High Conviction Fund Sells

Stock Fund Market Value Change
in Stake
Shares
2026
JP Morgan Chase
JP Morgan Chase
New York
$150M -87% 3,343,748
2027
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$150M -66% 765,771
2028
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$150M -100% 714,585
2029
SEP
Soma Equity Partners
California
$150M Closed 842,614
2030
PF
Phoenix Financial
Israel
$150M -77% 3,633,800
2031
SV
Starboard Value
New York
$150M Closed 45,865,899
2032
Simplex Trading
Simplex Trading
Illinois
$149M Closed 617,585
2033
State Street
State Street
Massachusetts
$149M Closed 2,249,957
2034
ICP
Ilex Capital Partners
United Kingdom
$149M Closed 314,219
2035
Amundi
Amundi
France
$149M -64% 663,536
2036
TA
Trivest Advisors
Hong Kong
$149M Closed 530,562
2037
BG
Bellevue Group
Switzerland
$149M Closed 3,714,736
2038
Lazard Asset Management
Lazard Asset Management
New York
$149M -63% 345,873
2039
Macquarie Group
Macquarie Group
Australia
$149M -93% 39,456
2040
Rockefeller Capital Management
Rockefeller Capital Management
New York
$149M -92% 335,516
2041
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$149M Closed 911,914
2042
SC
Saturna Capital
Washington
$149M Closed 851,670
2043
GC
Greenvale Capital
United Kingdom
$149M Closed 1,075,000
2044
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$149M -70% 507,458
2045
TP
Third Point
New York
$149M Closed 350,000
2046
PC
PointState Capital
New York
$149M -70% 1,268,065
2047
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$149M -99% 602,453
2048
Primecap Management
Primecap Management
California
$149M -58% 1,778,280
2049
AM
AGF Management
Ontario, Canada
$149M -100% 237,987
2050
Barclays
Barclays
United Kingdom
$149M Closed 1,393,716