LYV
Over time
Holders
| DorseyQ2 2026Q3 due Nov 14Pat Dorsey, portfolio manager | 7.69% | 655,658 | $120M | added+8% | +0.31 pp | 3 q |
| JerichoQ2 2026Q3 due Nov 14Josh Resnick, founder | 6.35% | 4,194,203 | $768M | added+7% | −2.50 pp | 13 q |
| Third PointQ2 2026Q3 due Nov 14Daniel Loeb, CIO | 4.48% | 1,135,000 | $208M | added×2.4 | +1.08 pp | 9 q |
| Triple FrondQ2 2026Q3 due Nov 14Stuart McLaughlin, portfolio manager | 3.24% | 198,262 | $36M | trimmed−16% | −0.48 pp | 3 q |
| CantillonQ2 2026Q3 due Nov 14William von Mueffling, CEO | 3.12% | 113,503 | $21M | trimmed−95% | +0.62 pp | 13 q |
| CausewayQ2 2026Q3 due Nov 14Sarah Ketterer, CEO | 1.40% | 706,301 | $129M | added+34% | +0.41 pp | 8 q |
| ValueActQ2 2026Q3 due Nov 14Mason Morfit, CIO | 0.98% | 302,066 | $55M | trimmed−52% | −0.69 pp | 8 q |
| PRIMECAPQ2 2026Q3 due Nov 14Joel Fried, portfolio manager | 0.08% | 727,220 | $133M | trimmed−0% | −0.01 pp | 24 q |
| SoutheasternQ2 2026Q3 due Nov 14Ross Glotzbach, CEO | 0.08% | 8,434 | $2M | held | — | 14 q |
| BaronQ2 2026Q3 due Nov 14Ron Baron, CEO | 0.08% | 309,044 | $57M | added+4% | −0.06 pp | 7 q |
| Dodge & CoxQ2 2026Q3 due Nov 14David Hoeft, CIO | 0.00% | 1,500 | $274,665 | held | — | 7 q |
| D1Q2 2026Q3 due Nov 14Daniel Sundheim, founder | — | — | — | exited | 0.00 pp | — |












