>>> Carl Icahn discloses updated portfolio positions in 13F filing: New SATS MN

Carl Icahn discloses updated portfolio positions in 13F filing: New SATS MNRO positions, Exited BHC, Added to IEP CTRI IFF
Highlights from Q3 2025 filing as compared to Q2 2025 (all amounts are approximate):
  • New: SATS (4.35 mln shares), MNRO (1.47 mln)
  • Increased: IEP (518.93 mln shares from 494.78 mln shares), CTRI (10.85 mln from 6.4 mln), IFF (4.75 mln from 3.75 mln)
  • Maintained: CVI (70.42 mln shares), JBLU (33.62 mln), UAN (4.16 mln), AEP (1.21 mln)
  • Exited: BHC (34.72 mln shares)
  • Decreased: SWX (6.03 mln shares from 7.53 mln shares)

>>> Starboard Value (Jeffrey Smith) discloses updated portfolio positions in 13

Starboard Value (Jeffrey Smith) discloses updated portfolio positions in 13F filing: New BILL position, Exited PFE FTRE GDOT RBA. Added to RIOT TRIP ROG
Highlights from Q3 2025 filing as compared to Q2 2025 (all amounts are approximate):
  • New: BILL (7.02 mln shares)
  • Increased: RIOT (8.82 mln shares from 4.68 mln shares), TRIP (9.51 mln from 8.5 mln), ROG (1.68 mln from 0.9 mln)
  • Maintained: AQN (63.49 mln shares), ACTG (61.12 mln), ALIT (45.87 mln), KVUE (20.93 mln), BLMN (7.98 mln), IJH (5.25 mln), CRM (1.24 mln)
  • Exited: PFE (from 8.54 mln shares), FTRE (2.5 mln), GDOT (1.73 mln), RBA (0.25 mln)
  • Decreased: HR (14.49 mln shares from 19.29 mln shares), MTCH (11.07 mln from 15.31 mln), BDX (1.21 mln from 2.62 mln), GEN (12.17 mln from 13.33 mln), NWS (6.02 mln from 6.86 mln), NWSA (6.38 mln from 6.8 mln), QRVO (7.51 mln from 7.87 mln), IWM (0.14 mln from 0.34 mln), ADSK (1.31 mln from 1.47 mln)

>>> Pershing Square (Bill Ackman) discloses updated portfolio positions in 13F f

Pershing Square (Bill Ackman) discloses updated portfolio positions in 13F filing: Slightly boosted BN, lowered GOOGL while maintaining GOOG shares
Highlights from Q3 2025 filing as compared to Q2 2025 (all amounts are approximate):
  • Increased: BN (41.02 mln shares from 41.16 mln shares)
  • Maintained: CMG (21.54 mln shares), HHH (18.85 mln), GOOG (6.32 mln), AMZN (5.82 mln), HLT (3.03 mln)
  • Decreased: UBER (30.27 mln shares from 30.3 mln shares), QSR (22.92 mln from 23 mln), GOOGL (4.84 mln from 5.36 mln)

>>> DME Capital / Greenlight Capital (David Einhorn) discloses updated portfoli

DME Capital / Greenlight Capital (David Einhorn) discloses updated portfolio positions in 13F filing: New PCG PRKS KWEB positions, Exited TECK, Added to FLR VSCO KD ACHC CNC
Highlights from Q3 2025 filing as compared to Q2 2025 (all amounts are approximate):
  • New: PCG (6.38 mln shares), PRKS (471K), KWEB (86K), NXST (74K)
  • Increased: FLR (5.51 mln shares from 3.82 mln shares), VSCO (1.93 mln from 0.89 mln), KD (4.34 mln from 3.31 mln), ACHC (1.64 mln from 0.87 mln), CNC (1.56 mln from 0.84 mln), PTON (246K from 179K), SNX (39K from 33K), GLD (175K from 169K)
  • Maintained: GRBK (9.47 mln shares), DHT (7.62 mln), LBTYA (5.22 mln), GPK (4.71 mln), TEVA (3.78 mln), BHF (2.79 mln), CNR (2.16 mln), SDRL (1.59 mln), WFRD (0.96 mln)
  • Exited: TECK (2 mln shares)
  • Decreased: HPQ (0.3 mln shares from 3.02 mln shares), ROIV (2.28 mln from 4.55 mln), CNH (5.9 mln from 7.87 mln), GPRO (1.69 mln from 2.82 mln), CPRI (2.69 mln from 3.48 mln), PENN (6.77 mln from 7.49 mln), SHC (181K from 234K), OIH (12K from 16K)

>>> Glenview Capital (Larry Robbins and Mark Horowitz) discloses updated portfo

Glenview Capital (Larry Robbins and Mark Horowitz) discloses updated portfolio positions in 13F filing: New LION Z PINS BAX OSCR TECH CNC positions, Exited WDC W COO
Highlights from Q3 2025 filing as compared to Q2 2025 (all amounts are approximate):
  • New: LION (5 mln shares), Z (890K), PINS (808K), BAX (743K), OSCR (408K), TECH (374K), CNC (372K), ICLR (371K), XYZ (322K), BRKR (320K), ONTO (271K), RTO (205K), EHC (168K), DD (128K), ILMN (102K), LAD (74K), SNPS (21K)
  • Increased: DXC (8.34 mln shares from 5.87 mln shares), GTM (18.51 mln from 16.38 mln), SGRY (2.55 mln from 1.53 mln), TEVA (16.69 mln from 15.82 mln), GPN (5.14 mln from 4.32 mln), EYE (1.38 mln from 0.81 mln), PYPL (1.33 mln from 1.01 mln), MRVL (0.68 mln from 0.41 mln), DHR (0.26 mln from 0.05 mln), UBER (0.47 mln from 0.27 mln), TMO (283K from 100K), UHS (482K from 389K), AMZN (652K from 563K), IQV (175K from 100K), DKS (352K from 291K), MCK (56K from 26K), RH (80K from 66K)
  • Maintained: VTRS (8.25 mln shares), CVS (8.2 mln), UAL (0.58 mln)
  • Exited: WDC (601K), W (528K), COO (281K), JBTM (241K), ON (174K), SNDK (26K)
  • Decreased: ALIT (20.38 mln shares from 24.38 mln shares), ESI (2.21 mln from 2.82 mln), THC (2.32 mln from 2.93 mln), BC (0.31 mln from 0.66 mln), USFD (1.07 mln from 1.38 mln), KNX (860K from 1170K), CI (188K from 372K), EXPE (360K from 508K), META (12K from 116K), MKSI (172K from 232K)

>>> Third Point (Dan Loeb) discloses updated portfolio positions in 13F filing:

Third Point (Dan Loeb) discloses updated portfolio positions in 13F filing: New SRTA CORZ SGI NSC FND UNP positions, Exited SHCO FLS FTV ICE SABR RBA
Highlights from Q3 2025 filing as compared to Q2 2025 (all amounts are approximate):
  • New: SRTA (5 mln shares), CORZ (3 mln), SGI (3 mln), NSC (1.65 mln), FND (1.33 mln), UNP (875K), MTZ (725K), CYH (150K), BHC (100K)
  • Increased: MSFT (1.1 mln shares from 0.4 mln shares), SN (1.8 mln from 1.2 mln), KVUE (9 mln from 8.53 mln), CASY (0.5 mln from 0.36 mln), AMZN (2.81 mln from 2.71 mln), CRS (850K from 750K), META (220K from 150K), FLUT (1120K from 1070K), FIX (200K from 185K)
  • Maintained: PCG (50.1 mln shares), TDS (6.71 mln), BN (4.68 mln), CSGP (3.02 mln), NVDA (2.85 mln), COOP (0.93 mln)
  • Exited: SHCO (from 5.17 mln shares), FLS (1.2 mln), FTV (1.16 mln), ICE (0.95 mln), SABR (0.75 mln), RBA (0.7 mln), CPAY (0.69 mln), DOCU (0.63 mln), WDAY (0.3 mln), GTLS (0.22 mln)
  • Decreased: RKT (4 mln shares from 4.75 mln shares), APO (0.65 mln from 1.28 mln), LYV (1.35 mln from 1.98 mln), DHR (0.05 mln from 0.5 mln), TLN (0.35 mln from 0.79 mln), CRH (2.17 mln from 2.59 mln), COF (1.39 mln from 1.8 mln), J (0.92 mln from 1.26 mln), TSM (1.1 mln from 1.43 mln), VST (0.94 mln from 1.25 mln)

>>> Lone Pine discloses updated portfolio positions in 13F filing: New NU ETSY

Lone Pine discloses updated portfolio positions in 13F filing: New NU ETSY APH positions, Exited WIX CRM UNH INTU ASML
Highlights from Q3 2025 filing as compared to Q2 2025 (all amounts are approximate):
  • New: NU (25.41 mln shares), ETSY (3.88 mln), APH (3.02 mln), CIEN (2.01 mln), SE (1.87 mln), AVGO (1.55 mln), WING (1.49 mln), VMC (1.38 mln)
  • Increased: BN (10.18 mln shares from 5.62 mln shares), PM (4.61 mln from 2.76 mln), EQT (8.36 mln from 7.52 mln), LPLA (2.26 mln from 1.87 mln), TLN (1.19 mln from 1.09 mln)
  • Maintained: SBUX (5.56 mln shares), CVNA (1.77 mln)
  • Exited: WIX (from 2.16 mln shares), CRM (1.86 mln), UNH (1.69 mln), INTU (0.77 mln), ASML (0.57 mln)
  • Decreased: AMZN (2.81 mln shares from 5.03 mln shares), VST (4.7 mln from 6.47 mln), KKR (4.08 mln from 5.22 mln), MSFT (1.21 mln from 1.85 mln), COF (2.57 mln from 3.08 mln), TSM (3.05 mln from 3.44 mln), META (1.32 mln from 1.67 mln), APP (1.11 mln from 1.26 mln), FLUT (1.73 mln from 1.86 mln), BKNG (0.03 mln from 0.06 mln)

>>> ValueAct (Jeffrey Ubben and Bradley Singer) discloses updated portfolio posi

ValueAct (Jeffrey Ubben and Bradley Singer) discloses updated portfolio positions in 13F filing: New TOST position, Added to RKT MDB V META, Exited RDFN CCC EXPE, Lowered DIS RBLX AMZN holdings
Highlights from Q3 2025 filing as compared to Q2 2025 (all amounts are approximate):
  • New: TOST (3.4 mln shares)
  • Increased: RKT (25.4 mln shares from 15.13 mln shares), MDB (2.12 mln from 0.69 mln), V (1.57 mln from 1.24 mln), META (0.77 mln from 0.62 mln)
  • Maintained: CRM (2.9 mln shares), COOP (0.9 mln)
  • Exited: RDFN (from 5.81 mln shares), CCC (2.88 mln), EXPE (0.28 mln)
  • Decreased: DIS (4.39 mln shares from 5.09 mln shares), NSIT (2.27 mln from 2.86 mln), LLYVK (3.52 mln from 3.99 mln), RBLX (4.28 mln from 4.73 mln), AMZN (3.5 mln from 3.87 mln), CBRE (0.23 mln from 0.59 mln), LYV (0.64 mln from 0.89 mln), SSD (1.21 mln from 1.41 mln), LLYVA (1.72 mln from 1.77 mln)

>>> Jana Partners (Barry Rosenstein) discloses updated portfolio positions in 13

Jana Partners (Barry Rosenstein) discloses updated portfolio positions in 13F filing: New FUN COO ALKT positions
Highlights from Q3 2025 filing as compared to Q2 2025 (all amounts are approximate):
  • New: FUN (4.05 mln shares), COO (2.43 mln), ALKT (1.89 mln)
  • Increased: RPD (6.5 mln shares from 5.73 mln shares), FRPT (1.05 mln from 1.01 mln)
  • Maintained: THS (5.82 mln shares)
  • Exited: WEX (0.16 mln shares)
  • Decreased: LW (5.01 mln shares from 7.23 mln shares), TRMB (1.88 mln from 3.61 mln), MRCY (5.96 mln from 6.75 mln), SPY (0.39 mln from 0.51 mln), MKL (0.15 mln from 0.15 mln)

>>> Soros Fund (George Soros) discloses updated portfolio positions in 13F filin


Soros Fund (George Soros) discloses updated portfolio positions in 13F filing: New VMEO FIGR IAS PHLT INDV SCS CTLP HBI STUB RSP CMS DIS positions
Highlights from Q3 2025 filing as compared to Q2 2025 (all amounts are approximate):
  • New: VMEO (2.85 mln shares), FIGR (2.23 mln), IAS (1.99 mln), PHLT (1.38 mln), INDV (1.35 mln), SCS (1.27 mln), CTLP (1.24 mln), HBI (1.18 mln), STUB (874K), RSP (830K), CMS (776K), DIS (656K), NIQ (652K), SPNS (603K), CTRE (526K), TGNA (475K), MRUS (405K), DD (400K), BRCB (386K), SFD (369K), SFNC (325K), LION (300K), VRNA (285K), ARX (225K), NTSK (215K), BLSH (205K), HOUS (200K), AIRO (198K), SRE (190K), RDN (179K), RDNT (178K), KLAR (156K), RAL (149K), EXC (135K)
  • Increased: KDK (9.97 mln shares from 0.9 mln shares), AMZN (2.23 mln from 0.38 mln), BGC (4.4 mln from 3.6 mln), ARMK (2.27 mln from 1.55 mln), CRBG (2.01 mln from 1.69 mln), IPG (1.45 mln from 1.16 mln), SW (7.75 mln from 7.48 mln), GOOGL (658K from 27K), ALLY (738K from 406K), AAPL (350K from 21K), TKO (620K from 336K), AMRZ (600K from 390K), SHLS (750K from 610K), CVLT (218K from 90K), COOP (146K from 20K), KEY (880K from 771K), ADT (1222K from 1129K), CRM (464K from 390K), DDOG (429K from 357K), DASH (105K from 60K), SYF (159K from 115K), TEAM (70K from 28K), AAMI (457K from 416K), MNTN (129K from 100K), ACN (100K from 75K), GL (146K from 125K), CYBR (68K from 51K), TSM (136K from 125K), ADI (56K from 46K), CHYM (48K from 40K), CAI (56K from 50K), ETOR (165K from 160K), HNGE (79K from 75K)
  • Exited: ETWO (from 4.9 mln shares), DNB (3.66 mln), AVDX (2.08 mln), TTAM (0.48 mln), AER (816K), PRMB (760K), CSX (593K), SNDK (527K), SWTX (502K), BPMC (250K), GOGL (250K), CTRI (400K), AZEK (384K), ATI (363K), JBTM (330K), SMA (328K), NKE (302K), CP (302K), ECVT (287K), K (280K)
  • Decreased: SARO (0.69 mln shares from 2.68 mln shares), GFL (0.88 mln from 2.85 mln), CIFR (0.21 mln from 1.3 mln), BRO (0.01 mln from 1 mln), EVGO (4 mln from 4.98 mln), ETR (0.34 mln from 1.08 mln), IBKR (1.58 mln from 2.23 mln), SRAD (0.59 mln from 1.02 mln), CRH (0.18 mln from 0.59 mln), UBER (253K from 538K), ULS (480K from 757K), AS (457K from 626K), JCI (3K from 164K), KKR (187K from 343K), CRCL (202K from 305K), KRMN (364K from 464K), TPG (276K from 336K), SAIL (1296K from 1352K), GLXY (274K from 311K), LAZ (125K from 161K), SNOW (258K from 273K)