Duquesne (Stanley Druckenmiller) discloses updated portfolio positions in 13F filing: New STUB CLF FIGR AMZN CRH positions, Exited WBD ENTG BCS CZR COHR KMI CCC
Highlights from Q3 2025 filing as compared to Q2 2025 (all amounts are approximate):
- New: STUB (4.3 mln shares), CLF (2.7 mln), FIGR (2.1 mln), EEM (1.9 mln), AEVA (1.8 mln), PCG (1.65 mln), COGT (1.06 mln), KBE (482K), AMZN (437K), CRH (394K), SMTC (302K), FWONK (288K), SYF (262K), VST (234K), CMG (233K), POST (176K), ARM (168K), SNDK (166K), PTGX (160K), SEI (146K), GPC (144K), DKS (132K), GOOGL (102K)
- Increased: NAMS (1.9 mln shares from 0.8 mln shares), TBBB (1.18 mln from 0.36 mln), BAC (0.99 mln from 0.3 mln), TEVA (16.59 mln from 15.97 mln), CPNG (4.6 mln from 4.1 mln), ELVN (0.95 mln from 0.46 mln), DOCU (1.69 mln from 1.29 mln), QSR (1.1 mln from 0.75 mln), OPCH (978K from 637K), TWLO (513K from 200K), LEN (279K from 90K), WAB (302K from 171K), DHI (205K from 77K), CRS (220K from 127K)
- Maintained: VRNA (1 mln shares), TSM (0.77 mln)
- Exited: WBD (from 6.5 mln shares), ENTG (1.65 mln), BCS (1.55 mln), CZR (1.4 mln), COHR (1.16 mln), KMI (1.1 mln), CCC (1.0 mln)
- Decreased: NU (1.45 mln shares from 3.42 mln shares), DAKT (1.44 mln from 3.08 mln), U (0.88 mln from 1.77 mln), YPF (115K from 704K), CHYM (43K from 467K), EQT (895K from 1253K), FLUT (115K from 405K), ROKU (822K from 1101K), WWD (633K from 849K), C (515K from 666K), STX (86K from 197K), SE (274K from 310K), ARGT (254K from 268K)