

SRS Investment Management (Karthik Sarma) · Avis Budget Group

Amended 13D stake to 46.2% following fleet modernization and share repurchase retirement.

Chart CAR › Fund Page › SEC Filing ↗

Baron Capital (Ron Baron) 13F TOP CONVICTION · 28 POSITIONS · TSLA

Ron Baron · Baron Capital Group · Top Pick: TSLA

Long-duration compounder book anchored by TSLA, MSCI, IT,CSGP, H, IDXX, ANSS & ACN across Baron Partners & Focused Growth

Chart TSLA › Holdings › SEC 13F ↗

Fortress Investment Group 13F ADDED +22% · FTAI

Drew McKnight & Joshua Pack · Top Pick: FTAI

Concentrated special situations, aviation leasing (FTAI), energy infrastructure (FIP) & asset-backed credit

Chart FTAI › Holdings › SEC 13F ↗

ExodusPoint Capital Management 13F NEW + ADDED · AVGO

Michael Gelband & Hyung Lee · Top Pick: AVGO

Multi-manager pod expansion in AI networking (AVGO, ANET), power utilities (VST, CEG) and event-driven M&A

Chart AVGO › Holdings › SEC 13F ↗

Capula Investment Management 13F ADDED +29% · IBIT

Yan Huo · Fixed Income & Macro RV · Top Pick: IBIT

Global macro & relative-value book with digital-asset basis (IBIT), gold (GLD), and liquid US equity index hedges

Chart IBIT › Holdings › SEC 13F ↗

By fund By stock

All New Added Trimmed Sold out

New opened a new position Added increased Trimmed reduced Sold out exited

Egerton Capital

John Armitage · quarter ended Sep 30, 2026

Egerton Capital Sold out Applied Materials (AMAT)
Position closed
Egerton Capital Sold out Equifax (EFX)
Position closed
Egerton Capital Sold out Uber (UBER)
Position closed
Egerton Capital Sold out Riot Platforms, Inc. (RIOT)
Position closed

See all 4 changes

Viking Global

Andreas Halvorsen · quarter ended Jun 30, 2026

Viking Global Sold out Apple Inc. (AAPL)
Position closed
Viking Global Sold out CSX Corporation (CSX)
Position closed
Viking Global Sold out Alphabet Inc. (Class A) (GOOGL)
Position closed
Viking Global Sold out PNC Financial Services (PNC)
Position closed
Viking Global Sold out T-Mobile US (TMUS)
Position closed
Viking Global Sold out HCA Healthcare (HCA)
Position closed
Viking Global Sold out Celestica Inc. (CLS)
Position closed
Viking Global Sold out Progressive Corporation (PGR)
Position closed

See all 21 changes

ValueAct

Mason Morfit · quarter ended Jun 30, 2026

ValueAct Sold out Walt Disney Company (The) (DIS)
Position closed

See all 1 changes

Tiger Global

Chase Coleman · quarter ended Jun 30, 2026

Tiger Global Sold out AppLovin (APP)
Position closed
Tiger Global Sold out Zillow Group, Inc. (Z)
Position closed
Tiger Global Sold out Netflix (NFLX)
Position closed
Tiger Global Sold out Zscaler, Inc. (ZS)
Position closed
Tiger Global Sold out Procore Technologies, Inc. (PCOR)
Position closed
Tiger Global Sold out Lumentum (LITE)
Position closed
Tiger Global Sold out CoStar Group (CSGP)
Position closed
Tiger Global Sold out Zillow Group, Inc. (ZG)
Position closed

See all 17 changes

Third Point

Dan Loeb · quarter ended Jun 30, 2026

Third Point Sold out Meta Platforms (META)
Position closed
Third Point Sold out SPDR Gold Shares (GLD)
Position closed
Third Point Sold out Nvidia (NVDA)
Position closed
Third Point Sold out KLA Corporation (KLAC)
Position closed
Third Point Sold out Lam Research (LRCX)
Position closed
Third Point Sold out Broadcom (AVGO)
Position closed
Third Point Sold out VanEck Semiconductor ETF (SMH)
Position closed
Third Point Sold out SharkNinja (SN)
Position closed

See all 9 changes

TCI Fund Management

Chris Hohn · quarter ended Jun 30, 2026

TCI Fund Management Sold out Microsoft (MSFT)
Position closed

See all 1 changes

Stockbridge Partners

Berkshire Partners' public equity team · quarter ended Jun 30, 2026

Stockbridge Partners Sold out KLA Corporation (KLAC)
Position closed
Stockbridge Partners Sold out Microsoft (MSFT)
Position closed

See all 2 changes

Semper Augustus

Christopher Bloomstran · quarter ended Jun 30, 2026

Semper Augustus Sold out Flex Ltd. (FLEX)
Position closed

See all 1 changes

Sachem Head

Scott Ferguson · quarter ended Jun 30, 2026

Sachem Head Sold out EchoStar (ECHO)
Position closed
Sachem Head Sold out Weatherford International (WFRD)
Position closed
Sachem Head Sold out ICON plc (ICLR)
Position closed
Sachem Head Sold out Coherent Corp. (COHR)
Position closed
Sachem Head Sold out ON Semiconductor (ON)
Position closed
Sachem Head Sold out Sprinklr, Inc. (CXM)
Position closed
Sachem Head Sold out Akamai Technologies (AKAM)
Position closed

See all 7 changes

Point72

Steve Cohen · quarter ended Jun 30, 2026

Point72 Sold out Parker Hannifin (PH)
Position closed
Point72 Sold out Ross Stores (ROST)
Position closed
Point72 Sold out Expand Energy (EXE)
Position closed
Point72 Sold out Clorox (CLX)
Position closed
Point72 Sold out Brinker International (EAT)
Position closed
Point72 Sold out Costco (COST)
Position closed
Point72 Sold out Microchip Technology (MCHP)
Position closed
Point72 Sold out Medline Inc. (MDLN)
Position closed

See all 586 changes

Lone Pine

Lone Pine Capital (founded by Stephen Mandel) · quarter ended Jun 30, 2026

Lone Pine Sold out Vistra Corp. (VST)
Position closed
Lone Pine Sold out Talen Energy (TLN)
Position closed
Lone Pine Sold out Clean Harbors (CLH)
Position closed
Lone Pine Sold out Tenet Health (THC)
Position closed
Lone Pine Sold out Capital One (COF)
Position closed
Lone Pine Sold out Entegris (ENTG)
Position closed
Lone Pine Sold out Ciena (CIEN)
Position closed
Lone Pine Sold out Vulcan Materials Company (VMC)
Position closed

See all 15 changes

Light Street

Glen Kacher · quarter ended Jun 30, 2026

Light Street Sold out Bill Holdings (BILL)
Position closed
Light Street Sold out Samsara Inc. (IOT)
Position closed
Light Street Sold out Lumentum (LITE)
Position closed
Light Street Sold out AMPL (AMPL)
Position closed

See all 4 changes

Himalaya Capital

Li Lu · quarter ended Jun 30, 2026

Himalaya Capital Sold out Bank of America (BAC)
Position closed
Himalaya Capital Sold out Occidental Petroleum (OXY)
Position closed
Himalaya Capital Sold out S&P Global (SPGI)
Position closed
Himalaya Capital Sold out H&R Block (HRB)
Position closed
Himalaya Capital Sold out Moody's Corporation (MCO)
Position closed
Himalaya Capital Sold out MSCI (MSCI)
Position closed

See all 6 changes

Greenlight (DME Capital)

David Einhorn · quarter ended Jun 30, 2026

Greenlight (DME Capital) Sold out Victoria's Secret (VSXY)
Position closed
Greenlight (DME Capital) Sold out SLM Corp (SLM)
Position closed
Greenlight (DME Capital) Sold out Peloton Interactive, Inc. (PTON)
Position closed
Greenlight (DME Capital) Sold out Weatherford International (WFRD)
Position closed
Greenlight (DME Capital) Sold out Zim Integrated Shipping Serv (ZIM)
Position closed
Greenlight (DME Capital) Sold out Katapult Holdings Inc (KPLT)
Position closed

See all 6 changes

Glenview Capital

Larry Robbins · quarter ended Jun 30, 2026

Glenview Capital Sold out DXC Technology (DXC)
Position closed
Glenview Capital Sold out ZoomInfo (GTM)
Position closed
Glenview Capital Sold out US Foods (USFD)
Position closed
Glenview Capital Sold out Zillow Group, Inc. (Z)
Position closed
Glenview Capital Sold out Lithia Motors (LAD)
Position closed
Glenview Capital Sold out Lionsgate Studios Corp (LION)
Position closed
Glenview Capital Sold out Myriad Genetics, Inc. (MYGN)
Position closed
Glenview Capital Sold out Surgery Partners, Inc. (SGRY)
Position closed

See all 11 changes

Fundsmith

Terry Smith · quarter ended Jun 30, 2026

Fundsmith Sold out Mettler Toledo (MTD)
Position closed
Fundsmith Sold out Zoetis (ZTS)
Position closed
Fundsmith Sold out Otis Worldwide (OTIS)
Position closed
Fundsmith Sold out Qualys (QLYS)
Position closed
Fundsmith Sold out Home Depot (The) (HD)
Position closed

See all 5 changes

Fairfax Financial

Prem Watsa · quarter ended Jun 30, 2026

Fairfax Financial Sold out BlackBerry Limited (BB)
Position closed
Fairfax Financial Sold out Priority Technology Holdings, I (PRTH)
Position closed

See all 2 changes

Elliott

Paul Singer · quarter ended Jun 30, 2026

Elliott Sold out Crown Castle (CCI)
Position closed
Elliott Sold out Liberty Capital Corporation - S (GLIBK)
Position closed

See all 2 changes

Durable Capital

Henry Ellenbogen · quarter ended Jun 30, 2026

Durable Capital Sold out iShares Russell 2000 Index Fund (IWM)
Position closed
Durable Capital Sold out Clear Secure, Inc. (YOU)
Position closed
Durable Capital Sold out Colliers International Group In (CIGI)
Position closed
Durable Capital Sold out Roblox Corporation (RBLX)
Position closed
Durable Capital Sold out ESAB (ESAB)
Position closed

See all 5 changes

D1 Capital

Dan Sundheim · quarter ended Jun 30, 2026

D1 Capital Sold out Knight-Swift (KNX)
Position closed
D1 Capital Sold out Broadcom (AVGO)
Position closed
D1 Capital Sold out Nvidia (NVDA)
Position closed
D1 Capital Sold out XPO, Inc. (XPO)
Position closed
D1 Capital Sold out Celestica Inc. (CLS)
Position closed
D1 Capital Sold out Taiwan Semiconductor Mfg. (TSM)
Position closed
D1 Capital Sold out Live Nation Entertainment (LYV)
Position closed
D1 Capital Sold out Autodesk (ADSK)
Position closed

See all 9 changes

Berkshire Hathaway

Warren Buffett / Greg Abel · quarter ended Jun 30, 2026

Berkshire Hathaway Sold out Constellation Brands (STZ)
Position closed

See all 1 changes

Appaloosa

David Tepper · quarter ended Jun 30, 2026

Appaloosa Sold out Sandisk (SNDK)
Position closed
Appaloosa Sold out Corning Inc. (GLW)
Position closed
Appaloosa Sold out PDD Holdings Inc. (PDD)
Position closed
Appaloosa Sold out L3Harris (LHX)
Position closed
Appaloosa Sold out RTX Corporation (RTX)
Position closed
Appaloosa Sold out Ball Corporation (BALL)
Position closed
Appaloosa Sold out JD.com, Inc. (JD)
Position closed
Appaloosa Sold out Lyft, Inc. (LYFT)
Position closed

See all 12 changes

Altimeter

Brad Gerstner · quarter ended Jun 30, 2026

Altimeter Sold out Axon Enterprise (AXON)
Position closed
Altimeter Sold out Broadcom (AVGO)
Position closed

See all 2 changes

Baupost Group

Seth Klarman · quarter ended Jun 30, 2026

Baupost Group Sold out Willis Towers Watson (WTW)
Position closed
Baupost Group Sold out Vaxcyte, Inc. (PCVX)
Position closed

See all 2 changes

Lindsell Train

Nick Train · quarter ended Jun 30, 2026

Lindsell Train Sold out Colgate-Palmolive (CL)
Position closed

See all 1 changes

Scion Asset Management

Michael Burry · quarter ended Sep 30, 2025

Scion Asset Management Sold out Estée Lauder Companies (The) (EL)
Position closed
Scion Asset Management Sold out Bruker (BRKR)
Position closed
Scion Asset Management Sold out Regeneron Pharmaceuticals (REGN)
Position closed
Scion Asset Management Sold out MercadoLibre, Inc. (MELI)
Position closed
Scion Asset Management Sold out UnitedHealth Group (UNH)
Position closed

See all 5 changes

13D and 13G stakes

5%+ stakes by these funds · last 90 days

New filings, 13D amendments and stakes that fell under 5%. Show all 4 13G amendments too

NBIS 6.8%
10/17

Tiger Global · 13G (passive) · 6.8% of the class. Filing

CRM 5.2%
10/19

ValueAct · 13D amendment · 5.2% of the class. Filing

SWKS 8.4%
10/21

Elliott · 13D · 8.4% of the class. Filing

CORZ 5.7%
10/15

Situational Awareness LP · 13G (passive) · 5.7% of the class. Filing

H 9.3%
10/16

Baron Capital (Ron Baron) · 13G (passive) · 9.3% of the class. Filing

ALL 6.1%
10/20

Trian · 13D · 6.1% of the class. Filing

WEN The Wendy's Company16.23%
10/28

Trian · 13D amendment · 16.23% of the class. Filing

CTY City Therapeutics, Inc.7%
10/26

Viking Global · 13G (passive) · 7% of the class. Filing

IOND Ionic Digital Inc.9.99%
10/21

Sachem Head · 13D · 9.99% of the class. Filing

SRTA Strata Critical Medical, Inc.5.8%
10/15

Third Point · 13D · 5.8% of the class. Filing

SGRY Surgery Partners, Inc.5.4%
10/13

Glenview Capital · 13G (passive) · 5.4% of the class. Filing

SHC Sotera Health Co0%
10/09

Sachem Head · 13G amendment (passive) · 0% of the class · now under 5%. Filing

SDRL Seadrill Ltd4.9%
10/08

Elliott · 13D amendment · 4.9% of the class · now under 5%. Filing

WAVE Eco Wave Power Global AB (publ)9.99%
10/06

Surveyor Capital (Citadel L/S Arm) · 13G (passive) · 9.99% of the class. Filing

WAVE Eco Wave Power Global AB (publ)9.99%
10/06

Ashler Capital (Citadel Equities Arm) · 13G (passive) · 9.99% of the class. Filing

WAVE Eco Wave Power Global AB (publ)9.99%
10/06

Citadel GQS (Global Quantitative Strategies) · 13G (passive) · 9.99% of the class. Filing

FJET STARFIGHTERS SPACE, INC.6.3%
10/06

Surveyor Capital (Citadel L/S Arm) · 13G (passive) · 6.3% of the class. Filing

FJET STARFIGHTERS SPACE, INC.6.3%
10/06

Ashler Capital (Citadel Equities Arm) · 13G (passive) · 6.3% of the class. Filing

FJET STARFIGHTERS SPACE, INC.6.3%
10/06

Citadel GQS (Global Quantitative Strategies) · 13G (passive) · 6.3% of the class. Filing

ALOY REALLOYS INC.6.1%
10/06

Surveyor Capital (Citadel L/S Arm) · 13G (passive) · 6.1% of the class. Filing

ALOY REALLOYS INC.6.1%
10/06

Ashler Capital (Citadel Equities Arm) · 13G (passive) · 6.1% of the class. Filing

ALOY REALLOYS INC.6.1%
10/06

Citadel GQS (Global Quantitative Strategies) · 13G (passive) · 6.1% of the class. Filing

QNT Quantinuum Inc.7.3%
10/06

Surveyor Capital (Citadel L/S Arm) · 13G (passive) · 7.3% of the class. Filing

QNT Quantinuum Inc.7.3%
10/06

Ashler Capital (Citadel Equities Arm) · 13G (passive) · 7.3% of the class. Filing

QNT Quantinuum Inc.7.3%
10/06

Citadel GQS (Global Quantitative Strategies) · 13G (passive) · 7.3% of the class. Filing

SSP E.W. SCRIPPS Co5.2%
10/05

Point72 · 13G (passive) · 5.2% of the class. Filing

SSP E.W. SCRIPPS Co5.2%
10/05

Cubist Systematic Strategies (Point72 Quant) · 13G (passive) · 5.2% of the class. Filing

SSP E.W. SCRIPPS Co5.2%
10/05

Point72 Turion (AI & Tech Pod) · 13G (passive) · 5.2% of the class. Filing

How this works

13F-HR = quarterly long U.S. equity positions (filed ≤45 days after quarter-end). 13D/13G = ≥5% ownership stakes. Source: SEC EDGAR.

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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

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Coteau 0.9 · Oct 21, 2026

Institutional Fund Moves

/Recent 13F & Schedule 13D/13G Filings

Egerton Capital

Viking Global

ValueAct

Tiger Global

Third Point

TCI Fund Management

Stockbridge Partners

Semper Augustus

Sachem Head

Point72

Lone Pine

Light Street

Himalaya Capital

Greenlight (DME Capital)

Glenview Capital

Fundsmith

Fairfax Financial

Elliott

Durable Capital

D1 Capital

Berkshire Hathaway

Appaloosa

Altimeter

Baupost Group

Lindsell Train

Scion Asset Management

13D and 13G stakes

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Important disclosures