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Data sourced from SEC EDGAR 13F filings

© 2026 Super Investor · Not financial advice

Mason Hawkins – Southeastern Asset Management Inc

Period:
Q1 2026
Portfolio date:
Mar 31, 2026
No. of stocks:
49
Portfolio value:
$2,032,771,000
Filed:
May 15, 2026
Style:
Deep Value / Contrarian
HistStockActivityShare change% change to portfolio
Q1 2026filed May 15, 2623 added30 reduced4 exited
≡MAT – MATTEL INCAdd 41953.00%11,187,9127.99
≡CNX – CNX RES CORPReduce 89.00%−3,715,996−5.96
≡PCH – POTLATCHDELTIC CORPORATIONSell−2,828,076−5.01
≡RYN – RAYONIER INCAdd 86.00%4,369,9214.69
≡IAC – IAC INCReduce 81.00%−2,694,425−4.55
≡ACI – ALBERTSONS COS INCReduce 99.00%−5,222,477−3.99
≡REGN – REGENERON PHARMACEUTICALSReduce 83.00%−114,750−3.86
≡KHC – KRAFT HEINZ COAdd 12147.00%3,275,1543.62
≡RYN – RAYONIER INCReduce 74.00%−3,790,120−3.59
≡FDX – FEDEX CORPAdd 4530.00%201,6413.55
≡ACI – ALBERTSONS COS INCReduce 79.00%−4,178,775−3.11
≡MGM – MGM RESORTS INTERNATIONALAdd 9909.00%1,377,1052.51
≡GLIBK – GCI LIBERTY INCReduce 100.00%−1,316,862−2.18
≡WTM – WHITE MTNS INS GROUP LTDReduce 86.00%−22,615−2.04
≡BIO – BIO RAD LABS INCAdd 5732.00%138,4971.90
≡TRIP – TRIPADVISOR INCReduce 100.00%−2,826,992−1.83
≡PVH – PVH CORPORATIONReduce 87.00%−564,245−1.65
≡GHC – GRAHAM HLDGS COAdd 2472.00%30,3811.58
≡FBIN – FORTUNE BRANDS INNOVATIONS IReduce 66.00%−658,661−1.57
≡FIS – FIDELITY NATL INFORMATION SVAdd 3973.00%683,5261.57
≡SHEN – SHENANDOAH TELECOMMUNICATIONReduce 100.00%−2,931,558−1.51
≡ACMR – ACM RESH INCReduce 53.00%−897,281−1.44
≡AVTR – AVANTOR INCReduce 86.00%−2,652,660−1.41
≡DIS – DISNEY WALT COSell−264,566−1.34
≡DOLE – DOLE PLCReduce 100.00%−1,927,524−1.29
≡SAM – BOSTON BEER INCReduce 100.00%−147,589−1.28
≡FBIN – FORTUNE BRANDS INNOVATIONS IAdd 83.00%828,1061.28
≡ALX – ALEXANDERS INCReduce 100.00%−122,364−1.19
≡BATRK – ATLANTA BRAVES HLDGS INCReduce 100.00%−668,962−1.18
≡ACI – ALBERTSONS COS INCAdd 18.00%930,6201.17
≡CNH – CNH INDL N VReduce 88.00%−2,900,140−1.14
≡ESRT – EMPIRE ST RLTY TR INCReduce 100.00%−3,688,423−1.07
≡CLW – CLEARWATER PAPER CORPReduce 100.00%−1,376,179−1.07
≡MAT – MATTEL INCAdd 5604.00%1,494,3801.06
≡LPX – LOUISIANA PAC CORPSell−231,095−0.83
≡WTM – WHITE MTNS INS GROUP LTDReduce 42.00%−11,013−0.78
≡REGN – REGENERON PHARMACEUTICALSReduce 23.00%−31,792−0.71
≡KHC – KRAFT HEINZ COAdd 2198.00%592,6730.66
≡FDX – FEDEX CORPAdd 730.00%32,5010.59
≡ESRT – EMPIRE ST RLTY TR INCAdd 75.00%2,764,5700.58
≡TRIP – TRIPADVISOR INCAdd 62.00%1,756,9960.57
≡EDU – NEW ORIENTAL ED & TECHNOLOGYAdd 38.00%142,7190.52
≡MGM – MGM RESORTS INTERNATIONALAdd 1757.00%244,1650.45
≡BIO – BIO RAD LABS INCAdd 706.00%17,0590.23
≡FIS – FIDELITY NATL INFORMATION SVAdd 537.00%92,3570.20
≡GHC – GRAHAM HLDGS COAdd 300.00%3,6920.20
≡CNX – CNX RES CORPReduce 16.00%−656,911−0.16
≡SN – SHARKNINJA INCReduce 13.00%−38,600−0.14
≡MICC – MAGNUM ICE CREAM CO NVAdd 7.00%55,1920.07
≡SAM – BOSTON BEER INCReduce 20.00%−29,5500.06
≡MICC – MAGNUM ICE CREAM CO NVReduce 11.00%−93,158−0.04
≡ALX – ALEXANDERS INCReduce 19.00%−23,655−0.04
≡MAT – MATTEL INCAdd 187.00%49,8610.03
≡ACH – OWENS & MINOR INC NEWSell−181,735−0.02
≡XPO – XPO INCReduce 51.00%−6,676−0.02
≡CLW – CLEARWATER PAPER CORPAdd 10.00%144,0000.01
≡CAH – CARDINAL HEALTH INCReduce 15.00%−1,312−0.00
Q4 2025filed Feb 13, 266 new31 added46 reduced
≡MAT – MATTEL INCAdd 22363.00%7,451,4266.59
≡CNX – CNX RES CORPReduce 87.00%−3,589,634−5.89
≡RYN – RAYONIER INCReduce 85.00%−3,356,708−4.78
≡KHC – KRAFT HEINZ COAdd 11403.00%3,782,5544.08
≡FDX – FEDEX CORPAdd 5255.00%288,0263.71
≡PCH – POTLATCHDELTIC CORPORATIONReduce 82.00%−1,537,598−3.30
≡PVH – PVH CORPORATIONReduce 89.00%−682,707−3.03
≡ACI – ALBERTSONS COS INCReduce 79.00%−3,204,067−2.98
≡IAC – IAC INCReduce 71.00%−1,608,280−2.80
≡MGM – MGM RESORTS INTERNATIONALAdd 9859.00%1,683,1702.73
≡BIO – BIO RAD LABS INCAdd 6361.00%189,2902.55
≡AVTR – AVANTOR INCReduce 89.00%−3,767,982−2.46
≡REGN – REGENERON PHARMACEUTICALSReduce 77.00%−90,127−2.43
≡TRIP – TRIPADVISOR INCReduce 100.00%−2,337,019−1.94
≡IAC – IAC INCAdd 48.00%1,080,3001.89
≡FBIN – FORTUNE BRANDS INNOVATIONS IReduce 78.00%−643,236−1.85
≡WTM – WHITE MTNS INS GROUP LTDReduce 79.00%−20,840−1.74
≡SHEN – SHENANDOAH TELECOMMUNICATIONReduce 100.00%−2,439,906−1.67
≡CNH – CNH INDL N VReduce 88.00%−2,900,140−1.66
≡GLIBK – GCI LIBERTY INCReduce 100.00%−860,089−1.64
≡FIS – FIDELITY NATL INFORMATION SVAdd 2397.00%507,4281.49
≡ALX – ALEXANDERS INCReduce 100.00%−122,320−1.46
≡BATRK – ATLANTA BRAVES HLDGS INCReduce 100.00%−668,962−1.42
≡REGN – REGENERON PHARMACEUTICALSAdd 18.00%21,2851.40
≡GHC – GRAHAM HLDGS COAdd 1911.00%28,4911.38
≡PVH – PVH CORPORATIONReduce 15.00%−118,462−1.35
≡DOLE – DOLE PLCReduce 100.00%−1,927,524−1.32
≡SN – SHARKNINJA INCReduce 43.00%−218,152−1.23
≡SAM – BOSTON BEER INCReduce 100.00%−108,835−1.17
≡PYPL – PAYPAL HLDGS INCAdd 1607.00%442,7031.13
≡AVTR – AVANTOR INCReduce 27.00%−1,143,628−1.12
≡PCH – POTLATCHDELTIC CORPORATIONAdd 51.00%955,5911.12
≡DIS – DISNEY WALT COReduce 77.00%−180,642−1.10
≡ESRT – EMPIRE ST RLTY TR INCReduce 100.00%−2,620,296−1.03
≡CLW – CLEARWATER PAPER CORPReduce 100.00%−934,354−0.99
≡EDU – NEW ORIENTAL ED & TECHNOLOGYBuy379,5610.93
≡MAT – MATTEL INCAdd 3078.00%1,025,5940.91
≡LPX – LOUISIANA PAC CORPBuy231,0950.83
≡FDX – FEDEX CORPAdd 1016.00%55,6830.72
≡HTHT – H WORLD GROUP LTDReduce 61.00%−356,629−0.69
≡KHC – KRAFT HEINZ COAdd 1846.00%612,2580.65
≡MICC – MAGNUM ICE CREAM CO NVBuy828,7930.59
≡GLIBK – GCI LIBERTY INCAdd 53.00%456,7730.55
≡MGM – MGM RESORTS INTERNATIONALAdd 1770.00%302,1560.49
≡RYN – RAYONIER INCAdd 29.00%1,147,193−0.43
≡MICC – MAGNUM ICE CREAM CO NVBuy601,5580.42
≡ACI – ALBERTSONS COS INCAdd 30.00%1,222,8430.41
≡BIO – BIO RAD LABS INCAdd 1007.00%29,9720.40
≡MLCO – MELCO RESORTS AND ENTMNT LTDReduce 11.00%−213,165−0.34
≡SHEN – SHENANDOAH TELECOMMUNICATIONAdd 20.00%491,652−0.16
≡FIS – FIDELITY NATL INFORMATION SVAdd 261.00%55,1830.15
≡LPX – LOUISIANA PAC CORPBuy41,0280.15
≡GHC – GRAHAM HLDGS COAdd 202.00%3,0190.13
≡SAM – BOSTON BEER INCAdd 35.00%38,7080.11
≡TRIP – TRIPADVISOR INCAdd 21.00%492,788−0.11
≡KSPI – KASPI KZ JSCAdd 35.00%62,1840.09
≡CLW – CLEARWATER PAPER CORPAdd 47.00%442,3860.08
≡HDB – HDFC BANK LTDReduce 79.00%−39,412−0.07
≡PYPL – PAYPAL HLDGS INCAdd 123.00%33,8180.07
≡FBIN – FORTUNE BRANDS INNOVATIONS IAdd 20.00%162,501−0.05
≡ESRT – EMPIRE ST RLTY TR INCAdd 41.00%1,072,6380.05
≡PYPL – PAYPAL HLDGS INCReduce 18.00%−5,082−0.04
≡LYV – LIVE NATION ENTERTAINMENT INReduce 19.00%−1,946−0.03
≡ACH – OWENS & MINOR INC NEWReduce 19.00%−41,925−0.03
≡ENOV – ENOVIS CORPORATIONReduce 19.00%−10,203−0.03
≡GHC – GRAHAM HLDGS COReduce 18.00%−262−0.03
≡XPO – XPO INCReduce 19.00%−2,968−0.03
≡DIS – DISNEY WALT COAdd 13.00%31,315−0.02
≡LAZ – LAZARD INCReduce 19.00%−4,255−0.02
≡FIS – FIDELITY NATL INFORMATION SVReduce 19.00%−3,960−0.02
≡RXO – RXO INCReduce 19.00%−10,247−0.02
≡ACMR – ACM RESH INCAdd 13.00%194,494−0.01
≡KHC – KRAFT HEINZ COReduce 19.00%−6,209−0.01
≡HSIC – HENRY SCHEIN INCReduce 19.00%−3,924−0.01
≡H – HYATT HOTELS CORPReduce 19.00%−1,775−0.01
≡FISV – FISERV INCBuy3,9900.01
≡AMG – AFFILIATED MANAGERS GROUP INReduce 19.00%−1,276−0.01
≡BIO – BIO RAD LABS INCReduce 19.00%−560−0.01
≡MSGS – MADISON SQUARE GRDN SPRT CORReduce 20.00%−810−0.01
≡FDX – FEDEX CORPReduce 19.00%−1,030−0.01
≡MGM – MGM RESORTS INTERNATIONALReduce 19.00%−3,176−0.01
≡CAH – CARDINAL HEALTH INCReduce 19.00%−1,995−0.01
≡MAT – MATTEL INCReduce 20.00%−6,652−0.01
Q3 2025filed Nov 14, 2516 added22 reduced
≡MAT – MATTEL INCAdd 20953.00%6,981,4846.00
≡CNX – CNX RES CORPReduce 85.00%−3,511,269−5.76
≡RYN – RAYONIER INCReduce 86.00%−3,391,731−4.59
≡KHC – KRAFT HEINZ COAdd 8816.00%2,924,3053.89
≡FDX – FEDEX CORPAdd 5515.00%302,2543.64
≡PCH – POTLATCHDELTIC CORPORATIONReduce 86.00%−1,613,216−3.36
≡IAC – IAC INCReduce 77.00%−1,749,809−3.04
≡ACI – ALBERTSONS COS INCReduce 79.00%−3,204,067−2.86
≡BIO – BIO RAD LABS INCAdd 6441.00%191,6932.74
≡REGN – REGENERON PHARMACEUTICALSReduce 77.00%−90,027−2.58
≡PVH – PVH CORPORATIONReduce 78.00%−602,706−2.58
≡MGM – MGM RESORTS INTERNATIONALAdd 8169.00%1,394,6272.47
≡AVTR – AVANTOR INCReduce 78.00%−3,310,708−2.11
≡TRIP – TRIPADVISOR INCReduce 100.00%−2,337,504−1.94
≡WTM – WHITE MTNS INS GROUP LTDReduce 79.00%−20,840−1.78
≡FBIN – FORTUNE BRANDS INNOVATIONS IReduce 78.00%−643,236−1.75
≡FIS – FIDELITY NATL INFORMATION SVAdd 2397.00%507,4281.71
≡GHC – GRAHAM HLDGS COAdd 1872.00%27,9151.68
≡SHEN – SHENANDOAH TELECOMMUNICATIONReduce 100.00%−2,440,310−1.67
≡GLIBK – GCI LIBERTY INCReduce 100.00%−860,735−1.64
≡CNH – CNH INDL N VReduce 88.00%−2,900,140−1.61
≡PYPL – PAYPAL HLDGS INCAdd 1607.00%442,7031.52
≡ALX – ALEXANDERS INCReduce 100.00%−122,320−1.46
≡BATRK – ATLANTA BRAVES HLDGS INCReduce 100.00%−668,962−1.42
≡DOLE – DOLE PLCReduce 100.00%−1,927,524−1.32
≡SAM – BOSTON BEER INCReduce 100.00%−108,886−1.18
≡DIS – DISNEY WALT COReduce 77.00%−180,642−1.06
≡ESRT – EMPIRE ST RLTY TR INCReduce 100.00%−2,621,754−1.03
≡CLW – CLEARWATER PAPER CORPReduce 100.00%−934,977−0.99
≡MAT – MATTEL INCAdd 3241.00%1,079,8520.93
≡KHC – KRAFT HEINZ COAdd 1850.00%613,5560.82
≡FDX – FEDEX CORPAdd 1016.00%55,6830.67
≡HTHT – H WORLD GROUP LTDReduce 51.00%−299,140−0.60
≡MGM – MGM RESORTS INTERNATIONALAdd 1770.00%302,1560.53
≡BIO – BIO RAD LABS INCAdd 1231.00%36,6330.52
≡FIS – FIDELITY NATL INFORMATION SVAdd 261.00%55,1830.19
≡GHC – GRAHAM HLDGS COAdd 199.00%2,9690.18
≡PYPL – PAYPAL HLDGS INCAdd 123.00%33,8180.12
Q3 2025filed Nov 14, 259 new26 added25 reduced6 exited
≡MAT – MATTEL INCAdd 20953.00%6,981,4845.99
≡CNX – CNX RES CORPReduce 84.00%−3,220,892−5.51
≡RYN – RAYONIER INCBuy3,944,2285.34
≡KHC – KRAFT HEINZ COAdd 8816.00%2,924,3053.89
≡FDX – FEDEX CORPAdd 5515.00%302,2543.64
≡IAC – IAC INCReduce 78.00%−1,845,089−3.55
≡PVH – PVH CORPORATIONReduce 85.00%−948,622−3.14
≡DINO – HF SINCLAIR CORPSell−1,432,177−2.97
≡BIO – BIO RAD LABS INCAdd 6441.00%191,6932.75
≡AVTR – AVANTOR INCBuy4,230,0642.69
≡REGN – REGENERON PHARMACEUTICALSReduce 79.00%−103,434−2.68
≡MGM – MGM RESORTS INTERNATIONALAdd 8169.00%1,394,6272.47
≡ACI – ALBERTSONS COS INCReduce 69.00%−1,960,542−2.29
≡PCH – POTLATCHDELTIC CORPORATIONAdd 124.00%1,036,2022.28
≡CNH – CNH INDL N VReduce 88.00%−2,900,140−1.94
≡DOLE – DOLE PLCReduce 100.00%−2,442,183−1.72
≡TRIP – TRIPADVISOR INCReduce 100.00%−2,583,078−1.70
≡GHC – GRAHAM HLDGS COAdd 1872.00%27,9151.70
≡FIS – FIDELITY NATL INFORMATION SVAdd 2397.00%507,4281.69
≡FBIN – FORTUNE BRANDS INNOVATIONS IReduce 78.00%−643,236−1.65
≡GLIBK – GCI LIBERTY INCBuy862,2131.64
≡BATRK – ATLANTA BRAVES HLDGS INCReduce 100.00%−668,962−1.58
≡TIGO – MILLICOM INTL CELLULAR S ASell−834,429−1.58
≡SHEN – SHENANDOAH TELECOMMUNICATIONReduce 100.00%−2,280,368−1.57
≡PYPL – PAYPAL HLDGS INCAdd 1607.00%442,7031.51
≡ACMR – ACM RESH INCAdd 25.00%299,9431.42
≡ANGI – ANGI INCSell−1,806,694−1.39
≡WTM – WHITE MTNS INS GROUP LTDReduce 73.00%−14,732−1.36
≡CLW – CLEARWATER PAPER CORPReduce 100.00%−934,977−1.28
≡DIS – DISNEY WALT COReduce 77.00%−180,642−1.15
≡PCH – POTLATCHDELTIC CORPORATIONReduce 69.00%−577,014−1.08
≡ESRT – EMPIRE ST RLTY TR INCReduce 100.00%−2,621,754−1.07
≡SAM – BOSTON BEER INCReduce 100.00%−106,028−1.02
≡OSCR – OSCAR HEALTH INCSell−880,452−0.95
≡MAT – MATTEL INCAdd 3241.00%1,079,8520.92
≡KHC – KRAFT HEINZ COAdd 1850.00%613,5560.82
≡RYN – RAYONIER INCBuy552,4970.75
≡ALX – ALEXANDERS INCAdd 93.00%59,0960.75
≡ALX – ALEXANDERS INCReduce 100.00%−63,224−0.72
≡PK – PARK HOTELS & RESORTS INCSell−1,335,745−0.69
≡FDX – FEDEX CORPAdd 1016.00%55,6830.67
≡AVTR – AVANTOR INCBuy919,3560.59
≡ACI – ALBERTSONS COS INCAdd 44.00%1,243,5250.57
≡PVH – PVH CORPORATIONReduce 31.00%−345,916−0.57
≡MLCO – MELCO RESORTS AND ENTMNT LTDReduce 51.00%−2,068,308−0.55
≡MGM – MGM RESORTS INTERNATIONALAdd 1770.00%302,1560.54
≡BIO – BIO RAD LABS INCAdd 1231.00%36,6330.53
≡HTHT – H WORLD GROUP LTDReduce 51.00%−299,140−0.43
≡WTM – WHITE MTNS INS GROUP LTDAdd 30.00%6,1080.42
≡DOLE – DOLE PLCReduce 21.00%−514,659−0.40
≡CNX – CNX RES CORPAdd 8.00%290,3770.25
≡TRIP – TRIPADVISOR INCReduce 9.00%−245,5740.24
≡GHC – GRAHAM HLDGS COAdd 199.00%2,9690.20
≡FIS – FIDELITY NATL INFORMATION SVAdd 261.00%55,1830.17
≡GLIBA – GCI LIBERTY INCBuy80,6750.15
≡PYPL – PAYPAL HLDGS INCAdd 123.00%33,8180.11
≡SHEN – SHENANDOAH TELECOMMUNICATIONAdd 7.00%159,9420.10
≡REGN – REGENERON PHARMACEUTICALSReduce 10.00%−13,407−0.09
≡HDB – HDFC BANK LTDAdd 28.00%10,780−0.06
≡ENOV – ENOVIS CORPORATIONAdd 49.00%17,8780.03
≡STZ – CONSTELLATION BRANDS INCBuy3,6610.03
≡CLVT – CLARIVATE PLCBuy121,9270.02
≡LYV – LIVE NATION ENTERTAINMENT INReduce 26.00%−3,706−0.02
≡WEST – WESTROCK COFFEE COSell−58,650−0.02
≡GLIBK – GCI LIBERTY INCBuy1,4780.00
≡ACH – OWENS & MINOR INC NEWAdd 78.00%98,260−0.00
Q2 2025filed Aug 14, 2519 added26 reduced
≡MAT – MATTEL INCAdd 18437.00%6,143,2166.11
≡CNX – CNX RES CORPReduce 84.00%−3,220,388−5.47
≡KHC – KRAFT HEINZ COAdd 8816.00%2,924,3053.81
≡FDX – FEDEX CORPAdd 5515.00%302,2543.46
≡IAC – IAC INCReduce 75.00%−1,776,900−3.34
≡BIO – BIO RAD LABS INCAdd 8470.00%252,0663.07
≡FIS – FIDELITY NATL INFORMATION SVAdd 3483.00%737,1283.03
≡PVH – PVH CORPORATIONReduce 77.00%−860,082−2.97
≡REGN – REGENERON PHARMACEUTICALSReduce 77.00%−100,867−2.67
≡MGM – MGM RESORTS INTERNATIONALAdd 8169.00%1,394,6272.42
≡ACI – ALBERTSONS COS INCReduce 78.00%−2,198,709−2.38
≡DINO – HF SINCLAIR CORPReduce 78.00%−1,112,532−2.30
≡CNH – CNH INDL N VReduce 86.00%−2,855,701−1.87
≡H – HYATT HOTELS CORPAdd 2760.00%262,4631.85
≡WTM – WHITE MTNS INS GROUP LTDReduce 95.00%−19,182−1.74
≡DOLE – DOLE PLCReduce 100.00%−2,441,406−1.72
≡TRIP – TRIPADVISOR INCReduce 100.00%−2,582,688−1.70
≡PYPL – PAYPAL HLDGS INCAdd 1607.00%442,7031.66
≡FBIN – FORTUNE BRANDS INNOVATIONS IReduce 76.00%−627,523−1.63
≡GHC – GRAHAM HLDGS COAdd 2268.00%33,8111.61
≡BATRK – ATLANTA BRAVES HLDGS INCReduce 100.00%−668,962−1.58
≡SHEN – SHENANDOAH TELECOMMUNICATIONReduce 100.00%−2,280,598−1.57
≡PCH – POTLATCHDELTIC CORPORATIONReduce 86.00%−716,319−1.39
≡CLW – CLEARWATER PAPER CORPReduce 100.00%−934,977−1.28
≡TIGO – MILLICOM INTL CELLULAR S AReduce 76.00%−631,224−1.19
≡ANGI – ANGI INCReduce 86.00%−1,545,740−1.19
≡DIS – DISNEY WALT COReduce 76.00%−176,172−1.10
≡ESRT – EMPIRE ST RLTY TR INCReduce 100.00%−2,621,754−1.07
≡SAM – BOSTON BEER INCReduce 100.00%−106,091−1.02
≡MAT – MATTEL INCAdd 2932.00%977,0890.97
≡OSCR – OSCAR HEALTH INCReduce 100.00%−879,047−0.95
≡KHC – KRAFT HEINZ COAdd 1961.00%650,4430.85
≡WEST – WESTROCK COFFEE COAdd 4346.00%2,548,7500.74
≡ALX – ALEXANDERS INCReduce 100.00%−63,337−0.72
≡FDX – FEDEX CORPAdd 1110.00%60,8390.70
≡PK – PARK HOTELS & RESORTS INCReduce 100.00%−1,333,612−0.69
≡BIO – BIO RAD LABS INCAdd 1824.00%54,2910.66
≡MLCO – MELCO RESORTS AND ENTMNT LTDReduce 43.00%−1,760,183−0.64
≡FIS – FIDELITY NATL INFORMATION SVAdd 702.00%148,6310.61
≡MGM – MGM RESORTS INTERNATIONALAdd 1929.00%329,2580.57
≡HTHT – H WORLD GROUP LTDReduce 47.00%−279,246−0.48
≡GHC – GRAHAM HLDGS COAdd 310.00%4,6150.22
≡PYPL – PAYPAL HLDGS INCAdd 147.00%40,5220.15
≡H – HYATT HOTELS CORPAdd 163.00%15,5050.11
≡WEST – WESTROCK COFFEE COReduce 93.00%−54,524−0.02
Q2 2025filed Aug 14, 2513 new27 added32 reduced2 exited
≡MAT – MATTEL INCAdd 18437.00%6,143,2166.11
≡CNX – CNX RES CORPReduce 85.00%−3,440,852−5.76
≡ACI – ALBERTSONS COS INCReduce 84.00%−3,427,395−4.07
≡IAC – IAC INCReduce 70.00%−1,377,077−3.70
≡FDX – FEDEX CORPAdd 5515.00%302,2543.46
≡KHC – KRAFT HEINZ COReduce 98.00%−1,962,979−3.19
≡DINO – HF SINCLAIR CORPReduce 85.00%−1,824,313−3.10
≡BIO – BIO RAD LABS INCAdd 8470.00%252,0663.06
≡FIS – FIDELITY NATL INFORMATION SVAdd 3483.00%737,1283.03
≡MGM – MGM RESORTS INTERNATIONALAdd 8169.00%1,394,6272.42
≡KHC – KRAFT HEINZ COReduce 66.00%−1,312,536−2.35
≡REGN – REGENERON PHARMACEUTICALSReduce 68.00%−62,536−2.33
≡TIGO – MILLICOM INTL CELLULAR S AReduce 88.00%−1,450,187−2.28
≡FBIN – FORTUNE BRANDS INNOVATIONS IBuy829,4192.15
≡PVH – PVH CORPORATIONAdd 115.00%596,1992.07
≡CNH – CNH INDL N VReduce 86.00%−2,855,701−1.87
≡H – HYATT HOTELS CORPAdd 2760.00%262,4631.85
≡BATRK – ATLANTA BRAVES HLDGS INCReduce 100.00%−848,965−1.81
≡DOLE – DOLE PLCReduce 100.00%−2,345,644−1.81
≡WTM – WHITE MTNS INS GROUP LTDReduce 95.00%−16,732−1.73
≡PCH – POTLATCHDELTIC CORPORATIONReduce 85.00%−690,129−1.72
≡ACI – ALBERTSONS COS INCReduce 30.00%−1,228,686−1.69
≡PYPL – PAYPAL HLDGS INCAdd 1607.00%442,7031.67
≡GHC – GRAHAM HLDGS COAdd 2268.00%33,8111.61
≡ACMR – ACM RESH INCBuy1,185,7441.55
≡OSCR – OSCAR HEALTH INCReduce 100.00%−2,092,113−1.46
≡DIS – DISNEY WALT COBuy233,2511.46
≡ANGI – ANGI INCBuy1,806,6941.39
≡SAM – BOSTON BEER INCReduce 100.00%−106,091−1.35
≡PK – PARK HOTELS & RESORTS INCReduce 100.00%−2,306,258−1.31
≡TRIP – TRIPADVISOR INCReduce 100.00%−1,721,415−1.30
≡CLW – CLEARWATER PAPER CORPBuy936,4491.29
≡TIGO – MILLICOM INTL CELLULAR S AReduce 50.00%−818,963−1.09
≡MAT – MATTEL INCAdd 2932.00%977,0890.97
≡SHEN – SHENANDOAH TELECOMMUNICATIONAdd 151.00%1,375,8920.96
≡PVH – PVH CORPORATIONReduce 51.00%−263,883−0.91
≡HHH – HOWARD HUGHES HOLDINGS INCSell−217,064−0.86
≡KSPI – KASPI KZ JSCBuy188,8060.81
≡DINO – HF SINCLAIR CORPReduce 33.00%−711,781−0.79
≡MLCO – MELCO RESORTS AND ENTMNT LTDAdd 53.00%1,405,6320.74
≡ALX – ALEXANDERS INCBuy63,4200.72
≡WEST – WESTROCK COFFEE COAdd 2354.00%2,501,1580.71
≡FDX – FEDEX CORPAdd 1110.00%60,8390.69
≡BIO – BIO RAD LABS INCAdd 1824.00%54,2910.66
≡ESRT – EMPIRE ST RLTY TR INCReduce 100.00%−1,550,472−0.65
≡HTHT – H WORLD GROUP LTDReduce 47.00%−279,246−0.63
≡PK – PARK HOTELS & RESORTS INCReduce 42.00%−972,646−0.63
≡FIS – FIDELITY NATL INFORMATION SVAdd 702.00%148,6310.61
≡KHC – KRAFT HEINZ COAdd 48.00%961,3260.61
≡SHEN – SHENANDOAH TELECOMMUNICATIONReduce 100.00%−904,706−0.61
≡MGM – MGM RESORTS INTERNATIONALAdd 1929.00%329,2580.57
≡FBIN – FORTUNE BRANDS INNOVATIONS IBuy201,8960.52
≡OSCR – OSCAR HEALTH INCReduce 58.00%−1,213,066−0.51
≡ESRT – EMPIRE ST RLTY TR INCAdd 69.00%1,071,2820.42
≡TRIP – TRIPADVISOR INCAdd 50.00%861,2730.40
≡DIS – DISNEY WALT COBuy57,0790.36
≡IAC – IAC INCAdd 20.00%399,823−0.35
≡REGN – REGENERON PHARMACEUTICALSAdd 41.00%38,3310.34
≡BATRK – ATLANTA BRAVES HLDGS INCReduce 21.00%−180,003−0.23
≡GHC – GRAHAM HLDGS COAdd 310.00%4,6150.21
≡ANGI – ANGI INCBuy260,9540.20
≡PYPL – PAYPAL HLDGS INCAdd 147.00%40,5220.16
≡H – HYATT HOTELS CORPAdd 163.00%15,5050.11
≡MLCO – MELCO RESORTS AND ENTMNT LTDReduce 13.00%−354,5510.09
≡ACH – OWENS & MINOR INC NEWBuy125,4000.06
≡GOOG – ALPHABET INCSell−6,527−0.05
≡WEST – WESTROCK COFFEE COReduce 96.00%−102,116−0.04
≡CAH – CARDINAL HEALTH INCReduce 39.00%−6,937−0.04
≡WEST – WESTROCK COFFEE COReduce 45.00%−47,592−0.02
≡HSIC – HENRY SCHEIN INCAdd 34.00%5,3620.02
≡HDB – HDFC BANK LTDReduce 17.00%−7,828−0.02
≡WTM – WHITE MTNS INS GROUP LTDAdd 14.00%2,4500.01
≡CLW – CLEARWATER PAPER CORPBuy1,4720.00
≡ALX – ALEXANDERS INCBuy830.00
Q1 2025filed May 15, 2519 added23 reduced
≡MAT – MATTEL INCAdd 17758.00%5,916,9616.13
≡CNX – CNX RES CORPReduce 82.00%−3,337,894−5.60
≡FIS – FIDELITY NATL INFORMATION SVAdd 4894.00%1,035,7974.12
≡FDX – FEDEX CORPAdd 5548.00%304,0893.95
≡ACI – ALBERTSONS COS INCReduce 75.00%−3,050,083−3.57
≡IAC – IAC INCReduce 74.00%−1,452,742−3.56
≡AMG – AFFILIATED MANAGERS GROUP INAdd 5464.00%373,6063.35
≡BIO – BIO RAD LABS INCAdd 8520.00%253,5453.29
≡DINO – HF SINCLAIR CORPReduce 76.00%−1,619,238−2.84
≡KHC – KRAFT HEINZ COReduce 77.00%−1,530,319−2.48
≡MGM – MGM RESORTS INTERNATIONALAdd 9047.00%1,544,5892.44
≡REGN – REGENERON PHARMACEUTICALSReduce 76.00%−69,906−2.36
≡H – HYATT HOTELS CORPAdd 3574.00%339,8392.22
≡GHC – GRAHAM HLDGS COAdd 2864.00%42,7012.19
≡TIGO – MILLICOM INTL CELLULAR S AReduce 78.00%−1,288,811−2.08
≡PCH – POTLATCHDELTIC CORPORATIONReduce 99.00%−799,831−1.92
≡BATRK – ATLANTA BRAVES HLDGS INCReduce 100.00%−848,965−1.81
≡DOLE – DOLE PLCReduce 100.00%−2,345,909−1.81
≡CNH – CNH INDL N VReduce 83.00%−2,754,182−1.80
≡WEST – WESTROCK COFFEE COAdd 4388.00%4,661,5011.79
≡WTM – WHITE MTNS INS GROUP LTDReduce 95.00%−16,892−1.73
≡PYPL – PAYPAL HLDGS INCAdd 1598.00%440,2181.53
≡PVH – PVH CORPORATIONReduce 83.00%−431,852−1.49
≡OSCR – OSCAR HEALTH INCReduce 100.00%−2,090,251−1.46
≡SAM – BOSTON BEER INCReduce 100.00%−106,091−1.35
≡PK – PARK HOTELS & RESORTS INCReduce 100.00%−2,305,804−1.31
≡TRIP – TRIPADVISOR INCReduce 100.00%−1,722,837−1.30
≡FDX – FEDEX CORPAdd 1244.00%68,1820.89
≡HHH – HOWARD HUGHES HOLDINGS INCReduce 100.00%−216,733−0.86
≡MAT – MATTEL INCAdd 2467.00%822,0130.85
≡BIO – BIO RAD LABS INCAdd 2061.00%61,3320.80
≡FIS – FIDELITY NATL INFORMATION SVAdd 937.00%198,3880.79
≡AMG – AFFILIATED MANAGERS GROUP INAdd 1253.00%85,6510.77
≡ESRT – EMPIRE ST RLTY TR INCReduce 100.00%−1,552,312−0.65
≡SHEN – SHENANDOAH TELECOMMUNICATIONReduce 100.00%−907,064−0.61
≡HTHT – H WORLD GROUP LTDReduce 46.00%−271,110−0.53
≡MGM – MGM RESORTS INTERNATIONALAdd 1951.00%333,1550.53
≡GHC – GRAHAM HLDGS COAdd 535.00%7,9830.41
≡PYPL – PAYPAL HLDGS INCAdd 175.00%48,2400.17
≡H – HYATT HOTELS CORPAdd 238.00%22,6360.15
≡MLCO – MELCO RESORTS AND ENTMNT LTDReduce 11.00%−284,905−0.08
≡WEST – WESTROCK COFFEE COReduce 94.00%−100,300−0.04
Q1 2025filed May 15, 256 new21 added26 reduced4 exited
≡MAT – MATTEL INCAdd 17758.00%5,916,9616.13
≡CNX – CNX RES CORPReduce 80.00%−2,822,615−4.93
≡FIS – FIDELITY NATL INFORMATION SVReduce 98.00%−1,053,154−4.01
≡FDX – FEDEX CORPAdd 5548.00%304,0893.95
≡AMG – AFFILIATED MANAGERS GROUP INAdd 5464.00%373,6063.35
≡BIO – BIO RAD LABS INCAdd 8520.00%253,5453.28
≡FIS – FIDELITY NATL INFORMATION SVReduce 80.00%−854,766−3.22
≡REGN – REGENERON PHARMACEUTICALSBuy92,3933.12
≡IAC – IAC INCReduce 75.00%−1,485,929−2.82
≡ACI – ALBERTSONS COS INCReduce 76.00%−3,225,459−2.74
≡RTX – RTX CORPORATIONSell−450,782−2.46
≡MGM – MGM RESORTS INTERNATIONALAdd 9047.00%1,544,5892.44
≡DINO – HF SINCLAIR CORPReduce 74.00%−1,490,160−2.41
≡KHC – KRAFT HEINZ COReduce 77.00%−1,580,869−2.21
≡H – HYATT HOTELS CORPAdd 3574.00%339,8392.21
≡GHC – GRAHAM HLDGS COAdd 2864.00%42,7012.20
≡OSCR – OSCAR HEALTH INCReduce 100.00%−3,123,082−1.98
≡PVH – PVH CORPORATIONReduce 80.00%−350,530−1.88
≡PCH – POTLATCHDELTIC CORPORATIONReduce 99.00%−977,465−1.81
≡WEST – WESTROCK COFFEE COAdd 4388.00%4,661,5011.80
≡CNH – CNH INDL N VReduce 86.00%−3,317,200−1.71
≡WTM – WHITE MTNS INS GROUP LTDReduce 96.00%−17,125−1.56
≡BATRK – ATLANTA BRAVES HLDGS INCReduce 100.00%−848,965−1.53
≡PK – PARK HOTELS & RESORTS INCReduce 100.00%−2,305,804−1.53
≡PYPL – PAYPAL HLDGS INCAdd 1598.00%440,2181.52
≡SAM – BOSTON BEER INCReduce 100.00%−106,091−1.50
≡DOLE – DOLE PLCReduce 100.00%−2,345,909−1.50
≡TIGO – MILLICOM INTL CELLULAR S AReduce 78.00%−1,294,230−1.37
≡TRIP – TRIPADVISOR INCBuy1,725,5451.30
≡FDX – FEDEX CORPAdd 1244.00%68,1820.88
≡MAT – MATTEL INCAdd 2467.00%822,0130.86
≡BIO – BIO RAD LABS INCAdd 2061.00%61,3320.79
≡HHH – HOWARD HUGHES HOLDINGS INCReduce 100.00%−216,733−0.79
≡AMG – AFFILIATED MANAGERS GROUP INAdd 1253.00%85,6510.77
≡REGN – REGENERON PHARMACEUTICALSBuy22,4870.76
≡ESRT – EMPIRE ST RLTY TR INCReduce 100.00%−1,552,312−0.76
≡CNX – CNX RES CORPAdd 15.00%515,2790.68
≡SHEN – SHENANDOAH TELECOMMUNICATIONBuy908,4410.61
≡MGM – MGM RESORTS INTERNATIONALAdd 1951.00%333,1550.53
≡OSCR – OSCAR HEALTH INCReduce 33.00%−1,032,831−0.52
≡LLYVK – LIBERTY MEDIA CORP DELSell−159,077−0.51
≡GHC – GRAHAM HLDGS COAdd 535.00%7,9830.42
≡DINO – HF SINCLAIR CORPAdd 6.00%129,0780.42
≡SN – SHARKNINJA INCAdd 24.00%107,0110.41
≡PVH – PVH CORPORATIONAdd 19.00%81,322−0.40
≡HTHT – H WORLD GROUP LTDReduce 46.00%−271,110−0.29
≡LLYVA – LIBERTY MEDIA CORP DELSell−55,176−0.17
≡PYPL – PAYPAL HLDGS INCAdd 175.00%48,2400.15
≡H – HYATT HOTELS CORPAdd 238.00%22,6360.14
≡PCH – POTLATCHDELTIC CORPORATIONReduce 18.00%−177,6340.12
≡CNH – CNH INDL N VReduce 15.00%−563,0180.09
≡MLCO – MELCO RESORTS AND ENTMNT LTDReduce 11.00%−284,905−0.06
≡WEST – WESTROCK COFFEE COReduce 94.00%−100,300−0.03
≡HDB – HDFC BANK LTDReduce 26.00%−16,567−0.03
≡HOUS 03/17/23 C15 – ANYWHERE REAL ESTATE INCSell−42,418−0.01
≡TRIP – TRIPADVISOR INCBuy2,7080.00
≡SHEN – SHENANDOAH TELECOMMUNICATIONBuy1,3770.00
Q4 2024filed Feb 14, 2518 added25 reduced
≡MAT – MATTEL INCAdd 19159.00%6,383,6675.34
≡CNX – CNX RES CORPReduce 73.00%−2,606,370−4.51
≡AMG – AFFILIATED MANAGERS GROUP INAdd 7487.00%511,9674.47
≡FDX – FEDEX CORPAdd 5558.00%304,6574.05
≡FIS – FIDELITY NATL INFORMATION SVReduce 98.00%−1,053,154−4.02
≡BIO – BIO RAD LABS INCAdd 7616.00%226,6663.52
≡MGM – MGM RESORTS INTERNATIONALAdd 10285.00%1,755,9072.87
≡FIS – FIDELITY NATL INFORMATION SVReduce 67.00%−719,247−2.74
≡H – HYATT HOTELS CORPAdd 3574.00%339,8392.52
≡ACI – ALBERTSONS COS INCReduce 64.00%−2,702,291−2.51
≡IAC – IAC INCReduce 62.00%−1,222,668−2.49
≡DINO – HF SINCLAIR CORPReduce 64.00%−1,281,005−2.12
≡RTX – RTX CORPORATIONReduce 84.00%−376,571−2.06
≡OSCR – OSCAR HEALTH INCReduce 100.00%−3,121,614−1.98
≡GHC – GRAHAM HLDGS COAdd 3032.00%45,2131.86
≡PCH – POTLATCHDELTIC CORPORATIONReduce 100.00%−986,288−1.83
≡KHC – KRAFT HEINZ COReduce 61.00%−1,257,852−1.82
≡PVH – PVH CORPORATIONReduce 83.00%−364,877−1.82
≡PYPL – PAYPAL HLDGS INCAdd 1598.00%440,2181.77
≡CNH – CNH INDL N VReduce 77.00%−2,994,762−1.60
≡BATRK – ATLANTA BRAVES HLDGS INCReduce 100.00%−848,965−1.53
≡PK – PARK HOTELS & RESORTS INCReduce 100.00%−2,305,804−1.53
≡WTM – WHITE MTNS INS GROUP LTDReduce 93.00%−16,598−1.52
≡SAM – BOSTON BEER INCReduce 100.00%−106,091−1.50
≡DOLE – DOLE PLCReduce 100.00%−2,345,909−1.50
≡AMG – AFFILIATED MANAGERS GROUP INAdd 2486.00%170,0061.48
≡FDX – FEDEX CORPAdd 1993.00%109,2391.45
≡WEST – WESTROCK COFFEE COAdd 4388.00%4,661,5011.41
≡BIO – BIO RAD LABS INCAdd 2449.00%72,8751.13
≡TIGO – MILLICOM INTL CELLULAR S AReduce 55.00%−906,365−1.07
≡MGM – MGM RESORTS INTERNATIONALAdd 3526.00%602,0210.98
≡MAT – MATTEL INCAdd 3448.00%1,148,7170.96
≡HHH – HOWARD HUGHES HOLDINGS INCReduce 100.00%−216,733−0.79
≡ESRT – EMPIRE ST RLTY TR INCReduce 100.00%−1,552,312−0.76
≡HOUS 03/17/23 C15 – ANYWHERE REAL ESTATE INCAdd 8018.00%3,401,0750.53
≡LLYVK – LIBERTY MEDIA CORP DELReduce 100.00%−158,835−0.51
≡GHC – GRAHAM HLDGS COAdd 629.00%9,3730.39
≡HTHT – H WORLD GROUP LTDReduce 42.00%−244,081−0.38
≡PYPL – PAYPAL HLDGS INCAdd 206.00%56,6840.23
≡H – HYATT HOTELS CORPAdd 276.00%26,2250.19
≡LLYVA – LIBERTY MEDIA CORP DELReduce 100.00%−55,093−0.17
≡WEST – WESTROCK COFFEE COReduce 94.00%−100,300−0.03
≡HOUS 03/17/23 C15 – ANYWHERE REAL ESTATE INCReduce 88.00%−37,406−0.01
Q4 2024filed Feb 14, 256 new25 added30 reduced4 exited
≡CNX – CNX RES CORPReduce 80.00%−3,800,191−5.65
≡MAT – MATTEL INCAdd 19159.00%6,383,6675.34
≡AMG – AFFILIATED MANAGERS GROUP INAdd 7487.00%511,9674.47
≡FDX – FEDEX CORPAdd 5558.00%304,6574.05
≡FIS – FIDELITY NATL INFORMATION SVAdd 4976.00%1,053,1544.01
≡BIO – BIO RAD LABS INCAdd 7616.00%226,6663.51
≡DINO – HF SINCLAIR CORPBuy2,014,8803.33
≡KHC – KRAFT HEINZ COBuy2,046,7002.97
≡MGM – MGM RESORTS INTERNATIONALAdd 10285.00%1,755,9072.87
≡H – HYATT HOTELS CORPAdd 3574.00%339,8392.52
≡IAC – IAC INCReduce 52.00%−830,109−2.49
≡WMG – WARNER MUSIC GROUP CORPSell−1,544,530−2.28
≡ACI – ALBERTSONS COS INCAdd 112.00%2,237,8522.19
≡RTX – RTX CORPORATIONReduce 84.00%−376,571−2.17
≡PCH – POTLATCHDELTIC CORPORATIONReduce 100.00%−986,288−2.10
≡OSCR – OSCAR HEALTH INCReduce 100.00%−2,049,977−2.05
≡TIGO – MILLICOM INTL CELLULAR S ABuy1,658,8111.96
≡GHC – GRAHAM HLDGS COAdd 3032.00%45,2131.86
≡WBD – WARNER BROS DISCOVERY INCSell−4,700,848−1.83
≡PYPL – PAYPAL HLDGS INCAdd 1598.00%440,2181.78
≡PVH – PVH CORPORATIONReduce 83.00%−364,877−1.72
≡BATRK – ATLANTA BRAVES HLDGS INCReduce 100.00%−848,965−1.59
≡PK – PARK HOTELS & RESORTS INCReduce 100.00%−2,375,725−1.58
≡AMG – AFFILIATED MANAGERS GROUP INAdd 2486.00%170,0061.49
≡FDX – FEDEX CORPAdd 1993.00%109,2391.45
≡SAM – BOSTON BEER INCReduce 100.00%−106,091−1.45
≡WEST – WESTROCK COFFEE COAdd 4388.00%4,661,5011.41
≡DOLE – DOLE PLCReduce 100.00%−1,767,784−1.36
≡LLYVK – LIBERTY MEDIA CORP DELReduce 100.00%−551,198−1.33
≡FIS – FIDELITY NATL INFORMATION SVAdd 1578.00%333,9071.27
≡DINO – HF SINCLAIR CORPBuy733,8751.21
≡HHH – HOWARD HUGHES HOLDINGS INCReduce 100.00%−319,087−1.17
≡KHC – KRAFT HEINZ COBuy788,8481.14
≡CNX – CNX RES CORPReduce 25.00%−1,193,821−1.14
≡BIO – BIO RAD LABS INCAdd 2449.00%72,8751.13
≡MGM – MGM RESORTS INTERNATIONALAdd 3526.00%602,0210.98
≡ESRT – EMPIRE ST RLTY TR INCReduce 100.00%−1,871,275−0.98
≡SN – SHARKNINJA INCReduce 25.00%−143,016−0.97
≡MAT – MATTEL INCAdd 3448.00%1,148,7170.96
≡TIGO – MILLICOM INTL CELLULAR S ABuy752,4460.89
≡LLYVK – LIBERTY MEDIA CORP DELReduce 71.00%−392,363−0.82
≡HTHT – H WORLD GROUP LTDReduce 49.00%−333,412−0.65
≡HOUS 03/17/23 C15 – ANYWHERE REAL ESTATE INCAdd 8018.00%3,401,0750.53
≡CNH – CNH INDL N VReduce 77.00%−2,994,7620.47
≡MLCO – MELCO RESORTS AND ENTMNT LTDReduce 17.00%−518,642−0.43
≡MLCO – MELCO RESORTS AND ENTMNT LTDReduce 12.00%−380,638−0.39
≡GHC – GRAHAM HLDGS COAdd 629.00%9,3730.39
≡HHH – HOWARD HUGHES HOLDINGS INCReduce 32.00%−102,354−0.38
≡ACI – ALBERTSONS COS INCReduce 23.00%−464,439−0.32
≡LLYVA – LIBERTY MEDIA CORP DELReduce 100.00%−119,623−0.28
≡HTHT – H WORLD GROUP LTDReduce 13.00%−89,331−0.27
≡PYPL – PAYPAL HLDGS INCAdd 206.00%56,6840.24
≡ESRT – EMPIRE ST RLTY TR INCReduce 17.00%−318,963−0.22
≡H – HYATT HOTELS CORPAdd 276.00%26,2250.20
≡DOLE – DOLE PLCAdd 33.00%578,1250.14
≡WTM – WHITE MTNS INS GROUP LTDReduce 93.00%−17,6100.12
≡LLYVA – LIBERTY MEDIA CORP DELReduce 54.00%−64,530−0.11
≡HDB – HDFC BANK LTDReduce 35.00%−33,630−0.10
≡OSCR – OSCAR HEALTH INCAdd 52.00%1,071,637−0.07
≡SEG – SEAPORT ENTMT GROUP INCSell−35,490−0.05
≡WEST – WESTROCK COFFEE COReduce 94.00%−100,300−0.03
≡ENOV – ENOVIS CORPORATIONAdd 61.00%13,7970.03
≡HOUS 03/17/23 C15 – ANYWHERE REAL ESTATE INCReduce 88.00%−37,406−0.01
≡IAC – IAC INCAdd 25.00%392,559−0.00
≡SEG – SEAPORT ENTERTAINMENT GRPSell−200.00
Q3 2024filed Nov 14, 247 new2 added57 reduced5 exited
≡MAT – MATTEL INCReduce 100.00%−6,765,855−4.79
≡FDX – FEDEX CORPReduce 98.00%−352,827−4.61
≡AMG – AFFILIATED MANAGERS GROUP INReduce 99.00%−574,659−3.90
≡CNX – CNX RES CORPReduce 74.00%−4,177,456−3.74
≡MAT – MATTEL INCReduce 80.00%−5,466,202−3.62
≡KEL – KellanovaSell−1,425,295−3.58
≡FIS – FIDELITY NATL INFORMATION SVReduce 98.00%−1,068,556−3.49
≡MGM – MGM RESORTS INTERNATIONALReduce 99.00%−1,665,664−3.23
≡FDX – FEDEX CORPReduce 64.00%−229,065−3.01
≡BIO – BIO RAD LABS INCReduce 99.00%−230,148−2.73
≡CNH – CNH INDL N VReduce 82.00%−4,915,513−2.63
≡CNH – CNH INDL N VReduce 35.00%−2,098,432−2.63
≡LYV – LIVE NATION ENTERTAINMENT INReduce 98.00%−613,300−2.49
≡H – HYATT HOTELS CORPReduce 97.00%−363,487−2.40
≡MGM – MGM RESORTS INTERNATIONALReduce 69.00%−1,166,108−2.31
≡AMG – AFFILIATED MANAGERS GROUP INReduce 66.00%−382,311−2.29
≡WEST – WESTROCK COFFEE COReduce 100.00%−4,984,880−2.22
≡WEST – WESTROCK COFFEE COReduce 98.00%−4,884,580−2.19
≡H – HYATT HOTELS CORPReduce 89.00%−330,408−2.16
≡GHC – GRAHAM HLDGS COReduce 98.00%−65,888−2.00
≡FIS – FIDELITY NATL INFORMATION SVReduce 63.00%−687,404−1.99
≡IAC – IAC INCReduce 61.00%−1,062,201−1.83
≡WMG – WARNER MUSIC GROUP CORPReduce 83.00%−1,396,648−1.83
≡ACI – ALBERTSONS COS INCBuy1,996,6531.74
≡WBD – WARNER BROS DISCOVERY INCReduce 74.00%−5,726,475−1.73
≡BATRK – ATLANTA BRAVES HLDGS INCReduce 100.00%−981,210−1.69
≡OSCR – OSCAR HEALTH INCReduce 100.00%−2,395,226−1.65
≡PYPL – PAYPAL HLDGS INCReduce 96.00%−658,629−1.63
≡PVH – PVH CORPORATIONReduce 81.00%−352,450−1.61
≡PK – PARK HOTELS & RESORTS INCReduce 100.00%−2,422,834−1.58
≡WTM – WHITE MOUNTAINSReduce 91.00%−17,813−1.55
≡GHC – GRAHAM HLDGS COReduce 80.00%−53,953−1.53
≡PCH – POTLATCHDELTIC CORPORATIONReduce 100.00%−869,658−1.49
≡RTX – RTX CORPORATIONReduce 80.00%−362,787−1.47
≡BIO – BIO RAD LABS INCReduce 63.00%−147,406−1.42
≡SAM – BOSTON BEER INCReduce 100.00%−106,091−1.41
≡CNX – CNX RES CORPReduce 15.00%−868,3021.34
≡IMKTA – Ingles Markets Incorporated -Sell−440,184−1.32
≡LYV – LIVE NATION ENTERTAINMENT INReduce 60.00%−375,749−1.26
≡PYPL – PAYPAL HLDGS INCReduce 81.00%−556,995−1.26
≡FISV – Fiserv IncSell−178,443−1.16
≡ESRT – EMPIRE ST RLTY TR INCReduce 100.00%−2,710,434−1.11
≡LLYVK – LIBERTY MEDIA CORP DELReduce 100.00%−550,740−0.92
≡HHH – HOWARD HUGHES HOLDINGS INCReduce 100.00%−319,023−0.90
≡DOLE – DOLE PLCReduce 100.00%−1,623,339−0.87
≡HOUS 03/17/23 C15 – ANYWHERE REAL ESTATE INCReduce 100.00%−5,705,056−0.82
≡HOUS 03/17/23 C15 – ANYWHERE REAL ESTATE INCReduce 99.00%−5,667,650−0.81
≡FDX – FEDEX CORPReduce 13.00%−48,170−0.68
≡ACI – ALBERTSONS COS INCBuy776,0780.68
≡WBD – WARNER BROS DISCOVERY INCReduce 39.00%−2,996,133−0.67
≡PCH – POTLATCHDELTIC CORPORATIONAdd 13.00%116,6300.60
≡IAC – IAC INCReduce 8.00%−141,0380.51
≡DOLE – DOLE PLCAdd 9.00%145,7320.49
≡OSCR – OSCAR HEALTH INCReduce 14.00%−343,5270.40
≡AMG – AFFILIATED MANAGERS GROUP INReduce 11.00%−62,6920.39
≡HTHT – H WORLD GROUP LTDReduce 43.00%−294,137−0.31
≡IBTA – Ibotta IncSell−70,000−0.23
≡LLYVA – LIBERTY MEDIA CORP DELReduce 100.00%−119,525−0.20
≡GHC – GRAHAM HLDGS COReduce 14.00%−9,4900.19
≡ESRT – EMPIRE ST RLTY TR INCReduce 31.00%−839,266−0.13
≡BATRK – ATLANTA BRAVES HLDGS INCReduce 13.00%−132,245−0.09
≡HDB – HDFC BANK LTDReduce 21.00%−25,956−0.06
≡HSIC – HENRY SCHEIN INCBuy15,6000.05
≡GEHC – GE Healthcare Holding LLCSell−15,627−0.05
≡SEG – SEAPORT ENTMT GROUP INCBuy35,4900.05
≡WMG – WARNER MUSIC GROUP CORPReduce 8.00%−133,4670.04
≡H – HYATT HOTELS CORPReduce 6.00%−23,6480.04
≡HOUS 03/17/23 C15 – ANYWHERE REAL ESTATE INCReduce 40.00%−2,266,5750.00
≡SEG – SEAPORT ENTMT GROUP INCBuy430.00
≡SEG – SEAPORT ENTERTAINMENT GRPBuy140.00
≡SEG – SEAPORT ENTERTAINMENT GRPBuy200.00
Q2 2024filed Aug 14, 249 new13 added50 reduced2 exited
≡MAT – Mattel, Inc.Reduce 100.00%−6,765,855−5.15
≡CNX – CNX Resources CorpReduce 76.00%−5,191,488−4.50
≡MAT – Mattel, Inc.Reduce 80.00%−5,423,162−4.20
≡FDX – FedEx CorporationReduce 98.00%−352,827−3.92
≡AMG – Affiliated Managers Group Inc.Reduce 99.00%−574,659−3.70
≡LYV – Live Nation Entertainment IncReduce 98.00%−780,521−3.17
≡BIO – Bio-Rad Laboratories IncReduce 99.00%−230,148−3.06
≡FIS – Fidelity National InformationReduce 98.00%−1,068,556−3.04
≡MGM – MGM Resorts InternationalReduce 99.00%−1,385,437−2.51
≡CNH – CNH Industrial NV - U.S.Reduce 82.00%−4,913,030−2.51
≡AMG – Affiliated Managers Group Inc.Reduce 64.00%−374,583−2.33
≡H – Hyatt Hotels Corp. - Class AReduce 97.00%−363,487−2.22
≡LYV – Live Nation Entertainment IncReduce 67.00%−533,616−2.16
≡IAC – IAC IncReduce 60.00%−1,036,884−2.13
≡FDX – FedEx CorporationReduce 59.00%−211,864−2.08
≡WEST – Westrock Coffee CompanyReduce 100.00%−5,225,354−2.07
≡BIO – Bio-Rad Laboratories IncReduce 62.00%−144,211−2.04
≡WEST – Westrock Coffee CompanyReduce 98.00%−5,125,054−2.03
≡H – Hyatt Hotels Corp. - Class AReduce 89.00%−330,308−2.00
≡RTX – RTX CorporationReduce 86.00%−547,410−2.00
≡WEST – Westrock Coffee CompanyReduce 96.00%−5,047,631−1.99
≡GHC – Graham Holdings CompanyReduce 98.00%−65,888−1.94
≡KEL – KellanovaReduce 62.00%−881,521−1.77
≡OSCR – Oscar Health IncReduce 100.00%−3,064,895−1.75
≡FIS – Fidelity National InformationReduce 62.00%−673,090−1.74
≡PYPL – PayPal Holdings IncReduce 96.00%−658,629−1.70
≡LBRDK – Liberty Broadband CorporationSell−761,905−1.68
≡PK – Park Hotels & Resorts Inc.Reduce 100.00%−2,422,834−1.63
≡GHC – Graham Holdings CompanyReduce 80.00%−53,953−1.58
≡PCH – PotlatchDeltic CorporationReduce 100.00%−870,073−1.57
≡WBD – Warner Bros Discovery IncReduce 59.00%−4,562,568−1.57
≡MGM – MGM Resorts InternationalReduce 62.00%−869,362−1.51
≡WMG – Warner Music Group Corp.Reduce 71.00%−1,187,426−1.47
≡BATRK – Atlanta Braves Holdings Inc ClReduce 100.00%−981,210−1.47
≡PYPL – PayPal Holdings IncReduce 81.00%−557,430−1.44
≡WTM – White Mountains Insurance GrouReduce 92.00%−21,138−1.44
≡HOUS 03/17/23 C15 – Anywhere Real Estate IncReduce 100.00%−5,704,520−1.36
≡HOUS 03/17/23 C15 – Anywhere Real Estate IncReduce 99.00%−5,667,650−1.35
≡IMKTA – Ingles Markets Incorporated -Reduce 100.00%−439,720−1.30
≡SAM – Boston Beer Company Inc.Reduce 100.00%−106,091−1.24
≡ESRT – Empire State Realty Trust Inc.Reduce 100.00%−3,061,225−1.19
≡MLCO – Melco Resorts & EntertainmentAdd 3283.00%2,963,4630.97
≡MLCO – Melco Resorts & EntertainmentAdd 3254.00%2,937,6000.96
≡PVH – PVH CorpReduce 66.00%−163,098−0.95
≡LLYVK – Liberty Media Corp Liberty LivBuy551,4400.92
≡HHH – Howard Hughes Holdings IncBuy319,4180.90
≡FISV – Fiserv IncReduce 81.00%−144,969−0.88
≡DOLE – Dole plcBuy1,625,6560.87
≡MGM – MGM Resorts InternationalAdd 20.00%280,2270.71
≡DEI – Douglas Emmett IncSell−1,329,830−0.71
≡PVH – PVH CorpAdd 77.00%189,6380.68
≡LYV – Live Nation Entertainment IncReduce 21.00%−167,221−0.67
≡RTX – RTX CorporationReduce 29.00%−184,830−0.41
≡CNX – CNX Resources CorpReduce 17.00%−1,177,970−0.25
≡HTHT – H World Group Limited ADRReduce 26.00%−148,355−0.24
≡IBTA – Ibotta IncBuy70,0000.23
≡SN – SharkNinja IncReduce 17.00%−125,8890.22
≡LLYVA – Liberty Media Corp Liberty LivBuy119,7060.20
≡HTHT – H World Group Limited ADRAdd 19.00%108,3700.14
≡OSCR – Oscar Health IncReduce 22.00%−669,609−0.10
≡ESRT – Empire State Realty Trust Inc.Reduce 11.00%−351,650−0.08
≡WTM – White Mountains Insurance GrouReduce 14.00%−3,325−0.03
≡RXO – RXO Inc.Add 23.00%10,2470.02
≡GOOG – Alphabet Inc. CL CAdd 23.00%1,2280.02
≡CAH – Cardinal Health IncAdd 23.00%3,3140.01
≡XPO – XPO Logistics IncAdd 23.00%2,9680.01
≡MSGS – Madison Square Garden Sports CAdd 25.00%8100.01
≡LAZ – Lazard IncAdd 23.00%4,2550.01
≡GEHC – GE Healthcare Holding LLCAdd 19.00%2,4680.01
≡LLYVK – Liberty Media Corp Liberty LivBuy7000.00
≡HHH – Howard Hughes Holdings IncBuy3950.00
≡DOLE – Dole plcBuy2,0480.00
≡ENOV – Enovis CorporationAdd 24.00%4,3510.00
≡LLYVA – Liberty Media Corp Liberty LivBuy1810.00