SN
Over time
Holders
| Abrams BisonQ2 2026Q3 due Nov 14Gavin Abrams, portfolio manager | 10.67% | 1,436,000 | $219M | held | — | 10 q |
| SoutheasternQ2 2026Q3 due Nov 14Ross Glotzbach, CEO | 0.50% | 63,234 | $10M | trimmed−75% | −0.81 pp | 12 q |
| BaillieQ2 2026Q3 due Nov 14 | 0.26% | 1,912,105 | $291M | trimmed−1% | +0.05 pp | 9 q |
| MillerQ2 2026Q3 due Nov 14Bill Miller IV, CIO | 0.21% | 5,932 | $903,266 | added+3% | +0.05 pp | 2 q |
| PRIMECAPQ2 2026Q3 due Nov 14Joel Fried, portfolio manager | 0.01% | 144,700 | $22M | added+1% | 0.00 pp | 5 q |
| PolenQ2 2026Q3 due Nov 14Dan Davidowitz, portfolio manager | 0.01% | 4,146 | $631,311 | added+66% | +0.01 pp | 2 q |
| First EagleQ2 2026Q3 due Nov 14Kimball Brooker, portfolio manager | 0.00% | 16,310 | $2M | added×2.0 | 0.00 pp | 5 q |
| Third PointQ2 2026Q3 due Nov 14Daniel Loeb, CIO | — | — | — | exited | 0.00 pp | — |








