Jeffrey Ubben (ValueAct)Investor Portfolio
$RKT reported position value fell $360.3M from the prior quarter The current position is about 28.2M shares, worth about $402.1M.
Today's Smart Money Notes
Maria Elvira SalazarCongress
Bought $BEP and $CRM ($33K–$145K) and sold $BIIB and $UNH ($16K–$65K) The buy and sale ranges overlap, so the overall net direction cannot be determined.
FI
Financial InfrastructureMarket / Sector
Cathie Wood (ARK Invest) recorded an estimated $10.5M of net selling in Financial Infrastructure over seven days $HOOD about $18.4M and $SLMT about $172.2K accounted for 100.0% of gross selling. At the same time, Cathie Wood (ARK Invest) recorded an estimated $50.5M of net buying in Consumer & Commerce; the week's trading emphasis moved from Financial Infrastructure toward Consumer & Commerce.
Sell
CoreWeave, Inc.Company Insider
Chief Executive Officer and President Michael N Intrator sold 101.9K $CRWV shares at $79.93, a $8.1M transaction Michael N Intrator sold 101.9K shares of $CRWV for $8.1M at $79.93 each. His stake decreased by 3.6% to 2.8M shares after the transaction.
Sell
Yesterday's Notes
CrowdStrike Holdings, Inc.Company Insider
Director Denis Oleary sold 14.5K $CRWD shares at $187.87, a $2.7M transaction Denis Oleary sold 14.5K shares of $CRWD at $187.87, totaling $2.7M. This sale reduces his stake by 29.3%.
Sell
Bruce Berkowitz (Fairholme Capital)Investor Portfolio
$JOE reported position value rose $53.3M from the prior quarter The current position is about 19.2M shares, worth about $1.2B. Consumer & Commerce weight rose 79.8 percentage points while Other weight fell 0.2 percentage points.
IA
Industrial Automation & DefenseMarket / Sector
Cathie Wood (ARK Invest) recorded an estimated $9.5M of net selling in Industrial Automation & Defense over seven days $DE about $9.3M and $CAT about $4.8M accounted for 80.3% of gross selling. At the same time, Cathie Wood (ARK Invest) recorded an estimated $50.5M of net buying in Consumer & Commerce; the week's trading emphasis moved from Industrial Automation & Defense toward Consumer & Commerce.
Sell
Last Week's Notes
Martin Lynn CPresident, NYSE Group
Sell $2.2M of disclosed value in Intercontinental Exchange, Inc. $ICE.
Sell
Hershey Trust Co Trustee In Trust For Milton Hershey School10% Owner
Sell $3.5M of disclosed value in The Hershey Company $HSY.
Sell
Agarwal AmitDirector
Sell $5.2M of disclosed value in Datadog, Inc. $DDOG.
Sell
Barstad Melanie W.Director
Sell $1.9M of disclosed value in Cintas Corporation $CTAS.
Sell
Last Month's Notes
Talasaz AmirAliDirector, Co-CEO
Sell $39.3M of disclosed value in Guardant Health, Inc. $GH.
Sell
Linford MichaelCOO
Sell $8.0M of disclosed value in Affirm Holdings, Inc. $AFRM.
Sell
Fisher Eric ASVP
Sell $2.0M of disclosed value in Valero Energy Corporation $VLO.
Sell
Mcinerney RyanDirector, CEO
Sell $7.1M of disclosed value in Visa Inc $V.
Sell
Mehrotra SanjayDirector, President, CEO
Sell $30.2M of disclosed value in Micron Technology Inc $MU.
Sell